Get comparisons, analyses and forecasts for stocks, ETFs & funds
AADR vs PLUPX
AADR is an ETF, whereas PLUPX is a mutual fund. AADR has a higher 5-year return than PLUPX (12.63% vs 2.27%). AADR has a higher expense ratio than PLUPX (1.1% vs 0.6%). Below is the comparison between AADR and PLUPX.
|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%|
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 to invest in a diversified portfolio of fixed income securities of varying maturities. The average duration for the Fund will be one to three years.
PLUPX performance & returns
Top 10 Holdings (66.16% of Total Assets)
|2 Year Treasury Note Future Sept 20||ZTU0||39.77%|
|10 Year Treasury Note Future Sept 20||ZNU0||6.70%|
|Federal National Mortgage Association 2.5%||N/A||5.70%|
|5 Year Treasury Note Future Sept 20||ZFU0||4.34%|
|Government National Mortgage Association 5%||N/A||3.58%|
|United States Treasury Bills 0%||N/A||3.42%|
|Federal National Mortgage Association 4%||N/A||2.65%|
Other relevant PLUPX comparisons
You may also want to check out the following PLUPX 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.