Both AADR and ACWI are ETFs. AADR has a lower 5-year return than ACWI (-3.29% vs 6.67%). AADR has a higher expense ratio than ACWI (1% vs 0.32%). Below is the comparison between AADR and ACWI.
| AADR | ACWI | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 0 | N/A |
| Category | Foreign Large Growth | N/A |
| Family | AdvisorShares | BlackRock |
| Net Assets | $29.80M | $17.59B |
| Expense Ratio | 1.00% | 0.32% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 3.63% | 1.65% |
| Underlying Index | -- | MSCI All Country World Index |
| YTD Return | -2.64% | 7.75% |
| 1-Year Return | -13.63% | 4.26% |
| 3-Year Return | 1.19% | 11.30% |
| 5-Year Return | -3.29% | 6.67% |
| 10-Year Return | 3.97% | 7.83% |
AADR
AADR description
AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF is an exchange traded fund launched and managed by AdvisorShares Investments, LLC. It is co-managed by Dorsey, Wright & Associates, LLC. The fund invests in public equity markets of global region. It invests in stocks of companies operating across diversified sectors. The fund invests in momentum stocks of companies across diversified market capitalization. The fund seeks to benchmark the performance of its portfolio against the MSCI EAFE Index. AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF was formed on July 20, 2010 and is domiciled in the United States.
AADR performance & returns
| YTD Return | -2.64% |
| 1-Month Return | -1.70% |
| 3-Month Return | -2.98% |
| 1-Year Return | -13.63% |
| 3-Year Return | 1.19% |
| 5-Year Return | -3.29% |
| 10-Year Return | 3.97% |
AADR holdings
Top 10 Holdings (34.34% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Novo Nordisk A/S ADR | NVO | 5.81% |
| Tenaris SA ADR | TS | 3.72% |
| ABB Ltd ADR | ABB | 3.33% |
| UBS Group AG | UBSG | 3.23% |
| YPF SA ADR | YPF | 3.19% |
| RELX PLC ADR | RELX | 3.13% |
| POSCO Holdings Inc ADR | PKX | 3.11% |
| America Movil SAB de CV ADR - Series B | AMX | 3.04% |
| Mitsubishi UFJ Financial Group Inc ADR | MUFG | 2.91% |
| Banco Bilbao Vizcaya Argentaria SA ADR | BBVA | 2.87% |
AADR pros
None that we could think of.AADR cons
None that we could think of.Other relevant AADR comparisons
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ACWI
ACWI description
iShares Trust - iShares MSCI ACWI ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. It invests in public equity markets of global region. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the MSCI ACWI, by using representative sampling technique. iShares Trust - iShares MSCI ACWI ETF was formed on March 26, 2008 and is domiciled in the United States.
ACWI performance & returns
| YTD Return | 7.75% |
| 1-Month Return | 0.80% |
| 3-Month Return | 3.74% |
| 1-Year Return | 4.26% |
| 3-Year Return | 11.30% |
| 5-Year Return | 6.67% |
| 10-Year Return | 7.83% |
ACWI holdings
Top 10 Holdings (15.87% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Apple Inc | AAPL | 4.43% |
| Microsoft Corp | MSFT | 3.56% |
| Amazon.com Inc | AMZN | 1.59% |
| NVIDIA Corp | NVDA | 1.12% |
| Alphabet Inc Class A | GOOGL | 1.05% |
| Alphabet Inc Class C | GOOG | 0.97% |
| Meta Platforms Inc Class A | META | 0.89% |
| Exxon Mobil Corp | XOM | 0.80% |
| UnitedHealth Group Inc | UNH | 0.75% |
| Tesla Inc | TSLA | 0.72% |
ACWI cons
The following are ACWI weaknesses from our perspective:
- ACWI 10-year return is 7.83%, which is lower than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
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