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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 (12.73% vs 28.29%). 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 |
| Family | AdvisorShares | Buffalo |
| Net Assets | $88.60M | $841.90M |
| Expense Ratio | 1.10% | 1.01% |
| Management Style | passive (index-based) | active |
| Dividend Yield | 0.10% | 0.00% |
| Minimum Investment | N/A | $3,000.00 |
| YTD Return | 12.02% | 13.30% |
| 1-Year Return | 38.58% | 1.77% |
| 3-Year Return | 5.23% | 28.77% |
| 5-Year Return | 12.73% | 28.29% |
| 10-Year Return | 8.87% | 17.50% |
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 | 12.02% |
| 1-Month Return | 4.50% |
| 3-Month Return | 5.37% |
| 1-Year Return | 38.58% |
| 3-Year Return | 5.23% |
| 5-Year Return | 12.73% |
| 10-Year Return | 8.87% |
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 | 13.30% |
| 1-Month Return | 8.46% |
| 3-Month Return | 1.77% |
| 1-Year Return | 1.77% |
| 3-Year Return | 28.77% |
| 5-Year Return | 28.29% |
| 10-Year Return | 17.50% |
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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