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AADR vs BUFSX

AADR is an ETF, whereas BUFSX is a mutual fund. AADR has a lower 5-year return than BUFSX (12.9% vs 30.08%). AADR has a higher expense ratio than BUFSX (1.1% vs 1.01%). Below is the comparison between AADR and BUFSX.

AADR BUFSX
Security Type ETF Mutual fund
Segment Equity: Global Ex-U.S. - Total Market Growth U.S. Equity: Small Growth
Issuer AdvisorShares Buffalo
Net Assets $79.3M $711.9M
Expense Ratio 1.10% 1.01%
Management Style passive (index-based) active
Dividend Yield 0.11% 0.00%
Minimum Investment N/A $3,000.00
YTD Return 5.01% 10.37%
1-Year Return 14.01% 34.41%
3-Year Return 0.90% 32.53%
5-Year Return 12.90% 30.08%
10-Year Return 8.52% 16.93%

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 5.01%
1-Month Return 6.11%
3-Month Return 13.77%
1-Year Return 14.01%
3-Year Return 0.90%
5-Year Return 12.90%
10-Year Return 8.52%
AADR expense ratio is 1.1%.

AADR holdings

Top 10 Holdings (45.63% of Total Assets)

Name Symbol % Assets
MercadoLibre Inc MELI.SA 7.21%
NICE Ltd ADR NICE 6.54%
Gold Fields Ltd ADR GFI.JO 5.86%
argenx SE ADR ARGX 5.52%
Anglogold Ashanti Ltd ADR AU.JO 3.64%
TAL Education Group ADR TAL 3.63%
ASML Holding NV ADR ASML 3.59%
ZTO Express (Cayman) Inc ADR ZTO 3.35%
Sibanye Stillwater Ltd ADR SBSW.JO 3.21%
LVMH Moet Hennessy Louis Vuitton SE ADR LVMUY.PA 3.08%

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BUFSX description

The Fund seeks long term capital growth. The Fund invests at least 80% of its net assets in domestic common stocks, preferred stocks, convertible preferred stocks warrants and rights of small capitalization companies, the Fund defines a small-cap with market capitalizations within range of Morningstar US Small Growth Idx.

BUFSX performance & returns

YTD Return 10.37%
1-Month Return 7.63%
3-Month Return 34.41%
1-Year Return 34.41%
3-Year Return 32.53%
5-Year Return 30.08%
10-Year Return 16.93%
BUFSX expense ratio is 1.01%.

BUFSX holdings

Top 10 Holdings (24.49% of Total Assets)

Name Symbol % Assets
Natera Inc NTRA 2.86%
Livongo Health Inc LVGO 2.83%
The Lovesac Co LOVE 2.80%
CareDx Inc CDNA 2.63%
Bandwidth Inc Class A BAND 2.52%
Ligand Pharmaceuticals Inc LGND 2.48%
Kornit Digital Ltd KRNT 2.22%
Palomar Holdings Inc PLMR 2.14%
CyrusOne Inc CONE 2.01%
Halozyme Therapeutics Inc HALO 2.00%

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