BBGLX vs. BBGSX
Compare and contrast key facts about Bridge Builder Large Cap Growth Fund (BBGLX) and Bridge Builder Small/Mid Cap Growth Fund (BBGSX).
BBGLX is managed by Bridge Builder. It was launched on Apr 27, 2015. BBGSX is managed by Bridge Builder. It was launched on Apr 27, 2015.
Performance
BBGLX vs. BBGSX - Performance Comparison
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BBGLX vs. BBGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBGLX Bridge Builder Large Cap Growth Fund | -12.55% | 2.79% | 21.45% | 32.21% | -26.82% | 23.34% | 34.84% | 33.32% | 0.10% | 25.33% |
BBGSX Bridge Builder Small/Mid Cap Growth Fund | -7.67% | 0.99% | 14.47% | 20.98% | -29.84% | 16.57% | 34.41% | 29.01% | -2.18% | 21.47% |
Returns By Period
In the year-to-date period, BBGLX achieves a -12.55% return, which is significantly lower than BBGSX's -7.67% return. Over the past 10 years, BBGLX has outperformed BBGSX with an annualized return of 11.97%, while BBGSX has yielded a comparatively lower 9.30% annualized return.
BBGLX
- 1D
- -0.22%
- 1M
- -8.45%
- YTD
- -12.55%
- 6M
- -19.40%
- 1Y
- -3.46%
- 3Y*
- 9.48%
- 5Y*
- 4.88%
- 10Y*
- 11.97%
BBGSX
- 1D
- -1.38%
- 1M
- -10.53%
- YTD
- -7.67%
- 6M
- -13.66%
- 1Y
- 3.01%
- 3Y*
- 6.25%
- 5Y*
- 0.61%
- 10Y*
- 9.30%
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BBGLX vs. BBGSX - Expense Ratio Comparison
BBGLX has a 0.19% expense ratio, which is lower than BBGSX's 0.38% expense ratio.
Return for Risk
BBGLX vs. BBGSX — Risk / Return Rank
BBGLX
BBGSX
BBGLX vs. BBGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Growth Fund (BBGLX) and Bridge Builder Small/Mid Cap Growth Fund (BBGSX). 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.
| BBGLX | BBGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.16 | 0.12 | -0.28 |
Sortino ratioReturn per unit of downside risk | -0.08 | 0.33 | -0.40 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.04 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | -0.19 | 0.10 | -0.29 |
Martin ratioReturn relative to average drawdown | -0.54 | 0.31 | -0.85 |
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
| BBGLX | BBGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.16 | 0.12 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.03 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.45 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.44 | +0.12 |
Correlation
The correlation between BBGLX and BBGSX is 0.88, 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.
Dividends
BBGLX vs. BBGSX - Dividend Comparison
Neither BBGLX nor BBGSX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBGLX Bridge Builder Large Cap Growth Fund | 0.00% | 0.00% | 7.16% | 0.78% | 0.71% | 7.71% | 3.67% | 2.05% | 5.25% | 0.80% | 0.92% | 0.52% |
BBGSX Bridge Builder Small/Mid Cap Growth Fund | 0.00% | 0.00% | 0.58% | 0.32% | 0.19% | 18.00% | 12.59% | 4.07% | 6.12% | 1.09% | 0.36% | 0.00% |
Drawdowns
BBGLX vs. BBGSX - Drawdown Comparison
The maximum BBGLX drawdown since its inception was -32.31%, smaller than the maximum BBGSX drawdown of -37.95%. Use the drawdown chart below to compare losses from any high point for BBGLX and BBGSX.
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Drawdown Indicators
| BBGLX | BBGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.31% | -37.95% | +5.64% |
Max Drawdown (1Y)Largest decline over 1 year | -22.44% | -16.72% | -5.72% |
Max Drawdown (5Y)Largest decline over 5 years | -32.31% | -37.95% | +5.64% |
Max Drawdown (10Y)Largest decline over 10 years | -32.31% | -37.95% | +5.64% |
Current DrawdownCurrent decline from peak | -22.44% | -16.72% | -5.72% |
Average DrawdownAverage peak-to-trough decline | -6.14% | -9.62% | +3.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.88% | 5.38% | +2.50% |
Volatility
BBGLX vs. BBGSX - Volatility Comparison
The current volatility for Bridge Builder Large Cap Growth Fund (BBGLX) is 4.87%, while Bridge Builder Small/Mid Cap Growth Fund (BBGSX) has a volatility of 6.45%. This indicates that BBGLX experiences smaller price fluctuations and is considered to be less risky than BBGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBGLX | BBGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.87% | 6.45% | -1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 13.19% | 13.69% | -0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.54% | 22.33% | -0.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.58% | 21.59% | -2.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.38% | 20.88% | -1.50% |