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BEDZ vs SPY

Comparison between ADVISORSHARES HOTEL ETF (BEDZ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BEDZ, delivering a return of +12.4% compared to +10.3%

BEDZ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BEDZ
$3M
Winner
SPY
$781B
Expense Ratio
BEDZ
0.99%
Winner
SPY
0.09%
Max Drawdown
Winner
BEDZ
29.96%
SPY
56.47%
Sharpe Ratio
BEDZ
0.33
Winner
SPY
1.12
5Y Beta
BEDZ
1.04
Winner
SPY
1.00
P/E Ratio
Winner
BEDZ
28.41
SPY
28.53
Forward P/E
BEDZ
24.44
Winner
SPY
21.47
5Y Dividends CAGR
BEDZ
N/A
SPY
6.00%
5Y EPS CAGR
BEDZ
N/A
SPY
25.58%
Debt to Equity
BEDZ
115.29%
Winner
SPY
32.09%
P/S Ratio
Winner
BEDZ
1.55
SPY
3.75
P/B Ratio
Winner
BEDZ
2.10
SPY
5.64

BEDZ vs SPY - Holdings Comparison

BEDZ and SPY have 8 common holdings. Overlap is 0.71%

BEDZ's top 25 holdings weight is 91.56%. SPY's top 25 holdings weight is 51.74%.

RankBEDZSPY
#1
CHATHAM LODGING TRUST (CLDT) - 7.43%
NVIDIA CORP (NVDA) - 7.89%
#2
SUNSTONE HOTEL INVESTORS INC (SHO) - 6.14%
APPLE INC (AAPL) - 7.37%
#3
PEBBLEBROOK HOTEL TRUST (PEB) - 5.95%
MICROSOFT CORP (MSFT) - 4.50%
#4
APPLE HOSPITALITY REIT INC (APLE) - 5.90%
AMAZON.COM INC (AMZN) - 3.82%
#5
MONARCH CASINO & RESORT INC (MCRI) - 5.19%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
RLJ LODGING TRUST REGISTERED SHS OF BENEF INTEREST (RLJ) - 4.70%
BROADCOM INC (AVGO) - 2.86%
#7
ATOUR LIFESTYLE HOLDINGS LTD ADR (ATAT) - 4.56%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
EXPEDIA GROUP INC (EXPE) - 4.41%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
HOST HOTELS & RESORTS INC (HST) - 4.40%
TESLA INC (TSLA) - 1.70%
#10
AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 4.38%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
VIKING HOLDINGS LTD (VIK) - 4.26%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
DIAMONDROCK HOSPITALITY CO (DRH) - 4.13%
ELI LILLY AND CO (LLY) - 1.40%
#13
MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 4.06%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
CARNIVAL CORPORATION LTD (CCL) - 4.03%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
H WORLD GROUP LTD ADR (HTHT) - 3.99%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
ROYAL CARIBBEAN GROUP (RCL) - 3.87%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
CIVEO CORP (CVEO) - 3.73%
VISA INC CLASS A (V) - 0.90%
#18
BOOKING HOLDINGS INC (BKNG) - 3.66%
WALMART INC (WMT) - 0.76%
#19
VICI PROPERTIES INC ORDINARY SHARES (VICI) - 3.51%
INTEL CORP (INTC) - 0.75%
#20
HILTON GRAND VACATIONS INC (HGV) - 3.26%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21N/A
CISCO SYSTEMS INC (CSCO) - 0.68%
#22N/A
MASTERCARD INC CLASS A (MA) - 0.66%
#23N/A
ABBVIE INC (ABBV) - 0.66%
#24N/A
CATERPILLAR INC (CAT) - 0.65%
#25N/A
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings20505

BEDZ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BEDZ
-1.97%
Winner
SPY
+0.63%
3M
Winner
BEDZ
+7.93%
SPY
+4.46%
6M
Winner
BEDZ
+10.43%
SPY
+7.67%
1Y
BEDZ
+8.27%
Winner
SPY
+17.68%
5Y(CAGR)
BEDZ
+10.34%
Winner
SPY
+12.42%
10Y(CAGR)
BEDZ
N/A
SPY
+14.84%
Max(CAGR)
BEDZ
+8.28%
Winner
SPY
+8.44%

BEDZ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBEDZSPY
2026+7.60%+8.63%
2025+4.07%+18.00%
2024+18.88%+25.59%
2023+25.46%+26.72%
2022-13.73%-18.64%
2021+6.49%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

BEDZ vs SPY Drawdown Comparison

The maximum drawdown for BEDZ was -29.70%, occurring on Jul 6, 2022. Recovery took 526 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current BEDZ drawdown is -4.07%. The current SPY drawdown is -2.57%.

RankBEDZSPY
#1-29.70%
Nov 5, 2021 - Dec 11, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-28.31%
Feb 7, 2025 - Aug 27, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-16.65%
Jun 8, 2021 - Oct 1, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-14.67%
Mar 28, 2024 - Oct 4, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-12.06%
Jan 9, 2026 - May 27, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-11.67%
Sep 11, 2025 - Dec 22, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.27%
Apr 29, 2021 - May 27, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.90%
Dec 6, 2024 - Jan 30, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.71%
Jun 26, 2026 - Jul 8, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.04%
Dec 28, 2023 - Jan 25, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.87%
Dec 22, 2025 - Jan 6, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.85%
Nov 12, 2024 - Nov 22, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.24%
Oct 1, 2021 - Nov 1, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.14%
Oct 16, 2024 - Oct 28, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.08%
Jan 30, 2025 - Feb 7, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BEDZ and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

BEDZ vs SPY dividend yield comparison.

YearBEDZSPY
20260.00%0.50%
20252.31%1.07%
20240.00%1.21%
20231.67%1.40%
20220.21%1.65%
20210.36%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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