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AADR vs PIZ

AdvisorShares Dorsey Wright ADR ETF vs Invesco Dorsey Wright Developed Markets Momentum ETF

AADR

AdvisorShares Dorsey Wright ADR ETF

AdvisorShares

Annual cost

1.09%

Fund size

$45M

PIZ

Invesco Dorsey Wright Developed Markets Momentum ETF

Invesco

Annual cost

0.80%

Fund size

$775M

Key differences

  • PIZ costs 0.29% less per year.
  • PIZ is significantly larger than AADR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PIZ has delivered higher annualized returns.

Side-by-side comparison

AADRPIZ
Annual cost (TER)1.09%0.80%
Fund size (AUM)$45M$775M
Since20102007
Dividend yield0.54%1.35%
Asset classequityequity
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+10.1%+34.2%
CAGR 3Y+23.2%+26.4%
CAGR 5Y+7.9%+12.2%
Sharpe 3Y0.921.16
Volatility 1Y21.48%20.53%
Max drawdown-45.01%-40.93%

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

Similar to AADR and PIZ