BEDZAdvisorShares Hotel ETF
Seeks long-term capital appreciation.
By AdvisorShares · Launched 2021
Annual Cost
0.99%
#5,127 of 5,861 · expensive
Fund Size
$3M
#5,390 of 5,861 · small
Return (1Y)Goal
+15.5%
Track Record
5 years
#2,309 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,611+16.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Active selection
Sector
Consumer discretionaryWhat it actually holds
By weightConcentration
Top 10 holdings = 54.9% of fundmoderately concentrated
Expedia Group Inc
7.2%
Marriott International, Inc.
6.2%
Host Hotels & Resorts Inc
6.1%
Monarch Casino & Resort Inc
5.3%
Chatham Lodging Trust
5.3%
Hilton Worldwide Holdings Inc
5.2%
VIKING HOLDINGS LTD
5.1%
Gaming and Leisure Properties Inc
5.0%
Apple Hospitality Reit Inc
4.9%
CARNIVAL CORP
4.7%
Asset allocation
Stocks
94.7%
Bonds
5.3%
By sector
Consumer Cyclical
59.9%
Real Estate
40.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
20.4%High
Year-on-year price swings
Max drawdown
-29.7%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.54Decent risk-adjusted returns
Sortino (3Y)
0.81Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in securities of companies deriving at least 50% of their net revenue from the hotel business, focusing on large- and mid-cap stocks within the consumer discretionary sector. May also invest in small- and micro-cap stocks, aiming for growth and expansion opportunities.
- Inception date
- April 20, 2021
- Fund family
- AdvisorShares
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Data updated on 2026-08-04