Both AADR and AOM are ETFs. AADR has a lower 5-year return than AOM (-3.29% vs 3.11%). AADR has a higher expense ratio than AOM (1% vs 0.15%). Below is the comparison between AADR and AOM.
| AADR | AOM | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 0 | N/A |
| Category | Foreign Large Growth | Allocation--30% to 50% Equity |
| Family | AdvisorShares | BlackRock |
| Net Assets | $29.80M | $1.35B |
| Expense Ratio | 1.00% | 0.15% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 3.63% | 2.30% |
| Underlying Index | -- | S&P Target Risk Moderate Index |
| YTD Return | -2.64% | 3.95% |
| 1-Year Return | -13.63% | -0.16% |
| 3-Year Return | 1.19% | 2.61% |
| 5-Year Return | -3.29% | 3.11% |
| 10-Year Return | 3.97% | 4.02% |
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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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 growth and value stocks of companies across diversified market capitalization. For its fixed income portion, the fund invests through other funds in 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 | 3.95% |
| 1-Month Return | -0.98% |
| 3-Month Return | 1.73% |
| 1-Year Return | -0.16% |
| 3-Year Return | 2.61% |
| 5-Year Return | 3.11% |
| 10-Year Return | 4.02% |
AOM holdings
Top 10 Holdings (100.14% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| iShares Core Total USD Bond Market ETF | IUSB | 51.01% |
| iShares Core S&P 500 ETF | IVV | 21.26% |
| iShares Core MSCI Intl Dev Mkts ETF | IDEV | 12.51% |
| iShares Core International Aggt Bd ETF | IAGG | 9.01% |
| iShares Core MSCI Emerging Markets ETF | IEMG | 4.25% |
| iShares Core S&P Mid-Cap ETF | IJH | 1.31% |
| iShares Core S&P Small-Cap ETF | IJR | 0.55% |
| BlackRock Cash Funds Treasury SL Agency | XTSLA | 0.23% |
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%.
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