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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AADR or BRK-B.
Performance
AADR vs. BRK-B - Performance Comparison
Returns By Period
In the year-to-date period, AADR achieves a 21.59% return, which is significantly lower than BRK-B's 31.45% return. Over the past 10 years, AADR has underperformed BRK-B with an annualized return of 7.18%, while BRK-B has yielded a comparatively higher 12.35% annualized return.
AADR
21.59%
2.53%
7.15%
31.09%
7.68%
7.18%
BRK-B
31.45%
1.01%
13.25%
29.87%
16.61%
12.35%
Key characteristics
| AADR | BRK-B | |
|---|---|---|
| Sharpe Ratio | 1.66 | 2.08 |
| Sortino Ratio | 2.25 | 2.94 |
| Omega Ratio | 1.29 | 1.38 |
| Calmar Ratio | 1.41 | 3.92 |
| Martin Ratio | 9.25 | 10.23 |
| Ulcer Index | 3.17% | 2.91% |
| Daily Std Dev | 17.72% | 14.32% |
| Max Drawdown | -45.01% | -53.86% |
| Current Drawdown | 0.00% | -2.04% |
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Correlation
The correlation between AADR and BRK-B is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
AADR vs. BRK-B - Risk-Adjusted Performance 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.
Dividends
AADR vs. BRK-B - Dividend Comparison
AADR's dividend yield for the trailing twelve months is around 1.60%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AADR AdvisorShares Dorsey Wright ADR ETF | 1.60% | 0.74% | 3.65% | 0.92% | 0.11% | 0.58% | 0.75% | 0.74% | 0.58% | 0.81% | 0.49% | 0.34% |
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. For additional features, visit the drawdowns tool.
Volatility
AADR vs. BRK-B - Volatility Comparison
The current volatility for AdvisorShares Dorsey Wright ADR ETF (AADR) is 4.76%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.64%. This indicates that AADR experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.