Get comparisons, analyses and forecasts for stocks, ETFs & funds
AADR vs CBARX
AADR is an ETF, whereas CBARX is a mutual fund. AADR has a lower 5-year return than CBARX (11.63% vs 12.11%). AADR has a higher expense ratio than CBARX (1.1% vs 0.64%). Below is the comparison between AADR and CBARX.
|Security Type||ETF||Mutual fund|
|Segment||Equity: Global Ex-U.S. - Total Market Growth||N/A|
|Family||AdvisorShares||Calvert Research and Management|
|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 total return above the inflation rate by investing in a diversified portfolio of common stock, preferred stock, bonds, and money market instruments which satisfy social concern criteria established by the Fund.
CBARX performance & returns
Top 10 Holdings (23.78% of Total Assets)
|Alphabet Inc Class C||GOOG||2.74%|
|Federal National Mortgage Association 3%||N/A||1.72%|
|American Tower Corp||AMT||1.46%|
|The Home Depot Inc||HD||1.45%|
|Thermo Fisher Scientific Inc||TMO||1.41%|
Other relevant CBARX comparisons
You may also want to check out the following CBARX 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.