AADR vs BUFSX

AADR is an ETF, whereas BUFSX is a mutual fund. AADR has a lower 5-year return than BUFSX (9.29% vs 16.62%). 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 $69.25M $440.1M
Expense Ratio 1.10% 1.01%
Management Style passive (index-based) active
Dividend Yield 0.68% 0.00%
Minimum Investment N/A $3,000.00
YTD Return 4.40% 22.40%
1-Year Return 14.90% 33.45%
3-Year Return 1.23% 20.00%
5-Year Return 9.29% 16.62%
10-Year Return 8.13% 13.73%

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 4.40%
1-Month Return -3.44%
3-Month Return 10.28%
1-Year Return 14.90%
3-Year Return 1.23%
5-Year Return 9.29%
10-Year Return 8.13%
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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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 22.40%
1-Month Return -4.07%
3-Month Return 9.64%
1-Year Return 33.45%
3-Year Return 20.00%
5-Year Return 16.62%
10-Year Return 13.73%
BUFSX expense ratio is 1.01%.

BUFSX holdings

Top 10 Holdings (24.55% of Total Assets)

Name Symbol % Assets
eHealth Inc EHTH 3.06%
Bandwidth Inc Class A BAND 2.73%
Quidel Corp QDEL 2.47%
Natera Inc NTRA 2.43%
CyrusOne Inc CONE 2.42%
ICF International Inc ICFI 2.41%
CareDx Inc CDNA 2.30%
Ligand Pharmaceuticals Inc LGND 2.29%
Air Transport Services Group Inc ATSG 2.25%
Livongo Health Inc LVGO 2.19%

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