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 0.94, 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
Key characteristics
BUFEX:
0.22
SCHX:
0.61
BUFEX:
0.46
SCHX:
0.96
BUFEX:
1.06
SCHX:
1.14
BUFEX:
0.22
SCHX:
0.62
BUFEX:
0.73
SCHX:
2.51
BUFEX:
6.80%
SCHX:
4.72%
BUFEX:
22.84%
SCHX:
19.50%
BUFEX:
-57.77%
SCHX:
-34.33%
BUFEX:
-13.62%
SCHX:
-10.07%
Returns By Period
In the year-to-date period, BUFEX achieves a -8.00% return, which is significantly lower than SCHX's -5.81% return. Over the past 10 years, BUFEX has underperformed SCHX with an annualized return of 7.17%, while SCHX has yielded a comparatively higher 13.43% annualized return.
BUFEX
-8.00%
0.32%
-8.98%
3.78%
8.18%
7.17%
SCHX
-5.81%
-0.87%
-4.46%
11.10%
16.06%
13.43%
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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 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 1.30%.
| 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 | 1.30% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.17% | 1.70% | 1.93% | 2.04% | 1.76% |
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 15.17% compared to Schwab U.S. Large-Cap ETF (SCHX) at 14.08%. 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.