BBGLX vs. FXAIX
BBGLX (Bridge Builder Large Cap Growth Fund) and FXAIX (Fidelity 500 Index Fund) are both mutual funds - BBGLX is a Large Cap Growth Equities fund managed by Bridge Builder, while FXAIX is a S&P 500 fund tracking the S&P 500 Index. Over the past 10 years, BBGLX returned 12.97%/yr vs 15.00%/yr for FXAIX. Their correlation of 0.94 means they have usually moved in the same direction. BBGLX charges 0.19%/yr vs 0.02%/yr for FXAIX.
Performance
BBGLX vs. FXAIX - Performance Comparison
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Returns By Period
In the year-to-date period, BBGLX achieves a 1.72% return, which is significantly lower than FXAIX's 9.35% return. Over the past 10 years, BBGLX has underperformed FXAIX with an annualized return of 12.97%, while FXAIX has yielded a comparatively higher 15.00% annualized return.
BBGLX
- 1D
- 2.11%
- 1M
- -1.19%
- 6M
- 2.55%
- YTD
- 1.72%
- 1Y
- -1.01%
- 3Y*
- 10.68%
- 5Y*
- 5.33%
- 10Y*
- 12.97%
- ALL TIME*
- 11.97%
FXAIX
- 1D
- 1.66%
- 1M
- -0.56%
- 6M
- 7.79%
- YTD
- 9.35%
- 1Y
- 20.63%
- 3Y*
- 19.03%
- 5Y*
- 12.68%
- 10Y*
- 15.00%
- ALL TIME*
- 13.89%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BBGLX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBGLX Bridge Builder Large Cap Growth Fund | 1.72% | 2.79% | 21.45% | 32.21% | -26.82% | 23.34% | 34.84% | 33.32% | 0.10% | 25.33% |
FXAIX Fidelity 500 Index Fund | 9.35% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Correlation
The correlation between BBGLX and FXAIX is 0.92, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.92 |
Correlation (3Y) Balances recent behavior with more history. | 0.89 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.93 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.94 |
Correlation (All Time) Calculated using the full available price history since Apr 29, 2015 | 0.94 |
The correlation between BBGLX and FXAIX 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. FXAIX — Risk / Return Rank
BBGLX
FXAIX
BBGLX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Growth Fund (BBGLX) and Fidelity 500 Index Fund (FXAIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BBGLX | FXAIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.63 | ||
| Sortino ratioReturn per unit of downside risk | -2.15 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.26 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 2.06 | -2.22 |
| Martin ratioReturn relative to average drawdown | -0.35 | 8.86 | -9.21 |
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Drawdowns
BBGLX vs. FXAIX - Drawdown Comparison
The maximum BBGLX drawdown since its inception was -32.31%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for BBGLX and FXAIX.
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Drawdown Indicators
| BBGLX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.31% | -33.79% | +1.48% |
Max Drawdown (1Y)Largest decline over 1 year | -22.44% | -8.89% | -13.55% |
Max Drawdown (3Y)Largest decline over 3 years | -22.44% | -18.76% | -3.68% |
Max Drawdown (5Y)Largest decline over 5 years | -32.31% | -24.50% | -7.81% |
Max Drawdown (10Y)Largest decline over 10 years | -32.31% | -33.79% | +1.48% |
Current DrawdownCurrent decline from peak | -9.78% | -2.11% | -7.67% |
Average DrawdownAverage peak-to-trough decline | -6.26% | -3.77% | -2.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.65% | 2.07% | +7.58% |
Volatility
BBGLX vs. FXAIX - Volatility Comparison
Bridge Builder Large Cap Growth Fund (BBGLX) has a higher volatility of 4.17% compared to Fidelity 500 Index Fund (FXAIX) at 3.44%. This indicates that BBGLX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBGLX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.17% | 3.44% | +0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 11.84% | 10.09% | +1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.95% | 12.86% | +4.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.78% | 17.03% | +2.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.45% | 18.07% | +1.38% |
BBGLX vs. FXAIX - Expense Ratio Comparison
BBGLX has a 0.19% expense ratio, which is higher than FXAIX's 0.02% 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. FXAIX - Dividend Comparison
BBGLX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.07%.
| 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% |
FXAIX Fidelity 500 Index Fund | 1.07% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Frequently Asked Questions
With a correlation of 0.92, BBGLX and FXAIX 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 (4.17%) compared to FXAIX (3.44%). In terms of maximum drawdown, BBGLX dropped -32.31% vs FXAIX's -33.79%.
FXAIX currently has the higher Sharpe Ratio (1.43 vs -0.20), 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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