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AADR vs DHLAX
AADR is an ETF, whereas DHLAX is a mutual fund. AADR has a lower 5-year return than DHLAX (3.36% vs 5.19%). AADR has a higher expense ratio than DHLAX (1.1% vs 0.96%). Below is the comparison between AADR and DHLAX.
|Security Type||ETF||Mutual fund|
|Segment||Equity: Global Ex-U.S. - Total Market Growth||U.S. Equity: Large Value|
|Management Style||passive (index-based)||active|
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 (41.23% of Total Assets)
|Galapagos NV ADR||GLPG||6.19%|
|NICE Ltd ADR||NICE||5.42%|
|argenx SE ADR||ARGX||4.32%|
|ZTO Express (Cayman) Inc ADR||ZTO||4.04%|
|TAL Education Group ADR||TAL||3.83%|
|Anglogold Ashanti Ltd ADR||AU.JO||3.45%|
|ASML Holding NV ADR||ASML||3.42%|
|AstraZeneca PLC ADR||AZN.L||3.38%|
|Gold Fields Ltd ADR||GFI.JO||3.36%|
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The Fund seeks to provide long-term capital appreciation by investing in common stocks that the Fund's adviser believes are undervalued. The Fund normally invests at least 80% of its assets in large capitalization companies, defined as those companies with a market capitalization of $5 billion or more.
DHLAX performance & returns
Top 10 Holdings (31.93% of Total Assets)
|Berkshire Hathaway Inc B||BRK.B||3.5%|
|Alphabet Inc A||GOOGL||3.49%|
|The Walt Disney Co||DIS||3.06%|
|American International Group Inc||AIG||2.65%|
|Procter & Gamble Co||PG||2.58%|
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