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AADR vs CARMX
AADR is an ETF, whereas CARMX is a mutual fund. AADR has a higher expense ratio than CARMX (1.1% vs 0.5%). Below is the comparison between AADR and CARMX.
|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%|
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The Fund seeks capital appreciation and current income. The Fund employs quantitative and fundamental methods to identify distinct market states and creates a strategic risk allocation to four broad asset categories for each market state that is intended to generate attractive risk-adjusted returns in that market state.
CARMX performance & returns
Top 10 Holdings (86.53% of Total Assets)
|Columbia Solutions Conservative||N/A||48.73%|
|Columbia Solutions Aggressive||N/A||30.17%|
|iShares TIPS Bond ETF||TIP||3.92%|
|Vanguard Mortgage-Backed Secs ETF||VMBS||2.02%|
|iShares JP Morgan USD Em Mkts Bd ETF||EMB||1.69%|
Other relevant CARMX comparisons
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