BUFTX vs. VOO
Compare and contrast key facts about Buffalo Discovery Fund (BUFTX) and Vanguard S&P 500 ETF (VOO).
BUFTX is managed by Buffalo. It was launched on Apr 16, 2001. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFTX or VOO.
Key characteristics
| BUFTX | VOO | |
|---|---|---|
| YTD Return | 10.42% | 27.15% |
| 1Y Return | 29.79% | 39.90% |
| 3Y Return (Ann) | -8.36% | 10.28% |
| 5Y Return (Ann) | -0.17% | 16.00% |
| 10Y Return (Ann) | 2.03% | 13.43% |
| Sharpe Ratio | 1.91 | 3.15 |
| Sortino Ratio | 2.61 | 4.19 |
| Omega Ratio | 1.34 | 1.59 |
| Calmar Ratio | 0.70 | 4.60 |
| Martin Ratio | 7.44 | 21.00 |
| Ulcer Index | 3.82% | 1.85% |
| Daily Std Dev | 14.92% | 12.34% |
| Max Drawdown | -55.81% | -33.99% |
| Current Drawdown | -23.33% | 0.00% |
Correlation
The correlation between BUFTX and VOO is 0.87, 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. VOO - Performance Comparison
In the year-to-date period, BUFTX achieves a 10.42% return, which is significantly lower than VOO's 27.15% return. Over the past 10 years, BUFTX has underperformed VOO with an annualized return of 2.03%, while VOO has yielded a comparatively higher 13.43% 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. VOO - Expense Ratio Comparison
BUFTX has a 1.00% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BUFTX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Discovery Fund (BUFTX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
BUFTX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.23%.
| 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% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BUFTX vs. VOO - Drawdown Comparison
The maximum BUFTX drawdown since its inception was -55.81%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BUFTX and VOO. For additional features, visit the drawdowns tool.
Volatility
BUFTX vs. VOO - Volatility Comparison
Buffalo Discovery Fund (BUFTX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.08% and 3.95%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.