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Upturn AI SWOT - About
Defiance Hotel Airline and Cruise ETF (CRUZ)
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Upturn Advisory Summary
03/24/2025: CRUZ (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 14.23% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/24/2025 |
Key Highlights
Volume (30-day avg) 15876 | Beta 1.5 | 52 Weeks Range 18.70 - 28.45 | Updated Date 04/2/2025 |
52 Weeks Range 18.70 - 28.45 | Updated Date 04/2/2025 |
Upturn AI SWOT
Defiance Hotel Airline and Cruise ETF
ETF Overview
Overview
The Defiance Hotel, Airline, and Cruise ETF (CRUZ) seeks to track the performance of the BlueStar Global Hotels, Airlines, and Cruises Index, providing exposure to companies primarily involved in the global travel and leisure industry, specifically hotels, airlines, and cruise lines. The fund invests in a basket of global equities within the travel sector, aiming for capital appreciation.
Reputation and Reliability
Defiance ETFs is a relative newcomer in the ETF market, known for thematic ETFs focused on emerging technologies and sectors.
Management Expertise
Defiance ETFs has a team with experience in creating and managing thematic investment products, focused on identifying disruptive trends.
Investment Objective
Goal
To seek investment results that correspond generally to the price and yield, before the fundu2019s fees and expenses, of the BlueStaru00ae Global Hotels, Airlines, and Cruises Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the BlueStar Global Hotels, Airlines, and Cruises Index, which is designed to represent the performance of companies involved in the hotels, airlines, and cruise industries globally.
Composition The ETF holds a diversified portfolio of global equities, primarily stocks of companies operating in the hotel, airline, and cruise line industries.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM): 67469677
Competitors
Key Competitors
- U.S. Global Jets ETF (JETS)
- AdvisorShares Drone Technology ETF (UAV)
Competitive Landscape
The travel and leisure ETF industry is quite concentrated. CRUZ offers a more specific focus compared to broader travel ETFs, which may be an advantage for investors targeting these particular sectors. However, it also faces competition from broader global equity ETFs that may incidentally hold travel-related stocks.
Financial Performance
Historical Performance: Data not readily available as an array.
Benchmark Comparison: Data not readily available as an array.
Expense Ratio: 0.45
Liquidity
Average Trading Volume
The average trading volume for CRUZ varies, but it's generally moderate, which may impact ease of entry and exit.
Bid-Ask Spread
The bid-ask spread for CRUZ typically ranges from 0.05% to 0.10%, reflecting moderate trading activity.
Market Dynamics
Market Environment Factors
Economic growth, consumer spending, travel trends, fuel prices, and geopolitical events significantly impact the performance of CRUZ.
Growth Trajectory
The growth of CRUZ depends on the overall health of the travel and leisure industries, which are sensitive to economic cycles and global events. Growth will likely be correlated to increasing travel demand.
Moat and Competitive Advantages
Competitive Edge
CRUZ's competitive advantage lies in its focused exposure to the hotel, airline, and cruise sectors. This targeted approach allows investors to specifically allocate capital to these areas, potentially outperforming broader travel or global equity ETFs during periods of strong travel demand. The ETF provides a convenient way to invest in a basket of global companies within these industries. Furthermore, its relative newness and thematic approach may attract investors seeking niche opportunities.
Risk Analysis
Volatility
The volatility of CRUZ can be high due to its concentration in the travel sector, which is sensitive to economic fluctuations and global events.
Market Risk
The specific risks include those associated with the travel industry, such as economic downturns, terrorism, disease outbreaks, and fuel price volatility. Changes in consumer preferences can also significantly affect returns.
Investor Profile
Ideal Investor Profile
The ideal investor for CRUZ is someone with a high-risk tolerance who believes in the long-term growth potential of the travel and leisure industries and is looking for targeted exposure to these sectors.
Market Risk
CRUZ is more suitable for active traders or those with a tactical investment approach rather than passive index followers, given its sector-specific focus and potential volatility.
Summary
The Defiance Hotel, Airline, and Cruise ETF (CRUZ) offers targeted exposure to the global travel and leisure industries. Its performance is highly dependent on economic conditions, travel trends, and global events. The ETF is suitable for investors with a higher risk tolerance who are optimistic about the long-term prospects of the hotel, airline, and cruise sectors. Investors should carefully consider the potential volatility and sector-specific risks before investing in CRUZ.
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Sources and Disclaimers
Data Sources:
- Defiance ETFs website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investments in ETFs are subject to risk, including the possible loss of principal.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Defiance Hotel Airline and Cruise ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is a rules-based index that consists of globally-listed stocks of companies that derive at least 50% of their revenues from the passenger airline, hotel and resort, or cruise industries ("Travel Companies") as determined by MV Index Solutions. Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in Travel Companies. The fund is non-diversified.
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