BBCPX vs. FXNAX
Compare and contrast key facts about Bridge Builder Core Plus Bond Fund (BBCPX) and Fidelity U.S. Bond Index Fund (FXNAX).
BBCPX is managed by Bridge Builder. It was launched on Jul 13, 2015. FXNAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBCPX or FXNAX.
Correlation
The correlation between BBCPX and FXNAX is 0.94, 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
BBCPX vs. FXNAX - Performance Comparison
Key characteristics
BBCPX:
0.17
FXNAX:
0.23
BBCPX:
0.27
FXNAX:
0.36
BBCPX:
1.03
FXNAX:
1.04
BBCPX:
0.08
FXNAX:
0.08
BBCPX:
0.45
FXNAX:
0.55
BBCPX:
2.13%
FXNAX:
2.21%
BBCPX:
5.64%
FXNAX:
5.39%
BBCPX:
-18.73%
FXNAX:
-19.64%
BBCPX:
-8.50%
FXNAX:
-11.50%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with BBCPX at -1.27% and FXNAX at -1.27%.
BBCPX
-1.27%
-2.40%
-1.10%
0.73%
-0.20%
N/A
FXNAX
-1.27%
-2.13%
-1.13%
0.05%
-0.97%
0.92%
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BBCPX vs. FXNAX - Expense Ratio Comparison
BBCPX has a 0.15% expense ratio, which is higher than FXNAX's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
BBCPX vs. FXNAX — Risk-Adjusted Performance Rank
BBCPX
FXNAX
BBCPX vs. FXNAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Core Plus Bond Fund (BBCPX) and Fidelity U.S. Bond Index Fund (FXNAX). 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
BBCPX vs. FXNAX - Dividend Comparison
BBCPX's dividend yield for the trailing twelve months is around 4.51%, more than FXNAX's 3.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBCPX Bridge Builder Core Plus Bond Fund | 4.51% | 4.46% | 4.13% | 3.69% | 2.13% | 2.70% | 3.60% | 3.47% | 2.72% | 2.52% | 1.06% | 0.00% |
FXNAX Fidelity U.S. Bond Index Fund | 3.13% | 3.09% | 2.92% | 2.41% | 1.81% | 2.10% | 2.69% | 2.74% | 2.52% | 2.52% | 2.69% | 2.59% |
Drawdowns
BBCPX vs. FXNAX - Drawdown Comparison
The maximum BBCPX drawdown since its inception was -18.73%, roughly equal to the maximum FXNAX drawdown of -19.64%. Use the drawdown chart below to compare losses from any high point for BBCPX and FXNAX. For additional features, visit the drawdowns tool.
Volatility
BBCPX vs. FXNAX - Volatility Comparison
Bridge Builder Core Plus Bond Fund (BBCPX) has a higher volatility of 1.36% compared to Fidelity U.S. Bond Index Fund (FXNAX) at 1.14%. This indicates that BBCPX's price experiences larger fluctuations and is considered to be riskier than FXNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.