Screener
BEDZ vs XRT
AdvisorShares Hotel ETF vs State Street SPDR S&P Retail ETF
Key differences
- XRT costs 0.64% less per year.
- XRT is significantly larger than BEDZ — larger funds tend to be more liquid and less likely to close.
- BEDZ follows a active selection strategy; XRT uses index tracking.
- XRT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BEDZ | XRT | |
|---|---|---|
| Annual cost (TER) | 0.99% | 0.35% |
| Fund size (AUM) | $2M | $206M |
| Since | 2021 | 2006 |
| Dividend yield | 2.28% | 0.81% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +22.0% | +13.4% |
| CAGR 3Y | +14.2% | +13.6% |
| CAGR 5Y | +8.4% | -0.1% |
| Sharpe 3Y | 0.56 | 0.52 |
| Volatility 1Y | 20.46% | 20.35% |
| Max drawdown | -29.70% | -47.02% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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