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AADR vs LSOFX
AADR is an ETF, whereas LSOFX is a mutual fund. AADR has a higher 5-year return than LSOFX (12.63% vs 8.55%). AADR has a lower expense ratio than LSOFX (1.1% vs 1.95%). Below is the comparison between AADR and LSOFX.
|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 generate long-term capital appreciation by investing in both long and short positions within a portfolio consisting of primarily publicly-traded common stock, with less risk than that of the stock market in general. The Fund uses a traditional "long/short" hedging strategy to reduce portfolio volatility.
LSOFX performance & returns
Top 10 Holdings (37.93% of Total Assets)
|Invesco Shrt-Trm Inv Treasury Instl||TRPXX||11.60%|
|RenaissanceRe Holdings Ltd||RNR||3.79%|
|Brown & Brown Inc||BRO||3.26%|
|Arthur J. Gallagher & Co||AJG||3.04%|
|PNC Financial Services Group Inc||PNC||2.89%|
|Globe Life Inc||GL||2.62%|
|Berkshire Hathaway Inc Class B||BRK.B||2.32%|
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