Get comparisons, analyses and forecasts for stocks, ETFs & funds
AADR vs COICX
AADR is an ETF, whereas COICX is a mutual fund. AADR has a lower 5-year return than COICX (11.9% vs 12.04%). AADR has a lower expense ratio than COICX (1.1% vs 2.08%). Below is the comparison between AADR and COICX.
|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 long-term capital appreciation through holdings that meet the Fund's investment criteria, including financial, sustainability and social responsibility factors. The Fund invests primarily in common and preferred stocks of non-U.S. small-cap to mid-cap companies.
COICX performance & returns
Top 10 Holdings (15.66% of Total Assets)
|Sika AG Registered Shares||SIKA||1.81%|
|Addtech AB Class B||ADDT B||1.65%|
|Interpump Group SpA||IP.MI||1.51%|
|Nohmi Bosai Ltd||6744||1.46%|
|Games Workshop Group PLC||GAW.L||1.45%|
Other relevant COICX comparisons
You may also want to check out the following COICX 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.