Both AADR and AGZ are ETFs. AADR has a higher 5-year return than AGZ (11.92% vs 2.52%). AADR has a higher expense ratio than AGZ (1.1% vs 0.2%). Below is the comparison between AADR and AGZ.
| AADR | AGZ | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 0 | 80 |
| Category | Foreign Large Growth | Short Government |
| Family | AdvisorShares | BlackRock |
| Net Assets | $29.30M | $686.20M |
| Expense Ratio | 1.10% | 0.20% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 0.11% | 1.05% |
| Underlying Index | -- | Bloomberg Barclays U.S. Agency Index |
| YTD Return | 6.13% | -0.93% |
| 1-Year Return | 42.66% | -0.22% |
| 3-Year Return | 4.33% | 4.32% |
| 5-Year Return | 11.92% | 2.52% |
| 10-Year Return | 8.08% | 2.36% |
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 | 6.13% |
| 1-Month Return | 1.75% |
| 3-Month Return | 1.50% |
| 1-Year Return | 42.66% |
| 3-Year Return | 4.33% |
| 5-Year Return | 11.92% |
| 10-Year Return | 8.08% |
AADR holdings
Top 10 Holdings (40.52% of Total Assets)
AADR pros
None that we could think of.AADR cons
None that we could think of.Other relevant AADR comparisons
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AGZ
AGZ description
iShares Trust - iShares Agency Bond ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. The fund invests in fixed income markets of the United States. It primarily invests in U.S. dollar-denominated investment-grade bonds and securities issued by government agencies, and corporate and non-U.S. debt securities guaranteed by the U.S. government. The fund seeks to track the performance of the Bloomberg U.S. Agency Bond Index, by using representative sampling technique. iShares Trust - iShares Agency Bond ETF was formed on November 5, 2008 and is domiciled in the United States.
AGZ performance & returns
| YTD Return | -0.93% |
| 1-Month Return | 0.26% |
| 3-Month Return | -0.79% |
| 1-Year Return | -0.22% |
| 3-Year Return | 4.32% |
| 5-Year Return | 2.52% |
| 10-Year Return | 2.36% |
AGZ pros
The following are AGZ strengths from our perspective:
- AGZ 3-year return is 4.32%, which is higher than the 3-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), -1.07%.
- AGZ 5-year return is 2.52%, which is higher than the 5-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 0.54%.
- AGZ 10-year return is 2.36%, which is higher than the 10-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 1.41%.
- AGZ expense ratio is 0.2%, which is considered low. Nice job picking a low-cost fund.
AGZ cons
The following are AGZ weaknesses from our perspective:
- AGZ net assets are $686.20 million. This fund is not a popular choice with retail investors.
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