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