Correlation
The correlation between BUFMX and VOO is 0.88, 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.
BUFMX vs. VOO
Compare and contrast key facts about Buffalo Mid Cap Fund (BUFMX) and Vanguard S&P 500 ETF (VOO).
BUFMX is managed by Buffalo. It was launched on Dec 17, 2001. 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: BUFMX or VOO.
Performance
BUFMX vs. VOO - Performance Comparison
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Key characteristics
BUFMX:
0.51
VOO:
0.70
BUFMX:
0.71
VOO:
1.05
BUFMX:
1.09
VOO:
1.15
BUFMX:
0.39
VOO:
0.69
BUFMX:
1.30
VOO:
2.62
BUFMX:
6.08%
VOO:
4.93%
BUFMX:
19.62%
VOO:
19.55%
BUFMX:
-57.90%
VOO:
-33.99%
BUFMX:
-6.34%
VOO:
-3.45%
Returns By Period
In the year-to-date period, BUFMX achieves a 0.43% return, which is significantly lower than VOO's 1.00% return. Over the past 10 years, BUFMX has underperformed VOO with an annualized return of 7.84%, while VOO has yielded a comparatively higher 12.81% annualized return.
BUFMX
0.43%
5.88%
-5.84%
10.03%
7.41%
7.81%
7.84%
VOO
1.00%
6.44%
-0.84%
13.62%
14.14%
15.91%
12.81%
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BUFMX vs. VOO - Expense Ratio Comparison
BUFMX has a 1.02% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BUFMX vs. VOO — Risk-Adjusted Performance Rank
BUFMX
VOO
BUFMX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Mid Cap Fund (BUFMX) 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.
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Dividends
BUFMX vs. VOO - Dividend Comparison
BUFMX's dividend yield for the trailing twelve months is around 6.90%, more than VOO's 1.29% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFMX Buffalo Mid Cap Fund | 6.90% | 6.93% | 5.21% | 5.46% | 11.45% | 6.91% | 8.20% | 4.47% | 25.22% | 8.49% | 13.06% | 13.86% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BUFMX vs. VOO - Drawdown Comparison
The maximum BUFMX drawdown since its inception was -57.90%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BUFMX and VOO.
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Volatility
BUFMX vs. VOO - Volatility Comparison
Buffalo Mid Cap Fund (BUFMX) has a higher volatility of 5.10% compared to Vanguard S&P 500 ETF (VOO) at 4.83%. This indicates that BUFMX'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.
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