BUFHX vs. JPST
Compare and contrast key facts about Buffalo High Yield Fund (BUFHX) and JPMorgan Ultra-Short Income ETF (JPST).
BUFHX is managed by Buffalo. It was launched on May 19, 1995. JPST is an actively managed fund by JPMorgan Chase. It was launched on May 17, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFHX or JPST.
Correlation
The correlation between BUFHX and JPST is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BUFHX vs. JPST - Performance Comparison
Key characteristics
BUFHX:
5.54
JPST:
11.00
BUFHX:
8.96
JPST:
24.51
BUFHX:
2.56
JPST:
5.59
BUFHX:
12.99
JPST:
56.24
BUFHX:
60.06
JPST:
294.20
BUFHX:
0.16%
JPST:
0.02%
BUFHX:
1.76%
JPST:
0.51%
BUFHX:
-25.75%
JPST:
-3.28%
BUFHX:
0.00%
JPST:
0.00%
Returns By Period
In the year-to-date period, BUFHX achieves a 0.93% return, which is significantly higher than JPST's 0.46% return.
BUFHX
0.93%
0.93%
4.98%
9.66%
5.10%
4.42%
JPST
0.46%
0.46%
2.39%
5.47%
2.84%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BUFHX vs. JPST - Expense Ratio Comparison
BUFHX has a 1.02% expense ratio, which is higher than JPST's 0.18% expense ratio.
Risk-Adjusted Performance
BUFHX vs. JPST — Risk-Adjusted Performance Rank
BUFHX
JPST
BUFHX vs. JPST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo High Yield Fund (BUFHX) and JPMorgan Ultra-Short Income ETF (JPST). 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. JPST - Dividend Comparison
BUFHX's dividend yield for the trailing twelve months is around 6.90%, more than JPST's 4.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFHX Buffalo High Yield Fund | 6.90% | 7.47% | 6.40% | 6.19% | 4.27% | 4.09% | 4.22% | 4.85% | 4.08% | 4.37% | 3.99% | 3.59% |
JPST JPMorgan Ultra-Short Income ETF | 4.71% | 5.16% | 4.80% | 1.83% | 0.73% | 1.43% | 2.68% | 2.07% | 0.96% | 0.00% | 0.00% | 0.00% |
Drawdowns
BUFHX vs. JPST - Drawdown Comparison
The maximum BUFHX drawdown since its inception was -25.75%, which is greater than JPST's maximum drawdown of -3.28%. Use the drawdown chart below to compare losses from any high point for BUFHX and JPST. For additional features, visit the drawdowns tool.
Volatility
BUFHX vs. JPST - Volatility Comparison
Buffalo High Yield Fund (BUFHX) has a higher volatility of 0.48% compared to JPMorgan Ultra-Short Income ETF (JPST) at 0.10%. This indicates that BUFHX's price experiences larger fluctuations and is considered to be riskier than JPST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.