BUFDX vs. VOO
Compare and contrast key facts about Buffalo Dividend Focus Fund (BUFDX) and Vanguard S&P 500 ETF (VOO).
BUFDX is managed by Buffalo. It was launched on Dec 3, 2012. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFDX or VOO.
Key characteristics
| BUFDX | VOO | |
|---|---|---|
| YTD Return | 10.18% | 11.61% |
| 1Y Return | 24.71% | 29.33% |
| 3Y Return (Ann) | 9.58% | 10.04% |
| 5Y Return (Ann) | 13.98% | 15.01% |
| 10Y Return (Ann) | 12.11% | 12.96% |
| Sharpe Ratio | 2.65 | 2.66 |
| Daily Std Dev | 9.56% | 11.60% |
| Max Drawdown | -33.11% | -33.99% |
| Current Drawdown | 0.00% | -0.19% |
Correlation
The correlation between BUFDX and VOO is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BUFDX vs. VOO - Performance Comparison
In the year-to-date period, BUFDX achieves a 10.18% return, which is significantly lower than VOO's 11.61% return. Over the past 10 years, BUFDX has underperformed VOO with an annualized return of 12.11%, while VOO has yielded a comparatively higher 12.96% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BUFDX vs. VOO - Expense Ratio Comparison
BUFDX has a 0.93% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BUFDX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Dividend Focus Fund (BUFDX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BUFDX vs. VOO - Dividend Comparison
BUFDX's dividend yield for the trailing twelve months is around 1.75%, more than VOO's 1.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFDX Buffalo Dividend Focus Fund | 1.75% | 1.95% | 2.61% | 1.72% | 0.46% | 1.09% | 5.20% | 2.08% | 1.96% | 3.23% | 5.73% | 4.42% |
VOO Vanguard S&P 500 ETF | 1.32% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BUFDX vs. VOO - Drawdown Comparison
The maximum BUFDX drawdown since its inception was -33.11%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BUFDX and VOO. For additional features, visit the drawdowns tool.
Volatility
BUFDX vs. VOO - Volatility Comparison
The current volatility for Buffalo Dividend Focus Fund (BUFDX) is 3.02%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.38%. This indicates that BUFDX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.