AADR vs BUFOX

AADR is an ETF, whereas BUFOX is a mutual fund. AADR has a lower 5-year return than BUFOX (8.44% vs 17.98%). AADR has a lower expense ratio than BUFOX (1.1% vs 1.51%). Below is the comparison between AADR and BUFOX.

AADR BUFOX
Security Type ETF Mutual fund
Segment Equity: Global Ex-U.S. - Total Market Growth U.S. Equity: Small Growth
Issuer AdvisorShares Buffalo
Net Assets $69.25M $59.4M
Expense Ratio 1.10% 1.51%
Management Style passive (index-based) active
Dividend Yield 0.68% 0.00%
Minimum Investment N/A $3,000.00
YTD Return 6.98% 28.08%
1-Year Return 15.26% 34.23%
3-Year Return 1.04% 18.27%
5-Year Return 8.44% 17.98%
10-Year Return 7.90% 16.77%

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 6.98%
1-Month Return -0.31%
3-Month Return 1.75%
1-Year Return 15.26%
3-Year Return 1.04%
5-Year Return 8.44%
10-Year Return 7.90%
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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BUFOX description

The Fund seeks long-term growth of capital. The Buffalo Emerging Opportunities Fund invests in equity securities, consisting of common stocks, preferred stocks, convertible securities, warrants and rights, of companies that, at the time of purchase by the Fund, have market capitalizations of $1.5 billion or less.

BUFOX performance & returns

YTD Return 28.08%
1-Month Return 5.00%
3-Month Return 12.37%
1-Year Return 34.23%
3-Year Return 18.27%
5-Year Return 17.98%
10-Year Return 16.77%
BUFOX expense ratio is 1.51%.

BUFOX holdings

Top 10 Holdings (32.90% of Total Assets)

Name Symbol % Assets
Fidelity® Inv MM Fds Government I FIGXX 9.81%
8x8 Inc EGHT 3.40%
Open Lending Corp Class A LPRO 3.01%
Mimecast Ltd MIME 2.65%
Air Transport Services Group Inc ATSG 2.53%
Cerence Inc Ordinary Shares CRNC 2.52%
Varonis Systems Inc VRNS 2.41%
Community Healthcare Trust Inc CHCT 2.30%
The Lovesac Co LOVE 2.18%
PaySign Inc PAYS 2.09%

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