BUFSX vs. SCHX
Compare and contrast key facts about Buffalo Small Cap Fund (BUFSX) and Schwab U.S. Large-Cap ETF (SCHX).
BUFSX is managed by Buffalo. It was launched on Apr 14, 1998. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFSX or SCHX.
Key characteristics
| BUFSX | SCHX | |
|---|---|---|
| YTD Return | 4.53% | 23.18% |
| 1Y Return | 20.49% | 35.67% |
| 3Y Return (Ann) | -15.59% | 9.97% |
| 5Y Return (Ann) | 1.21% | 16.74% |
| 10Y Return (Ann) | -8.03% | 14.72% |
| Sharpe Ratio | 1.13 | 2.92 |
| Sortino Ratio | 1.68 | 3.86 |
| Omega Ratio | 1.20 | 1.54 |
| Calmar Ratio | 0.32 | 4.19 |
| Martin Ratio | 5.83 | 18.89 |
| Ulcer Index | 3.80% | 1.90% |
| Daily Std Dev | 19.50% | 12.26% |
| Max Drawdown | -77.02% | -34.33% |
| Current Drawdown | -63.16% | -1.21% |
Correlation
The correlation between BUFSX and SCHX is 0.82, 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.
Performance
BUFSX vs. SCHX - Performance Comparison
In the year-to-date period, BUFSX achieves a 4.53% return, which is significantly lower than SCHX's 23.18% return. Over the past 10 years, BUFSX has underperformed SCHX with an annualized return of -8.03%, while SCHX has yielded a comparatively higher 14.72% 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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BUFSX vs. SCHX - Expense Ratio Comparison
BUFSX has a 1.01% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Risk-Adjusted Performance
BUFSX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Small Cap Fund (BUFSX) and Schwab U.S. Large-Cap ETF (SCHX). 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
BUFSX vs. SCHX - Dividend Comparison
BUFSX has not paid dividends to shareholders, while SCHX's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFSX Buffalo Small Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHX Schwab U.S. Large-Cap ETF | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.17% | 1.70% | 1.92% | 2.04% | 1.76% | 1.65% |
Drawdowns
BUFSX vs. SCHX - Drawdown Comparison
The maximum BUFSX drawdown since its inception was -77.02%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for BUFSX and SCHX. For additional features, visit the drawdowns tool.
Volatility
BUFSX vs. SCHX - Volatility Comparison
Buffalo Small Cap Fund (BUFSX) has a higher volatility of 4.24% compared to Schwab U.S. Large-Cap ETF (SCHX) at 3.33%. This indicates that BUFSX's price experiences larger fluctuations and is considered to be riskier than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.