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BEDZ
-0.63 · -1.89%
$32.44 · NYSE ARCA

AdvisorShares Hotel ETF (BEDZ) ETF Analysis | Consumer Cyclical

AdvisorShares · USA
AUM:$1.8M
#– of – in Consumer Cyclical ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 24.1% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 1.00% — above average for this category.

What is BEDZ?

The fund is an actively 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 hotel business. It may also invest in companies involved in other lodging and travel-related services.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
BEDZ delivered 24.1% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 1.00% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 50.6% of the ETF — significant weight in a small number of names.
ETF Information
AUM$1.8M
Expense Ratio1.00%
Dividend Yield2.48%
Holdings21
Inception DateApr 2021
Domicile–
Distribution–
Index–
ProviderAdvisorShares
Beta1.24
CategoryConsumer Cyclical
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+11.1%
1Y
+12.9%
3Y
+50.2%
5Y
+70.9%
OpenBook InsightIf you had invested £10,000 in BEDZ 5 years ago, it would have grown to £17,090 — a gain of £7,090.

Annual Returns

Calendar year performance

BEDZ delivered positive returns in 4 of the last 5 calendar years.
YearBEDZ
2026 YTD+8.5%
2025+4.1%
2024+18.9%
2023+25.5%
2022-13.7%
CAGR 4yr+7.6%
4/5 positive yearsAvg return: +8.7%Worst year: -13.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
16.7%
Low
Momentum
+1.6%
30-day change
Support Level
36.32
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.
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