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BEDZ vs. RSPD
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BEDZ vs. RSPD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AdvisorShares Hotel ETF (BEDZ) and Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD). The values are adjusted to include any dividend payments, if applicable.

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BEDZ vs. RSPD - Yearly Performance Comparison


2026 (YTD)20252024202320222021
BEDZ
AdvisorShares Hotel ETF
-6.97%3.46%18.31%23.88%-13.40%6.49%
RSPD
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
-5.92%7.98%13.37%22.55%-24.03%7.39%

Returns By Period

In the year-to-date period, BEDZ achieves a -6.97% return, which is significantly lower than RSPD's -5.92% return.


BEDZ

1D
1.61%
1M
-6.71%
YTD
-6.97%
6M
-5.77%
1Y
9.90%
3Y*
9.64%
5Y*
10Y*

RSPD

1D
2.92%
1M
-9.04%
YTD
-5.92%
6M
-6.83%
1Y
8.38%
3Y*
9.02%
5Y*
3.50%
10Y*
7.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BEDZ vs. RSPD - Expense Ratio Comparison

BEDZ has a 0.99% expense ratio, which is higher than RSPD's 0.40% expense ratio.


Return for Risk

BEDZ vs. RSPD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BEDZ
BEDZ Risk / Return Rank: 2626
Overall Rank
BEDZ Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
BEDZ Sortino Ratio Rank: 2727
Sortino Ratio Rank
BEDZ Omega Ratio Rank: 2525
Omega Ratio Rank
BEDZ Calmar Ratio Rank: 2828
Calmar Ratio Rank
BEDZ Martin Ratio Rank: 2525
Martin Ratio Rank

RSPD
RSPD Risk / Return Rank: 2626
Overall Rank
RSPD Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
RSPD Sortino Ratio Rank: 2626
Sortino Ratio Rank
RSPD Omega Ratio Rank: 2424
Omega Ratio Rank
RSPD Calmar Ratio Rank: 2929
Calmar Ratio Rank
RSPD Martin Ratio Rank: 2626
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BEDZ vs. RSPD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AdvisorShares Hotel ETF (BEDZ) and Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD). 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.


BEDZRSPDDifference

Sharpe ratio

Return per unit of total volatility

0.39

0.37

+0.01

Sortino ratio

Return per unit of downside risk

0.76

0.73

+0.03

Omega ratio

Gain probability vs. loss probability

1.10

1.09

+0.01

Calmar ratio

Return relative to maximum drawdown

0.66

0.68

-0.02

Martin ratio

Return relative to average drawdown

1.83

1.98

-0.14

BEDZ vs. RSPD - Sharpe Ratio Comparison

The current BEDZ Sharpe Ratio is 0.39, which is comparable to the RSPD Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of BEDZ and RSPD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BEDZRSPDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.39

0.37

+0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.32

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

0.33

-0.11

Correlation

The correlation between BEDZ and RSPD is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

BEDZ vs. RSPD - Dividend Comparison

BEDZ's dividend yield for the trailing twelve months is around 2.48%, more than RSPD's 1.05% yield.


TTM20252024202320222021202020192018201720162015
BEDZ
AdvisorShares Hotel ETF
2.48%2.31%0.00%1.67%0.21%0.36%0.00%0.00%0.00%0.00%0.00%0.00%
RSPD
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
1.05%1.08%0.84%1.09%0.99%0.53%0.81%1.59%1.67%1.45%1.27%1.37%

Drawdowns

BEDZ vs. RSPD - Drawdown Comparison

The maximum BEDZ drawdown since its inception was -29.70%, smaller than the maximum RSPD drawdown of -68.00%. Use the drawdown chart below to compare losses from any high point for BEDZ and RSPD.


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Drawdown Indicators


BEDZRSPDDifference

Max Drawdown

Largest peak-to-trough decline

-29.70%

-68.00%

+38.30%

Max Drawdown (1Y)

Largest decline over 1 year

-15.24%

-13.57%

-1.67%

Max Drawdown (5Y)

Largest decline over 5 years

-34.41%

Max Drawdown (10Y)

Largest decline over 10 years

-48.00%

Current Drawdown

Current decline from peak

-10.39%

-10.61%

+0.22%

Average Drawdown

Average peak-to-trough decline

-8.25%

-10.72%

+2.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.49%

4.65%

+0.84%

Volatility

BEDZ vs. RSPD - Volatility Comparison

AdvisorShares Hotel ETF (BEDZ) and Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) have volatilities of 6.54% and 6.40%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BEDZRSPDDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.54%

6.40%

+0.14%

Volatility (6M)

Calculated over the trailing 6-month period

15.43%

12.98%

+2.45%

Volatility (1Y)

Calculated over the trailing 1-year period

25.68%

22.52%

+3.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.98%

22.01%

+2.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.98%

23.02%

+1.96%