AADR is an ETF, whereas COPLX is a mutual fund. AADR has a lower 5-year return than COPLX (9.7% vs 13.8%). AADR has a lower expense ratio than COPLX (1.1% vs 3.48%). Below is the comparison between AADR and COPLX.
|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 invest in common and preferred stocks which pay high dividends and have a history of increase in dividends.
COPLX performance & returns
Top 10 Holdings (50.10% of Total Assets)
|NextEra Energy Inc||NEE||6.45%|
|Arthur J. Gallagher & Co||AJG||5.88%|
|Bristol-Myers Squibb Company||BMY||5.35%|
|Dominion Energy Inc||D||5.06%|
|Verizon Communications Inc||VZ||4.67%|
|Duke Energy Corp||DUK||4.58%|
|DTE Energy Co||DTE||4.46%|
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