Both AADR and AGGY are ETFs. AADR has a higher 5-year return than AGGY (4.28% vs 0.06%). AADR has a higher expense ratio than AGGY (1.1% vs 0.12%). Below is the comparison between AADR and AGGY.
| AADR | AGGY | |
|---|---|---|
| Security Type | ETF | ETF |
| Category | Foreign Large Growth | Intermediate-Term Bond |
| Family | AdvisorShares | WisdomTree |
| Net Assets | $40.40M | $951.50M |
| Expense Ratio | 1.10% | 0.12% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 0.31% | 2.19% |
| Underlying Index | -- | Bloomberg Barclays U.S. Aggregate Enhanced Yield Index |
| YTD Return | -24.22% | -14.43% |
| 1-Year Return | -27.19% | -15.39% |
| 3-Year Return | 0.36% | -3.20% |
| 5-Year Return | 4.28% | 0.06% |
| 10-Year Return | 5.45% | 0.00% |
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 | -24.22% |
| 1-Month Return | -8.42% |
| 3-Month Return | -1.90% |
| 1-Year Return | -27.19% |
| 3-Year Return | 0.36% |
| 5-Year Return | 4.28% |
| 10-Year Return | 5.45% |
AADR holdings
Top 10 Holdings (38.80% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| ASML Holding NV ADR | ASML | 5.52% |
| BioNTech SE ADR | BNTX.DE | 4.57% |
| Danaos Corp | DAC.AX | 4.48% |
| 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% |
| POSCO ADR | PKX.KS | 2.85% |
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
AGGY
AGGY description
WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund is an exchange traded fund launched by WisdomTree Investments, Inc. The fund is co-managed by WisdomTree Asset Management, Inc. and Mellon Investments Corporation. It invests in fixed income markets of the United States. The fund invests in U.S. dollar-denominated, investment grade debt securities including U.S. treasuries, U.S. government-related bonds, corporate bonds, mortgage-backed pass-through securities, commercial mortgage-backed securities, and asset-backed securities with maturities of at least one year. It seeks to track the performance of the Bloomberg US Aggregate Enhanced Yield Index, by using representative sampling technique. WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund was formed on July 9, 2015 and is domiciled in the United States.
AGGY performance & returns
| YTD Return | -14.43% |
| 1-Month Return | -4.46% |
| 3-Month Return | -0.86% |
| 1-Year Return | -15.39% |
| 3-Year Return | -3.20% |
| 5-Year Return | 0.06% |
| 10-Year Return | 0.00% |
AGGY holdings
Top 10 Holdings (14.86% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Federal National Mortgage Association 2% | N/A | 4.97% |
| Federal National Mortgage Association 2.5% | N/A | 2.49% |
| Federal Home Loan Mortgage Corporation 6.25% | N/A | 1.72% |
| Federal Home Loan Mortgage Corporation 6.75% | N/A | 1.08% |
| Tennessee Valley Authority 5.25% | N/A | 1.01% |
| Federal National Mortgage Association 1.5% | N/A | 1.01% |
| Federal National Mortgage Association 6.63% | N/A | 0.75% |
| Federal Home Loan Banks 5.5% | N/A | 0.75% |
| Tennessee Valley Authority 5.88% | N/A | 0.55% |
| Tennessee Valley Authority 5.38% | N/A | 0.53% |
Other relevant AGGY comparisons
You may also want to check out the following AGGY comparisons that investors often look for on Finny