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.
Performance
BUFTX vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, BUFTX achieves a 11.30% return, which is significantly lower than VOO's 26.58% return. Over the past 10 years, BUFTX has underperformed VOO with an annualized return of 1.91%, while VOO has yielded a comparatively higher 13.22% annualized return.
BUFTX
11.30%
4.99%
9.88%
22.09%
-0.66%
1.91%
VOO
26.58%
3.05%
13.23%
32.77%
15.74%
13.22%
Key characteristics
BUFTX | VOO | |
---|---|---|
Sharpe Ratio | 1.52 | 2.69 |
Sortino Ratio | 2.07 | 3.59 |
Omega Ratio | 1.27 | 1.50 |
Calmar Ratio | 0.61 | 3.88 |
Martin Ratio | 5.87 | 17.58 |
Ulcer Index | 3.86% | 1.86% |
Daily Std Dev | 14.95% | 12.19% |
Max Drawdown | -55.81% | -33.99% |
Current Drawdown | -22.72% | -0.53% |
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BUFTX vs. VOO - Expense Ratio Comparison
BUFTX has a 1.00% expense ratio, which is higher than VOO's 0.03% expense ratio.
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.
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 1.24%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
Vanguard S&P 500 ETF | 1.24% | 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) has a higher volatility of 5.30% compared to Vanguard S&P 500 ETF (VOO) at 3.99%. This indicates that BUFTX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.