Skip to content
Beacon
Screener

BEDZ vs IEDI

AdvisorShares Hotel ETF vs iShares U.S. Consumer Focused ETF

BEDZ

AdvisorShares Hotel ETF

AdvisorShares

Annual cost

0.99%

Fund size

$2M

IEDI

iShares U.S. Consumer Focused ETF

iShares

Annual cost

0.18%

Fund size

$28M

Key differences

  • IEDI costs 0.81% less per year.
  • IEDI is significantly larger than BEDZ — larger funds tend to be more liquid and less likely to close.
  • BEDZ follows a active selection strategy; IEDI uses index tracking.

Side-by-side comparison

BEDZIEDI
Annual cost (TER)0.99%0.18%
Fund size (AUM)$2M$28M
Since20212018
Dividend yield2.28%0.94%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+22.0%+5.5%
CAGR 3Y+14.2%+13.7%
CAGR 5Y+8.4%+6.7%
Sharpe 3Y0.560.70
Volatility 1Y20.46%13.47%
Max drawdown-29.70%-30.60%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BEDZ and IEDI