AADR is an ETF, whereas BIRKX is a mutual fund. AADR has a lower 5-year return than BIRKX (9.18% vs 18.59%). AADR has a higher expense ratio than BIRKX (1.1% vs 0.43%). Below is the comparison between AADR and BIRKX.
|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%|
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The Fund seeks to pursue its investment objective by investing in equity securities in a disciplined manner, by using proprietary return forecast models that incorporate quantitative analysis. The principal societal outcomes measured are environmental, social and governance related. It invest in U.S. equity securities.
BIRKX performance & returns
Top 10 Holdings (25.94% of Total Assets)
|BlackRock Liquidity T-Fund Instl||TSTXX||3.59%|
|Alphabet Inc A||GOOGL||2.13%|
|Visa Inc Class A||V||1.79%|
|The Home Depot Inc||HD||1.35%|
|Costco Wholesale Corp||COST||1.33%|
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