EATZ
-0.63 · -2.26%
$27.22 · NYSE ARCA

AdvisorShares Restaurant ETF (EATZ) ETF Analysis | Consumer Cyclical

AdvisorShares · USA
AUM:$2.6M
#– 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

Down 7.8% over the past year, indicating modest price weakness.

Cost Efficiency

Ongoing charge of 1.01% — above average for this category.

What is EATZ?

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. exchange listed equity securities, including common and preferred stock and ADRs.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Negative 12-Month Return
EATZ returned -7.8% over the past year, reflecting recent market conditions.
Higher Cost Profile
Expense ratio of 1.01% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 56.5% of the ETF — significant weight in a small number of names.
ETF Information
AUM$2.6M
Expense Ratio1.01%
Dividend Yield0.48%
Holdings19
Inception DateApr 2021
Domicile–
Distribution–
Index–
ProviderAdvisorShares
Beta1.35
CategoryConsumer Cyclical
CurrencyUSD
Portfolio Impact

How would EATZ affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+7.7%
1Y
+3.5%
3Y
+35.3%
5Y
+9.4%
OpenBook InsightIf you had invested £10,000 in EATZ 5 years ago, it would have grown to £10,937 — a gain of £937.

Annual Returns

Calendar year performance

EATZ delivered positive returns in 3 of the last 5 calendar years.
YearEATZ
2026 YTD+2.9%
2025-7.6%
2024+25.3%
2023+26.5%
2022-21.0%
CAGR 4yr+3.7%
3/5 positive yearsAvg return: +5.2%Worst year: -21.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
20.3%
Moderate
Momentum
+3.5%
30-day change
Support Level
25.98
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.