Both AADR and AGG are ETFs. AADR has a lower 5-year return than AGG (-3.29% vs 0.66%). AADR has a higher expense ratio than AGG (1% vs 0.03%). Below is the comparison between AADR and AGG.
| AADR | AGG | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 0 | 60 |
| Category | Foreign Large Growth | Intermediate-Term Bond |
| Family | AdvisorShares | BlackRock |
| Net Assets | $29.80M | $89.17B |
| Expense Ratio | 1.00% | 0.03% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 3.63% | 2.57% |
| Underlying Index | -- | Bloomberg Barclays U.S. Aggregate Bond Index |
| YTD Return | -2.64% | 1.52% |
| 1-Year Return | -13.63% | -3.78% |
| 3-Year Return | 1.19% | -4.01% |
| 5-Year Return | -3.29% | 0.66% |
| 10-Year Return | 3.97% | 1.17% |
AADR
AADR description
AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF is an exchange traded fund launched and managed by AdvisorShares Investments, LLC. It is co-managed by Dorsey, Wright & Associates, LLC. The fund invests in public equity markets of global region. It invests in stocks of companies operating across diversified sectors. The fund invests in momentum stocks of companies across diversified market capitalization. The fund seeks to benchmark the performance of its portfolio against the MSCI EAFE Index. AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF was formed on July 20, 2010 and is domiciled in the United States.
AADR performance & returns
| YTD Return | -2.64% |
| 1-Month Return | -1.70% |
| 3-Month Return | -2.98% |
| 1-Year Return | -13.63% |
| 3-Year Return | 1.19% |
| 5-Year Return | -3.29% |
| 10-Year Return | 3.97% |
AADR holdings
Top 10 Holdings (34.34% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Novo Nordisk A/S ADR | NVO | 5.81% |
| Tenaris SA ADR | TS | 3.72% |
| ABB Ltd ADR | ABB | 3.33% |
| UBS Group AG | UBSG | 3.23% |
| YPF SA ADR | YPF | 3.19% |
| RELX PLC ADR | RELX | 3.13% |
| POSCO Holdings Inc ADR | PKX | 3.11% |
| America Movil SAB de CV ADR - Series B | AMX | 3.04% |
| Mitsubishi UFJ Financial Group Inc ADR | MUFG | 2.91% |
| Banco Bilbao Vizcaya Argentaria SA ADR | BBVA | 2.87% |
AADR pros
None that we could think of.AADR cons
None that we could think of.Other relevant AADR comparisons
You may also want to check out the following AADR comparisons that investors often look for on Finny
AGG
AGG description
iShares Trust - iShares Core U.S. Aggregate Bond ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in fixed income markets of the United States. The fund invests in U.S. dollars denominated, fixed rate investment grade treasury bonds, government-related bonds, corporate bonds, mortgage-backed pass-through securities, commercial mortgage-backed securities and asset backed securities that have a remaining maturity of at least one year. It seeks to track the performance of the Bloomberg U.S. Aggregate Bond Index, by using representative sampling technique. iShares Trust - iShares Core U.S. Aggregate Bond ETF was formed on September 22, 2003 and is domiciled in the United States.
AGG performance & returns
| YTD Return | 1.52% |
| 1-Month Return | -2.44% |
| 3-Month Return | 1.12% |
| 1-Year Return | -3.78% |
| 3-Year Return | -4.01% |
| 5-Year Return | 0.66% |
| 10-Year Return | 1.17% |
AGG holdings
Top 10 Holdings (3.96% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| BlackRock Cash Funds Instl SL Agency | BISXX | 3.96% |
AGG pros
The following are AGG strengths from our perspective:
- AGG 5-year return is 0.66%, which is higher than the 5-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 0.54%.
- AGG 15-year return is 3.1%, which is in line with the 15-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 3.22%.
- AGG expense ratio is 0.03%, which is considered low. Nice job picking a low-cost fund.
Other relevant AGG comparisons
You may also want to check out the following AGG comparisons that investors often look for on Finny
- AGG vs BND
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- AGG vs AGZD
- AGG vs AGND
- AGG vs NUAG