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AADR vs BFOR
Both AADR and BFOR are ETFs. AADR has a lower 5-year return than BFOR (12.73% vs 15%). AADR has a higher expense ratio than BFOR (1.1% vs 0.7%). Below is the comparison between AADR and BFOR.
| AADR | BFOR | |
|---|---|---|
| Security Type | ETF | ETF |
| Segment | Equity: Global Ex-U.S. - Total Market Growth | Equity: U.S. - Total Market |
| Family | AdvisorShares | ALPS |
| Net Assets | $88.60M | $142.10M |
| Expense Ratio | 1.10% | 0.70% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 0.10% | 0.84% |
| Underlying Index | -- | Barron's 400 Index |
| YTD Return | 12.02% | 19.20% |
| 1-Year Return | 38.58% | 58.21% |
| 3-Year Return | 5.23% | 11.16% |
| 5-Year Return | 12.73% | 15.00% |
| 10-Year Return | 8.87% | 0.00% |
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 | 12.02% |
| 1-Month Return | 4.50% |
| 3-Month Return | 5.37% |
| 1-Year Return | 38.58% |
| 3-Year Return | 5.23% |
| 5-Year Return | 12.73% |
| 10-Year Return | 8.87% |
AADR expense ratio is 1.1%.
AADR holdings
Top 10 Holdings (45.63% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| MercadoLibre Inc | MELI.SA | 7.21% |
| 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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BFOR description
The Fund seeks investment results that correspond generally to the performance of the Barrons 400 Index. The Fund selects the 400 stocks from the Dow Jones US Total Stock Market Index by using a methodology that selects components based on the strength of their fundamentals in growth, value, profitability and cash flow.
BFOR performance & returns
| YTD Return | 19.20% |
| 1-Month Return | 1.73% |
| 3-Month Return | 5.13% |
| 1-Year Return | 58.21% |
| 3-Year Return | 11.16% |
| 5-Year Return | 15.00% |
| 10-Year Return | 0.00% |
BFOR expense ratio is 0.7%.
BFOR holdings
Top 10 Holdings (3.34% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Quidel Corp | QDEL | 0.41% |
| Meta Financial Group Inc | CASH | 0.40% |
| Enphase Energy Inc | ENPH | 0.34% |
| Paycom Software Inc | PAYC | 0.32% |
| Align Technology Inc | ALGN | 0.32% |
| Renewable Energy Group Inc | REGI | 0.31% |
| Monolithic Power Systems Inc | MPWR | 0.31% |
| Martin Marietta Materials Inc | MLM | 0.31% |
| Darling Ingredients Inc | DAR | 0.31% |
| Crocs Inc | CROX | 0.31% |
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