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AADR vs CFJAX
AADR is an ETF, whereas CFJAX is a mutual fund. AADR has a lower 5-year return than CFJAX (10.96% vs 13.53%). AADR has a higher expense ratio than CFJAX (1.1% vs 0.49%). Below is the comparison between AADR and CFJAX.
|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%|
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The Fund seeks to track the performance of the Calvert U. S. Large Cap Value Responsible Index, which measures the investment return of large-capitalization stocks. The Fund will normally invest at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the Index.
CFJAX performance & returns
Top 10 Holdings (19.39% of Total Assets)
|JPMorgan Chase & Co||JPM||2.93%|
|Verizon Communications Inc||VZ||2.51%|
|Bank of America Corp||BAC||1.92%|
|Comcast Corp Class A||CMCSA||1.88%|
|The Walt Disney Co||DIS||1.30%|
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