BUFHX vs. SPLG
Compare and contrast key facts about Buffalo High Yield Fund (BUFHX) and SPDR Portfolio S&P 500 ETF (SPLG).
BUFHX is managed by Buffalo. It was launched on May 19, 1995. SPLG is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Nov 15, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFHX or SPLG.
Key characteristics
| BUFHX | SPLG | |
|---|---|---|
| YTD Return | 2.58% | 7.32% |
| 1Y Return | 11.23% | 25.23% |
| 3Y Return (Ann) | 3.48% | 8.45% |
| 5Y Return (Ann) | 5.60% | 13.52% |
| 10Y Return (Ann) | 4.76% | 12.74% |
| Sharpe Ratio | 4.82 | 2.37 |
| Daily Std Dev | 2.33% | 11.68% |
| Max Drawdown | -25.14% | -54.50% |
| Current Drawdown | -0.23% | -2.83% |
Correlation
The correlation between BUFHX and SPLG is 0.56, 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. SPLG - Performance Comparison
In the year-to-date period, BUFHX achieves a 2.58% return, which is significantly lower than SPLG's 7.32% return. Over the past 10 years, BUFHX has underperformed SPLG with an annualized return of 4.76%, while SPLG has yielded a comparatively higher 12.74% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BUFHX vs. SPLG - Expense Ratio Comparison
BUFHX has a 1.02% expense ratio, which is higher than SPLG's 0.03% expense ratio.
Risk-Adjusted Performance
BUFHX vs. SPLG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo High Yield Fund (BUFHX) and SPDR Portfolio S&P 500 ETF (SPLG). 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. SPLG - Dividend Comparison
BUFHX's dividend yield for the trailing twelve months is around 7.03%, more than SPLG's 1.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFHX Buffalo High Yield Fund | 7.03% | 6.41% | 8.05% | 7.24% | 4.11% | 4.21% | 5.17% | 4.57% | 6.70% | 5.51% | 4.60% | 5.88% |
SPLG SPDR Portfolio S&P 500 ETF | 1.38% | 1.44% | 1.69% | 1.25% | 1.54% | 1.79% | 2.23% | 1.75% | 1.97% | 1.98% | 1.79% | 1.71% |
Drawdowns
BUFHX vs. SPLG - Drawdown Comparison
The maximum BUFHX drawdown since its inception was -25.14%, smaller than the maximum SPLG drawdown of -54.50%. Use the drawdown chart below to compare losses from any high point for BUFHX and SPLG. For additional features, visit the drawdowns tool.
Volatility
BUFHX vs. SPLG - Volatility Comparison
The current volatility for Buffalo High Yield Fund (BUFHX) is 0.72%, while SPDR Portfolio S&P 500 ETF (SPLG) has a volatility of 3.59%. This indicates that BUFHX experiences smaller price fluctuations and is considered to be less risky than SPLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.