BUFEX vs. SCHX
Compare and contrast key facts about Buffalo Large Cap Fund (BUFEX) and Schwab U.S. Large-Cap ETF (SCHX).
BUFEX is managed by Buffalo. It was launched on May 19, 1995. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Performance
BUFEX vs. SCHX - Performance Comparison
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BUFEX vs. SCHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUFEX Buffalo Large Cap Fund | -7.67% | 16.27% | 28.86% | 40.39% | -28.64% | 25.55% | 28.08% | 31.76% | -1.60% | 24.86% |
SCHX Schwab U.S. Large-Cap ETF | -3.70% | 17.46% | 24.88% | 26.84% | -19.41% | 26.81% | 20.81% | 31.22% | -4.66% | 21.95% |
Returns By Period
In the year-to-date period, BUFEX achieves a -7.67% return, which is significantly lower than SCHX's -3.70% return. Both investments have delivered pretty close results over the past 10 years, with BUFEX having a 14.31% annualized return and SCHX not far behind at 14.02%.
BUFEX
- 1D
- 3.47%
- 1M
- -5.35%
- YTD
- -7.67%
- 6M
- -7.19%
- 1Y
- 16.32%
- 3Y*
- 19.55%
- 5Y*
- 10.69%
- 10Y*
- 14.31%
SCHX
- 1D
- 0.78%
- 1M
- -4.31%
- YTD
- -3.70%
- 6M
- -1.70%
- 1Y
- 17.91%
- 3Y*
- 18.55%
- 5Y*
- 11.30%
- 10Y*
- 14.02%
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BUFEX vs. SCHX - Expense Ratio Comparison
BUFEX has a 0.93% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Return for Risk
BUFEX vs. SCHX — Risk / Return Rank
BUFEX
SCHX
BUFEX vs. SCHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Large Cap Fund (BUFEX) and Schwab U.S. Large-Cap ETF (SCHX). 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.
| BUFEX | SCHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.98 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.50 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.51 | -0.27 |
Martin ratioReturn relative to average drawdown | 4.34 | 7.02 | -2.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BUFEX | SCHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.98 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.66 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.78 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.80 | -0.27 |
Correlation
The correlation between BUFEX and SCHX is 0.94, 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.
Dividends
BUFEX vs. SCHX - Dividend Comparison
BUFEX's dividend yield for the trailing twelve months is around 7.31%, more than SCHX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFEX Buffalo Large Cap Fund | 7.31% | 6.75% | 3.65% | 0.03% | 3.07% | 25.69% | 0.14% | 1.42% | 6.00% | 5.33% | 0.00% | 6.83% |
SCHX Schwab U.S. Large-Cap ETF | 1.16% | 1.09% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.02% | 1.70% | 1.92% | 2.04% |
Drawdowns
BUFEX vs. SCHX - Drawdown Comparison
The maximum BUFEX drawdown since its inception was -54.12%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for BUFEX and SCHX.
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Drawdown Indicators
| BUFEX | SCHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.12% | -34.33% | -19.79% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -12.19% | -1.57% |
Max Drawdown (5Y)Largest decline over 5 years | -32.54% | -25.41% | -7.13% |
Max Drawdown (10Y)Largest decline over 10 years | -32.54% | -34.33% | +1.79% |
Current DrawdownCurrent decline from peak | -10.77% | -5.67% | -5.10% |
Average DrawdownAverage peak-to-trough decline | -9.27% | -4.00% | -5.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.93% | 2.62% | +1.31% |
Volatility
BUFEX vs. SCHX - Volatility Comparison
Buffalo Large Cap Fund (BUFEX) has a higher volatility of 6.32% compared to Schwab U.S. Large-Cap ETF (SCHX) at 5.36%. This indicates that BUFEX's price experiences larger fluctuations and is considered to be riskier than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUFEX | SCHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.32% | 5.36% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 11.17% | 9.67% | +1.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.33% | 18.33% | +2.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.74% | 17.13% | +2.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.45% | 18.13% | +1.32% |