BBGLX vs. BRGNX
BBGLX (Bridge Builder Large Cap Growth Fund) and BRGNX (iShares Russell 1000 Large-Cap Index Fund) are both mutual funds - BBGLX is a Large Cap Growth Equities fund managed by Bridge Builder, while BRGNX is a Large Cap Blend Equities fund managed by BlackRock. Over the past 10 years, BBGLX returned 13.74%/yr vs 15.12%/yr for BRGNX. Their correlation of 0.94 suggests significant overlap in exposure. BBGLX charges 0.19%/yr vs 0.12%/yr for BRGNX.
Performance
BBGLX vs. BRGNX - Performance Comparison
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Returns By Period
In the year-to-date period, BBGLX achieves a 4.59% return, which is significantly lower than BRGNX's 10.54% return. Over the past 10 years, BBGLX has underperformed BRGNX with an annualized return of 13.74%, while BRGNX has yielded a comparatively higher 15.12% annualized return.
BBGLX
- 1D
- -1.26%
- 1M
- 3.21%
- YTD
- 4.59%
- 6M
- -5.60%
- 1Y
- 5.40%
- 3Y*
- 14.08%
- 5Y*
- 7.49%
- 10Y*
- 13.74%
BRGNX
- 1D
- -0.73%
- 1M
- 4.09%
- YTD
- 10.54%
- 6M
- 10.33%
- 1Y
- 27.03%
- 3Y*
- 22.05%
- 5Y*
- 13.02%
- 10Y*
- 15.12%
BBGLX vs. BRGNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBGLX Bridge Builder Large Cap Growth Fund | 4.59% | 2.79% | 21.45% | 32.21% | -26.82% | 23.34% | 34.84% | 33.32% | 0.10% | 25.33% |
BRGNX iShares Russell 1000 Large-Cap Index Fund | 10.54% | 17.22% | 24.36% | 26.43% | -19.15% | 26.14% | 20.79% | 31.30% | -4.89% | 21.47% |
Correlation
The correlation between BBGLX and BRGNX is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.89 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2015 | 0.94 |
The correlation between BBGLX and BRGNX has been stable across timeframes, ranging from 0.89 to 0.94 - a consistent structural relationship.
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Return for Risk
BBGLX vs. BRGNX — Risk / Return Rank
BBGLX
BRGNX
BBGLX vs. BRGNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Growth Fund (BBGLX) and iShares Russell 1000 Large-Cap Index Fund (BRGNX). 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 | BRGNX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.89 | ||
| Sortino ratioReturn per unit of downside risk | -2.53 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.41 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | 0.27 | 3.07 | -2.80 |
| Martin ratioReturn relative to average drawdown | 0.67 | 14.17 | -13.50 |
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 | BRGNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 2.27 | -1.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.76 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.83 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.79 | -0.14 |
Drawdowns
BBGLX vs. BRGNX - Drawdown Comparison
The maximum BBGLX drawdown since its inception was -32.31%, smaller than the maximum BRGNX drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for BBGLX and BRGNX.
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Drawdown Indicators
| BBGLX | BRGNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.31% | -34.59% | +2.28% |
Max Drawdown (1Y)Largest decline over 1 year | -22.44% | -8.86% | -13.58% |
Max Drawdown (3Y)Largest decline over 3 years | -22.44% | -19.15% | -3.29% |
Max Drawdown (5Y)Largest decline over 5 years | -32.31% | -25.14% | -7.17% |
Max Drawdown (10Y)Largest decline over 10 years | -32.31% | -34.59% | +2.28% |
Current DrawdownCurrent decline from peak | -7.23% | -0.73% | -6.50% |
Average DrawdownAverage peak-to-trough decline | -6.22% | -4.01% | -2.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.94% | 1.91% | +7.03% |
Volatility
BBGLX vs. BRGNX - Volatility Comparison
Bridge Builder Large Cap Growth Fund (BBGLX) has a higher volatility of 3.16% compared to iShares Russell 1000 Large-Cap Index Fund (BRGNX) at 2.95%. This indicates that BBGLX's price experiences larger fluctuations and is considered to be riskier than BRGNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBGLX | BRGNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.16% | 2.95% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 13.50% | 9.06% | +4.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.98% | 12.00% | +3.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.63% | 17.18% | +2.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 18.21% | +1.22% |
BBGLX vs. BRGNX - Expense Ratio Comparison
BBGLX has a 0.19% expense ratio, which is higher than BRGNX's 0.12% 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%.
Dividends
BBGLX vs. BRGNX - Dividend Comparison
BBGLX has not paid dividends to shareholders, while BRGNX's dividend yield for the trailing twelve months is around 2.46%.
| 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% |
BRGNX iShares Russell 1000 Large-Cap Index Fund | 2.46% | 2.71% | 1.32% | 1.44% | 1.77% | 1.83% | 1.46% | 2.76% | 2.40% | 2.59% | 3.92% | 5.41% |
Frequently Asked Questions
With a correlation of 0.91, BBGLX and BRGNX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
BBGLX has higher volatility (3.16%) compared to BRGNX (2.95%). In terms of maximum drawdown, BBGLX dropped -32.31% vs BRGNX's -34.59%.
BRGNX currently has the higher Sharpe Ratio (2.27 vs 0.38), 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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