BUFGX vs. VOO
Compare and contrast key facts about Buffalo Growth Fund (BUFGX) and Vanguard S&P 500 ETF (VOO).
BUFGX is managed by Buffalo. It was launched on May 19, 1995. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFGX or VOO.
Key characteristics
| BUFGX | VOO | |
|---|---|---|
| YTD Return | 10.31% | 11.78% |
| 1Y Return | 28.36% | 28.27% |
| 3Y Return (Ann) | 8.23% | 10.42% |
| 5Y Return (Ann) | 13.29% | 15.03% |
| 10Y Return (Ann) | 12.47% | 13.05% |
| Sharpe Ratio | 1.70 | 2.56 |
| Daily Std Dev | 17.91% | 11.55% |
| Max Drawdown | -53.89% | -33.99% |
| Current Drawdown | -0.42% | -0.04% |
Correlation
The correlation between BUFGX and VOO 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
BUFGX vs. VOO - Performance Comparison
In the year-to-date period, BUFGX achieves a 10.31% return, which is significantly lower than VOO's 11.78% return. Both investments have delivered pretty close results over the past 10 years, with BUFGX having a 12.47% annualized return and VOO not far ahead at 13.05%. 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.
BUFGX vs. VOO - Expense Ratio Comparison
BUFGX has a 0.92% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BUFGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Growth Fund (BUFGX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
BUFGX's dividend yield for the trailing twelve months is around 5.03%, more than VOO's 1.32% 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% |
VOO Vanguard S&P 500 ETF | 1.32% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BUFGX vs. VOO - Drawdown Comparison
The maximum BUFGX drawdown since its inception was -53.89%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BUFGX and VOO. For additional features, visit the drawdowns tool.
Volatility
BUFGX vs. VOO - Volatility Comparison
Buffalo Growth Fund (BUFGX) has a higher volatility of 5.18% compared to Vanguard S&P 500 ETF (VOO) at 3.37%. This indicates that BUFGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.