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AADR vs DVOL

AdvisorShares Dorsey Wright ADR ETF vs First Trust Dorsey Wright Momentum & Low Volatility ETF

AADR

AdvisorShares Dorsey Wright ADR ETF

AdvisorShares

Annual cost

1.09%

Fund size

$45M

DVOL

First Trust Dorsey Wright Momentum & Low Volatility ETF

First Trust

Annual cost

0.60%

Fund size

$74M

Key differences

  • DVOL costs 0.49% less per year.
  • AADR covers global markets; DVOL covers north america.
  • AADR follows a active selection strategy; DVOL 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

AADRDVOL
Annual cost (TER)1.09%0.60%
Fund size (AUM)$45M$74M
Since20102018
Dividend yield0.54%0.66%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+10.1%+4.2%
CAGR 3Y+23.2%+13.2%
CAGR 5Y+7.9%+7.8%
Sharpe 3Y0.920.75
Volatility 1Y21.48%11.75%
Max drawdown-45.01%-38.26%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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