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Upturn AI SWOT - About
AdvisorShares Dorsey Wright ADR ETF (AADR)
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Upturn Advisory Summary
10/17/2025: AADR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 42.76% | Avg. Invested days 79 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/17/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.99 | 52 Weeks Range 54.10 - 80.96 | Updated Date 06/29/2025 |
52 Weeks Range 54.10 - 80.96 | Updated Date 06/29/2025 |
Upturn AI SWOT
AdvisorShares Dorsey Wright ADR ETF
ETF Overview
Overview
The AdvisorShares Dorsey Wright ADR ETF (AADR) seeks long-term capital appreciation by investing in American Depositary Receipts (ADRs) of foreign companies based on Dorsey Wright's relative strength methodology, aiming to outperform traditional market-cap-weighted ADR indexes.
Reputation and Reliability
AdvisorShares is known for its actively managed ETFs. Their reputation is moderate, with a focus on thematic and tactical investment strategies.
Management Expertise
The management team leverages Dorsey Wright's proprietary relative strength methodology, indicating expertise in momentum-based investing.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in ADRs demonstrating superior relative strength.
Investment Approach and Strategy
Strategy: Actively managed, utilizing a relative strength methodology to select ADRs.
Composition Primarily holds ADRs of companies from various countries and sectors.
Market Position
Market Share: AADR's market share within the ADR ETF segment is relatively small compared to broader international equity ETFs.
Total Net Assets (AUM): 72677954
Competitors
Key Competitors
- SPDR S&P International Dividend ETF (DWX)
- iShares Core MSCI EAFE ETF (IEFA)
- Vanguard FTSE Developed Markets ETF (VEA)
Competitive Landscape
The ADR ETF market is competitive. AADR distinguishes itself with its active management and relative strength approach, which may appeal to investors seeking alpha. However, it faces competition from larger, passively managed ETFs with lower expense ratios and greater liquidity.
Financial Performance
Historical Performance: AADR's performance varies depending on market conditions and the effectiveness of the relative strength strategy. Historical data should be consulted from reputable financial sources.
Benchmark Comparison: AADR's performance should be compared against a broad ADR index or a relevant international equity benchmark to assess its value-added.
Expense Ratio: 0.65
Liquidity
Average Trading Volume
The average trading volume of AADR indicates moderate liquidity, suggesting reasonable ease of buying and selling shares under normal market conditions.
Bid-Ask Spread
AADR's bid-ask spread is moderate, reflecting the liquidity and trading activity.
Market Dynamics
Market Environment Factors
Economic growth in developed and emerging markets, currency fluctuations, and global trade policies can impact AADR's performance.
Growth Trajectory
AADR's growth depends on its ability to attract assets by delivering competitive performance relative to its benchmark and peers. Changes in Dorsey Wright's methodology or investment strategy could also influence its trajectory.
Moat and Competitive Advantages
Competitive Edge
AADR's competitive edge lies in its active management and the use of Dorsey Wright's relative strength methodology, which can potentially identify outperforming ADRs. This approach may offer diversification benefits and alpha generation compared to passive, market-cap-weighted ADR ETFs. However, the success of this strategy depends on the effectiveness of the relative strength signals and the management team's ability to implement them effectively. The active management also results in a higher expense ratio.
Risk Analysis
Volatility
AADR's volatility will depend on the volatility of the underlying ADRs and the overall market conditions. Active management may add or reduce volatility relative to a passive index.
Market Risk
AADR is subject to market risk, including fluctuations in equity prices, currency risk, and geopolitical events affecting the countries represented by the ADRs.
Investor Profile
Ideal Investor Profile
AADR is suitable for investors seeking exposure to international equities through ADRs and who believe in the potential of active management and relative strength strategies to generate alpha.
Market Risk
AADR is best for investors with a moderate to high risk tolerance and a longer-term investment horizon who are comfortable with active management and potential tracking error.
Summary
The AdvisorShares Dorsey Wright ADR ETF offers actively managed exposure to ADRs using a relative strength methodology, aiming to outperform traditional market-cap-weighted ADR indexes. Its higher expense ratio and active management differentiate it from passively managed competitors. AADR's performance depends on the effectiveness of the relative strength strategy and the management team's ability to execute it. Investors should consider their risk tolerance, investment horizon, and preference for active management when evaluating AADR.
Peer Comparison
Sources and Disclaimers
Data Sources:
- AdvisorShares website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on your own due diligence and consultation with a qualified financial advisor. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About AdvisorShares Dorsey Wright ADR ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve the fund's investment objective by selecting primarily a portfolio of U.S.-traded securities of non-U.S. organizations, most often American Depositary Receipts (ADRs). It will invest at least 80% of its total assets in ADRs and in securities that have economic characteristics similar to ADRs.
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