AADR vs BCMTX

AADR is an ETF, whereas BCMTX is a mutual fund. AADR has a higher 5-year return than BCMTX (9.29% vs 4.53%). AADR has a higher expense ratio than BCMTX (1.1% vs 0.84%). Below is the comparison between AADR and BCMTX.

	AADR	BCMTX
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
Net Assets	$69.25M	$100K
Expense Ratio	1.10%	0.84%
Management Style	passive (index-based)	active
Dividend Yield	0.68%	2.14%
Minimum Investment	N/A	$1,000,000.00
YTD Return	6.83%	-5.58%
1-Year Return	19.02%	-1.02%
3-Year Return	0.44%	1.68%
5-Year Return	9.29%	4.53%
10-Year Return	7.79%	6.06%

AADR description

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

YTD Return	6.83%
1-Month Return	1.54%
3-Month Return	2.74%
1-Year Return	19.02%
3-Year Return	0.44%
5-Year Return	9.29%
10-Year Return	7.79%

AADR expense ratio is 1.1%.

AADR holdings

Top 10 Holdings (46.22% of Total Assets)

Name	Symbol	% Assets
MercadoLibre Inc	MELI.SA	5.89%
argenx SE ADR	ARGX	5.63%
NICE Ltd ADR	NICE	5.45%
Gold Fields Ltd ADR	GFI.JO	5.07%
Galapagos NV ADR	GLPG	4.76%
Anglogold Ashanti Ltd ADR	AU.JO	4.67%
ZTO Express (Cayman) Inc ADR	ZTO	4.27%
TAL Education Group ADR	TAL	3.75%
ASML Holding NV ADR	ASML	3.67%
AstraZeneca PLC ADR	AZN.L	3.06%

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BCMTX description

The Fund seeks capital appreciation by investing primarily in a group of diversified BB&T mutual funds that invest primarily in equity securities.

BCMTX performance & returns

YTD Return	-5.58%
1-Month Return	0.19%
3-Month Return	2.44%
1-Year Return	-1.02%
3-Year Return	1.68%
5-Year Return	4.53%
10-Year Return	6.06%

BCMTX expense ratio is 0.84%.

BCMTX holdings

Top 10 Holdings (99.28% of Total Assets)

Name	Symbol	% Assets
Sterling Capital Behavioral Intl Eq Inst	SBIIX	36.48%
Sterling Capital Total Return Bond I	BIBTX	23.60%
Sterling Capital Special Opps Inst	BOPIX	19.64%
Sterling Capital Equity Income Instl	BEGIX	19.56%

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