BBCPX vs. USHY
Compare and contrast key facts about Bridge Builder Core Plus Bond Fund (BBCPX) and iShares Broad USD High Yield Corporate Bond ETF (USHY).
BBCPX is managed by Bridge Builder. It was launched on Jul 13, 2015. USHY is a passively managed fund by iShares that tracks the performance of the ICE BofA US High Yield Constrained. It was launched on Oct 25, 2017.
Performance
BBCPX vs. USHY - Performance Comparison
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BBCPX vs. USHY - 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% | 0.86% |
USHY iShares Broad USD High Yield Corporate Bond ETF | -0.38% | 8.81% | 8.45% | 12.73% | -11.18% | 5.02% | 6.17% | 14.24% | -2.41% | 0.16% |
Returns By Period
In the year-to-date period, BBCPX achieves a -1.29% return, which is significantly lower than USHY's -0.38% 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%
USHY
- 1D
- 0.99%
- 1M
- -0.93%
- YTD
- -0.38%
- 6M
- 0.88%
- 1Y
- 7.12%
- 3Y*
- 8.33%
- 5Y*
- 4.14%
- 10Y*
- —
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BBCPX vs. USHY - Expense Ratio Comparison
Both BBCPX and USHY have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
BBCPX vs. USHY — Risk / Return Rank
BBCPX
USHY
BBCPX vs. USHY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Core Plus Bond Fund (BBCPX) and iShares Broad USD High Yield Corporate Bond ETF (USHY). 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 | USHY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.30 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.91 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.30 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.85 | -0.36 |
Martin ratioReturn relative to average drawdown | 4.95 | 9.37 | -4.41 |
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 | USHY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.30 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.57 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.56 | -0.05 |
Correlation
The correlation between BBCPX and USHY is 0.32, 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. USHY - Dividend Comparison
BBCPX's dividend yield for the trailing twelve months is around 4.06%, less than USHY's 6.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
USHY iShares Broad USD High Yield Corporate Bond ETF | 6.87% | 6.79% | 6.89% | 6.63% | 6.08% | 5.07% | 5.30% | 5.92% | 6.30% | 0.73% | 0.00% |
Drawdowns
BBCPX vs. USHY - Drawdown Comparison
The maximum BBCPX drawdown since its inception was -18.25%, smaller than the maximum USHY drawdown of -22.44%. Use the drawdown chart below to compare losses from any high point for BBCPX and USHY.
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Drawdown Indicators
| BBCPX | USHY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.25% | -22.44% | +4.19% |
Max Drawdown (1Y)Largest decline over 1 year | -3.41% | -3.92% | +0.51% |
Max Drawdown (5Y)Largest decline over 5 years | -18.25% | -15.56% | -2.69% |
Max Drawdown (10Y)Largest decline over 10 years | -18.25% | — | — |
Current DrawdownCurrent decline from peak | -2.86% | -1.36% | -1.50% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -2.72% | -1.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 0.77% | +0.25% |
Volatility
BBCPX vs. USHY - Volatility Comparison
The current volatility for Bridge Builder Core Plus Bond Fund (BBCPX) is 1.79%, while iShares Broad USD High Yield Corporate Bond ETF (USHY) has a volatility of 2.19%. This indicates that BBCPX experiences smaller price fluctuations and is considered to be less risky than USHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBCPX | USHY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.79% | 2.19% | -0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 2.91% | 2.83% | +0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.76% | 5.51% | -0.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.95% | 7.33% | -1.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.86% | 8.32% | -3.46% |