AADR is an ETF, whereas CHGX is a mutual fund. AADR has a higher expense ratio than CHGX (1.1% vs 0.49%). Below is the comparison between AADR and CHGX.
|Security Type||ETF||Mutual fund|
|Segment||Equity: Global Ex-U.S. - Total Market Growth||N/A|
|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 Change Finance Diversified Impact US Large Cap Fossil Fuel Free Index. The Fund uses a methodology that measures the performance of an equal-weighted portfolio of 100 large cap US-listed companies that meet a diverse set of environmental, social, and governance standards.
CHGX performance & returns
Top 10 Holdings (12.52% of Total Assets)
|Snap Inc Class A||SNAP||1.84%|
|H&R Block Inc||HRB||1.24%|
|Terminix Global Holdings Inc||TMX||1.23%|
|Charles Schwab Corp||SCHW||1.21%|
|Automatic Data Processing Inc||ADP||1.19%|
|Trane Technologies PLC||TT||1.17%|
|Carrier Global Corp Ordinary Shares||CARR||1.17%|
|Thermo Fisher Scientific Inc||TMO||1.16%|
|L Brands Inc||LB||1.14%|
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