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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFEX or SCHX.
Key characteristics
| BUFEX | SCHX | |
|---|---|---|
| YTD Return | 22.98% | 23.18% |
| 1Y Return | 34.02% | 35.67% |
| 3Y Return (Ann) | -2.04% | 9.97% |
| 5Y Return (Ann) | 9.72% | 16.74% |
| 10Y Return (Ann) | 7.96% | 14.72% |
| Sharpe Ratio | 2.38 | 2.92 |
| Sortino Ratio | 3.11 | 3.86 |
| Omega Ratio | 1.44 | 1.54 |
| Calmar Ratio | 1.17 | 4.19 |
| Martin Ratio | 11.95 | 18.89 |
| Ulcer Index | 3.01% | 1.90% |
| Daily Std Dev | 15.13% | 12.26% |
| Max Drawdown | -57.77% | -34.33% |
| Current Drawdown | -6.69% | -1.21% |
Correlation
The correlation between BUFEX and SCHX is 0.93, 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
BUFEX vs. SCHX - Performance Comparison
The year-to-date returns for both investments are quite close, with BUFEX having a 22.98% return and SCHX slightly higher at 23.18%. Over the past 10 years, BUFEX has underperformed SCHX with an annualized return of 7.96%, while SCHX has yielded a comparatively higher 14.72% 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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BUFEX vs. SCHX - Expense Ratio Comparison
BUFEX has a 0.93% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Risk-Adjusted Performance
BUFEX vs. SCHX - Risk-Adjusted Performance 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.
Dividends
BUFEX vs. SCHX - Dividend Comparison
BUFEX's dividend yield for the trailing twelve months is around 0.02%, less than SCHX's 1.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFEX Buffalo Large Cap Fund | 0.02% | 0.03% | 0.00% | 0.00% | 0.14% | 0.19% | 0.41% | 0.14% | 0.53% | 0.16% | 0.20% | 0.36% |
SCHX Schwab U.S. Large-Cap ETF | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.17% | 1.70% | 1.92% | 2.04% | 1.76% | 1.65% |
Drawdowns
BUFEX vs. SCHX - Drawdown Comparison
The maximum BUFEX drawdown since its inception was -57.77%, 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. For additional features, visit the drawdowns tool.
Volatility
BUFEX vs. SCHX - Volatility Comparison
Buffalo Large Cap Fund (BUFEX) has a higher volatility of 3.94% compared to Schwab U.S. Large-Cap ETF (SCHX) at 3.33%. 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.