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AADR vs DWAS
AdvisorShares Dorsey Wright ADR ETF vs Invesco DWA SmallCap Momentum ETF
Key differences
- DWAS costs 0.49% less per year.
- DWAS is significantly larger than AADR — larger funds tend to be more liquid and less likely to close.
- AADR covers global markets; DWAS covers north america.
- AADR follows a active selection strategy; DWAS uses index tracking.
- Over the last 3 years, AADR has delivered higher annualized returns.
Side-by-side comparison
| AADR | DWAS | |
|---|---|---|
| Annual cost (TER) | 1.09% | 0.60% |
| Fund size (AUM) | $45M | $410M |
| Since | 2010 | 2012 |
| Dividend yield | 0.54% | 0.01% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +10.1% | +45.1% |
| CAGR 3Y | +23.2% | +17.3% |
| CAGR 5Y | +7.9% | +7.9% |
| Sharpe 3Y | 0.92 | 0.63 |
| Volatility 1Y | 21.48% | 22.87% |
| Max drawdown | -45.01% | -46.16% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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