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AADR vs BTEC

Both AADR and BTEC are ETFs. AADR has a lower 5-year return than BTEC (10.71% vs 16.51%). AADR has a higher expense ratio than BTEC (1.1% vs 0.42%). Below is the comparison between AADR and BTEC.

AADR BTEC
Security Type ETF ETF
Segment Equity: Global Ex-U.S. - Total Market Growth Equity: U.S. Health Care
Family AdvisorShares The Principal Financial Group
Net Assets $86.20M $153.20M
Expense Ratio 1.10% 0.42%
Management Style passive (index-based) passive (index-based)
Dividend Yield 0.31% 0.00%
Underlying Index -- NASDAQ U.S. Healthcare Innovators Index
YTD Return 8.30% -3.94%
1-Year Return 22.05% 24.89%
3-Year Return 8.27% 15.27%
5-Year Return 10.71% 16.51%
10-Year Return 10.39% 0.00%

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 8.30%
1-Month Return -3.33%
3-Month Return -1.71%
1-Year Return 22.05%
3-Year Return 8.27%
5-Year Return 10.71%
10-Year Return 10.39%
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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    BTEC description

    The Fund seeks to provide investment results that closely correspond, before expenses, to the performance of the Nasdaq Healthcare Innovators Index (the "Index"). The Index is designed to provide exposure to equity securities (including growth and value stock) of small and medium capitalization U.S. healthcare companies.

    BTEC performance & returns

    YTD Return -3.94%
    1-Month Return 1.45%
    3-Month Return -6.98%
    1-Year Return 24.89%
    3-Year Return 15.27%
    5-Year Return 16.51%
    10-Year Return 0.00%
    BTEC expense ratio is 0.42%.

    BTEC holdings

    Top 10 Holdings (25.15% of Total Assets)

    Name Symbol % Assets
    Zimmer Biomet Holdings Inc ZBH 3.02%
    Exact Sciences Corp EXAS 3.02%
    Moderna Inc MRNA 2.96%
    Horizon Therapeutics PLC HZNP 2.66%
    Seagen Inc Ordinary Shares SGEN 2.65%
    Teladoc Health Inc TDOC 2.59%
    Alnylam Pharmaceuticals Inc ALNY 2.32%
    Biomarin Pharmaceutical Inc BMRN 2.19%
    Elanco Animal Health Inc ELAN 2.01%
    Sarepta Therapeutics Inc SRPT 1.73%

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