AADR vs BUFHX

AADR is an ETF, whereas BUFHX is a mutual fund. AADR has a higher 5-year return than BUFHX (3.36% vs 2.34%). AADR has a higher expense ratio than BUFHX (1.1% vs 1.02%). Below is the comparison between AADR and BUFHX.

AADR BUFHX
Security Type ETF Mutual fund
Segment Equity: Global Ex-U.S. - Total Market Growth N/A
Issuer AdvisorShares Buffalo
Net Assets $69.25M $60.7M
Expense Ratio 1.10% 1.02%
Management Style passive (index-based) passive
Dividend Yield 0.68% 4.21%
Minimum Investment N/A N/A
YTD Return -13.66% -8.15%
1-Year Return 3.18% -3.46%
3-Year Return -1.15% 1.19%
5-Year Return 3.36% 2.34%
10-Year Return N/A 4.68%

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%

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BUFHX description

The Fund seeks a high level of current income and secondarily, capital growth. The Fund invests primarily in a diversified portfolio of high-yielding fixed income securities.

BUFHX performance & returns

YTD Return -8.15%
1-Month Return 2.77%
3-Month Return -9.29%
1-Year Return -3.46%
3-Year Return 1.19%
5-Year Return 2.34%
10-Year Return 4.68%
BUFHX expense ratio is 1.02%.

BUFHX holdings

Top 10 Holdings (17.21% of Total Assets)

Name Symbol % Assets
Macdonald Dettwiler T/L B N/A 2.22%
Consolidated Communications, Inc. 6.5% N/A 2.13%
Quad / Graphics In 7% N/A 1.77%
PVH Corporation 7.75% N/A 1.72%
MPLX LP 6.88% N/A 1.66%
Nuance Communications, Inc. 1.5% N/A 1.64%
Brunswick Corporation 7.38% N/A 1.6%
Performance Food Group Company 5.5% N/A 1.51%
Cardtronics plc 1% N/A 1.5%
TreeHouse Foods, Inc. 6% N/A 1.46%

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