CRUZ vs. NBCC ETF Comparison
Comparison of Defiance Hotel, Airline, and Cruise ETF (CRUZ) to Neuberger Berman Next Generation Connected Consumer ETF (NBCC)
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
$26.51
Average Daily Volume
8,847
27
NBCC
Neuberger Berman Next Generation Connected Consumer ETF
NBCC Description
Neuberger Berman Next Generation Connected Consumer ETF is an exchange traded fund launched and managed by Neuberger Berman Investment Advisers LLC. It invests in public equity markets of global region. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Neuberger Berman Next Generation Connected Consumer ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$24.93
Average Daily Volume
278
24
Performance
| Period | CRUZ | NBCC |
|---|---|---|
| 30 Days | 8.86% | 3.50% |
| 60 Days | 16.26% | 5.83% |
| 90 Days | 25.87% | 6.59% |
| 12 Months | 36.27% | 19.01% |
1 Overlapping Holdings
| Symbol | Grade | Weight in CRUZ | Weight in NBCC | Overlap | |
|---|---|---|---|---|---|
| CCL | B | 6.21% | 4.84% | 4.84% |
CRUZ Overweight 26 Positions Relative to NBCC
| Symbol | Grade | Weight | |
|---|---|---|---|
| RCL | A | 8.85% | |
| DAL | C | 8.6% | |
| MAR | B | 7.97% | |
| HLT | A | 7.64% | |
| UAL | A | 5.77% | |
| IHG | A | 3.93% | |
| LUV | C | 2.81% | |
| NCLH | B | 2.71% | |
| HST | C | 2.31% | |
| AAL | B | 2.14% | |
| HTHT | D | 1.79% | |
| ALK | C | 1.59% | |
| WH | B | 1.48% | |
| RHP | B | 1.42% | |
| H | B | 0.95% | |
| SKYW | B | 0.94% | |
| CHH | A | 0.86% | |
| APLE | B | 0.76% | |
| PK | B | 0.7% | |
| ATAT | C | 0.64% | |
| CPA | D | 0.64% | |
| SHO | C | 0.5% | |
| JBLU | F | 0.49% | |
| RLJ | C | 0.45% | |
| DRH | B | 0.45% | |
| PEB | D | 0.31% |
CRUZ Underweight 23 Positions Relative to NBCC
| Symbol | Grade | Weight | |
|---|---|---|---|
| SPOT | B | -5.75% | |
| DKNG | B | -5.14% | |
| PM | B | -4.72% | |
| WIX | B | -4.35% | |
| TMUS | B | -4.32% | |
| MCD | D | -3.9% | |
| ULTA | F | -3.84% | |
| HD | A | -3.81% | |
| ALL | A | -3.77% | |
| LVS | C | -3.6% | |
| TJX | A | -3.09% | |
| GOOG | C | -2.98% | |
| WRBY | B | -2.96% | |
| UL | D | -2.71% | |
| MTCH | D | -2.68% | |
| NFLX | A | -2.56% | |
| KDP | D | -2.53% | |
| NKE | D | -2.51% | |
| GE | D | -2.04% | |
| DLTR | F | -1.73% | |
| WMT | A | -1.4% | |
| CMG | B | -0.95% | |
| PSMT | C | -0.94% |
CRUZ: Top Represented Industries & Keywords
NBCC: Top Represented Industries & Keywords
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