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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 (12.45% vs 18.3%). AADR has a lower expense ratio than BRWIX (1.1% vs 1.11%). Below is the comparison between AADR and BRWIX.

AADR BRWIX
Security Type ETF ETF
Segment Equity: Global Ex-U.S. - Total Market Growth U.S. Equity: Mid-Cap Growth
Family AdvisorShares AMG Funds
Net Assets $86.40M $954.40M
Expense Ratio 1.10% 1.11%
Management Style passive (index-based) active
Dividend Yield 0.10% 0.00%
Minimum Investment N/A $100,000.00
YTD Return 9.50% 6.99%
1-Year Return 43.18% 6.91%
3-Year Return 5.35% 19.41%
5-Year Return 12.45% 18.30%
10-Year Return 8.39% 10.24%

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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    BRWIX description

    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

    YTD Return 6.99%
    1-Month Return 1.58%
    3-Month Return 6.91%
    1-Year Return 6.91%
    3-Year Return 19.41%
    5-Year Return 18.30%
    10-Year Return 10.24%
    BRWIX expense ratio is 1.11%.

    BRWIX holdings

    Top 10 Holdings (28.70% of Total Assets)

    Name Symbol % Assets
    Tandem Diabetes Care Inc TNDM 4.71%
    Amazon.com Inc AMZN 4.50%
    Facebook Inc A FB 2.87%
    Snap Inc Class A SNAP 2.79%
    Generac Holdings Inc GNRC 2.57%
    Adobe Inc ADBE 2.41%
    Crocs Inc CROX 2.39%
    Corning Inc GLW 2.22%
    SVMK Inc SVMK 2.13%
    Salesforce.com Inc CRM 2.11%

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