BBCPX vs. SCZ
Compare and contrast key facts about Bridge Builder Core Plus Bond Fund (BBCPX) and iShares MSCI EAFE Small-Cap ETF (SCZ).
BBCPX is managed by Bridge Builder. It was launched on Jul 13, 2015. SCZ is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Small Cap Index. It was launched on Dec 10, 2007.
Performance
BBCPX vs. SCZ - Performance Comparison
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BBCPX vs. SCZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBCPX Bridge Builder Core Plus Bond Fund | -1.29% | 8.97% | 2.28% | 6.58% | -13.24% | -0.29% | 9.27% | 9.31% | 0.34% | 4.20% |
SCZ iShares MSCI EAFE Small-Cap ETF | 1.14% | 32.08% | 1.52% | 12.98% | -21.27% | 10.12% | 11.71% | 24.68% | -17.64% | 32.72% |
Returns By Period
In the year-to-date period, BBCPX achieves a -1.29% return, which is significantly lower than SCZ's 1.14% return. Over the past 10 years, BBCPX has underperformed SCZ with an annualized return of 2.32%, while SCZ has yielded a comparatively higher 7.69% annualized return.
BBCPX
- 1D
- 0.57%
- 1M
- -2.86%
- YTD
- -1.29%
- 6M
- 0.25%
- 1Y
- 4.34%
- 3Y*
- 4.27%
- 5Y*
- 0.81%
- 10Y*
- 2.32%
SCZ
- 1D
- 3.06%
- 1M
- -8.53%
- YTD
- 1.14%
- 6M
- 4.20%
- 1Y
- 27.73%
- 3Y*
- 13.29%
- 5Y*
- 4.46%
- 10Y*
- 7.69%
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BBCPX vs. SCZ - Expense Ratio Comparison
BBCPX has a 0.15% expense ratio, which is lower than SCZ's 0.40% expense ratio.
Return for Risk
BBCPX vs. SCZ — Risk / Return Rank
BBCPX
SCZ
BBCPX vs. SCZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Core Plus Bond Fund (BBCPX) and iShares MSCI EAFE Small-Cap ETF (SCZ). 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.
| BBCPX | SCZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.71 | -0.63 |
Sortino ratioReturn per unit of downside risk | 1.53 | 2.31 | -0.78 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.34 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 2.29 | -0.81 |
Martin ratioReturn relative to average drawdown | 4.95 | 9.00 | -4.05 |
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
| BBCPX | SCZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.71 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.27 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.44 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.25 | +0.26 |
Correlation
The correlation between BBCPX and SCZ is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BBCPX vs. SCZ - Dividend Comparison
BBCPX's dividend yield for the trailing twelve months is around 4.06%, more than SCZ's 3.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBCPX Bridge Builder Core Plus Bond Fund | 4.06% | 4.79% | 4.93% | 4.12% | 2.96% | 2.39% | 4.70% | 5.00% | 3.47% | 2.71% | 0.64% | 0.00% |
SCZ iShares MSCI EAFE Small-Cap ETF | 3.26% | 3.30% | 3.50% | 2.96% | 1.99% | 2.96% | 1.52% | 3.52% | 2.79% | 2.38% | 2.82% | 2.06% |
Drawdowns
BBCPX vs. SCZ - Drawdown Comparison
The maximum BBCPX drawdown since its inception was -18.25%, smaller than the maximum SCZ drawdown of -61.86%. Use the drawdown chart below to compare losses from any high point for BBCPX and SCZ.
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Drawdown Indicators
| BBCPX | SCZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.25% | -61.86% | +43.61% |
Max Drawdown (1Y)Largest decline over 1 year | -3.41% | -11.43% | +8.02% |
Max Drawdown (5Y)Largest decline over 5 years | -18.25% | -36.87% | +18.62% |
Max Drawdown (10Y)Largest decline over 10 years | -18.25% | -41.07% | +22.82% |
Current DrawdownCurrent decline from peak | -2.86% | -8.53% | +5.67% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -13.17% | +9.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 2.91% | -1.89% |
Volatility
BBCPX vs. SCZ - Volatility Comparison
The current volatility for Bridge Builder Core Plus Bond Fund (BBCPX) is 1.79%, while iShares MSCI EAFE Small-Cap ETF (SCZ) has a volatility of 7.37%. This indicates that BBCPX experiences smaller price fluctuations and is considered to be less risky than SCZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBCPX | SCZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.79% | 7.37% | -5.58% |
Volatility (6M)Calculated over the trailing 6-month period | 2.91% | 10.71% | -7.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.76% | 16.38% | -11.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.95% | 16.62% | -10.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.86% | 17.35% | -12.49% |