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.
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
Key characteristics
BUFEX:
1.33
SCHX:
2.05
BUFEX:
1.80
SCHX:
2.72
BUFEX:
1.25
SCHX:
1.37
BUFEX:
1.03
SCHX:
3.15
BUFEX:
6.48
SCHX:
12.93
BUFEX:
3.45%
SCHX:
2.08%
BUFEX:
16.81%
SCHX:
13.12%
BUFEX:
-57.77%
SCHX:
-34.33%
BUFEX:
-3.67%
SCHX:
-0.87%
Returns By Period
In the year-to-date period, BUFEX achieves a 2.59% return, which is significantly lower than SCHX's 3.45% return. Over the past 10 years, BUFEX has underperformed SCHX with an annualized return of 9.26%, while SCHX has yielded a comparatively higher 16.27% annualized return.
BUFEX
2.59%
1.84%
7.35%
21.42%
9.32%
9.26%
SCHX
3.45%
1.87%
12.93%
25.89%
16.66%
16.27%
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 Rank
BUFEX
SCHX
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 has not paid dividends to shareholders, while SCHX's dividend yield for the trailing twelve months is around 1.72%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFEX Buffalo Large Cap Fund | 0.00% | 0.00% | 0.03% | 0.00% | 0.00% | 0.14% | 0.19% | 0.41% | 0.14% | 0.53% | 0.16% | 0.20% |
SCHX Schwab U.S. Large-Cap ETF | 1.72% | 1.78% | 1.39% | 4.08% | 2.89% | 2.30% | 4.72% | 5.17% | 3.48% | 2.61% | 2.93% | 3.58% |
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 5.85% compared to Schwab U.S. Large-Cap ETF (SCHX) at 4.18%. 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.