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AADR vs BTIFX
AADR is an ETF, whereas BTIFX is a mutual fund. AADR has a lower expense ratio than BTIFX (1.1% vs 2.1%). Below is the comparison between AADR and BTIFX.
|Security Type||ETF||Mutual fund|
|Segment||Equity: Global Ex-U.S. - Total Market Growth||N/A|
|Family||AdvisorShares||Belmont Capital Group|
|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 growth of capital and income generation with limited correlation to equity markets. It seeks to achieve its objective through the collection of option premiums through a strategy of selling (writing) put and call option spreads on the S&P 500 Index and through short-term fixed income instruments.
BTIFX performance & returns
Top 10 Holdings (12.21% of Total Assets)
|United States Treasury Bills 0%||N/A||7.49%|
|Spxw Put 2900 11/30/20||N/A||2.96%|
|Spxw Put 2700 11/30/20||N/A||1.45%|
|Spxw Call 3675 11/30/20||N/A||0.31%|
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