Both AADR and AGGY are ETFs. AADR has a lower 5-year return than AGGY (-3.29% vs 0.32%). AADR has a higher expense ratio than AGGY (1% vs 0.12%). Below is the comparison between AADR and AGGY.
| AADR | AGGY | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 0 | 25 |
| Category | Foreign Large Growth | Intermediate-Term Bond |
| Family | AdvisorShares | WisdomTree |
| Net Assets | $29.80M | $912.50M |
| Expense Ratio | 1.00% | 0.12% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 3.63% | 3.15% |
| Underlying Index | -- | Bloomberg Barclays U.S. Aggregate Enhanced Yield Index |
| YTD Return | -2.64% | 1.82% |
| 1-Year Return | -13.63% | -3.71% |
| 3-Year Return | 1.19% | -4.55% |
| 5-Year Return | -3.29% | 0.32% |
| 10-Year Return | 3.97% | 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 | -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
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AGGY
AGGY description
WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund is an exchange traded fund launched by WisdomTree, 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 | 1.82% |
| 1-Month Return | -2.22% |
| 3-Month Return | 1.16% |
| 1-Year Return | -3.71% |
| 3-Year Return | -4.55% |
| 5-Year Return | 0.32% |
| 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% |
| Federal National Mortgage Association 1.5% | N/A | 1.01% |
| Tennessee Valley Authority 5.25% | N/A | 1.01% |
| Federal Home Loan Banks 5.5% | N/A | 0.75% |
| Federal National Mortgage Association 6.63% | N/A | 0.75% |
| Tennessee Valley Authority 5.88% | N/A | 0.55% |
| Tennessee Valley Authority 5.38% | N/A | 0.53% |
AGGY pros
The following are AGGY strengths from our perspective:
- AGGY expense ratio is 0.12%, which is considered low. Nice job picking a low-cost fund.
AGGY cons
The following are AGGY weaknesses from our perspective:
- AGGY net assets are $912.50 million. This fund is not a popular choice with retail investors.
- AGGY 3-year return is -4.55%, which is lower than the 3-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), -1.07%.
- AGGY 5-year return is 0.32%, which is lower than the 5-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 0.54%.
Other relevant AGGY comparisons
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