AADR vs. BRK-B
Compare and contrast key facts about AdvisorShares Dorsey Wright ADR ETF (AADR) and Berkshire Hathaway Inc. (BRK-B).
AADR is an actively managed fund by AdvisorShares. It was launched on Jul 20, 2010.
Performance
AADR vs. BRK-B - Performance Comparison
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AADR vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AADR AdvisorShares Dorsey Wright ADR ETF | -3.15% | 25.63% | 24.58% | 18.67% | -22.93% | 6.48% | 13.13% | 35.35% | -31.55% | 47.76% |
BRK-B Berkshire Hathaway Inc. | -4.80% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Returns By Period
In the year-to-date period, AADR achieves a -3.15% return, which is significantly higher than BRK-B's -4.80% return. Over the past 10 years, AADR has underperformed BRK-B with an annualized return of 9.17%, while BRK-B has yielded a comparatively higher 12.78% annualized return.
AADR
- 1D
- 2.27%
- 1M
- -10.59%
- YTD
- -3.15%
- 6M
- -3.82%
- 1Y
- 13.57%
- 3Y*
- 21.61%
- 5Y*
- 7.19%
- 10Y*
- 9.17%
BRK-B
- 1D
- -0.15%
- 1M
- -0.35%
- YTD
- -4.80%
- 6M
- -3.95%
- 1Y
- -10.22%
- 3Y*
- 15.72%
- 5Y*
- 13.13%
- 10Y*
- 12.78%
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Return for Risk
AADR vs. BRK-B — Risk / Return Rank
AADR
BRK-B
AADR vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AdvisorShares Dorsey Wright ADR ETF (AADR) and Berkshire Hathaway Inc. (BRK-B). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AADR | BRK-B | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | -0.56 | +1.10 |
Sortino ratioReturn per unit of downside risk | 0.90 | -0.65 | +1.55 |
Omega ratioGain probability vs. loss probability | 1.12 | 0.91 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.67 | -0.68 | +1.34 |
Martin ratioReturn relative to average drawdown | 2.46 | -1.16 | +3.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AADR | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | -0.56 | +1.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.77 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.66 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.48 | -0.05 |
Correlation
The correlation between AADR and BRK-B is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
AADR vs. BRK-B - Dividend Comparison
AADR's dividend yield for the trailing twelve months is around 0.55%, while BRK-B has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AADR AdvisorShares Dorsey Wright ADR ETF | 0.55% | 0.49% | 1.33% | 0.74% | 3.65% | 0.92% | 0.11% | 0.58% | 0.75% | 0.74% | 0.58% | 0.81% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AADR vs. BRK-B - Drawdown Comparison
The maximum AADR drawdown since its inception was -45.01%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for AADR and BRK-B.
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Drawdown Indicators
| AADR | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.01% | -53.86% | +8.85% |
Max Drawdown (1Y)Largest decline over 1 year | -19.30% | -14.95% | -4.35% |
Max Drawdown (5Y)Largest decline over 5 years | -34.80% | -26.58% | -8.22% |
Max Drawdown (10Y)Largest decline over 10 years | -45.01% | -29.57% | -15.44% |
Current DrawdownCurrent decline from peak | -13.96% | -11.36% | -2.60% |
Average DrawdownAverage peak-to-trough decline | -9.37% | -11.07% | +1.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.22% | 8.72% | -3.50% |
Volatility
AADR vs. BRK-B - Volatility Comparison
AdvisorShares Dorsey Wright ADR ETF (AADR) has a higher volatility of 10.04% compared to Berkshire Hathaway Inc. (BRK-B) at 4.33%. This indicates that AADR's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AADR | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.04% | 4.33% | +5.71% |
Volatility (6M)Calculated over the trailing 6-month period | 17.49% | 11.14% | +6.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.50% | 18.30% | +7.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.68% | 17.20% | +4.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.13% | 19.45% | +2.68% |