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AADR vs BRWIX
AADR is an ETF, whereas BRWIX is a mutual fund. AADR has a lower 5-year return than BRWIX (3.36% vs 7.73%). AADR and BRWIX have the same expense ratio (1.1%). Below is the comparison between AADR and BRWIX.
|Security Type||ETF||Mutual fund|
|Segment||Equity: Global Ex-U.S. - Total Market Growth||U.S. Equity: Mid-Cap Growth|
|Management Style||passive (index-based)||active|
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 (41.23% of Total Assets)
|Galapagos NV ADR||GLPG||6.19%|
|NICE Ltd ADR||NICE||5.42%|
|argenx SE ADR||ARGX||4.32%|
|ZTO Express (Cayman) Inc ADR||ZTO||4.04%|
|TAL Education Group ADR||TAL||3.83%|
|Anglogold Ashanti Ltd ADR||AU.JO||3.45%|
|ASML Holding NV ADR||ASML||3.42%|
|AstraZeneca PLC ADR||AZN.L||3.38%|
|Gold Fields Ltd ADR||GFI.JO||3.36%|
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The Fund seeks long term capital appreciation by investing in common stocks. While the Fund maintains an all-cap focus, its rapid earnings growth requirement most often leads it to smaller and mid-cap stocks with room to grow.
BRWIX performance & returns
Top 10 Holdings (31.16% of Total Assets)
|Tandem Diabetes Care Inc||TNDM||4.08%|
|Global Payments Inc||GPN||3.1%|
|Visa Inc Class A||V||2.97%|
|Electronic Arts Inc||EA||2.71%|
|The Home Depot Inc||HD||2.47%|
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