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.
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
Key characteristics
BUFSX:
0.61
SCHX:
2.27
BUFSX:
0.97
SCHX:
2.99
BUFSX:
1.12
SCHX:
1.42
BUFSX:
0.18
SCHX:
3.46
BUFSX:
2.83
SCHX:
14.25
BUFSX:
4.17%
SCHX:
2.08%
BUFSX:
19.51%
SCHX:
13.02%
BUFSX:
-77.02%
SCHX:
-34.33%
BUFSX:
-61.72%
SCHX:
-1.50%
Returns By Period
In the year-to-date period, BUFSX achieves a 3.09% return, which is significantly higher than SCHX's 2.29% return. Over the past 10 years, BUFSX has underperformed SCHX with an annualized return of -6.64%, while SCHX has yielded a comparatively higher 16.00% annualized return.
BUFSX
3.09%
2.88%
5.72%
10.20%
1.45%
-6.64%
SCHX
2.29%
2.37%
10.32%
28.40%
16.10%
16.00%
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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 Rank
BUFSX
SCHX
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 1.74%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
Schwab U.S. Large-Cap ETF | 1.74% | 1.78% | 3.39% | 3.30% | 2.54% | 4.26% | 5.47% | 3.46% | 1.70% | 4.85% | 3.17% | 2.60% |
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 5.72% compared to Schwab U.S. Large-Cap ETF (SCHX) at 5.12%. 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.