AADR is an ETF, whereas BTIRX is a mutual fund. AADR has a lower 5-year return than BTIRX (8.71% vs 17.38%). AADR has a higher expense ratio than BTIRX (1.1% vs 0.2%). Below is the comparison between AADR and BTIRX.
|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%|
Other relevant AADR comparisons
You may also want to check out the following AADR comparisons that investors often look for on Finny
The Fund seeks to provide investment results that correspond to the total return of common stocks publicly traded in the United States, as represented by the Standard & Poor's 500 Composite Stock Price Index. The Fund invests for capital appreciation, not income; any dividend and interest income is incidental.
BTIRX performance & returns
Top 10 Holdings (27.46% of Total Assets)
|Facebook Inc A||FB||2.22%|
|Alphabet Inc A||GOOGL||1.55%|
|Alphabet Inc Class C||GOOG||1.52%|
|Berkshire Hathaway Inc Class B||BRK.B||1.49%|
|Johnson & Johnson||JNJ||1.38%|
|Procter & Gamble Co||PG||1.22%|
|Visa Inc Class A||V||1.19%|
Other relevant BTIRX comparisons
You may also want to check out the following BTIRX comparisons that investors often look for on Finny
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.