BUFTX vs. VB
Compare and contrast key facts about Buffalo Discovery Fund (BUFTX) and Vanguard Small-Cap ETF (VB).
BUFTX is managed by Buffalo. It was launched on Apr 16, 2001. VB is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFTX or VB.
Key characteristics
| BUFTX | VB | |
|---|---|---|
| YTD Return | 10.42% | 19.84% |
| 1Y Return | 29.79% | 41.70% |
| 3Y Return (Ann) | -8.36% | 3.60% |
| 5Y Return (Ann) | -0.17% | 11.26% |
| 10Y Return (Ann) | 2.03% | 9.82% |
| Sharpe Ratio | 1.91 | 2.25 |
| Sortino Ratio | 2.61 | 3.14 |
| Omega Ratio | 1.34 | 1.39 |
| Calmar Ratio | 0.70 | 1.83 |
| Martin Ratio | 7.44 | 12.89 |
| Ulcer Index | 3.82% | 3.08% |
| Daily Std Dev | 14.92% | 17.66% |
| Max Drawdown | -55.81% | -59.58% |
| Current Drawdown | -23.33% | 0.00% |
Correlation
The correlation between BUFTX and VB is 0.89, 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
BUFTX vs. VB - Performance Comparison
In the year-to-date period, BUFTX achieves a 10.42% return, which is significantly lower than VB's 19.84% return. Over the past 10 years, BUFTX has underperformed VB with an annualized return of 2.03%, while VB has yielded a comparatively higher 9.82% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BUFTX vs. VB - Expense Ratio Comparison
BUFTX has a 1.00% expense ratio, which is higher than VB's 0.05% expense ratio.
Risk-Adjusted Performance
BUFTX vs. VB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Discovery Fund (BUFTX) and Vanguard Small-Cap ETF (VB). 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
BUFTX vs. VB - Dividend Comparison
BUFTX has not paid dividends to shareholders, while VB's dividend yield for the trailing twelve months is around 1.31%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFTX Buffalo Discovery 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% |
VB Vanguard Small-Cap ETF | 1.31% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% | 1.43% | 1.31% |
Drawdowns
BUFTX vs. VB - Drawdown Comparison
The maximum BUFTX drawdown since its inception was -55.81%, smaller than the maximum VB drawdown of -59.58%. Use the drawdown chart below to compare losses from any high point for BUFTX and VB. For additional features, visit the drawdowns tool.
Volatility
BUFTX vs. VB - Volatility Comparison
The current volatility for Buffalo Discovery Fund (BUFTX) is 4.08%, while Vanguard Small-Cap ETF (VB) has a volatility of 5.33%. This indicates that BUFTX experiences smaller price fluctuations and is considered to be less risky than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.