AADR vs BITSX

AADR is an ETF, whereas BITSX is a mutual fund. AADR has a lower 5-year return than BITSX (9.5% vs 13.86%). AADR has a higher expense ratio than BITSX (1.1% vs 0.08%). Below is the comparison between AADR and BITSX.

	AADR	BITSX
Security Type	ETF	Mutual fund
Segment	Equity: Global Ex-U.S. - Total Market Growth	U.S. Equity: Large Blend
Issuer	AdvisorShares	BlackRock
Net Assets	$69.25M	$89.5M
Expense Ratio	1.10%	0.08%
Management Style	passive (index-based)	passive (index-based)
Dividend Yield	0.68%	1.82%
Minimum Investment	N/A	$2,000,000.00
YTD Return	2.78%	6.79%
1-Year Return	11.52%	18.23%
3-Year Return	1.81%	12.88%
5-Year Return	9.50%	13.86%
10-Year Return	8.38%	N/A

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	2.78%
1-Month Return	-4.57%
3-Month Return	10.80%
1-Year Return	11.52%
3-Year Return	1.81%
5-Year Return	9.50%
10-Year Return	8.38%

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%

Other relevant AADR comparisons

You may also want to check out the following AADR comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

BITSX description

The Fund seeks to track the investment results of a broad-based index composed of U.S. equities. The Fund seeks to track the investment results of the Russell 3000 Index. The Index included issuers representing approximately 98% of the total market capitalization of all publicly-traded U.S.-domiciled equity securities.

BITSX performance & returns

YTD Return	6.79%
1-Month Return	3.55%
3-Month Return	10.45%
1-Year Return	18.23%
3-Year Return	12.88%
5-Year Return	13.86%
10-Year Return	N/A

BITSX expense ratio is 0.08%.

BITSX holdings

Top 10 Holdings (21.54% of Total Assets)

Name	Symbol	% Assets
Microsoft Corp	MSFT	4.58%
Apple Inc	AAPL	4.33%
Amazon.com Inc	AMZN	3.38%
Facebook Inc A	FB	1.78%
Alphabet Inc A	GOOGL	1.42%
Alphabet Inc Class C	GOOG	1.42%
Johnson & Johnson	JNJ	1.31%
Berkshire Hathaway Inc Class B	BRK.B	1.20%
Visa Inc Class A	V	1.11%
JPMorgan Chase & Co	JPM	1.01%

Other relevant BITSX comparisons

You may also want to check out the following BITSX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.