BUFHX vs. HYDB
Compare and contrast key facts about Buffalo High Yield Fund (BUFHX) and iShares High Yield Bond Factor ETF (HYDB).
BUFHX is managed by Buffalo. It was launched on May 19, 1995. HYDB is a passively managed fund by iShares that tracks the performance of the BlackRock High Yield Defensive Bond Index. It was launched on Jul 11, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFHX or HYDB.
Correlation
The correlation between BUFHX and HYDB is 0.59, 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. HYDB - Performance Comparison
Key characteristics
BUFHX:
3.37
HYDB:
1.77
BUFHX:
4.22
HYDB:
2.56
BUFHX:
1.94
HYDB:
1.32
BUFHX:
4.39
HYDB:
4.15
BUFHX:
25.11
HYDB:
14.04
BUFHX:
0.31%
HYDB:
0.57%
BUFHX:
2.28%
HYDB:
4.55%
BUFHX:
-25.75%
HYDB:
-21.58%
BUFHX:
-1.38%
HYDB:
-1.26%
Returns By Period
In the year-to-date period, BUFHX achieves a 7.67% return, which is significantly lower than HYDB's 8.91% return.
BUFHX
7.67%
-0.92%
3.20%
7.67%
4.56%
4.18%
HYDB
8.91%
-0.87%
5.17%
8.51%
4.80%
N/A
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BUFHX vs. HYDB - Expense Ratio Comparison
BUFHX has a 1.02% expense ratio, which is higher than HYDB's 0.35% expense ratio.
Risk-Adjusted Performance
BUFHX vs. HYDB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo High Yield Fund (BUFHX) and iShares High Yield Bond Factor ETF (HYDB). 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. HYDB - Dividend Comparison
BUFHX's dividend yield for the trailing twelve months is around 5.66%, less than HYDB's 6.96% 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% |
HYDB iShares High Yield Bond Factor ETF | 6.96% | 7.00% | 6.30% | 4.70% | 5.81% | 5.68% | 6.17% | 2.70% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BUFHX vs. HYDB - Drawdown Comparison
The maximum BUFHX drawdown since its inception was -25.75%, which is greater than HYDB's maximum drawdown of -21.58%. Use the drawdown chart below to compare losses from any high point for BUFHX and HYDB. For additional features, visit the drawdowns tool.
Volatility
BUFHX vs. HYDB - Volatility Comparison
The current volatility for Buffalo High Yield Fund (BUFHX) is 1.41%, while iShares High Yield Bond Factor ETF (HYDB) has a volatility of 1.57%. This indicates that BUFHX experiences smaller price fluctuations and is considered to be less risky than HYDB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.