BBGLX vs. BBVLX
BBGLX (Bridge Builder Large Cap Growth Fund) and BBVLX (Bridge Builder Large Cap Value Fund) are both mutual funds - BBGLX is a Large Cap Growth Equities fund managed by Bridge Builder, while BBVLX is a Large Cap Value Equities fund managed by Bridge Builder. Over the past 10 years, BBGLX returned 13.89%/yr vs 12.10%/yr for BBVLX. A 0.78 correlation means they provide meaningful diversification when combined. BBGLX charges 0.19%/yr vs 0.23%/yr for BBVLX.
Performance
BBGLX vs. BBVLX - Performance Comparison
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Returns By Period
In the year-to-date period, BBGLX achieves a 5.93% return, which is significantly lower than BBVLX's 9.43% return. Over the past 10 years, BBGLX has outperformed BBVLX with an annualized return of 13.89%, while BBVLX has yielded a comparatively lower 12.10% annualized return.
BBGLX
- 1D
- -0.61%
- 1M
- 4.93%
- YTD
- 5.93%
- 6M
- -4.32%
- 1Y
- 7.25%
- 3Y*
- 14.57%
- 5Y*
- 7.98%
- 10Y*
- 13.89%
BBVLX
- 1D
- 0.68%
- 1M
- 4.08%
- YTD
- 9.43%
- 6M
- 1.58%
- 1Y
- 11.82%
- 3Y*
- 15.92%
- 5Y*
- 9.68%
- 10Y*
- 12.10%
BBGLX vs. BBVLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBGLX Bridge Builder Large Cap Growth Fund | 5.93% | 2.79% | 21.45% | 32.21% | -26.82% | 23.34% | 34.84% | 33.32% | 0.10% | 25.33% |
BBVLX Bridge Builder Large Cap Value Fund | 9.43% | 4.45% | 22.32% | 13.84% | -5.32% | 26.23% | 9.57% | 28.49% | -8.15% | 17.20% |
Correlation
The correlation between BBGLX and BBVLX is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.76 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2015 | 0.78 |
The correlation between BBGLX and BBVLX shifts across timeframes, from 0.64 (1 year) to 0.78 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BBGLX vs. BBVLX — Risk / Return Rank
BBGLX
BBVLX
BBGLX vs. BBVLX - 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 Large Cap Value Fund (BBVLX). 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 | BBVLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.50 | ||
| Sortino ratioReturn per unit of downside risk | -0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.20 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.35 | 1.16 | -0.80 |
| Martin ratioReturn relative to average drawdown | 0.87 | 3.13 | -2.26 |
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 | BBVLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | 1.00 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.60 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.68 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.62 | +0.04 |
Drawdowns
BBGLX vs. BBVLX - Drawdown Comparison
The maximum BBGLX drawdown since its inception was -32.31%, smaller than the maximum BBVLX drawdown of -38.48%. Use the drawdown chart below to compare losses from any high point for BBGLX and BBVLX.
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Drawdown Indicators
| BBGLX | BBVLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.31% | -38.48% | +6.17% |
Max Drawdown (1Y)Largest decline over 1 year | -22.44% | -11.28% | -11.16% |
Max Drawdown (3Y)Largest decline over 3 years | -22.44% | -14.58% | -7.86% |
Max Drawdown (5Y)Largest decline over 5 years | -32.31% | -18.24% | -14.07% |
Max Drawdown (10Y)Largest decline over 10 years | -32.31% | -38.48% | +6.17% |
Current DrawdownCurrent decline from peak | -6.04% | 0.00% | -6.04% |
Average DrawdownAverage peak-to-trough decline | -6.22% | -4.10% | -2.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.92% | 4.10% | +4.82% |
Volatility
BBGLX vs. BBVLX - Volatility Comparison
Bridge Builder Large Cap Growth Fund (BBGLX) and Bridge Builder Large Cap Value Fund (BBVLX) have volatilities of 2.83% and 2.79%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBGLX | BBVLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.83% | 2.79% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 13.54% | 11.07% | +2.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.94% | 13.09% | +2.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.63% | 16.28% | +3.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 17.94% | +1.49% |
BBGLX vs. BBVLX - Expense Ratio Comparison
BBGLX has a 0.19% expense ratio, which is lower than BBVLX's 0.23% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
BBGLX vs. BBVLX - Dividend Comparison
BBGLX has not paid dividends to shareholders, while BBVLX's dividend yield for the trailing twelve months is around 1.67%.
| Position | 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% |
BBVLX Bridge Builder Large Cap Value Fund | 1.67% | 1.89% | 14.73% | 5.11% | 9.12% | 7.09% | 1.62% | 1.80% | 3.45% | 2.23% | 1.68% | 1.24% |
Frequently Asked Questions
BBGLX and BBVLX have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBGLX has higher volatility (2.83%) compared to BBVLX (2.79%). In terms of maximum drawdown, BBGLX dropped -32.31% vs BBVLX's -38.48%.
BBVLX currently has the higher Sharpe Ratio (1.00 vs 0.50), 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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