AADR is an ETF, whereas CARQX is a mutual fund. AADR has a higher expense ratio than CARQX (1.1% vs 0.44%). Below is the comparison between AADR and CARQX.
|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 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.
CARQX 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%|
Other relevant CARQX comparisons
You may also want to check out the following CARQX 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.