AADR vs BUFMX

AADR is an ETF, whereas BUFMX is a mutual fund. AADR has a lower 5-year return than BUFMX (9.29% vs 11.75%). AADR has a higher expense ratio than BUFMX (1.1% vs 1.03%). 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
Issuer AdvisorShares Buffalo
Net Assets $69.25M $91.8M
Expense Ratio 1.10% 1.03%
Management Style passive (index-based) active
Dividend Yield 0.68% 0.00%
Minimum Investment N/A $3,000.00
YTD Return 6.83% 16.31%
1-Year Return 19.02% 22.93%
3-Year Return 0.44% 15.22%
5-Year Return 9.29% 11.75%
10-Year Return 7.79% 11.50%

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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BUFMX description

The Fund seeks long-term growth of capital. The Fund invests at least 80% of its net assets in equity securities, consisting of common stocks, preferred stocks, convertible preferred stocks, warrants and rights of mid-cap companies, with market capitalizations within the range of the Morningstar US Mid Growth Index.

BUFMX performance & returns

YTD Return 16.31%
1-Month Return 6.23%
3-Month Return 7.77%
1-Year Return 22.93%
3-Year Return 15.22%
5-Year Return 11.75%
10-Year Return 11.50%
BUFMX expense ratio is 1.03%.

BUFMX holdings

Top 10 Holdings (27.00% of Total Assets)

Name Symbol % Assets
MSCI Inc MSCI 3.60%
IHS Markit Ltd INFO 3.39%
CoStar Group Inc CSGP 3.28%
Verisk Analytics Inc VRSK 2.93%
Veeva Systems Inc Class A VEEV 2.71%
Bio-Techne Corp TECH 2.41%
RealPage Inc RP 2.25%
AMETEK Inc AME 2.15%
MarketAxess Holdings Inc MKTX 2.15%
Fidelity® Inv MM Fds Government I FIGXX 2.13%

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