|Category||Foreign Large Growth||Intermediate-Term Bond|
|Management Style||passive (index-based)||passive (index-based)|
|Underlying Index||--||Bloomberg Barclays U.S. Aggregate Bond Index|
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
Top 10 Holdings (38.80% of Total Assets)
|ASML Holding NV ADR||ASML||5.52%|
|BioNTech SE ADR||BNTX.DE||4.57%|
|LVMH Moet Hennessy Louis Vuitton SE ADR||LVMUY.PA||4.16%|
|Himax Technologies Inc ADR||HIMX||3.79%|
|Sibanye Stillwater Ltd ADR||SBSW.JO||3.64%|
|Logitech International SA||LOGN||3.51%|
|Cemex SAB de CV ADR||CX.MX||3.22%|
|Embraer SA ADR||ERJ.SA||3.06%|
AADR prosNone that we could think of.
AADR consNone that we could think of.
Other relevant AADR comparisons
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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
Top 10 Holdings (13.35% of Total Assets)
|BlackRock Cash Funds Instl SL Agency||BISXX||8.21%|
|Federal National Mortgage Association 2%||N/A||1.33%|
|Federal National Mortgage Association 2.5%||N/A||0.84%|
|Government National Mortgage Association 2.5%||N/A||0.73%|
|Federal National Mortgage Association 1.5%||N/A||0.58%|
|United States Treasury Notes 0.75%||N/A||0.56%|
|United States Treasury Notes 0.38%||N/A||0.55%|
|United States Treasury Bonds 1.88%||N/A||0.55%|
The following are AGG strengths from our perspective:
The following are AGG weaknesses from our perspective:
- AGG 3-year return is -2.91%, which is lower than the 3-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), -1.07%.
- AGG 5-year return is -0.07%, which is lower than the 5-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 0.54%.
- AGG 10-year return is 0.99%, which is lower than the 10-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 1.41%.
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
- AGG vs IUSB
- AGG vs TLT
- AGG vs SPY
- AGG vs TIP
- AGG vs SCHZ
- AGG vs AGGY
- AGG vs AGZD
- AGG vs AGND
- AGG vs NUAG