AADR is an ETF, whereas CAROX is a mutual fund. AADR has a higher expense ratio than CAROX (1.1% vs 0.5%). Below is the comparison between AADR and CAROX.
|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 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.
CAROX performance & returns
Top 10 Holdings (100.00% of Total Assets)
|Columbia Solutions Aggressive||N/A||57.92%|
|Columbia Solutions Conservative||N/A||21.94%|
|Columbia Commodity Strategy Inst3||CCFYX||4.26%|
|iShares TIPS Bond ETF||TIP||4.04%|
|iShares US Real Estate ETF||IYR||3.94%|
|Columbia Short-Term Cash||N/A||3.84%|
|Vanguard Mortgage-Backed Secs ETF||VMBS||2.03%|
|iShares JP Morgan USD Em Mkts Bd ETF||EMB||2.03%|
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