BUFSX vs. VXF
Compare and contrast key facts about Buffalo Small Cap Fund (BUFSX) and Vanguard Extended Market ETF (VXF).
BUFSX is managed by Buffalo. It was launched on Apr 14, 1998. VXF is a passively managed fund by Vanguard that tracks the performance of the S&P Completion Index. It was launched on Dec 27, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFSX or VXF.
Key characteristics
| BUFSX | VXF | |
|---|---|---|
| YTD Return | 4.53% | 14.94% |
| 1Y Return | 20.49% | 35.28% |
| 3Y Return (Ann) | -15.59% | -0.71% |
| 5Y Return (Ann) | 1.21% | 10.67% |
| 10Y Return (Ann) | -8.03% | 9.51% |
| Sharpe Ratio | 1.13 | 1.90 |
| Sortino Ratio | 1.68 | 2.63 |
| Omega Ratio | 1.20 | 1.33 |
| Calmar Ratio | 0.32 | 1.16 |
| Martin Ratio | 5.83 | 10.78 |
| Ulcer Index | 3.80% | 3.14% |
| Daily Std Dev | 19.50% | 17.82% |
| Max Drawdown | -77.02% | -58.04% |
| Current Drawdown | -63.16% | -2.68% |
Correlation
The correlation between BUFSX and VXF is 0.91, 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. VXF - Performance Comparison
In the year-to-date period, BUFSX achieves a 4.53% return, which is significantly lower than VXF's 14.94% return. Over the past 10 years, BUFSX has underperformed VXF with an annualized return of -8.03%, while VXF has yielded a comparatively higher 9.51% 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. VXF - Expense Ratio Comparison
BUFSX has a 1.01% expense ratio, which is higher than VXF's 0.06% expense ratio.
Risk-Adjusted Performance
BUFSX vs. VXF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Small Cap Fund (BUFSX) and Vanguard Extended Market ETF (VXF). 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. VXF - Dividend Comparison
BUFSX has not paid dividends to shareholders, while VXF's dividend yield for the trailing twelve months is around 1.16%.
| 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% |
VXF Vanguard Extended Market ETF | 1.16% | 1.27% | 1.15% | 1.13% | 1.07% | 1.30% | 1.66% | 1.25% | 1.43% | 1.35% | 1.32% | 1.14% |
Drawdowns
BUFSX vs. VXF - Drawdown Comparison
The maximum BUFSX drawdown since its inception was -77.02%, which is greater than VXF's maximum drawdown of -58.04%. Use the drawdown chart below to compare losses from any high point for BUFSX and VXF. For additional features, visit the drawdowns tool.
Volatility
BUFSX vs. VXF - Volatility Comparison
Buffalo Small Cap Fund (BUFSX) has a higher volatility of 4.24% compared to Vanguard Extended Market ETF (VXF) at 3.81%. This indicates that BUFSX's price experiences larger fluctuations and is considered to be riskier than VXF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.