Get comparisons, analyses and forecasts for stocks, ETFs & funds.
AADR vs CARFX
AADR is an ETF, whereas CARFX is a mutual fund. AADR has a higher expense ratio than CARFX (1.1% vs 0.68%). Below is the comparison between AADR and CARFX.
|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 (41.23% of Total Assets)
|Galapagos NV ADR||GLPG||6.19%|
|NICE Ltd ADR||NICE||5.42%|
|argenx SE ADR||ARGX||4.32%|
|ZTO Express (Cayman) Inc ADR||ZTO||4.04%|
|TAL Education Group ADR||TAL||3.83%|
|Anglogold Ashanti Ltd ADR||AU.JO||3.45%|
|ASML Holding NV ADR||ASML||3.42%|
|AstraZeneca PLC ADR||AZN.L||3.38%|
|Gold Fields Ltd ADR||GFI.JO||3.36%|
Other relevant AADR comparisons
You may also want to check out the following AADR comparisons that investors often look for on Finny
- AADR vs MMFFX
- AADR vs BIPGX
- AADR vs PGGXX
- AADR vs HTNIX
- AADR vs DFMPX
- AADR vs GLCRX
- AADR vs FEISX
- AADR vs MXKWX
- AADR vs HQBFX
- AADR vs QIORX
The Fund seeks capital appreciation and current income. The Investment Manager allocates the Funds risk across global asset classes by reference to a specified Target Date (2055), and periodically (generally monthly) reallocates risk across these asset classes as market or other conditions change.
CARFX performance & returns
Top 10 Holdings (88.09% of Total Assets)
|Columbia Solutions Aggressive||N/A||80.21%|
|iShares TIPS Bond ETF||TIP||4.05%|
|Vanguard Mortgage-Backed Secs ETF||VMBS||2.09%|
|iShares JP Morgan USD Em Mkts Bd ETF||EMB||1.74%|
Other relevant CARFX comparisons
You may also want to check out the following CARFX 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.