AADR vs. IMOM ETF Comparison
Comparison of WCM BNY Mellon Focused Growth ADR ETF (AADR) to International Quantitative Momentum ETF (IMOM)
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
$61.34
Average Daily Volume
1,094
28
IMOM
International Quantitative Momentum ETF
IMOM Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund seeks to achieve its investment objective by investing primarily-generally greater than 80%, but at least 65% of its net assets, plus any borrowings for investment purposes-in equity securities of international companies that Empowered Funds, LLC ("the Adviser") believes, based on quantitative analysis, have positive momentum. A "momentum" style of investing emphasizes investing in securities that have had higher recent total return performance compared to other securities. It is non-diversified.Grade (RS Rating)
Last Trade
$27.81
Average Daily Volume
16,390
6
Performance
Period | AADR | IMOM |
---|---|---|
30 Days | 0.17% | -2.65% |
60 Days | 3.79% | -2.69% |
90 Days | 8.51% | 1.13% |
12 Months | 32.12% | 10.00% |
AADR Overweight 25 Positions Relative to IMOM
Symbol | Grade | Weight | |
---|---|---|---|
NVO | D | 6.56% | |
YPF | A | 4.63% | |
ABBV | D | 3.51% | |
BMA | A | 3.36% | |
BBVA | B | 3.36% | |
GGAL | A | 3.3% | |
CX | D | 3.01% | |
ERJ | A | 2.99% | |
RELX | C | 2.85% | |
PAM | A | 2.74% | |
HMY | B | 2.69% | |
ASX | D | 2.66% | |
SAP | D | 2.62% | |
FMX | F | 2.59% | |
KOF | A | 2.57% | |
PBR | A | 2.55% | |
TNP | A | 2.45% | |
ING | A | 2.38% | |
SMFG | C | 2.22% | |
MELI | B | 2.17% | |
NXPI | B | 2.07% | |
E | B | 1.85% | |
VIPS | C | 1.82% | |
VIV | C | 1.69% | |
ELP | D | 0.85% |
AADR: Top Represented Industries & Keywords
IMOM: Top Represented Industries & Keywords