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AADR vs BRUFX
AADR is an ETF, whereas BRUFX is a mutual fund. AADR has a higher 5-year return than BRUFX (10.91% vs 9.31%). AADR has a higher expense ratio than BRUFX (1.1% vs 0.67%). Below is the comparison between AADR and BRUFX.
|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 long-term capital appreciation. The Fund manager (Bruce & Co., Inc.) seeks to achieve the objective by investing primarily in domestic common stocks and bonds, including "zero coupon" government bonds.
BRUFX performance & returns
Top 10 Holdings (56.28% of Total Assets)
|NextEra Energy Inc||NEE||7.22%|
|Morgan Stanley Instl Lqudty Govt Instl||MVRXX||5.59%|
|CMS Energy Corp||CMS||5.33%|
|Xcel Energy Inc||XEL||5.32%|
|Duke Energy Corp||DUK||5.12%|
|Merck & Co Inc||MRK||4.80%|
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