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AADR vs AMJ
Both AADR and AMJ are ETFs. AADR has a higher 5-year return than AMJ (7.87% vs -13.53%). AADR has a higher expense ratio than AMJ (1.1% vs 0.85%). Below is the comparison between AADR and AMJ.
| AADR | AMJ | |
|---|---|---|
| Segment | Equity: Global Ex-U.S. - Total Market Growth | Equity: U.S. MLPs |
| Issuer | AdvisorShares | JPMorgan |
| Net Assets | $69.25M | $1.51B |
| Expense Ratio | 1.10% | 0.85% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 0.68% | 13.05% |
| Underlying Index | -- | Alerian MLP Index |
| YTD Return | 5.36% | -38.48% |
| 1-Year Return | 12.14% | -43.87% |
| 3-Year Return | 5.23% | -18.70% |
| 5-Year Return | 7.87% | -13.53% |
| 10-Year Return | 9.12% | -3.24% |
AADR description
The Fund seeks long-term capital appreciation above international benchmarks such as the MSCI EAFE Index and the BNY Mellon Classic ADR Index. The Fund selects a portfolio of U.S. traded securities of non-U.S. organizations, most often American Depositary Receipts (ADRs), included in the BNY Mellon Classic ADR Index.
AADR performance & returns
| YTD Return | 5.36% |
| 1-Month Return | 7.15% |
| 3-Month Return | 23.48% |
| 1-Year Return | 12.14% |
| 3-Year Return | 5.23% |
| 5-Year Return | 7.87% |
| 10-Year Return | 9.12% |
AADR expense ratio is 1.1%.
AADR holdings
Top 10 Holdings (46.22% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| MercadoLibre Inc | MELI.SA | 5.89% |
| argenx SE ADR | ARGX | 5.63% |
| NICE Ltd ADR | NICE | 5.45% |
| Gold Fields Ltd ADR | GFI.JO | 5.07% |
| Galapagos NV ADR | GLPG | 4.760000000000001% |
| Anglogold Ashanti Ltd ADR | AU.JO | 4.67% |
| ZTO Express (Cayman) Inc ADR | ZTO | 4.2700000000000005% |
| TAL Education Group ADR | TAL | 3.75% |
| ASML Holding NV ADR | ASML | 3.67% |
| AstraZeneca PLC ADR | AZN.L | 3.06% |
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AMJ description
The Fund seeks to provide investors a convenient way to gain exposure to midstream energy master limited partnerships. The Alerian MLP Index is a market-cap weighted, float-adjusted index that was created to provide a benchmark to track the performance of the energy MLP sector.
AMJ performance & returns
| YTD Return | -38.48% |
| 1-Month Return | -3.26% |
| 3-Month Return | -4.10% |
| 1-Year Return | -43.87% |
| 3-Year Return | -18.70% |
| 5-Year Return | -13.53% |
| 10-Year Return | -3.24% |
AMJ expense ratio is 0.85%.
AMJ holdings
Top 10 Holdings (0.00% of Total Assets)
| Name | Symbol | % Assets |
|---|
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