Ask a Finny Coach
Sign in
Get comparisons, analyses and forecasts for stocks, ETFs & funds
AADR vs BUFGX
AADR is an ETF, whereas BUFGX is a mutual fund. AADR has a lower 5-year return than BUFGX (3.36% vs 10.1%). AADR has a higher expense ratio than BUFGX (1.1% vs 0.92%). Below is the comparison between AADR and BUFGX.
| AADR | BUFGX | |
|---|---|---|
| Security Type | ETF | Mutual fund |
| Segment | Equity: Global Ex-U.S. - Total Market Growth | U.S. Equity: Large Growth |
| Issuer | AdvisorShares | Buffalo |
| Net Assets | $69.25M | $117.2M |
| Expense Ratio | 1.10% | 0.92% |
| Management Style | passive (index-based) | active |
| Dividend Yield | 0.68% | 0.31% |
| Minimum Investment | N/A | $3,000.00 |
| YTD Return | -13.66% | -1.94% |
| 1-Year Return | 3.18% | 8.18% |
| 3-Year Return | -1.15% | 12.86% |
| 5-Year Return | 3.36% | 10.10% |
| 10-Year Return | N/A | 12.53% |
AADR description
The Fund seeks long-term capital appreciation above international benchmarks such as the MSCI EAFE Index and the BNY Mellon Classic ADR Index. The Fund selects a portfolio of U.S. traded securities of non-U.S. organizations, most often American Depositary Receipts (ADRs), included in the BNY Mellon Classic ADR Index.
AADR performance & returns
| YTD Return | -13.66% |
| 1-Month Return | 6.91% |
| 3-Month Return | -17.61% |
| 1-Year Return | 3.18% |
| 3-Year Return | -1.15% |
| 5-Year Return | 3.36% |
| 10-Year Return | N/A |
AADR expense ratio is 1.1%.
AADR holdings
Top 10 Holdings (41.23% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Galapagos NV ADR | GLPG | 6.19% |
| NICE Ltd ADR | NICE | 5.42% |
| argenx SE ADR | ARGX | 4.32% |
| ZTO Express (Cayman) Inc ADR | ZTO | 4.04% |
| TAL Education Group ADR | TAL | 3.83% |
| MercadoLibre Inc | MELI.SA | 3.82% |
| Anglogold Ashanti Ltd ADR | AU.JO | 3.45% |
| ASML Holding NV ADR | ASML | 3.42% |
| AstraZeneca PLC ADR | AZN.L | 3.38% |
| Gold Fields Ltd ADR | GFI.JO | 3.36% |
Other relevant AADR comparisons
You may also want to check out the following AADR comparisons that investors often look for on Finny
- AADR vs CUMB
- AADR vs PAYXX
- AADR vs TRLHX
- AADR vs MMFGX
- AADR vs RRTIX
- AADR vs PGETX
- AADR vs JLADX
- AADR vs TWARX
- AADR vs MMFFX
- AADR vs BIPGX
Or use Finny Compare Wizard to create a comparison you’d like to see.
BUFGX description
The Fund seeks long-term growth of capital. The Fund invests in common stocks and other equity securities with a goal of maintaining at least 75% of the Funds portfolio in companies with market capitalizations greater than the median of the Morningstar US Growth Index or $5 billion, whichever is lower.
BUFGX performance & returns
| YTD Return | -1.94% |
| 1-Month Return | 8.93% |
| 3-Month Return | -6.92% |
| 1-Year Return | 8.18% |
| 3-Year Return | 12.86% |
| 5-Year Return | 10.10% |
| 10-Year Return | 12.53% |
BUFGX expense ratio is 0.92%.
BUFGX holdings
Top 10 Holdings (31.27% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Microsoft Corp | MSFT | 6.54% |
| Amazon.com Inc | AMZN | 3.63% |
| Mastercard Inc A | MA | 2.95% |
| Alphabet Inc Class C | GOOG | 2.94% |
| Abbott Laboratories | ABT | 2.73% |
| Apple Inc | AAPL | 2.73% |
| Alphabet Inc A | GOOGL | 2.63% |
| Linde PLC | LIN.L | 2.54% |
| Danaher Corp | DHR | 2.32% |
| Nike Inc B | NKE | 2.26% |
Other relevant BUFGX comparisons
You may also want to check out the following BUFGX comparisons that investors often look for on Finny
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.
