Get comparisons, analyses and forecasts for stocks, ETFs & funds
AADR vs BUFSX
AADR is an ETF, whereas BUFSX is a mutual fund. AADR has a lower 5-year return than BUFSX (10.71% vs 25.47%). 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 | $86.20M | $914.90M |
| Expense Ratio | 1.10% | 1.01% |
| Management Style | passive (index-based) | active |
| Dividend Yield | 0.31% | 0.00% |
| Minimum Investment | N/A | $3,000.00 |
| YTD Return | 8.30% | 12.05% |
| 1-Year Return | 22.05% | -3.27% |
| 3-Year Return | 8.27% | 25.62% |
| 5-Year Return | 10.71% | 25.47% |
| 10-Year Return | 10.39% | 19.52% |
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 | 8.30% |
| 1-Month Return | -3.33% |
| 3-Month Return | -1.71% |
| 1-Year Return | 22.05% |
| 3-Year Return | 8.27% |
| 5-Year Return | 10.71% |
| 10-Year Return | 10.39% |
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% |
Other relevant AADR comparisons
You may also want to check out the following AADR comparisons that investors often look for on Finny
Or use Finny Compare Wizard to create a comparison you’d like to see.
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 | 12.05% |
| 1-Month Return | 2.32% |
| 3-Month Return | -3.27% |
| 1-Year Return | -3.27% |
| 3-Year Return | 25.62% |
| 5-Year Return | 25.47% |
| 10-Year Return | 19.52% |
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% |
Other relevant BUFSX comparisons
You may also want to check out the following BUFSX comparisons that investors often look for on Finny
- BUFSX vs PRNHX
- BUFSX vs VEXRX
- BUFSX vs VSGAX
- BUFSX vs FKAIX
- BUFSX vs PRDSX
- BUFSX vs OTCFX
- BUFSX vs BCSSX
- BUFSX vs VEXPX
- BUFSX vs FCPGX
- BUFSX vs VSGIX
Or use Finny Compare Wizard to create a comparison you’d like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.