AADR vs ARKK

Both AADR and ARKK are ETFs. AADR has a lower 5-year return than ARKK (4.28% vs 13.64%). AADR has a higher expense ratio than ARKK (1.1% vs 0.75%). Below is the comparison between AADR and ARKK.

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AADR ARKK
Security Type ETF ETF
Category Foreign Large Growth Mid-Cap Growth
Family AdvisorShares ARK
Net Assets $40.40M $7.98B
Expense Ratio 1.10% 0.75%
Management Style passive (index-based) active
Dividend Yield 0.31% 0.00%
Underlying Index -- --
YTD Return -24.22% -54.94%
1-Year Return -27.19% -63.76%
3-Year Return 0.36% -1.02%
5-Year Return 4.28% 13.64%
10-Year Return 5.45% 0.00%

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 -24.22%
1-Month Return -8.42%
3-Month Return -1.90%
1-Year Return -27.19%
3-Year Return 0.36%
5-Year Return 4.28%
10-Year Return 5.45%
AADR expense ratio is 1.1%.

AADR holdings

Top 10 Holdings (38.80% of Total Assets)

Name Symbol % Assets
ASML Holding NV ADR ASML 5.52%
BioNTech SE ADR BNTX.DE 4.57%
Danaos Corp DAC.AX 4.48%
LVMH Moet Hennessy Louis Vuitton SE ADR LVMUY.PA 4.16%
Himax Technologies Inc ADR HIMX 3.79%
Sibanye Stillwater Ltd ADR SBSW.JO 3.64%
Logitech International SA LOGN 3.51%
Cemex SAB de CV ADR CX.MX 3.22%
Embraer SA ADR ERJ.SA 3.06%
POSCO ADR PKX.KS 2.85%

AADR pros

None that we could think of.

AADR cons

None that we could think of.

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    ARKK

    ARKK description

    ARK ETF Trust - ARK Innovation ETF is an exchange traded fund launched and managed by ARK Investment Management LLC. It invests in public equity markets of global region. The fund invests in stocks of companies operating in the disruptive innovation sectors includes development of new products or services, technological improvements and advancements in scientific research relating to the areas of genomics, (“Genomic Revolution Companies”); innovation in automation and manufacturing (“Automation Transformation Companies”), transportation, energy (“Energy Transformation Companies”), artificial intelligence (“Artificial Intelligence Companies”) and materials; the increased use of shared technology, infrastructure and services (“Next Generation Internet Companies”); and technologies that make financial services more efficient (“Fintech Innovation Companies”). It invests in growth and value stocks of companies across diversified market capitalization. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental and quantitative analysis with bottom-up and top-down stock picking approach to create its portfolio. It benchmarks the performance of its portfolio against the S&P 500 Index and the MSCI World Index. The fund employs internal and external research to create its portfolio. ARK ETF Trust - ARK Innovation ETF was formed on October 31, 2014 and is domiciled in the United States

    ARKK performance & returns

    YTD Return -54.94%
    1-Month Return -16.02%
    3-Month Return 15.06%
    1-Year Return -63.76%
    3-Year Return -1.02%
    5-Year Return 13.64%
    10-Year Return 0.00%
    ARKK expense ratio is 0.75%.

    ARKK holdings

    Top 10 Holdings (49.20% of Total Assets)

    Name Symbol % Assets
    Tesla Inc TSLA 9.56%
    Roku Inc Class A ROKU 6.48%
    Teladoc Health Inc TDOC 5.76%
    Square Inc A SQ 4.37%
    Zoom Video Communications Inc ZM 4.36%
    Shopify Inc A SHOP.TO 4.27%
    Spotify Technology SA SPOT 3.68%
    Twilio Inc A TWLO 3.66%
    Coinbase Global Inc Ordinary Shares - Class A COIN 3.65%
    Unity Software Inc Ordinary Shares U 3.41%

    ARKK pros

    The following are ARKK strengths from our perspective:

    • ARKK 3-year return is 39.69%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 13.64%.
    • ARKK 5-year return is 37%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 14.57%.

    ARKK cons

    The following are ARKK weaknesses from our perspective:

    • ARKK expense ratio is 0.75%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

    Other relevant ARKK comparisons

    You may also want to check out the following ARKK comparisons that investors often look for on Finny

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