AADR vs VTI

AADR vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricAADRVTIWinner
Expense Ratio1.09%0.03%
AUM$38M$666.9B
Dividend Yield0.84%1.07%
Holdings383,543
YTD Return-3.77%+13.67%
1Y Return+4.09%+22.17%
3Y Return (annualized)+19.57%+21.93%
5Y Return (annualized)+7.01%+12.51%
Volatility (annualized)17.6%15.3%
Max Drawdown-45.6%-56.6%
Fund FamilyAdvisor SharesVanguard (US)
CategoryEquityEquity
InceptionJul 20, 2010May 24, 2001

AADR vs VTI Performance

AdvisorShares Dorsey Wright ADR ETF (AADR) is a ETF from Advisor Shares and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year AADR returned +4.09% while VTI returned +22.17%. Year to date, AADR is down 3.77% versus a gain of 13.67% for VTI.

Over three years, AADR compounded at +19.57% per year against +21.93% for VTI; over five years the annualized figures are +7.01% and +12.51% respectively. Across the full 16-year window we track, AADR has the edge at +8.43% annualized vs +8.11%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AADR has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 15.3% for VTI. 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 -56.6% for VTI. 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AADR charges 1.09% per year while VTI 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 1.07% for VTI.

Holdings Overlap

0.0%overlap

AADR and VTI share 0 holdings out of 2824 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 VTI?

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

Which performed better, AADR or VTI?

Over the past year AADR returned +4.09% vs +22.17% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (16 years), AADR annualized +8.43% vs +8.11% for VTI. Past performance does not guarantee future results.

Which is riskier, AADR or VTI?

AADR has been the more volatile fund at 17.6% annualized versus 15.3% for VTI. Worst drawdown: AADR -45.6% vs VTI -56.6%.

Should I hold both AADR and VTI?

AADR and VTI have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AADR and VTI?

AADR and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2824 unique securities.

Which pays a higher dividend, AADR or VTI?

AADR yields 0.84% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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