AGG vs. BBVSX
AGG (iShares Core U.S. Aggregate Bond ETF) and BBVSX (Bridge Builder Small/Mid Cap Value Fund) are both funds - AGG is a Total Bond Market fund tracking the Bloomberg U.S. Aggregate Bond Index, while BBVSX is a Mid Cap Value Equities fund managed by Bridge Builder. Over the past 10 years, AGG returned 1.52%/yr vs 8.83%/yr for BBVSX. At a correlation of -0.01, they often move in opposite directions. AGG charges 0.03%/yr vs 0.41%/yr for BBVSX.
Performance
AGG vs. BBVSX - Performance Comparison
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Returns By Period
In the year-to-date period, AGG achieves a -0.08% return, which is significantly lower than BBVSX's 11.31% return. Over the past 10 years, AGG has underperformed BBVSX with an annualized return of 1.52%, while BBVSX has yielded a comparatively higher 8.83% annualized return.
AGG
- 1D
- 0.00%
- 1M
- -0.69%
- YTD
- -0.08%
- 6M
- 0.26%
- 1Y
- 4.97%
- 3Y*
- 3.88%
- 5Y*
- -0.03%
- 10Y*
- 1.52%
BBVSX
- 1D
- -1.53%
- 1M
- 0.13%
- YTD
- 11.31%
- 6M
- -0.32%
- 1Y
- 10.04%
- 3Y*
- 10.89%
- 5Y*
- 5.20%
- 10Y*
- 8.83%
AGG vs. BBVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGG iShares Core U.S. Aggregate Bond ETF | -0.08% | 7.19% | 1.31% | 5.65% | -13.02% | -1.77% | 7.48% | 8.46% | 0.09% | 3.55% |
BBVSX Bridge Builder Small/Mid Cap Value Fund | 11.31% | -2.25% | 10.61% | 15.05% | -9.75% | 28.14% | 6.07% | 28.04% | -14.47% | 12.65% |
Correlation
The correlation between AGG and BBVSX is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.02 |
Correlation (All Time) Calculated using the full available price history since Apr 29, 2015 | -0.01 |
The correlation between AGG and BBVSX shifts across timeframes, from -0.01 (all time) to 0.36 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
AGG vs. BBVSX — Risk / Return Rank
AGG
BBVSX
AGG vs. BBVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core U.S. Aggregate Bond ETF (AGG) and Bridge Builder Small/Mid Cap Value Fund (BBVSX). 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.
| AGG | BBVSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.65 | ||
| Sortino ratioReturn per unit of downside risk | +0.98 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.14 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.81 | 0.89 | +0.92 |
| Martin ratioReturn relative to average drawdown | 5.44 | 2.20 | +3.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AGG | BBVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 0.66 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.00 | 0.27 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.42 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.38 | +0.21 |
Drawdowns
AGG vs. BBVSX - Drawdown Comparison
The maximum AGG drawdown since its inception was -18.43%, smaller than the maximum BBVSX drawdown of -43.42%. Use the drawdown chart below to compare losses from any high point for AGG and BBVSX.
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Drawdown Indicators
| AGG | BBVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.43% | -43.42% | +24.99% |
Max Drawdown (1Y)Largest decline over 1 year | -2.76% | -13.05% | +10.29% |
Max Drawdown (3Y)Largest decline over 3 years | -6.11% | -23.25% | +17.14% |
Max Drawdown (5Y)Largest decline over 5 years | -17.82% | -23.25% | +5.43% |
Max Drawdown (10Y)Largest decline over 10 years | -18.43% | -43.42% | +24.99% |
Current DrawdownCurrent decline from peak | -2.47% | -3.07% | +0.60% |
Average DrawdownAverage peak-to-trough decline | -2.71% | -6.17% | +3.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 5.20% | -4.28% |
Volatility
AGG vs. BBVSX - Volatility Comparison
The current volatility for iShares Core U.S. Aggregate Bond ETF (AGG) is 1.29%, while Bridge Builder Small/Mid Cap Value Fund (BBVSX) has a volatility of 4.11%. This indicates that AGG experiences smaller price fluctuations and is considered to be less risky than BBVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGG | BBVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.29% | 4.11% | -2.82% |
Volatility (6M)Calculated over the trailing 6-month period | 2.77% | 14.11% | -11.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.80% | 17.49% | -13.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.09% | 19.34% | -13.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.41% | 21.01% | -15.60% |
AGG vs. BBVSX - Expense Ratio Comparison
AGG has a 0.03% expense ratio, which is lower than BBVSX's 0.41% expense ratio.
Dividends
AGG vs. BBVSX - Dividend Comparison
AGG's dividend yield for the trailing twelve months is around 4.00%, while BBVSX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG iShares Core U.S. Aggregate Bond ETF | 4.00% | 3.89% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.72% | 2.32% | 2.39% | 2.45% |
BBVSX Bridge Builder Small/Mid Cap Value Fund | 0.00% | 0.00% | 6.75% | 3.88% | 7.57% | 10.92% | 2.38% | 1.32% | 5.03% | 1.18% | 0.82% | 0.68% |
Frequently Asked Questions
AGG and BBVSX have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBVSX has higher volatility (4.11%) compared to AGG (1.29%). In terms of maximum drawdown, AGG dropped -18.43% vs BBVSX's -43.42%.
AGG currently has the higher Sharpe Ratio (1.32 vs 0.66), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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