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BUFSX vs. VXF
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Key characteristics


BUFSXVXF
YTD Return1.13%5.66%
1Y Return6.09%27.30%
3Y Return (Ann)-8.90%0.39%
5Y Return (Ann)8.19%9.78%
10Y Return (Ann)8.81%9.18%
Sharpe Ratio0.391.71
Daily Std Dev18.78%17.53%
Max Drawdown-53.24%-58.04%
Current Drawdown-34.55%-10.53%

Correlation

-0.50.00.51.00.9

The correlation between BUFSX and VXF 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.

Performance

BUFSX vs. VXF - Performance Comparison

In the year-to-date period, BUFSX achieves a 1.13% return, which is significantly lower than VXF's 5.66% return. Both investments have delivered pretty close results over the past 10 years, with BUFSX having a 8.81% annualized return and VXF not far ahead at 9.18%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


500.00%550.00%600.00%650.00%December2024FebruaryMarchAprilMay
541.45%
641.27%
BUFSX
VXF

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Buffalo Small Cap Fund

Vanguard Extended Market ETF

BUFSX vs. VXF - Expense Ratio Comparison

BUFSX has a 1.01% expense ratio, which is higher than VXF's 0.06% expense ratio.


BUFSX
Buffalo Small Cap Fund
Expense ratio chart for BUFSX: current value at 1.01% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.01%
Expense ratio chart for VXF: current value at 0.06% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.06%

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.


BUFSX
Sharpe ratio
The chart of Sharpe ratio for BUFSX, currently valued at 0.39, compared to the broader market-1.000.001.002.003.004.000.39
Sortino ratio
The chart of Sortino ratio for BUFSX, currently valued at 0.68, compared to the broader market-2.000.002.004.006.008.0010.0012.000.68
Omega ratio
The chart of Omega ratio for BUFSX, currently valued at 1.08, compared to the broader market0.501.001.502.002.503.003.501.08
Calmar ratio
The chart of Calmar ratio for BUFSX, currently valued at 0.16, compared to the broader market0.002.004.006.008.0010.0012.000.16
Martin ratio
The chart of Martin ratio for BUFSX, currently valued at 0.85, compared to the broader market0.0020.0040.0060.0080.000.85
VXF
Sharpe ratio
The chart of Sharpe ratio for VXF, currently valued at 1.71, compared to the broader market-1.000.001.002.003.004.001.71
Sortino ratio
The chart of Sortino ratio for VXF, currently valued at 2.44, compared to the broader market-2.000.002.004.006.008.0010.0012.002.44
Omega ratio
The chart of Omega ratio for VXF, currently valued at 1.28, compared to the broader market0.501.001.502.002.503.003.501.28
Calmar ratio
The chart of Calmar ratio for VXF, currently valued at 0.93, compared to the broader market0.002.004.006.008.0010.0012.000.93
Martin ratio
The chart of Martin ratio for VXF, currently valued at 5.44, compared to the broader market0.0020.0040.0060.0080.005.44

BUFSX vs. VXF - Sharpe Ratio Comparison

The current BUFSX Sharpe Ratio is 0.39, which is lower than the VXF Sharpe Ratio of 1.71. The chart below compares the 12-month rolling Sharpe Ratio of BUFSX and VXF.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.50December2024FebruaryMarchAprilMay
0.39
1.71
BUFSX
VXF

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 1.22%.


TTM20232022202120202019201820172016201520142013
BUFSX
Buffalo Small Cap Fund
0.00%0.00%0.00%13.53%9.01%9.14%31.02%30.30%25.19%70.18%10.32%8.57%
VXF
Vanguard Extended Market ETF
1.22%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 -53.24%, smaller than the maximum VXF 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.


-40.00%-30.00%-20.00%-10.00%December2024FebruaryMarchAprilMay
-34.55%
-10.53%
BUFSX
VXF

Volatility

BUFSX vs. VXF - Volatility Comparison

Buffalo Small Cap Fund (BUFSX) has a higher volatility of 5.06% compared to Vanguard Extended Market ETF (VXF) at 4.17%. 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.


4.00%5.00%6.00%7.00%8.00%December2024FebruaryMarchAprilMay
5.06%
4.17%
BUFSX
VXF