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.
Performance
BUFSX vs. SCHX - Performance Comparison
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BUFSX vs. SCHX - 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% |
SCHX Schwab U.S. Large-Cap ETF | -4.45% | 17.46% | 24.88% | 26.84% | -19.41% | 26.81% | 20.81% | 31.22% | -4.66% | 21.95% |
Returns By Period
In the year-to-date period, BUFSX achieves a -7.54% return, which is significantly lower than SCHX's -4.45% return. Over the past 10 years, BUFSX has underperformed SCHX with an annualized return of 8.96%, while SCHX has yielded a comparatively higher 13.93% 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%
SCHX
- 1D
- 2.89%
- 1M
- -4.98%
- YTD
- -4.45%
- 6M
- -2.09%
- 1Y
- 17.48%
- 3Y*
- 18.24%
- 5Y*
- 11.12%
- 10Y*
- 13.93%
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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.
Return for Risk
BUFSX vs. SCHX — Risk / Return Rank
BUFSX
SCHX
BUFSX vs. SCHX - Risk-Adjusted Trends 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.
| BUFSX | SCHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.09 | 0.96 | -0.87 |
Sortino ratioReturn per unit of downside risk | 0.30 | 1.46 | -1.17 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.22 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.01 | 1.49 | -1.48 |
Martin ratioReturn relative to average drawdown | 0.03 | 6.98 | -6.94 |
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 | SCHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.09 | 0.96 | -0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.27 | 0.65 | -0.93 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.77 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.80 | -0.37 |
Correlation
The correlation between BUFSX and SCHX is 0.83, 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. SCHX - Dividend Comparison
BUFSX has not paid dividends to shareholders, while SCHX'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% |
SCHX Schwab U.S. Large-Cap ETF | 1.17% | 1.09% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.02% | 1.70% | 1.92% | 2.04% |
Drawdowns
BUFSX vs. SCHX - Drawdown Comparison
The maximum BUFSX drawdown since its inception was -53.24%, 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.
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Drawdown Indicators
| BUFSX | SCHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.24% | -34.33% | -18.91% |
Max Drawdown (1Y)Largest decline over 1 year | -14.92% | -12.19% | -2.73% |
Max Drawdown (5Y)Largest decline over 5 years | -46.57% | -25.41% | -21.16% |
Max Drawdown (10Y)Largest decline over 10 years | -46.74% | -34.33% | -12.41% |
Current DrawdownCurrent decline from peak | -37.02% | -6.40% | -30.62% |
Average DrawdownAverage peak-to-trough decline | -12.82% | -4.00% | -8.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.21% | 2.60% | +1.61% |
Volatility
BUFSX vs. SCHX - Volatility Comparison
Buffalo Small Cap Fund (BUFSX) has a higher volatility of 6.37% compared to Schwab U.S. Large-Cap ETF (SCHX) at 5.31%. 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.
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Volatility by Period
| BUFSX | SCHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.37% | 5.31% | +1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 13.84% | 9.64% | +4.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.32% | 18.33% | +4.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.65% | 17.14% | +7.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.50% | 18.13% | +6.37% |