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.
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
Key characteristics
BUFGX:
0.51
SPY:
1.72
BUFGX:
0.75
SPY:
2.33
BUFGX:
1.11
SPY:
1.32
BUFGX:
0.53
SPY:
2.61
BUFGX:
2.13
SPY:
10.82
BUFGX:
4.40%
SPY:
2.03%
BUFGX:
18.26%
SPY:
12.75%
BUFGX:
-53.89%
SPY:
-55.19%
BUFGX:
-7.76%
SPY:
-1.05%
Returns By Period
In the year-to-date period, BUFGX achieves a 2.61% return, which is significantly lower than SPY's 2.95% return. Over the past 10 years, BUFGX has underperformed SPY with an annualized return of 0.60%, while SPY has yielded a comparatively higher 13.13% annualized return.
BUFGX
2.61%
4.01%
4.62%
11.51%
5.80%
0.60%
SPY
2.95%
3.78%
11.68%
23.68%
14.09%
13.13%
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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 Rank
BUFGX
SPY
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 has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.17%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFGX Buffalo Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.31% | 0.04% | 1.56% | 0.77% | 0.67% | 0.54% |
SPY SPDR S&P 500 ETF | 1.17% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
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 4.80% compared to SPDR S&P 500 ETF (SPY) at 3.45%. 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.