AMAX vs. AADR ETF Comparison
Comparison of RH Hedged Multi-Asset Income ETF (AMAX) to WCM BNY Mellon Focused Growth ADR ETF (AADR)
AMAX
RH Hedged Multi-Asset Income ETF
AMAX Description
RH Hedged Multi-Asset Income ETF seeks total return through a combination of capital appreciation and current income. The Fund invests primarily in fixed income securities and the Fund may also invest in mortgage-related high-yield instruments rated below investment grade (commonly referred to as junk bonds) with up to 15% of the Fund's assets.
Grade (RS Rating)
Last Trade
$7.98
Average Daily Volume
9,355
Number of Holdings
*
6
* may have additional holdings in another (foreign) market
AADR
WCM BNY Mellon Focused Growth ADR ETF
AADR Description
The investment seeks long-term capital appreciation above international benchmarks such as the BNY Mellon Classic ADR Index, the fund's primary benchmark, and the MSCI EAFE Index, the fund's secondary benchmark. The sub-advisor seeks to achieve the fund's investment objective by selecting primarily 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. The fund's investment focus follows the Sub-Advisor's core philosophy of investing in industry-leading non-U.S. organizations led by visionary management teams with sound business strategies.Grade (RS Rating)
Last Trade
$62.09
Average Daily Volume
985
Number of Holdings
*
26
* may have additional holdings in another (foreign) market
Performance
Period | AMAX | AADR |
---|---|---|
30 Days | 0.79% | -1.73% |
60 Days | 2.36% | -1.43% |
90 Days | 0.64% | 0.81% |
12 Months | 10.25% | 30.95% |
0 Overlapping Holdings
Symbol | Grade | Weight in AMAX | Weight in AADR | Overlap |
---|
AMAX Underweight 26 Positions Relative to AADR
Symbol | Grade | Weight | |
---|---|---|---|
NVO | B | -6.69% | |
YPF | D | -4.37% | |
ABBV | C | -3.94% | |
MUFG | A | -3.68% | |
BMA | D | -3.41% | |
ERJ | D | -3.24% | |
BBVA | C | -3.06% | |
RELX | A | -3.03% | |
GGAL | D | -2.95% | |
SAP | A | -2.9% | |
TNP | B | -2.85% | |
ASX | B | -2.85% | |
HMY | B | -2.81% | |
TME | B | -2.74% | |
SMFG | A | -2.6% | |
PAM | C | -2.57% | |
ING | A | -2.51% | |
NXPI | B | -2.51% | |
MELI | B | -2.47% | |
NMR | C | -2.45% | |
BCS | A | -2.43% | |
LOGI | C | -2.43% | |
BVN | C | -2.33% | |
KOF | D | -2.2% | |
QFIN | D | -2.19% | |
PBR | D | -2.14% |
AMAX: Top Represented Industries & Keywords
Industries:
Keywords:
ETF
Exchange Traded Fund
Exchange Traded Funds
Investment Management
Stock Market Index
Bloomberg Barclays Us Aggregate Bond Index
Bond
Bond Market
Brent Crude
Covered Call
Credit Suisse
Crude Oil
Debt Securities
ETN
Energy Economics
Exchange Traded Note
Forward Contract
Gold As An Investment
Gold Investments
Government Bonds
AADR: Top Represented Industries & Keywords
Industries:
Banks - Global
Banks - Regional - Latin America
Oil & Gas Integrated
Semiconductors
Aerospace & Defense
Beverages - Soft Drinks
Biotechnology
Capital Markets
Computer Systems
Credit Services
Drug Manufacturers - Major
Gold
Industrial Metals & Minerals
Internet Content & Information
Publishing
Shipping & Ports
Software - Application
Specialty Retail
Utilities - Independent Power Producers
Keywords:
Bank
Banking
Financial Products
Consumer Finance
Investment Banking
Investment Banking Services
Cash Management
Cash Management Services
Corporate Banking
Factoring
Insurance Products
Investment Bank
Life Insurance Products
Natural Gas
Advisory Services
Asset Management
Banking Solutions
Barclays Bank Of Botswana
Card Services
Commercial Banking