AADR vs AGZD

Both AADR and AGZD are ETFs. AADR has a higher 5-year return than AGZD (4.28% vs 1.54%). AADR has a higher expense ratio than AGZD (1.1% vs 0.23%). Below is the comparison between AADR and AGZD.

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AADR AGZD
Security Type ETF ETF
Category Foreign Large Growth Nontraditional Bond
Family AdvisorShares WisdomTree
Net Assets $40.40M $366.40M
Expense Ratio 1.10% 0.23%
Management Style passive (index-based) passive (index-based)
Dividend Yield 0.31% 1.83%
Underlying Index -- Bloomberg Barclays Rate Hedged U.S. Aggregate Bond Index, Zero Duration
YTD Return -24.22% -0.48%
1-Year Return -27.19% -0.40%
3-Year Return 0.36% 0.64%
5-Year Return 4.28% 1.54%
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 expense ratio is 1.1%.

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.

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    AGZD

    AGZD description

    WisdomTree Trust - WisdomTree Interest Rate Hedged 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 employs long/short strategy to create its portfolio. It takes long positions to invest in U.S. investment grade, fixed income securities market and is comprised of U.S. treasuries and government-related bonds, corporate bonds, mortgage-backed pass-through securities, commercial mortgage-backed securities and asset-backed securities. The fund takes short positions to invest directly and through derivatives such as futures in U.S. treasuries that seek to correspond to a duration exposure exceeding the duration of the long portfolio, with a targeted total duration of zero years. It seeks to track the performance of the Bloomberg Rate Hedged U.S. Aggregate Bond Index, Zero Duration, by using representative sampling technique. WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund was formed on December 18, 2013 and is domiciled in the United States.

    AGZD performance & returns

    YTD Return -0.48%
    1-Month Return -0.43%
    3-Month Return 0.13%
    1-Year Return -0.40%
    3-Year Return 0.64%
    5-Year Return 1.54%
    10-Year Return 0.00%
    AGZD expense ratio is 0.23%.

    AGZD holdings

    Top 10 Holdings (107.52% of Total Assets)

    Name Symbol % Assets
    Us 5yr Note (Cbt) Dec21 Xcbt 20211231 N/A 46.60%
    Us 2yr Note (Cbt) Dec21 Xcbt 20211231 N/A 29.16%
    Us 10yr Ultra Fut Dec21 Xcbt 20211221 N/A 14.85%
    Us Ultra Bond Cbt Dec21 Xcbt 20211221 N/A 12.83%
    Federal National Mortgage Association 2.5% N/A 1.29%
    Government National Mortgage Association 2.5% N/A 0.88%
    Government National Mortgage Association 2% N/A 0.73%
    Federal National Mortgage Association 2% N/A 0.66%
    United States Treasury Notes 0.88% N/A 0.52%

    AGZD pros

    The following are AGZD strengths from our perspective:

    • AGZD 3-year return is 0.67%, which is higher than the 3-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), -1.07%.
    • AGZD 5-year return is 1.51%, which is higher than the 5-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 0.54%.
    • AGZD expense ratio is 0.23%, which is considered low. Nice job picking a low-cost fund.

    AGZD cons

    The following are AGZD weaknesses from our perspective:

    • AGZD net assets are $366.40 million. This fund is not a popular choice with retail investors.

    Other relevant AGZD comparisons

    You may also want to check out the following AGZD comparisons that investors often look for on Finny

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