AADR vs CFIRX

AADR is an ETF, whereas CFIRX is a mutual fund. AADR has a higher 5-year return than CFIRX (9.29% vs 7.8%). AADR has a lower expense ratio than CFIRX (1.1% vs 1.41%). Below is the comparison between AADR and CFIRX.

	AADR	CFIRX
Security Type	ETF	Mutual fund
Segment	Equity: Global Ex-U.S. - Total Market Growth	N/A
Issuer	AdvisorShares	Columbia
Net Assets	$69.25M	$1.7M
Expense Ratio	1.10%	1.41%
Management Style	passive (index-based)	passive
Dividend Yield	0.68%	3.96%
Minimum Investment	N/A	N/A
YTD Return	4.40%	-1.55%
1-Year Return	14.90%	5.73%
3-Year Return	1.23%	5.01%
5-Year Return	9.29%	7.80%
10-Year Return	8.13%	N/A

AADR description

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

YTD Return	4.40%
1-Month Return	-3.44%
3-Month Return	10.28%
1-Year Return	14.90%
3-Year Return	1.23%
5-Year Return	9.29%
10-Year Return	8.13%

AADR expense ratio is 1.1%.

AADR holdings

Top 10 Holdings (46.22% of Total Assets)

Name	Symbol	% Assets
MercadoLibre Inc	MELI.SA	5.89%
argenx SE ADR	ARGX	5.63%
NICE Ltd ADR	NICE	5.45%
Gold Fields Ltd ADR	GFI.JO	5.07%
Galapagos NV ADR	GLPG	4.76%
Anglogold Ashanti Ltd ADR	AU.JO	4.67%
ZTO Express (Cayman) Inc ADR	ZTO	4.27%
TAL Education Group ADR	TAL	3.75%
ASML Holding NV ADR	ASML	3.67%
AstraZeneca PLC ADR	AZN.L	3.06%

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CFIRX description

The Fund seeks to provide shareholders current income, with long-term capital appreciation. The Fund invests broadly in debt, equity, and/or convertible securities. The Fund allocates its investments from one asset class to another based upon internal analysis.

CFIRX performance & returns

YTD Return	-1.55%
1-Month Return	2.36%
3-Month Return	5.47%
1-Year Return	5.73%
3-Year Return	5.01%
5-Year Return	7.80%
10-Year Return	N/A

CFIRX expense ratio is 1.41%.

CFIRX holdings

Top 10 Holdings (13.64% of Total Assets)

Name	Symbol	% Assets
DTE Energy Co Units	DTP	1.72%
American Electric Power Co Inc Unit	AEPPB	1.54%
Broadcom Inc	AVGO	1.44%
Crown Castle International Corp Cum Conv Pfd Registered Shs Series -A-	CCIPA	1.41%
Verizon Communications Inc	VZ	1.31%
Flex Acquisition Company, Inc. 6.88%	N/A	1.27%
STARFRUIT FINCO B V / STARFRUIT US HOLDCO LLC 8%	N/A	1.26%
NextEra Energy Inc Unit	NEEPP	1.25%
AbbVie Inc	ABBV	1.25%
Cisco Systems Inc	CSCO	1.19%

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