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Upturn AI SWOT - About
AdvisorShares Dorsey Wright ADR ETF (AADR)
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Upturn Advisory Summary
08/13/2025: 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 39.63% | Avg. Invested days 71 | 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 08/13/2025 |
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) is an actively managed ETF that invests in American Depositary Receipts (ADRs) of foreign companies, selected based on relative strength analysis. It aims to outperform a traditional market-cap-weighted international equity benchmark.
Reputation and Reliability
AdvisorShares is known for its actively managed ETFs and innovative investment strategies.
Management Expertise
Dorsey Wright & Associates is a well-regarded firm specializing in relative strength investing.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in ADRs showing relative strength.
Investment Approach and Strategy
Strategy: Actively managed, using a relative strength methodology to select ADRs from a broad universe of foreign companies.
Composition Primarily invests in ADRs of foreign companies across various sectors and countries.
Market Position
Market Share: AADR's market share within the international/global equity ETF category is relatively small.
Total Net Assets (AUM): 53960000
Competitors
Key Competitors
- VEA
- EFA
- SCHF
- IXUS
Competitive Landscape
The international equity ETF market is highly competitive, dominated by large, passively managed funds. AADR's active management and relative strength strategy differentiate it, potentially offering higher returns but also higher risk and fees compared to passive alternatives.
Financial Performance
Historical Performance: Historical performance varies; refer to official fund data for specific returns over different time periods. Performance is impacted by the effectiveness of the relative strength strategy.
Benchmark Comparison: Performance should be compared against a broad international equity benchmark, such as the MSCI EAFE Index, to assess its relative effectiveness.
Expense Ratio: 0.99
Liquidity
Average Trading Volume
The average trading volume is moderate, which could affect trading costs for larger orders.
Bid-Ask Spread
The bid-ask spread can vary depending on market conditions and trading volume; therefore, investors should monitor it before executing trades.
Market Dynamics
Market Environment Factors
Global economic growth, currency fluctuations, and geopolitical events can impact the performance of AADR's holdings.
Growth Trajectory
Growth depends on the success of the relative strength strategy in identifying outperforming ADRs. Changes to the investment strategy or holdings are disclosed in fund documentation.
Moat and Competitive Advantages
Competitive Edge
AADR's competitive edge lies in its active management and relative strength investment strategy. This approach aims to identify ADRs that are outperforming their peers, potentially leading to higher returns. The strategy provides a differentiated approach compared to market-cap-weighted passive funds. However, the effectiveness of this strategy relies on the accuracy of the relative strength analysis and its ability to adapt to changing market conditions.
Risk Analysis
Volatility
AADR's volatility will depend on the specific ADRs held and the overall market conditions. Active management can potentially reduce volatility but does not guarantee it.
Market Risk
AADR is subject to market risk, particularly the risk of investing in foreign equities, including currency risk, political risk, and regulatory risk.
Investor Profile
Ideal Investor Profile
AADR is suitable for investors seeking international equity exposure with the potential for outperformance through active management. It may appeal to investors who believe in the relative strength investing approach.
Market Risk
AADR may be suitable for long-term investors with a moderate to high risk tolerance who are looking to diversify their portfolios with international equities and are willing to pay a higher expense ratio for active management.
Summary
The AdvisorShares Dorsey Wright ADR ETF (AADR) is an actively managed fund that invests in ADRs based on relative strength. It offers a differentiated approach to international equity investing compared to passive, market-cap-weighted funds. Its performance depends on the success of the relative strength strategy and is subject to market and international risks. Investors should consider their risk tolerance and investment goals before investing in AADR. The actively managed nature results in a higher expense ratio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- AdvisorShares website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investors should conduct their own due diligence before making any investment decisions.
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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