CRUZ vs. JCHI ETF Comparison
Comparison of Defiance Hotel, Airline, and Cruise ETF (CRUZ) to JPMorgan Active China ETF (JCHI)
CRUZ
Defiance Hotel, Airline, and Cruise ETF
CRUZ Description
The investment seeks to track the total return performance, before fees and expenses, of the BlueStar Global Hotels, Airlines, and Cruises Index (the 'index'). The index is a rules-based index that consists of globally-listed stocks of companies that derive at least 50% of their revenues from the passenger airline, hotel and resort, or cruise industries (Travel Companies) as determined by MV Index Solutions. Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in Travel Companies. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$26.47
Average Daily Volume
8,919
27
JCHI
JPMorgan Active China ETF
JCHI Description
Under normal circumstances, the fund will invest at least 80% of the value of its assets in equity securities and equity-related instruments that are tied economically to China. The fund may invest in all types of issuers (including government-owned issuers) of equity securities and equity-related instruments that are tied economically to China, and in all types of publicly-issued shares of such issuers, including those listed on Chinese or U.S. exchanges. The fund is non-diversified.Grade (RS Rating)
Last Trade
$44.83
Average Daily Volume
3,368
6
Performance
| Period | CRUZ | JCHI |
|---|---|---|
| 30 Days | 7.43% | -4.39% |
| 60 Days | 15.49% | 11.46% |
| 90 Days | 28.08% | 11.00% |
| 12 Months | 36.04% | 9.11% |
1 Overlapping Holdings
| Symbol | Grade | Weight in CRUZ | Weight in JCHI | Overlap | |
|---|---|---|---|---|---|
| HTHT | D | 1.79% | 1.23% | 1.23% |
CRUZ Overweight 26 Positions Relative to JCHI
| Symbol | Grade | Weight | |
|---|---|---|---|
| RCL | A | 8.89% | |
| DAL | A | 8.64% | |
| MAR | B | 8.12% | |
| HLT | A | 7.64% | |
| CCL | A | 6.08% | |
| UAL | A | 5.43% | |
| IHG | A | 3.88% | |
| NCLH | B | 2.89% | |
| LUV | B | 2.83% | |
| HST | D | 2.38% | |
| AAL | B | 2.06% | |
| ALK | A | 1.54% | |
| WH | B | 1.54% | |
| RHP | B | 1.44% | |
| H | B | 0.96% | |
| SKYW | B | 0.96% | |
| CHH | A | 0.84% | |
| APLE | B | 0.78% | |
| PK | D | 0.74% | |
| ATAT | C | 0.67% | |
| CPA | A | 0.6% | |
| SHO | D | 0.53% | |
| JBLU | F | 0.51% | |
| DRH | B | 0.46% | |
| RLJ | C | 0.46% | |
| PEB | F | 0.32% |
CRUZ: Top Represented Industries & Keywords
JCHI: Top Represented Industries & Keywords
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