Both AADR and ARKW are ETFs. AADR has a lower 5-year return than ARKW (11.92% vs 51.91%). AADR has a higher expense ratio than ARKW (1.1% vs 0.79%). Below is the comparison between AADR and ARKW.
| AADR | ARKW | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 0 | 50 |
| Category | Foreign Large Growth | Technology |
| Family | AdvisorShares | ARK |
| Net Assets | $29.30M | $1.24B |
| Expense Ratio | 1.10% | 0.79% |
| Management Style | passive (index-based) | active |
| Dividend Yield | 0.11% | 1.29% |
| Underlying Index | -- | -- |
| YTD Return | 6.13% | -3.45% |
| 1-Year Return | 42.66% | 120.48% |
| 3-Year Return | 4.33% | 46.98% |
| 5-Year Return | 11.92% | 51.91% |
| 10-Year Return | 8.08% | 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 | 6.13% |
| 1-Month Return | 1.75% |
| 3-Month Return | 1.50% |
| 1-Year Return | 42.66% |
| 3-Year Return | 4.33% |
| 5-Year Return | 11.92% |
| 10-Year Return | 8.08% |
AADR holdings
Top 10 Holdings (40.52% of Total Assets)
AADR pros
None that we could think of.AADR cons
None that we could think of.Other relevant AADR comparisons
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ARKW
ARKW description
ARK ETF Trust - ARK Next Generation Internet ETF is an exchange traded fund launched and managed by ARK Investment Management LLC. The fund invests in public equity markets of global region. The fund invests in stocks of companies operating across information technology, next generation internet sectors include focused on and expected to benefit from shifting the bases of technology infrastructure from hardware and software to the cloud, enabling mobile and local services, such as companies that rely on or benefit from the increased use of shared technology, infrastructure and services. 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. The fund 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 research to create its portfolio. ARK ETF Trust - ARK Next Generation Internet ETF was formed on September 30, 2014 and is domiciled in the United States.
ARKW performance & returns
| YTD Return | -3.45% |
| 1-Month Return | -5.79% |
| 3-Month Return | -18.62% |
| 1-Year Return | 120.48% |
| 3-Year Return | 46.98% |
| 5-Year Return | 51.91% |
| 10-Year Return | 0.00% |
ARKW holdings
Top 10 Holdings (45.26% of Total Assets)
ARKW pros
The following are ARKW strengths from our perspective:
- ARKW 3-year return is 43.81%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 8.21%.
- ARKW 5-year return is 41.92%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 10.45%.
ARKW cons
The following are ARKW weaknesses from our perspective:
- ARKW net assets are $790.54 million. This fund is not a popular choice with retail investors.
- ARKW expense ratio is 0.76%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
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