BUFSX vs. SCHA
Compare and contrast key facts about Buffalo Small Cap Fund (BUFSX) and Schwab U.S. Small-Cap ETF (SCHA).
BUFSX is managed by Buffalo. It was launched on Apr 14, 1998. SCHA is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Small-Cap Total Stock Market Total Return Index. It was launched on Nov 3, 2009.
Performance
BUFSX vs. SCHA - Performance Comparison
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BUFSX vs. SCHA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUFSX Buffalo Small Cap Fund | -7.54% | -0.13% | 5.38% | 5.45% | -30.01% | 4.44% | 66.49% | 40.97% | -5.73% | 26.96% |
SCHA Schwab U.S. Small-Cap ETF | 2.24% | 11.60% | 11.16% | 18.46% | -19.81% | 16.45% | 19.34% | 26.50% | -11.79% | 14.94% |
Returns By Period
In the year-to-date period, BUFSX achieves a -7.54% return, which is significantly lower than SCHA's 2.24% return. Over the past 10 years, BUFSX has underperformed SCHA with an annualized return of 8.96%, while SCHA has yielded a comparatively higher 9.84% annualized return.
BUFSX
- 1D
- -1.58%
- 1M
- -11.35%
- YTD
- -7.54%
- 6M
- -7.29%
- 1Y
- 2.46%
- 3Y*
- -1.05%
- 5Y*
- -6.73%
- 10Y*
- 8.96%
SCHA
- 1D
- 3.56%
- 1M
- -4.59%
- YTD
- 2.24%
- 6M
- 4.84%
- 1Y
- 25.65%
- 3Y*
- 13.10%
- 5Y*
- 4.29%
- 10Y*
- 9.84%
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BUFSX vs. SCHA - Expense Ratio Comparison
BUFSX has a 1.01% expense ratio, which is higher than SCHA's 0.04% expense ratio.
Return for Risk
BUFSX vs. SCHA — Risk / Return Rank
BUFSX
SCHA
BUFSX vs. SCHA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Small Cap Fund (BUFSX) and Schwab U.S. Small-Cap ETF (SCHA). 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.
| BUFSX | SCHA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.09 | 1.13 | -1.04 |
Sortino ratioReturn per unit of downside risk | 0.30 | 1.69 | -1.39 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.22 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.01 | 1.77 | -1.76 |
Martin ratioReturn relative to average drawdown | 0.03 | 7.39 | -7.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BUFSX | SCHA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.09 | 1.13 | -1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.27 | 0.20 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.44 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.53 | -0.10 |
Correlation
The correlation between BUFSX and SCHA is 0.92, 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.
Dividends
BUFSX vs. SCHA - Dividend Comparison
BUFSX has not paid dividends to shareholders, while SCHA's dividend yield for the trailing twelve months is around 1.17%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFSX Buffalo Small Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 13.53% | 9.01% | 9.14% | 31.02% | 30.30% | 25.19% | 70.18% |
SCHA Schwab U.S. Small-Cap ETF | 1.17% | 1.26% | 1.51% | 1.42% | 1.37% | 1.19% | 1.05% | 1.39% | 1.58% | 1.24% | 1.50% | 1.48% |
Drawdowns
BUFSX vs. SCHA - Drawdown Comparison
The maximum BUFSX drawdown since its inception was -53.24%, which is greater than SCHA's maximum drawdown of -42.41%. Use the drawdown chart below to compare losses from any high point for BUFSX and SCHA.
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Drawdown Indicators
| BUFSX | SCHA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.24% | -42.41% | -10.83% |
Max Drawdown (1Y)Largest decline over 1 year | -14.92% | -14.35% | -0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -46.57% | -30.79% | -15.78% |
Max Drawdown (10Y)Largest decline over 10 years | -46.74% | -42.41% | -4.33% |
Current DrawdownCurrent decline from peak | -37.02% | -6.28% | -30.74% |
Average DrawdownAverage peak-to-trough decline | -12.82% | -7.65% | -5.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.21% | 3.43% | +0.78% |
Volatility
BUFSX vs. SCHA - Volatility Comparison
The current volatility for Buffalo Small Cap Fund (BUFSX) is 6.37%, while Schwab U.S. Small-Cap ETF (SCHA) has a volatility of 7.40%. This indicates that BUFSX experiences smaller price fluctuations and is considered to be less risky than SCHA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUFSX | SCHA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.37% | 7.40% | -1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 13.84% | 13.69% | +0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.32% | 22.89% | +0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.65% | 21.95% | +2.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.50% | 22.67% | +1.83% |