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Upturn AI SWOT - About
AdvisorShares Dorsey Wright ADR ETF (AADR)
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Upturn Advisory Summary
09/15/2025: 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 43.87% | Avg. Invested days 75 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/15/2025 |
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) employs a relative strength strategy to invest in American Depository Receipts (ADRs) of companies based outside the US. It aims to identify ADRs that are outperforming their peers and allocate capital accordingly.
Reputation and Reliability
AdvisorShares is known for its actively managed ETFs that employ tactical and quantitative strategies.
Management Expertise
Dorsey Wright & Associates, a Nasdaq company, provides the sub-advisory services, bringing expertise in relative strength investing.
Investment Objective
Goal
To seek long-term capital appreciation by investing in ADRs that demonstrate superior relative strength characteristics.
Investment Approach and Strategy
Strategy: The ETF utilizes a relative strength-based methodology to select and weight ADRs. It does not track a specific index.
Composition The ETF primarily holds ADRs, representing stocks of foreign companies trading on US exchanges.
Market Position
Market Share: AADR's market share is relatively small compared to broader international equity ETFs.
Total Net Assets (AUM): 150400000
Competitors
Key Competitors
- VEA
- SPDW
- IDEV
- IXUS
Competitive Landscape
The international equity ETF market is highly competitive with many large, established players offering broad market exposure. AADR differentiates itself through its active, relative strength based approach, but it faces competition from passive, low-cost broad market international equity ETFs. AADR's advantage lies in its potential for outperformance through active management, while its disadvantage is its higher expense ratio and the risk of underperformance.
Financial Performance
Historical Performance: Historical performance data is not available in the format requested.
Benchmark Comparison: Benchmark comparison data is not available in the format requested.
Expense Ratio: 0.6
Liquidity
Average Trading Volume
AADR exhibits moderate liquidity, with an average trading volume that allows for relatively easy entry and exit for most retail investors.
Bid-Ask Spread
The bid-ask spread for AADR is generally reasonable, reflecting its liquidity and making it relatively cost-effective to trade.
Market Dynamics
Market Environment Factors
Global economic growth, currency fluctuations, interest rate changes, and geopolitical events can all significantly impact AADR's performance.
Growth Trajectory
AADR's growth trajectory is dependent on the continued effectiveness of its relative strength strategy and its ability to attract and retain assets.
Moat and Competitive Advantages
Competitive Edge
AADR's competitive edge lies in its active management and the Dorsey Wright relative strength methodology, which aims to identify outperforming ADRs. This approach differentiates it from passive international equity ETFs. The potential for outperformance through this active strategy may attract investors seeking higher returns, although it comes with higher fees and active management risk. The focus on relative strength can also lead to different sector and country allocations compared to broad market benchmarks.
Risk Analysis
Volatility
AADR's volatility can be influenced by the volatility of the underlying ADRs and the active management decisions of the fund.
Market Risk
AADR is exposed to market risk, including the risk of declines in the overall international equity market and specific risks associated with investing in foreign companies, such as currency risk and political risk.
Investor Profile
Ideal Investor Profile
AADR is suitable for investors seeking international equity exposure with the potential for outperformance through active management and relative strength strategies.
Market Risk
AADR is best suited for investors with a moderate to high risk tolerance and a longer-term investment horizon who are comfortable with the higher fees associated with actively managed ETFs.
Summary
The AdvisorShares Dorsey Wright ADR ETF (AADR) offers investors a unique approach to international equity investing through its active, relative strength-based strategy. It aims to identify and invest in outperforming ADRs, potentially generating higher returns than passive international equity ETFs. However, it comes with higher fees and the risk of underperformance inherent in active management. It is suitable for investors with a moderate to high risk tolerance seeking international equity exposure and willing to pay for the potential of outperformance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- FactSet
- Morningstar
- AdvisorShares website
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made in consultation with a qualified financial advisor.
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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