AADR vs BUFMX

AADR is an ETF, whereas BUFMX is a mutual fund. AADR has a lower 5-year return than BUFMX (3.9% vs 9.94%). Below is the comparison between AADR and BUFMX.

AADR BUFMX
Security Type ETF Mutual fund
Segment Equity: Global Ex-U.S. - Total Market Growth U.S. Equity: Mid-Cap Growth
Family AdvisorShares Buffalo
Net Assets $43.70M N/A
Expense Ratio 1.10% N/A
Management Style passive (index-based) active
Dividend Yield 0.31% N/A
Minimum Investment N/A $3,000.00
YTD Return -23.35% -22.16%
1-Year Return -24.53% -20.84%
3-Year Return -1.29% 7.46%
5-Year Return 3.90% 9.94%
10-Year Return 6.44% 10.51%

AADR

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 -23.35%
1-Month Return -0.50%
3-Month Return -12.96%
1-Year Return -24.53%
3-Year Return -1.29%
5-Year Return 3.90%
10-Year Return 6.44%
AADR expense ratio is 1.1%.

AADR holdings

Top 10 Holdings (38.80% of Total Assets)

Name Symbol % Assets
ASML Holding NV ADR ASML 5.52%
BioNTech SE ADR BNTX.DE 4.57%
Danaos Corp DAC.AX 4.48%
LVMH Moet Hennessy Louis Vuitton SE ADR LVMUY.PA 4.16%
Himax Technologies Inc ADR HIMX 3.79%
Sibanye Stillwater Ltd ADR SBSW.JO 3.64%
Logitech International SA LOGN 3.51%
Cemex SAB de CV ADR CX.MX 3.22%
Embraer SA ADR ERJ.SA 3.06%
POSCO ADR PKX.KS 2.85%

AADR pros

None that we could think of.

AADR cons

None that we could think of.

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    BUFMX

    BUFMX description

    BUFMX performance & returns

    YTD Return -22.16%
    1-Month Return 8.94%
    3-Month Return -3.94%
    1-Year Return -20.84%
    3-Year Return 7.46%
    5-Year Return 9.94%
    10-Year Return 10.51%
    BUFMX expense ratio is N/A.

    BUFMX holdings

    Top 10 Holdings (30.64% of Total Assets)

    Name Symbol % Assets
    MSCI Inc MSCI 4.19%
    IHS Markit Ltd INFO 3.87%
    Lyft Inc Class A LYFT 3.34%
    CBRE Group Inc Class A CBRE 3.26%
    Bio-Techne Corp TECH 2.87%
    Gartner Inc IT 2.74%
    CoStar Group Inc CSGP 2.73%
    Verisk Analytics Inc VRSK 2.71%
    Palo Alto Networks Inc PANW 2.47%
    Veeva Systems Inc Class A VEEV 2.46%

    BUFMX pros

    The following are BUFMX strengths from our perspective:

    • Good news: this fund does not have 12b1, front-end or back-end sales fees.

    BUFMX cons

    The following are BUFMX weaknesses from our perspective:

    • BUFMX net assets are $0.00 million. This fund is not a popular choice with retail investors.

    Other relevant BUFMX comparisons

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