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AADR vs BCMAX
AADR is an ETF, whereas BCMAX is a mutual fund. AADR has a higher 5-year return than BCMAX (3.36% vs 1.24%). AADR has a lower expense ratio than BCMAX (1.1% vs 1.23%). Below is the comparison between AADR and BCMAX.
|Security Type||ETF||Mutual fund|
|Segment||Equity: Global Ex-U.S. - Total Market Growth||U.S. Balanced: Allocation--70% to 85% Equity|
|Issuer||AdvisorShares||Sterling Capital Funds|
|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 (41.23% of Total Assets)
|Galapagos NV ADR||GLPG||6.19%|
|NICE Ltd ADR||NICE||5.42%|
|argenx SE ADR||ARGX||4.32%|
|ZTO Express (Cayman) Inc ADR||ZTO||4.04%|
|TAL Education Group ADR||TAL||3.83%|
|Anglogold Ashanti Ltd ADR||AU.JO||3.45%|
|ASML Holding NV ADR||ASML||3.42%|
|AstraZeneca PLC ADR||AZN.L||3.38%|
|Gold Fields Ltd ADR||GFI.JO||3.36%|
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The Fund seeks capital appreciation by investing primarily in a group of diversified BB&T mutual funds that invest primarily in equity securities.
BCMAX performance & returns
Top 10 Holdings (99.68% of Total Assets)
|Sterling Capital Behavioral Intl Eq Inst||SBIIX||35.71%|
|Sterling Capital Total Return Bond I||BIBTX||27.1%|
|Sterling Capital Equity Income Instl||BEGIX||18.71%|
|Sterling Capital Special Opps Inst||BOPIX||18.16%|
Other relevant BCMAX comparisons
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