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 | 14.75% | 11.67% |
1Y Return | 34.80% | 28.81% |
3Y Return (Ann) | 10.61% | 9.63% |
5Y Return (Ann) | 15.87% | 14.82% |
10Y Return (Ann) | 14.85% | 12.94% |
Sharpe Ratio | 2.60 | 2.56 |
Daily Std Dev | 14.03% | 11.75% |
Max Drawdown | -53.78% | -34.33% |
Current Drawdown | -0.36% | -0.10% |
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.
Performance
BUFEX vs. SCHX - Performance Comparison
In the year-to-date period, BUFEX achieves a 14.75% return, which is significantly higher than SCHX's 11.67% return. Over the past 10 years, BUFEX has outperformed SCHX with an annualized return of 14.85%, while SCHX has yielded a comparatively lower 12.94% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 0.03%, less than SCHX's 1.28% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Buffalo Large Cap Fund | 0.03% | 0.03% | 3.07% | 25.69% | 0.14% | 1.42% | 6.00% | 5.33% | 3.33% | 6.83% | 11.89% | 15.15% |
Schwab U.S. Large-Cap ETF | 1.28% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.17% | 1.70% | 2.39% | 2.04% | 1.76% | 1.65% |
Drawdowns
BUFEX vs. SCHX - Drawdown Comparison
The maximum BUFEX drawdown since its inception was -53.78%, 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 4.52% compared to Schwab U.S. Large-Cap ETF (SCHX) at 3.38%. 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.