Get comparisons, analyses and forecasts for stocks, ETFs & funds
AADR vs BUFDX
AADR is an ETF, whereas BUFDX is a mutual fund. AADR has a lower 5-year return than BUFDX (12.45% vs 15.41%). AADR has a higher expense ratio than BUFDX (1.1% vs 0.95%). Below is the comparison between AADR and BUFDX.
| AADR | BUFDX | |
|---|---|---|
| Security Type | ETF | ETF |
| Segment | Equity: Global Ex-U.S. - Total Market Growth | U.S. Equity: Large Blend |
| Family | AdvisorShares | Buffalo |
| Net Assets | $86.40M | $28.70M |
| Expense Ratio | 1.10% | 0.95% |
| Management Style | passive (index-based) | active |
| Dividend Yield | 0.10% | 0.53% |
| Minimum Investment | N/A | $3,000.00 |
| YTD Return | 9.50% | 11.00% |
| 1-Year Return | 43.18% | 12.90% |
| 3-Year Return | 5.35% | 16.60% |
| 5-Year Return | 12.45% | 15.41% |
| 10-Year Return | 8.39% | N/A |
AADR description
AADR performance & returns
| YTD Return | 9.50% |
| 1-Month Return | 5.33% |
| 3-Month Return | 2.86% |
| 1-Year Return | 43.18% |
| 3-Year Return | 5.35% |
| 5-Year Return | 12.45% |
| 10-Year Return | 8.39% |
AADR expense ratio is 1.1%.
AADR holdings
Top 10 Holdings (45.63% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| MercadoLibre Inc | MELI.SA | 7.21% |
| NICE Ltd ADR | NICE | 6.54% |
| Gold Fields Ltd ADR | GFI.JO | 5.86% |
| argenx SE ADR | ARGX | 5.52% |
| Anglogold Ashanti Ltd ADR | AU.JO | 3.64% |
| TAL Education Group ADR | TAL | 3.63% |
| ASML Holding NV ADR | ASML | 3.59% |
| ZTO Express (Cayman) Inc ADR | ZTO | 3.35% |
| Sibanye Stillwater Ltd ADR | SBSW.JO | 3.21% |
| LVMH Moet Hennessy Louis Vuitton SE ADR | LVMUY.PA | 3.08% |
Other relevant AADR comparisons
You may also want to check out the following AADR comparisons that investors often look for on Finny
Or use Finny Compare Wizard to create a comparison you’d like to see.
BUFDX description
The Fund seeks current income with long-term growth of capital as secondary objective. The Fund invests at least 80% of the its assets on dividend-paying equity securities, the Fund considers dividend-paying equity securities to be securities of companies that declare and pay cash dividends on at least an annual basis.
BUFDX performance & returns
| YTD Return | 11.00% |
| 1-Month Return | 5.35% |
| 3-Month Return | 12.90% |
| 1-Year Return | 12.90% |
| 3-Year Return | 16.60% |
| 5-Year Return | 15.41% |
| 10-Year Return | N/A |
BUFDX expense ratio is 0.95%.
BUFDX holdings
Top 10 Holdings (27.28% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Microsoft Corp | MSFT | 5.59% |
| Apple Inc | AAPL | 4.41% |
| Visa Inc Class A | V | 3.27% |
| S&P Global Inc | SPGI | 2.23% |
| Edison International | EIX | 2.18% |
| UnitedHealth Group Inc | UNH | 2.17% |
| Amazon.com Inc | AMZN | 1.99% |
| Horizon Pharma Investment Limited 2.5% | N/A | 1.90% |
| Cerence Inc 3% | N/A | 1.90% |
| American Electric Power Co Inc | AEP | 1.64% |
Other relevant BUFDX comparisons
You may also want to check out the following BUFDX comparisons that investors often look for on Finny
- BUFDX vs VFIAX
- BUFDX vs VTSAX
- BUFDX vs VSMPX
- BUFDX vs VITSX
- BUFDX vs VTSMX
- BUFDX vs VIIIX
- BUFDX vs VINIX
- BUFDX vs VFFSX
- BUFDX vs AIVSX
- BUFDX vs ANCFX
Or use Finny Compare Wizard to create a comparison you’d like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
