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AADR vs DVLU
AdvisorShares Dorsey Wright ADR ETF vs First Trust Dorsey Wright Momentum & Value ETF
Key differences
- DVLU costs 0.49% less per year.
- AADR covers global markets; DVLU covers north america.
- AADR follows a active selection strategy; DVLU uses index tracking.
- Over the last 3 years, AADR has delivered higher annualized returns.
- AADR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AADR | DVLU | |
|---|---|---|
| Annual cost (TER) | 1.09% | 0.60% |
| Fund size (AUM) | $45M | $44M |
| Since | 2010 | 2018 |
| Dividend yield | 0.54% | 0.64% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +10.1% | +34.2% |
| CAGR 3Y | +23.2% | +21.0% |
| CAGR 5Y | +7.9% | +11.0% |
| Sharpe 3Y | 0.92 | 0.91 |
| Volatility 1Y | 21.48% | 16.39% |
| Max drawdown | -45.01% | -53.26% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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