AADR is an ETF, whereas ARZMX is a mutual fund. AADR has a lower 5-year return than ARZMX (8.71% vs 10.81%). AADR has a higher expense ratio than ARZMX (1.1% vs 1.01%). Below is the comparison between AADR and ARZMX.
|Security Type||ETF||Mutual fund|
|Segment||Equity: Global Ex-U.S. - Total Market Growth||N/A|
|Management Style||passive (index-based)||passive|
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%|
Other relevant AADR comparisons
You may also want to check out the following AADR comparisons that investors often look for on Finny
The Fund seeks to provide long-term capital appreciation by investing at least 80% of its assets in common stocks and other equity securities of small-cap companies that the portfolio managers believe are undervalued.
ARZMX performance & returns
Top 10 Holdings (34.01% of Total Assets)
|Air Transport Services Group Inc||ATSG||4.99%|
|Cannae Holdings Inc Ordinary Shares||CNNE||4.16%|
|White Mountains Insurance Group Ltd||WTM||4.13%|
|Premier Inc Class A||PINC||3.44%|
|Hostess Brands Inc Class A||TWNK||3.01%|
|BJ's Wholesale Club Holdings Inc||BJ||2.87%|
|Axis Capital Holdings Ltd||AXS||2.57%|
|Avaya Holdings Corp||AVYA||2.50%|
Other relevant ARZMX comparisons
You may also want to check out the following ARZMX comparisons that investors often look for on Finny
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.