AADR vs VOO

AADR vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricAADRVOOWinner
Expense Ratio1.09%0.03%
AUM$38M$997.4B
Dividend Yield0.84%1.08%
Holdings38509
YTD Return-2.57%+14.27%
1Y Return+4.12%+21.79%
3Y Return (annualized)+19.77%+22.19%
5Y Return (annualized)+6.13%+13.28%
Volatility (annualized)17.7%14.2%
Max Drawdown-45.6%-34.3%
Fund FamilyAdvisor SharesVanguard (US)
CategoryEquityEquity
InceptionJul 20, 2010Sep 7, 2010

AADR vs VOO Performance

AdvisorShares Dorsey Wright ADR ETF (AADR) is a ETF from Advisor Shares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AADR returned +4.12% while VOO returned +21.79%. Year to date, AADR is down 2.57% versus a gain of 14.27% for VOO.

Over three years, AADR compounded at +19.77% per year against +22.19% for VOO; over five years the annualized figures are +6.13% and +13.28% respectively. Across the full 16-year window we track, VOO has the edge at +13.59% annualized vs +8.52%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AADR has been the more volatile fund, with annualized monthly volatility of 17.7% compared with 14.2% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -45.6% for AADR and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AADR charges 1.09% per year while VOO charges 0.03%. On a $10,000 position that is $109 vs $3 annually, a gap of $106 per year that compounds over a long holding period. On income, AADR currently yields 0.84% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

AADR and VOO share 0 holdings out of 542 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, AADR or VOO?

AADR has an expense ratio of 1.09% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $106 per year of difference.

Which performed better, AADR or VOO?

Over the past year AADR returned +4.12% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), AADR annualized +8.52% vs +13.59% for VOO. Past performance does not guarantee future results.

Which is riskier, AADR or VOO?

AADR has been the more volatile fund at 17.7% annualized versus 14.2% for VOO. Worst drawdown: AADR -45.6% vs VOO -34.3%.

Should I hold both AADR and VOO?

AADR and VOO have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AADR and VOO?

AADR and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 542 unique securities.

Which pays a higher dividend, AADR or VOO?

AADR yields 0.84% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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