EATZ vs. AREA ETF Comparison
Comparison of AdvisorShares Restaurant ETF (EATZ) to Harbor AlphaEdge Next Generation REITs ETF (AREA)
EATZ
AdvisorShares Restaurant ETF
EATZ Description
The investment seeks long-term capital appreciation. The fund is an actively managed ETF that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of companies that derive at least 50% of their net revenue from the restaurant business. It invests primarily in U.S. exchange listed equity securities, including common and preferred stock and ADRs. The fund will concentrate at least 25% of its investments in the Hotels, Restaurants & Leisure Industry within the Consumer Discretionary Sector. It is non-diversified.
Grade (RS Rating)
Last Trade
$27.00
Average Daily Volume
1,821
21
AREA
Harbor AlphaEdge Next Generation REITs ETF
AREA Description
AREA targetsNext Generation REITs through a proprietary rules-based methodology. Instead of traditional office, multi-family, retail, and industrial REITs, the fund favors non-traditional REITs (e.g., data center, gaming, healthcare & life sciences, hotel & motel, manufactured homes, and self-storage). From an index universe of 3,000 US-listed securities, the fund relies on FactSets RBICS sub-industry classification in filtering Next-Gen REITs. Each qualified company is scored across five factor composites (capital deployment, momentum, quality, risk, and valuation) for a combined stock selection score based on prevailing business cycle regimes. The index provider then selects and weights securities using an optimizer that measures the risk-adjusted returns of the portfolio against a benchmark with similar holdings. The fund holds between 35 and 70 REITs, subject to certain capping limits. The index is reconstituted and rebalanced monthly.Grade (RS Rating)
Last Trade
$19.86
Average Daily Volume
229
34
Performance
| Period | EATZ | AREA |
|---|---|---|
| 30 Days | -0.11% | -4.09% |
| 60 Days | 6.29% | |
| 90 Days | 14.05% | |
| 12 Months | 41.82% |
0 Overlapping Holdings
| Symbol | Grade | Weight in EATZ | Weight in AREA | Overlap |
|---|
EATZ Overweight 21 Positions Relative to AREA
EATZ Underweight 34 Positions Relative to AREA
| Symbol | Grade | Weight | |
|---|---|---|---|
| LAMR | B | -7.21% | |
| WY | D | -6.92% | |
| AMT | D | -6.47% | |
| SBAC | D | -6.22% | |
| HST | D | -5.36% | |
| CUBE | D | -5.19% | |
| IRM | B | -4.04% | |
| EPR | D | -3.74% | |
| SBRA | B | -3.68% | |
| RYN | C | -3.62% | |
| ELS | D | -3.57% | |
| DRH | D | -3.42% | |
| VICI | D | -3.23% | |
| EXR | D | -2.94% | |
| SHO | D | -2.86% | |
| NHI | C | -2.73% | |
| OHI | B | -2.57% | |
| DOC | C | -2.52% | |
| PSA | D | -2.51% | |
| LAND | F | -2.34% | |
| CCI | D | -2.15% | |
| LTC | A | -1.74% | |
| PK | F | -1.61% | |
| OUT | C | -1.4% | |
| NSA | D | -1.17% | |
| INN | F | -1.03% | |
| VTR | B | -0.99% | |
| INVH | F | -0.93% | |
| DHC | D | -0.49% | |
| GLPI | D | -0.48% | |
| SILA | C | -0.34% | |
| BHR | D | -0.3% | |
| WELL | A | -0.27% | |
| XHR | C | -0.25% |
EATZ: Top Represented Industries & Keywords
AREA: Top Represented Industries & Keywords
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