AADR is an ETF, whereas CAHEX is a mutual fund. AADR has a higher 5-year return than CAHEX (8.71% vs 8.62%). AADR has a lower expense ratio than CAHEX (1.1% vs 1.17%). Below is the comparison between AADR and CAHEX.
|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%|
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The Fund seeks to provide total return with lower volatility than equity markets. The Fund invests in a broadly diversified portfolio of equity securities while also writing (selling) index call and put options and/or entering into other options strategies on equity securities and/or broad based indices.
CAHEX performance & returns
Top 10 Holdings (34.29% of Total Assets)
|Facebook Inc A||FB||3.22%|
|S&P 500 Call Sep20||N/A||3.03%|
|Option on S&P 500 Index Dec20||N/A||2.37%|
|Morgan Stanley Instl Lqudty Govt Instl||MVRXX||2.16%|
|SPDRÂ® S&P 500 ETF Trust||SPY||2.10%|
|Alphabet Inc Class C||GOOG||1.83%|
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