AADR vs BUFGX

AADR is an ETF, whereas BUFGX is a mutual fund. AADR has a lower 5-year return than BUFGX (9.29% vs 14.67%). AADR has a higher expense ratio than BUFGX (1.1% vs 0.93%). 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 $110.1M
Expense Ratio 1.10% 0.93%
Management Style passive (index-based) active
Dividend Yield 0.68% 0.27%
Minimum Investment N/A $3,000.00
YTD Return 6.83% 16.48%
1-Year Return 19.02% 24.03%
3-Year Return 0.44% 17.31%
5-Year Return 9.29% 14.67%
10-Year Return 7.79% 14.10%

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 6.83%
1-Month Return 1.54%
3-Month Return 2.74%
1-Year Return 19.02%
3-Year Return 0.44%
5-Year Return 9.29%
10-Year Return 7.79%
AADR expense ratio is 1.1%.

AADR holdings

Top 10 Holdings (46.22% of Total Assets)

Name Symbol % Assets
MercadoLibre Inc MELI.SA 5.89%
argenx SE ADR ARGX 5.63%
NICE Ltd ADR NICE 5.45%
Gold Fields Ltd ADR GFI.JO 5.07%
Galapagos NV ADR GLPG 4.76%
Anglogold Ashanti Ltd ADR AU.JO 4.67%
ZTO Express (Cayman) Inc ADR ZTO 4.27%
TAL Education Group ADR TAL 3.75%
ASML Holding NV ADR ASML 3.67%
AstraZeneca PLC ADR AZN.L 3.06%

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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 16.48%
1-Month Return 4.33%
3-Month Return 7.53%
1-Year Return 24.03%
3-Year Return 17.31%
5-Year Return 14.67%
10-Year Return 14.10%
BUFGX expense ratio is 0.93%.

BUFGX holdings

Top 10 Holdings (38.43% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 8.55%
Amazon.com Inc AMZN 5.74%
Fidelity® Inv MM Fds Government I FIGXX 4.07%
Alphabet Inc Class C GOOG 3.09%
Mastercard Inc A MA 3.09%
Apple Inc AAPL 3.07%
Danaher Corp DHR 2.83%
The Home Depot Inc HD 2.72%
Linde PLC LIN.L 2.68%
Alphabet Inc A GOOGL 2.59%

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