AADR vs AOM

Both AADR and AOM are ETFs. AADR has a higher 5-year return than AOM (4.28% vs 3.69%). AADR has a higher expense ratio than AOM (1.1% vs 0.15%). Below is the comparison between AADR and AOM.

Together with FinMasters
Stock Wars
Pick any two stocks and find out how much money each would've made you had you purchased them at the same time.
AADR AOM
Security Type ETF ETF
Category Foreign Large Growth Allocation--30% to 50% Equity
Family AdvisorShares BlackRock
Net Assets $40.40M $1.47B
Expense Ratio 1.10% 0.15%
Management Style passive (index-based) passive (index-based)
Dividend Yield 0.31% 2.07%
Underlying Index -- S&P Target Risk Moderate Index
YTD Return -24.22% -14.89%
1-Year Return -27.19% -14.36%
3-Year Return 0.36% 1.28%
5-Year Return 4.28% 3.69%
10-Year Return 5.45% 4.15%

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.

Other relevant AADR comparisons

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

    Or use Finny's Comparison Tool to create a comparison you'd like to see.

    AOM

    AOM description

    iShares Trust - iShares Core Moderate Allocation ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity and fixed income markets of global region. For its equity portion, the fund invests through other funds in stocks of companies operating across diversified sectors. It invests in stocks of companies across diversified market capitalization. For its fixed income portion, the fund invests through other funds in aggregate and U.S. treasury bonds. It employs a moderate target risk allocation strategy to create its portfolio. The fund seeks to track the performance of the S&P Target Risk Moderate Index, by using representative sampling technique. iShares Trust - iShares Core Moderate Allocation ETF was formed on November 4, 2008 and is domiciled in the United States.

    AOM performance & returns

    YTD Return -14.89%
    1-Month Return -6.02%
    3-Month Return 0.64%
    1-Year Return -14.36%
    3-Year Return 1.28%
    5-Year Return 3.69%
    10-Year Return 4.15%
    AOM expense ratio is 0.15%.

    AOM holdings

    Top 10 Holdings (12.31% of Total Assets)

    Name Symbol % Assets
    BlackRock Cash Funds Instl SL Agency BISXX 5.84%
    Apple Inc AAPL 1.17%
    Microsoft Corp MSFT 1.11%
    Amazon.com Inc AMZN 0.80%
    Federal National Mortgage Association 2% N/A 0.72%
    Federal National Mortgage Association 2.5% N/A 0.71%
    BlackRock Cash Funds Treasury SL Agency XTSLA 0.52%
    Federal National Mortgage Association 3% N/A 0.49%
    United States Treasury Notes 0.13% N/A 0.48%
    Federal National Mortgage Association 3.5% N/A 0.47%

    AOM pros

    None that we could think of.

    AOM cons

    The following are AOM weaknesses from our perspective:

    • AOM 3-year return is 6.04%, which is lower than the 3-year return of the benchmark index (Morningstar Moderate Target Risk TR USD), 7.05%.
    • AOM 5-year return is 6.77%, which is lower than the 5-year return of the benchmark index (Morningstar Moderate Target Risk TR USD), 8.24%.
    • AOM 10-year return is 6.17%, which is lower than the 10-year return of the benchmark index (Morningstar Moderate Target Risk TR USD), 7.78%.

    Other relevant AOM comparisons

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

    Or use Finny's Comparison Tool to create a comparison you'd like to see.
    You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.