BUFHX vs. AVLV
Compare and contrast key facts about Buffalo High Yield Fund (BUFHX) and Avantis U.S. Large Cap Value ETF (AVLV).
BUFHX is managed by Buffalo. It was launched on May 19, 1995. AVLV is a passively managed fund by American Century Investments that tracks the performance of the Russell 1000 Value Index. It was launched on Sep 21, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFHX or AVLV.
Correlation
The correlation between BUFHX and AVLV is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BUFHX vs. AVLV - Performance Comparison
Key characteristics
BUFHX:
3.37
AVLV:
1.39
BUFHX:
4.22
AVLV:
2.00
BUFHX:
1.94
AVLV:
1.26
BUFHX:
4.39
AVLV:
2.09
BUFHX:
25.11
AVLV:
7.18
BUFHX:
0.31%
AVLV:
2.47%
BUFHX:
2.28%
AVLV:
12.70%
BUFHX:
-25.75%
AVLV:
-19.34%
BUFHX:
-1.38%
AVLV:
-5.14%
Returns By Period
In the year-to-date period, BUFHX achieves a 7.67% return, which is significantly lower than AVLV's 18.35% return.
BUFHX
7.67%
-0.92%
3.20%
7.67%
4.56%
4.18%
AVLV
18.35%
-4.76%
7.96%
17.90%
N/A
N/A
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BUFHX vs. AVLV - Expense Ratio Comparison
BUFHX has a 1.02% expense ratio, which is higher than AVLV's 0.15% expense ratio.
Risk-Adjusted Performance
BUFHX vs. AVLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo High Yield Fund (BUFHX) and Avantis U.S. Large Cap Value ETF (AVLV). 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
BUFHX vs. AVLV - Dividend Comparison
BUFHX's dividend yield for the trailing twelve months is around 5.66%, more than AVLV's 1.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFHX Buffalo High Yield Fund | 5.66% | 6.40% | 6.19% | 4.27% | 4.09% | 4.22% | 4.85% | 4.08% | 4.37% | 3.99% | 3.59% | 4.33% |
AVLV Avantis U.S. Large Cap Value ETF | 1.57% | 1.85% | 2.00% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BUFHX vs. AVLV - Drawdown Comparison
The maximum BUFHX drawdown since its inception was -25.75%, which is greater than AVLV's maximum drawdown of -19.34%. Use the drawdown chart below to compare losses from any high point for BUFHX and AVLV. For additional features, visit the drawdowns tool.
Volatility
BUFHX vs. AVLV - Volatility Comparison
The current volatility for Buffalo High Yield Fund (BUFHX) is 1.41%, while Avantis U.S. Large Cap Value ETF (AVLV) has a volatility of 3.69%. This indicates that BUFHX experiences smaller price fluctuations and is considered to be less risky than AVLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.