AADR vs BITAX

AADR is an ETF, whereas BITAX is a mutual fund. AADR has a higher 5-year return than BITAX (12.45% vs 2.92%). AADR has a higher expense ratio than BITAX (1.1% vs 0.54%). Below is the comparison between AADR and BITAX.

	AADR	BITAX
Security Type	ETF	ETF
Segment	Equity: Global Ex-U.S. - Total Market Growth	N/A
Family	AdvisorShares	BMO Funds
Net Assets	$86.40M	$5.90M
Expense Ratio	1.10%	0.54%
Management Style	passive (index-based)	passive
Dividend Yield	0.10%	2.51%
Minimum Investment	N/A	N/A
YTD Return	9.50%	1.31%
1-Year Return	43.18%	0.28%
3-Year Return	5.35%	4.28%
5-Year Return	12.45%	2.92%
10-Year Return	8.39%	3.72%

AADR description

AADR performance & returns

YTD Return	9.50%
1-Month Return	5.33%
3-Month Return	2.86%
1-Year Return	43.18%
3-Year Return	5.35%
5-Year Return	12.45%
10-Year Return	8.39%

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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BITAX description

The Fund seeks a high level of income that is exempt from Federal Income tax and is consistent with preservation of capital. The Fund invests at least 80% of its assets in municipal securities. The Fund will maintain a dollar-weighted portfolio maturity of three to ten years.

BITAX performance & returns

YTD Return	1.31%
1-Month Return	0.75%
3-Month Return	0.28%
1-Year Return	0.28%
3-Year Return	4.28%
5-Year Return	2.92%
10-Year Return	3.72%

BITAX expense ratio is 0.54%.

BITAX holdings

Top 10 Holdings (5.41% of Total Assets)

Name	Symbol	% Assets
SAN FRANCISCO CALIF CITY & CNTY ARPTS COMMN INTL ARPT REV 5%	N/A	0.87%
BLACK BELT ENERGY GAS DIST ALA GAS PREPAY REV 4%	N/A	0.72%
MAIN STR NAT GAS INC GA GAS SUPPLY REV 0.85%	N/A	0.62%
CHICAGO ILL 6%	N/A	0.59%
NUVEEN AMT-FREE MUN CR INCOME FD 0%	N/A	0.54%
MAIN STR NAT GAS INC GA GAS SUPPLY REV 0.69%	N/A	0.54%
CHICAGO ILL 5%	N/A	0.52%
DENVER COLO CITY & CNTY DEDICATED TAX REV 5%	N/A	0.51%
ILLINOIS ST TOLL HWY AUTH TOLL HIGHWAY REV 5%	N/A	0.50%

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