BUFGX vs. SPY
Compare and contrast key facts about Buffalo Growth Fund (BUFGX) and SPDR S&P 500 ETF (SPY).
BUFGX is managed by Buffalo. It was launched on May 19, 1995. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFGX or SPY.
Key characteristics
| BUFGX | SPY | |
|---|---|---|
| YTD Return | 10.31% | 11.74% |
| 1Y Return | 28.36% | 28.12% |
| 3Y Return (Ann) | 8.23% | 10.36% |
| 5Y Return (Ann) | 13.29% | 14.97% |
| 10Y Return (Ann) | 12.47% | 12.97% |
| Sharpe Ratio | 1.70 | 2.56 |
| Daily Std Dev | 17.91% | 11.48% |
| Max Drawdown | -53.89% | -55.19% |
| Current Drawdown | -0.42% | -0.06% |
Correlation
The correlation between BUFGX and SPY is 0.89, 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
BUFGX vs. SPY - Performance Comparison
In the year-to-date period, BUFGX achieves a 10.31% return, which is significantly lower than SPY's 11.74% return. Both investments have delivered pretty close results over the past 10 years, with BUFGX having a 12.47% annualized return and SPY not far ahead at 12.97%. 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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BUFGX vs. SPY - Expense Ratio Comparison
BUFGX has a 0.92% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
BUFGX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Growth Fund (BUFGX) and SPDR S&P 500 ETF (SPY). 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
BUFGX vs. SPY - Dividend Comparison
BUFGX's dividend yield for the trailing twelve months is around 5.03%, more than SPY's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFGX Buffalo Growth Fund | 5.03% | 5.55% | 4.77% | 9.90% | 4.97% | 13.60% | 34.64% | 20.49% | 5.78% | 18.46% | 14.04% | 6.46% |
SPY SPDR S&P 500 ETF | 1.27% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
BUFGX vs. SPY - Drawdown Comparison
The maximum BUFGX drawdown since its inception was -53.89%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BUFGX and SPY. For additional features, visit the drawdowns tool.
Volatility
BUFGX vs. SPY - Volatility Comparison
Buffalo Growth Fund (BUFGX) has a higher volatility of 5.18% compared to SPDR S&P 500 ETF (SPY) at 3.37%. This indicates that BUFGX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.