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AADR vs SPY

Comparison between ADVISORSHARES DORSEY WRIGHT ADR ETF (AADR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed AADR, delivering a return of +13.0% compared to +6.2%

AADR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AADR
$42M
Winner
SPY
$781B
Expense Ratio
AADR
1.09%
Winner
SPY
0.09%
Max Drawdown
Winner
AADR
45.65%
SPY
56.47%
Sharpe Ratio
AADR
0.18
Winner
SPY
1.25
5Y Beta
AADR
1.02
Winner
SPY
1.00
P/E Ratio
Winner
AADR
21.39
SPY
28.78
Forward P/E
Winner
AADR
12.62
SPY
21.23
5Y Dividends CAGR
Winner
AADR
67.95%
SPY
6.00%
5Y EPS CAGR
AADR
11.09%
Winner
SPY
25.62%
Debt to Equity
AADR
N/A
SPY
31.92%
P/S Ratio
Winner
AADR
0.02
SPY
3.76
P/B Ratio
Winner
AADR
2.03
SPY
5.64

AADR vs SPY - Holdings Comparison

AADR and SPY have 1 common holdings. Overlap is 0.00%

AADR's top 25 holdings weight is 76.98%. SPY's top 25 holdings weight is 51.74%.

RankAADRSPY
#1
MITSUBISHI UFJ FINANCIAL GROUP INC ADR (MUFG) - 5.10%
NVIDIA CORP (NVDA) - 7.89%
#2
BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 4.90%
APPLE INC (AAPL) - 7.37%
#3
CHINA YUCHAI INTERNATIONAL LTD (CYD) - 4.28%
MICROSOFT CORP (MSFT) - 4.50%
#4
BARCLAYS PLC ADR (BCS) - 4.27%
AMAZON.COM INC (AMZN) - 3.82%
#5
COMPANIA DE MINAS BUENAVENTURA SAA ADR (BVN) - 3.49%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
SUMITOMO MITSUI FINANCIAL GROUP INC ADR (SMFG) - 3.45%
BROADCOM INC (AVGO) - 2.86%
#7
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.40%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
NOKIA OYJ ADR (NOK) - 3.30%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
ASCENDIS PHARMA AS (ASND) - 3.18%
TESLA INC (TSLA) - 1.70%
#10
ABIVAX SA ADR (ABVX) - 3.17%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
CEMEX SAB DE CV ADR (CX) - 3.06%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
GOLD FIELDS LTD ADR (GFI) - 3.05%
ELI LILLY AND CO (LLY) - 1.40%
#13
E.ON SE ADR (EONGY) - 2.84%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
ROLLS-ROYCE HOLDINGS PLC ADR (RYCEY) - 2.74%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
ULTRAPAR PARTICIPACOES SA ADR (UGP) - 2.72%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
NOVARTIS AG ADR (NVS) - 2.57%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
ELBIT SYSTEMS LTD (n/a) - 2.56%
VISA INC CLASS A (V) - 0.90%
#18
TELEFONICA BRASIL SA ADR (VIV) - 2.55%
WALMART INC (WMT) - 0.76%
#19
TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 2.46%
INTEL CORP (INTC) - 0.75%
#20
SINGAPORE TELECOMMUNICATIONS LTD ADR (SGAPY) - 2.45%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
GSK PLC ADR (GSK) - 2.44%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
EQUINOR ASA ADR (EQNR) - 2.31%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
SASOL LTD ADR (SSL) - 2.24%
ABBVIE INC (ABBV) - 0.66%
#24
BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 2.23%
CATERPILLAR INC (CAT) - 0.65%
#25
TAKEDA PHARMACEUTICAL CO LTD ADR (TAK) - 2.22%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings38505

AADR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
AADR
-0.30%
Winner
SPY
+0.52%
3M
AADR
-1.76%
Winner
SPY
+6.55%
6M
AADR
-10.85%
Winner
SPY
+9.76%
1Y
AADR
+5.56%
Winner
SPY
+20.32%
5Y(CAGR)
AADR
+6.22%
Winner
SPY
+13.01%
10Y(CAGR)
AADR
+8.47%
Winner
SPY
+15.06%
Max(CAGR)
Winner
AADR
+8.75%
SPY
+8.50%

AADR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAADRSPY
2026-5.43%+10.11%
2025+23.12%+18.00%
2024+27.30%+25.59%
2023+20.10%+26.72%
2022-23.08%-18.64%
2021+5.52%+30.52%
2020+11.13%+17.28%
2019+34.48%+31.09%
2018-33.18%-5.24%
2017+43.94%+20.78%
2016+7.17%+13.59%
2015+6.02%+1.31%
2014+0.91%+14.56%
2013+19.42%+29.00%
2012+7.70%+14.17%
2011-5.79%+0.85%
2010+21.09%+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

AADR vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current AADR drawdown is -14.61%. The current SPY drawdown is -1.24%.

RankAADRSPY
#1-45.00%
Jan 26, 2018 - Jan 8, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-34.77%
Aug 11, 2021 - Oct 14, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-23.22%
May 2, 2011 - Jan 10, 2013		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-20.61%
Mar 19, 2025 - May 13, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.30%
Jan 28, 2026 - Mar 30, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-15.48%
Apr 27, 2015 - Jul 18, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.56%
Jul 3, 2014 - Mar 20, 2015		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.16%
Feb 16, 2021 - Jun 1, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.77%
May 15, 2013 - Sep 16, 2013		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.39%
Oct 25, 2016 - Jan 10, 2017		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.94%
Dec 23, 2013 - Jun 19, 2014		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.90%
Jun 11, 2021 - Aug 5, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.58%
May 16, 2017 - Jul 24, 2017		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.21%
Mar 7, 2011 - Apr 1, 2011		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.18%
Oct 1, 2025 - Dec 23, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AADR and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

AADR vs SPY dividend yield comparison.

YearAADRSPY
20260.59%0.49%
20250.49%1.07%
20241.33%1.21%
20230.74%1.40%
20223.65%1.65%
20210.92%1.20%
20200.11%1.52%
20190.58%1.75%
20180.75%2.04%
20170.74%1.80%
20160.58%2.03%
20150.81%2.06%
20140.49%1.87%
20130.34%1.81%
20120.33%2.18%
20110.76%2.05%
20100.23%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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