AADR vs SPBC

Comparison between ADVISORSHARES DORSEY WRIGHT ADR ETF (AADR, ETF) and SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF (SPBC, ETF).

5-Year PerformanceSPBC has outperformed AADR, delivering a return of +15.4% compared to +5.7%

AADR vs SPBC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AADR(ETF)	SPBC(ETF)
Net Assets	$45M	$45M
Expense Ratio	1.09%	0.54%
Max Drawdown	45.65%	35.13%
Sharpe Ratio	0.29	0.93
5Y Beta	1.03	1.08
P/E Ratio	20.11	N/A
Forward P/E	10.72	N/A
5Y Dividends CAGR	46.84%	N/A
5Y EPS CAGR	13.15%	N/A
P/S Ratio	0.02	N/A
P/B Ratio	1.97	N/A

Net Assets

Winner

AADR

$45M

SPBC

$45M

Expense Ratio

AADR

1.09%

Winner

SPBC

0.54%

Max Drawdown

AADR

45.65%

Winner

SPBC

35.13%

Sharpe Ratio

AADR

0.29

Winner

SPBC

0.93

5Y Beta

Winner

AADR

1.03

SPBC

1.08

P/E Ratio

AADR

20.11

SPBC

N/A

Forward P/E

AADR

10.72

SPBC

N/A

5Y Dividends CAGR

AADR

46.84%

SPBC

N/A

5Y EPS CAGR

AADR

13.15%

SPBC

N/A

P/S Ratio

AADR

0.02

SPBC

N/A

P/B Ratio

AADR

1.97

SPBC

N/A

AADR vs SPBC - Holdings Comparison

AADR and SPBC have 0 common holdings. Overlap is 0.00%

AADR's top 25 holdings weight is 80.50%. SPBC's top 25 holdings weight is 88.39%.

Rank	AADR	SPBC
#1	CHINA YUCHAI INTERNATIONAL LTD (CYD) - 5.35%	ISHARES CORE S&P 500 ETF (IVV) - 80.82%
#2	EMBRAER SA ADR (EMBJ) - 4.70%	VANECK BITCOIN ETF (HODL) - 7.57%
#3	BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 4.56%	N/A
#4	NOKIA OYJ ADR (NOK) - 4.55%	N/A
#5	COMPANIA DE MINAS BUENAVENTURA SAA ADR (BVN) - 4.21%	N/A
#6	MITSUBISHI UFJ FINANCIAL GROUP INC ADR (MUFG) - 4.18%	N/A
#7	BARCLAYS PLC ADR (BCS) - 3.71%	N/A
#8	GOLD FIELDS LTD ADR (GFI) - 3.68%	N/A
#9	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.42%	N/A
#10	SK TELECOM CO LTD ADR (SKM) - 3.04%	N/A
#11	SIBANYE STILLWATER LTD ADR (SBSW) - 2.99%	N/A
#12	CEMEX SAB DE CV ADR (CX) - 2.98%	N/A
#13	ELBIT SYSTEMS LTD (n/a) - 2.90%	N/A
#14	SUMITOMO MITSUI FINANCIAL GROUP INC ADR (SMFG) - 2.88%	N/A
#15	TELEFONAKTIEBOLAGET L M ERICSSON ADR (ERIC) - 2.81%	N/A
#16	ASCENDIS PHARMA AS (ASND) - 2.65%	N/A
#17	E.ON SE ADR (EONGY) - 2.61%	N/A
#18	TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 2.52%	N/A
#19	SASOL LTD ADR (SSL) - 2.52%	N/A
#20	ROLLS-ROYCE HOLDINGS PLC ADR (RYCEY) - 2.43%	N/A
#21	TELEFONICA BRASIL SA ADR (VIV) - 2.41%	N/A
#22	NOVARTIS AG ADR (NVS) - 2.38%	N/A
#23	EQUINOR ASA ADR (EQNR) - 2.38%	N/A
#24	SINGAPORE TELECOMMUNICATIONS LTD ADR (SGAPY) - 2.37%	N/A
#25	GSK PLC ADR (GSK) - 2.27%	N/A
Total Holdings	36	2

AADR vs SPBC - Historical Returns

Returns include dividend reinvestment.

Period	AADR	SPBC
1 month	-2.92%	-1.79%
3 months	-0.17%	+10.51%
6 months	-1.97%	+5.83%
1 year	+7.57%	+17.66%
5 years(CAGR)	+5.70%	+15.41%
10 years(CAGR)	+9.31%	N/A
Max(CAGR)	+8.87%	+15.55%

AADR

-2.92%

Winner

SPBC

-1.79%

AADR

-0.17%

Winner

SPBC

+10.51%

AADR

-1.97%

Winner

SPBC

+5.83%

AADR

+7.57%

Winner

SPBC

+17.66%

5Y(CAGR)

AADR

+5.70%

Winner

SPBC

+15.41%

10Y(CAGR)

AADR

+9.31%

SPBC

N/A

Max(CAGR)

AADR

+8.87%

Winner

SPBC

+15.55%

AADR vs SPBC - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	AADR	SPBC
2026	-4.61%	+5.28%
2025	+23.12%	+16.31%
2024	+27.30%	+36.87%
2023	+20.10%	+48.87%
2022	-23.08%	-28.38%
2021	+5.52%	+14.86%
2020	+11.13%	N/A
2019	+34.48%	N/A
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 SPBC Drawdown Comparison

The maximum drawdown for AADR was -45.00%, occurring on Mar 18, 2020. Recovery took 743 trading sessions.

The maximum drawdown for SPBC was -33.99%, occurring on Oct 14, 2022. Recovery took 523 trading sessions.

The current AADR drawdown is -13.87%. The current SPBC drawdown is -3.22%.

Rank	AADR	SPBC
#1	-45.00% Jan 26, 2018 - Jan 8, 2021	-33.99% Nov 9, 2021 - Dec 8, 2023
#2	-34.77% Aug 11, 2021 - Oct 14, 2024	-21.00% Dec 16, 2024 - Jun 24, 2025
#3	-23.22% May 2, 2011 - Jan 10, 2013	-12.24% Oct 28, 2025 - Apr 17, 2026
#4	-20.61% Mar 19, 2025 - May 13, 2025	-10.19% Jul 16, 2024 - Sep 19, 2024
#5	-19.30% Jan 28, 2026 - Mar 30, 2026	-7.10% Mar 28, 2024 - May 20, 2024
#6	-15.48% Apr 27, 2015 - Jul 18, 2016	-6.66% Sep 3, 2021 - Oct 15, 2021
#7	-13.56% Jul 3, 2014 - Mar 20, 2015	-5.37% Jun 1, 2026 - Jun 10, 2026
#8	-10.16% Feb 16, 2021 - Jun 1, 2021	-3.94% Jul 7, 2021 - Jul 23, 2021
#9	-9.77% May 15, 2013 - Sep 16, 2013	-3.54% Oct 6, 2025 - Oct 27, 2025
#10	-9.39% Oct 25, 2016 - Jan 10, 2017	-2.97% Oct 29, 2024 - Nov 6, 2024
#11	-8.94% Dec 23, 2013 - Jun 19, 2014	-2.92% Jun 14, 2021 - Jun 29, 2021
#12	-7.90% Jun 11, 2021 - Aug 5, 2021	-2.81% Jul 28, 2025 - Aug 12, 2025
#13	-7.58% May 16, 2017 - Jul 24, 2017	-2.62% Aug 16, 2021 - Aug 23, 2021
#14	-7.21% Mar 7, 2011 - Apr 1, 2011	-2.58% May 14, 2026 - May 29, 2026
#15	-7.18% Oct 1, 2025 - Dec 23, 2025	-2.50% Aug 13, 2025 - Sep 10, 2025

Correlation

Correlation between AADR and SPBC is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2010 - 2026)

AADR vs SPBC dividend yield comparison.

Year	AADR	SPBC
2026	0.06%	0.21%
2025	0.49%	0.85%
2024	1.33%	0.98%
2023	0.74%	3.79%
2022	3.65%	0.60%
2021	0.92%	1.41%
2020	0.11%	0.00%
2019	0.58%	0.00%
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%