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AADR vs. BRK-B
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AADR vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AdvisorShares Dorsey Wright ADR ETF (AADR) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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AADR vs. BRK-B - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

AADR vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AADR
AADR Risk / Return Rank: 2828
Overall Rank
AADR Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
AADR Sortino Ratio Rank: 2929
Sortino Ratio Rank
AADR Omega Ratio Rank: 2929
Omega Ratio Rank
AADR Calmar Ratio Rank: 2727
Calmar Ratio Rank
AADR Martin Ratio Rank: 2929
Martin Ratio Rank

BRK-B
BRK-B Risk / Return Rank: 1717
Overall Rank
BRK-B Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
BRK-B Sortino Ratio Rank: 1616
Sortino Ratio Rank
BRK-B Omega Ratio Rank: 1616
Omega Ratio Rank
BRK-B Calmar Ratio Rank: 1717
Calmar Ratio Rank
BRK-B Martin Ratio Rank: 1919
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.


AADRBRK-BDifference

Sharpe ratio

Return per unit of total volatility

0.53

-0.56

+1.10

Sortino ratio

Return per unit of downside risk

0.90

-0.65

+1.55

Omega ratio

Gain probability vs. loss probability

1.12

0.91

+0.21

Calmar ratio

Return relative to maximum drawdown

0.67

-0.68

+1.34

Martin ratio

Return relative to average drawdown

2.46

-1.16

+3.62

AADR vs. BRK-B - Sharpe Ratio Comparison

The current AADR Sharpe Ratio is 0.53, which is higher than the BRK-B Sharpe Ratio of -0.56. The chart below compares the historical Sharpe Ratios of AADR and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AADRBRK-BDifference

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.


TTM20252024202320222021202020192018201720162015
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


AADRBRK-BDifference

Max Drawdown

Largest 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 Drawdown

Current decline from peak

-13.96%

-11.36%

-2.60%

Average Drawdown

Average peak-to-trough decline

-9.37%

-11.07%

+1.70%

Ulcer Index

Depth 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


AADRBRK-BDifference

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%