AADR vs SFYF
Comparison between ADVISORSHARES DORSEY WRIGHT ADR ETF (AADR, ETF) and SOFI SOCIAL 50 ETF (SFYF, ETF).
5-Year PerformanceSFYF has outperformed AADR, delivering a return of +10.8% compared to +6.2%
AADR vs SFYF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AADR
$42M
SFYF
$42M
Expense Ratio
AADR
1.09%
Winner
SFYF
0.29%
Max Drawdown
Winner
AADR
45.65%
SFYF
56.62%
Sharpe Ratio
AADR
0.18
Winner
SFYF
1.08
5Y Beta
Winner
AADR
1.02
SFYF
1.40
P/E Ratio
Winner
AADR
21.39
SFYF
58.10
Forward P/E
Winner
AADR
12.62
SFYF
24.71
PEG Ratio
AADR
N/A
SFYF
0.21
5Y Dividends CAGR
Winner
AADR
67.95%
SFYF
21.08%
5Y EPS CAGR
AADR
11.09%
Winner
SFYF
28.63%
P/S Ratio
Winner
AADR
0.02
SFYF
3.43
P/B Ratio
Winner
AADR
2.03
SFYF
5.20
AADR vs SFYF - Holdings Comparison
AADR and SFYF have 2 common holdings. Overlap is 2.55%
AADR's top 25 holdings weight is 76.98%. SFYF's top 25 holdings weight is 84.14%.
| Rank | AADR | SFYF |
|---|---|---|
| #1 | MITSUBISHI UFJ FINANCIAL GROUP INC ADR (MUFG) - 5.10% | AMAZON.COM INC (AMZN) - 8.95% |
| #2 | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 4.90% | TESLA INC (TSLA) - 8.92% |
| #3 | CHINA YUCHAI INTERNATIONAL LTD (CYD) - 4.28% | NVIDIA CORP (NVDA) - 7.53% |
| #4 | BARCLAYS PLC ADR (BCS) - 4.27% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 4.36% |
| #5 | COMPANIA DE MINAS BUENAVENTURA SAA ADR (BVN) - 3.49% | APPLE INC (AAPL) - 4.30% |
| #6 | SUMITOMO MITSUI FINANCIAL GROUP INC ADR (SMFG) - 3.45% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 4.13% |
| #7 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.40% | MICROSOFT CORP (MSFT) - 4.03% |
| #8 | NOKIA OYJ ADR (NOK) - 3.30% | ALPHABET INC CLASS A (GOOGL) - 3.94% |
| #9 | ASCENDIS PHARMA AS (ASND) - 3.18% | ADVANCED MICRO DEVICES INC (AMD) - 3.46% |
| #10 | ABIVAX SA ADR (ABVX) - 3.17% | META PLATFORMS INC CLASS A (META) - 3.27% |
| #11 | CEMEX SAB DE CV ADR (CX) - 3.06% | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 3.22% |
| #12 | GOLD FIELDS LTD ADR (GFI) - 3.05% | COSTCO WHOLESALE CORP (COST) - 3.02% |
| #13 | E.ON SE ADR (EONGY) - 2.84% | SPACE EXPLORATION TECHNOLOGIES CORP CLASS A (SPCX) - 3.01% |
| #14 | ROLLS-ROYCE HOLDINGS PLC ADR (RYCEY) - 2.74% | MICRON TECHNOLOGY INC (MU) - 2.98% |
| #15 | ULTRAPAR PARTICIPACOES SA ADR (UGP) - 2.72% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.26% |
| #16 | NOVARTIS AG ADR (NVS) - 2.57% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 2.23% |
| #17 | ELBIT SYSTEMS LTD (n/a) - 2.56% | WALMART INC (WMT) - 2.22% |
| #18 | TELEFONICA BRASIL SA ADR (VIV) - 2.55% | ELI LILLY AND CO (LLY) - 2.04% |
| #19 | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 2.46% | BROADCOM INC (AVGO) - 1.99% |
| #20 | SINGAPORE TELECOMMUNICATIONS LTD ADR (SGAPY) - 2.45% | ROCKET LAB CORP (RKLB) - 1.82% |
| #21 | GSK PLC ADR (GSK) - 2.44% | INTEL CORP (INTC) - 1.49% |
| #22 | EQUINOR ASA ADR (EQNR) - 2.31% | NETFLIX INC (NFLX) - 1.33% |
| #23 | SASOL LTD ADR (SSL) - 2.24% | REALTY INCOME CORP (O) - 1.32% |
| #24 | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 2.23% | PFIZER INC (PFE) - 1.17% |
| #25 | TAKEDA PHARMACEUTICAL CO LTD ADR (TAK) - 2.22% | COCA-COLA CO (KO) - 1.15% |
| Total Holdings | 38 | 50 |
AADR vs SFYF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AADR
-0.30%
SFYF
-1.33%
3M
AADR
-1.76%
Winner
SFYF
+7.71%
6M
AADR
-10.85%
Winner
SFYF
+10.27%
1Y
AADR
+5.56%
Winner
SFYF
+25.99%
5Y(CAGR)
AADR
+6.22%
Winner
SFYF
+10.77%
10Y(CAGR)
AADR
+8.47%
SFYF
N/A
Max(CAGR)
AADR
+8.75%
Winner
SFYF
+17.63%
AADR vs SFYF - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | AADR | SFYF |
|---|---|---|
| 2026 | -5.43% | +9.70% |
| 2025 | +23.12% | +30.41% |
| 2024 | +27.30% | +48.55% |
| 2023 | +20.10% | +59.11% |
| 2022 | -23.08% | -48.80% |
| 2021 | +5.52% | +36.96% |
| 2020 | +11.13% | +33.21% |
| 2019 | +34.48% | +4.95% |
| 2018 | -33.18% | N/A |
| 2017 | +43.94% | N/A |
| 2016 | +7.17% | N/A |
| 2015 | +6.02% | N/A |
| 2014 | +0.91% | N/A |
| 2013 | +19.42% | N/A |
| 2012 | +7.70% | N/A |
| 2011 | -5.79% | N/A |
| 2010 | +21.09% | N/A |
AADR vs SFYF Drawdown Comparison
The maximum drawdown for AADR was -45.00%, occurring on Mar 18, 2020. Recovery took 743 trading sessions.
The maximum drawdown for SFYF was -56.07%, occurring on Dec 28, 2022. Recovery took 756 trading sessions.
The current AADR drawdown is -14.61%. The current SFYF drawdown is -6.09%.
| Rank | AADR | SFYF |
|---|---|---|
| #1 | -45.00% Jan 26, 2018 - Jan 8, 2021 | -56.07% Nov 8, 2021 - Nov 11, 2024 |
| #2 | -34.77% Aug 11, 2021 - Oct 14, 2024 | -41.39% Feb 12, 2020 - Jul 20, 2020 |
| #3 | -23.22% May 2, 2011 - Jan 10, 2013 | -26.45% Feb 18, 2025 - Jun 26, 2025 |
| #4 | -20.61% Mar 19, 2025 - May 13, 2025 | -15.18% Oct 29, 2025 - Apr 22, 2026 |
| #5 | -19.30% Jan 28, 2026 - Mar 30, 2026 | -15.15% Mar 15, 2021 - May 27, 2021 |
| #6 | -15.48% Apr 27, 2015 - Jul 18, 2016 | -12.52% Sep 1, 2020 - Nov 19, 2020 |
| #7 | -13.56% Jul 3, 2014 - Mar 20, 2015 | -11.52% Jul 15, 2019 - Dec 16, 2019 |
| #8 | -10.16% Feb 16, 2021 - Jun 1, 2021 | -10.96% Feb 10, 2021 - Mar 12, 2021 |
| #9 | -9.77% May 15, 2013 - Sep 16, 2013 | -8.92% May 29, 2026 - Jun 25, 2026 |
| #10 | -9.39% Oct 25, 2016 - Jan 10, 2017 | -8.72% Sep 7, 2021 - Nov 1, 2021 |
| #11 | -8.94% Dec 23, 2013 - Jun 19, 2014 | -8.66% Jun 2, 2021 - Aug 31, 2021 |
| #12 | -7.90% Jun 11, 2021 - Aug 5, 2021 | -7.33% Dec 17, 2024 - Feb 13, 2025 |
| #13 | -7.58% May 16, 2017 - Jul 24, 2017 | -6.71% May 8, 2019 - Jun 19, 2019 |
| #14 | -7.21% Mar 7, 2011 - Apr 1, 2011 | -4.45% Jan 16, 2020 - Feb 12, 2020 |
| #15 | -7.18% Oct 1, 2025 - Dec 23, 2025 | -4.28% Jul 20, 2020 - Aug 5, 2020 |
Correlation
Correlation between AADR and SFYF is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2010 - 2026)
AADR vs SFYF dividend yield comparison.
| Year | AADR | SFYF |
|---|---|---|
| 2026 | 0.59% | 0.21% |
| 2025 | 0.49% | 0.33% |
| 2024 | 1.33% | 0.31% |
| 2023 | 0.74% | 1.71% |
| 2022 | 3.65% | 1.19% |
| 2021 | 0.92% | 0.26% |
| 2020 | 0.11% | 0.40% |
| 2019 | 0.58% | 0.73% |
| 2018 | 0.75% | 0.00% |
| 2017 | 0.74% | 0.00% |
| 2016 | 0.58% | 0.00% |
| 2015 | 0.81% | 0.00% |
| 2014 | 0.49% | 0.00% |
| 2013 | 0.34% | 0.00% |
| 2012 | 0.33% | 0.00% |
| 2011 | 0.76% | 0.00% |
| 2010 | 0.23% | 0.00% |
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