BEDZ vs. EXPE
BEDZ (AdvisorShares Hotel ETF) is Consumer Discretionary Equities fund actively managed by AdvisorShares, while EXPE (Expedia Group, Inc.) is a stock. Over the past 5 years, BEDZ returned 8.86%/yr vs 7.36%/yr for EXPE. A 0.73 correlation means they provide meaningful diversification when combined.
Performance
BEDZ vs. EXPE - Performance Comparison
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Returns By Period
In the year-to-date period, BEDZ achieves a 10.65% return, which is significantly higher than EXPE's -15.62% return.
BEDZ
- 1D
- -1.07%
- 1M
- 9.40%
- YTD
- 10.65%
- 6M
- 7.48%
- 1Y
- 25.12%
- 3Y*
- 16.24%
- 5Y*
- 8.86%
- 10Y*
- —
EXPE
- 1D
- -1.20%
- 1M
- 11.12%
- YTD
- -15.62%
- 6M
- -17.37%
- 1Y
- 45.50%
- 3Y*
- 31.99%
- 5Y*
- 7.36%
- 10Y*
- 9.43%
BEDZ vs. EXPE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BEDZ AdvisorShares Hotel ETF | 10.65% | 3.46% | 18.31% | 23.88% | -13.40% | 7.95% |
EXPE Expedia Group, Inc. | -15.62% | 53.27% | 22.76% | 73.28% | -51.53% | 6.02% |
Correlation
The correlation between BEDZ and EXPE is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.68 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (All Time) Calculated using the full available price history since Apr 21, 2021 | 0.73 |
The correlation between BEDZ and EXPE has been stable across timeframes, ranging from 0.68 to 0.73 - a consistent structural relationship.
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Return for Risk
BEDZ vs. EXPE — Risk / Return Rank
BEDZ
EXPE
BEDZ vs. EXPE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AdvisorShares Hotel ETF (BEDZ) and Expedia Group, Inc. (EXPE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BEDZ | EXPE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.26 | ||
| Sortino ratioReturn per unit of downside risk | +0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.21 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.09 | 1.22 | +0.87 |
| Martin ratioReturn relative to average drawdown | 4.91 | 3.05 | +1.86 |
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Drawdowns
BEDZ vs. EXPE - Drawdown Comparison
The maximum BEDZ drawdown since its inception was -29.70%, smaller than the maximum EXPE drawdown of -82.73%. Use the drawdown chart below to compare losses from any high point for BEDZ and EXPE.
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Drawdown Indicators
| BEDZ | EXPE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.70% | -82.73% | +53.03% |
Max Drawdown (1Y)Largest decline over 1 year | -12.06% | -37.44% | +25.38% |
Max Drawdown (3Y)Largest decline over 3 years | -28.31% | -37.44% | +9.13% |
Max Drawdown (5Y)Largest decline over 5 years | -29.70% | -60.86% | +31.16% |
Max Drawdown (10Y)Largest decline over 10 years | — | -70.51% | — |
Current DrawdownCurrent decline from peak | -1.07% | -20.67% | +19.60% |
Average DrawdownAverage peak-to-trough decline | -8.01% | -23.31% | +15.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.13% | 14.98% | -9.85% |
Volatility
BEDZ vs. EXPE - Volatility Comparison
The current volatility for AdvisorShares Hotel ETF (BEDZ) is 4.98%, while Expedia Group, Inc. (EXPE) has a volatility of 10.36%. This indicates that BEDZ experiences smaller price fluctuations and is considered to be less risky than EXPE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BEDZ | EXPE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 10.36% | -5.38% |
Volatility (6M)Calculated over the trailing 6-month period | 15.25% | 36.67% | -21.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.43% | 47.05% | -26.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.89% | 45.90% | -21.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.79% | 43.92% | -19.13% |
Dividends
BEDZ vs. EXPE - Dividend Comparison
BEDZ's dividend yield for the trailing twelve months is around 2.09%, more than EXPE's 0.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEDZ AdvisorShares Hotel ETF | 2.09% | 2.31% | 0.00% | 1.67% | 0.21% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EXPE Expedia Group, Inc. | 0.74% | 0.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.26% | 1.22% | 1.10% | 0.97% | 0.88% | 0.68% |
Frequently Asked Questions
BEDZ and EXPE have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EXPE has higher volatility (10.36%) compared to BEDZ (4.98%). In terms of maximum drawdown, BEDZ dropped -29.70% vs EXPE's -82.73%.
BEDZ currently has the higher Sharpe Ratio (1.24 vs 0.97), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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