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CRUZ - Defiance Hotel Airline and Cruise ETF

Defiance Hotel Airline and Cruise ETF logoDefiance Hotel Airline and Cruise ETF (CRUZ) is an exchange-traded fund that seeks to track the performance of the BlueStar Global Hotels, Airlines, and Cruise Index. The index is composed of companies in the travel and leisure industry, including hotels, airlines, cruise lines, and online travel agencies.

The fund has a net expense ratio of 0.45%, which is relatively low compared to other travel and leisure ETFs. It also has a dividend yield of around 1%, providing some income for investors.

One of the benefits of investing in CRUZ is its exposure to the global travel industry, which has the potential for growth as the world recovers from the COVID-19 pandemic. However, the fund may be sensitive to fluctuations in oil prices, currency exchange rates, and geopolitical events that affect the travel industry.

As of September 2021, the top holdings in CRUZ included Expedia Group Inc., Delta Air Lines Inc., Hilton Worldwide Holdings Inc., and Booking Holdings Inc. The fund is heavily weighted towards the United States, which makes up over 80% of its portfolio, followed by Europe and Asia.

Investors considering CRUZ should be aware of the risks associated with investing in the travel industry, including the potential for economic downturns, natural disasters, and pandemics. Additionally, investors should carefully evaluate the fund's holdings, fees, and performance before making an investment decision.




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