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AADR vs CBMYX
AADR is an ETF, whereas CBMYX is a mutual fund. AADR has a lower 5-year return than CBMYX (11.63% vs 12.47%). AADR has a higher expense ratio than CBMYX (1.1% vs 0.8%). Below is the comparison between AADR and CBMYX.
|Security Type||ETF||Mutual fund|
|Segment||Equity: Global Ex-U.S. - Total Market Growth||N/A|
|Family||AdvisorShares||Wells Fargo Funds|
|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 maximum long-term total return, consistent with minimizing risk to principal. The Fund seeks its objective by investing in the common stocks of companies with middle market capitalizations or whose market capitalizations are within the range of companies contained in the Russell Midcap Value Index.
CBMYX performance & returns
Top 10 Holdings (28.36% of Total Assets)
|American Eagle Outfitters Inc||AEO||3.61%|
|Arrow Electronics Inc||ARW||3.45%|
|Helen Of Troy Ltd||HELE||3.05%|
|Gildan Activewear Inc||GIL.TO||2.67%|
|Essent Group Ltd||ESNT||2.54%|
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