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AADR vs ARTQX
AADR is an ETF, whereas ARTQX is a mutual fund. AADR has a higher 5-year return than ARTQX (11.74% vs 11.56%). AADR has a lower expense ratio than ARTQX (1.1% vs 1.21%). Below is the comparison between AADR and ARTQX.
|Security Type||ETF||Mutual fund|
|Segment||Equity: Global Ex-U.S. - Total Market Growth||U.S. Equity: Mid-Cap Value|
|Management Style||passive (index-based)||active|
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
Top 10 Holdings (45.63% of Total Assets)
|NICE Ltd ADR||NICE||6.54%|
|Gold Fields Ltd ADR||GFI.JO||5.86%|
|argenx SE ADR||ARGX||5.52%|
|Anglogold Ashanti Ltd ADR||AU.JO||3.64%|
|TAL Education Group ADR||TAL||3.63%|
|ASML Holding NV ADR||ASML||3.59%|
|ZTO Express (Cayman) Inc ADR||ZTO||3.35%|
|Sibanye Stillwater Ltd ADR||SBSW.JO||3.21%|
|LVMH Moet Hennessy Louis Vuitton SE ADR||LVMUY.PA||3.08%|
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The Fund seeks maximum long-term capital growth. The Fund invests 80% of its assets in the common stocks of medium-sized US companies. The Fund will generally not initiate a position in a company unless it has a market capitalization between $2 billion and $15 billion and greater than the companies in the Russell Midcap.
ARTQX performance & returns
Top 10 Holdings (31.69% of Total Assets)
|Analog Devices Inc||ADI||3.74%|
|Thor Industries Inc||THO||3.70%|
|Expedia Group Inc||EXPE||3.05%|
|Globe Life Inc||GL||2.96%|
|Expeditors International of Washington Inc||EXPD||2.62%|
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