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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 (3.36% vs 11.76%). 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 | -13.66% | 3.29% |
| 1-Year Return | 3.18% | 15.49% |
| 3-Year Return | -1.15% | 14.65% |
| 5-Year Return | 3.36% | 11.76% |
| 10-Year Return | N/A | 11.01% |
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 | -13.66% |
| 1-Month Return | 6.91% |
| 3-Month Return | -17.61% |
| 1-Year Return | 3.18% |
| 3-Year Return | -1.15% |
| 5-Year Return | 3.36% |
| 10-Year Return | N/A |
AADR expense ratio is 1.1%.
AADR holdings
Top 10 Holdings (41.23% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Galapagos NV ADR | GLPG | 6.19% |
| NICE Ltd ADR | NICE | 5.42% |
| argenx SE ADR | ARGX | 4.32% |
| ZTO Express (Cayman) Inc ADR | ZTO | 4.04% |
| TAL Education Group ADR | TAL | 3.83% |
| MercadoLibre Inc | MELI.SA | 3.82% |
| Anglogold Ashanti Ltd ADR | AU.JO | 3.45% |
| ASML Holding NV ADR | ASML | 3.42% |
| AstraZeneca PLC ADR | AZN.L | 3.38% |
| Gold Fields Ltd ADR | GFI.JO | 3.36% |
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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 | 3.29% |
| 1-Month Return | 21.53% |
| 3-Month Return | -2.01% |
| 1-Year Return | 15.49% |
| 3-Year Return | 14.65% |
| 5-Year Return | 11.76% |
| 10-Year Return | 11.01% |
BUFSX expense ratio is 1.01%.
BUFSX holdings
Top 10 Holdings (22.26% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| eHealth Inc | EHTH | 3.09% |
| Pros Holdings Inc | PRO | 2.42% |
| ICF International Inc | ICFI | 2.31% |
| Natera Inc | NTRA | 2.29% |
| Lumentum Holdings Inc | LITE | 2.13% |
| Kornit Digital Ltd | KRNT | 2.06% |
| Generac Holdings Inc | GNRC | 2.04% |
| CyrusOne Inc | CONE | 1.99% |
| Monolithic Power Systems Inc | MPWR | 1.97% |
| Repligen Corp | RGEN | 1.96% |
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