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.
Correlation
The correlation between AADR and BRK-B is 0.40, 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.
Performance
AADR vs. BRK-B - Performance Comparison
Key characteristics
AADR:
1.78
BRK-B:
1.19
AADR:
2.36
BRK-B:
1.82
AADR:
1.31
BRK-B:
1.22
AADR:
2.43
BRK-B:
2.20
AADR:
10.17
BRK-B:
5.24
AADR:
3.20%
BRK-B:
3.51%
AADR:
18.33%
BRK-B:
15.33%
AADR:
-45.01%
BRK-B:
-53.86%
AADR:
-3.26%
BRK-B:
-1.14%
Returns By Period
In the year-to-date period, AADR achieves a 9.94% return, which is significantly higher than BRK-B's 9.01% return. Over the past 10 years, AADR has underperformed BRK-B with an annualized return of 8.20%, while BRK-B has yielded a comparatively higher 12.89% annualized return.
AADR
9.94%
3.95%
23.51%
32.61%
10.55%
8.20%
BRK-B
9.01%
4.09%
6.35%
20.83%
19.16%
12.89%
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Risk-Adjusted Performance
AADR vs. BRK-B — Risk-Adjusted Performance Rank
AADR
BRK-B
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 1.21%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AADR AdvisorShares Dorsey Wright ADR ETF | 1.21% | 1.33% | 0.74% | 3.65% | 0.92% | 0.11% | 0.58% | 0.75% | 0.74% | 0.58% | 0.81% | 0.49% |
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
AdvisorShares Dorsey Wright ADR ETF (AADR) and Berkshire Hathaway Inc. (BRK-B) have volatilities of 5.34% and 5.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.