Get comparisons, analyses and forecasts for stocks, ETFs & funds
AADR vs BCEGX
AADR is an ETF, whereas BCEGX is a mutual fund. AADR has a lower 5-year return than BCEGX (11.83% vs 14.47%). AADR has a lower expense ratio than BCEGX (1.1% vs 1.77%). Below is the comparison between AADR and BCEGX.
|Segment||Equity: Global Ex-U.S. - Total Market Growth||N/A|
|Family||AdvisorShares||Sterling Capital Funds|
|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 capital growth and current income. To pursue its investment objective, under normal market conditions, the Fund invests at least 80% of its net assets, primarily in dividend-paying equity securities, in particular common stocks of companies with a history of increasing dividend rates.
BCEGX performance & returns
Top 10 Holdings (41.29% of Total Assets)
|United Parcel Service Inc Class B||UPS||4.47%|
|The Home Depot Inc||HD||4.41%|
|Accenture PLC Class A||ACN||4.26%|
|Analog Devices Inc||ADI||3.90%|
|Verizon Communications Inc||VZ||3.81%|
|Merck & Co Inc||MRK||3.81%|
|Discover Financial Services||DFS||3.65%|
Other relevant BCEGX comparisons
You may also want to check out the following BCEGX 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.