Get comparisons, analyses and forecasts for stocks, ETFs & funds
AADR vs CFWAX
AADR is an ETF, whereas CFWAX is a mutual fund. AADR has a lower 5-year return than CFWAX (11.9% vs 12.48%). AADR has a lower expense ratio than CFWAX (1.1% vs 1.24%). Below is the comparison between AADR and CFWAX.
|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 growth of capital through investment in equity securities of companies active in the water-related resource sector. The Fund employs corporate responsibility standards and strategies.
CFWAX performance & returns
Top 10 Holdings (17.94% of Total Assets)
|Tetra Tech Inc||TTEK||1.74%|
|Kurita Water Industries Ltd||6370||1.67%|
|Watts Water Technologies Inc A||WTS||1.61%|
|Badger Meter Inc||BMI||1.57%|
Other relevant CFWAX comparisons
You may also want to check out the following CFWAX 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.