BBGLX vs. GQEPX
BBGLX (Bridge Builder Large Cap Growth Fund) and GQEPX (GQG Partners US Select Quality Equity Fund Investor Shares) are both mutual funds - BBGLX is a Large Cap Growth Equities fund managed by Bridge Builder, while GQEPX is a Quality Factor fund managed by GQG Partners. Over the past 5 years, BBGLX returned 5.33%/yr vs 9.07%/yr for GQEPX. Their 0.70 correlation means they have sometimes moved together and sometimes differently. BBGLX charges 0.19%/yr vs 0.59%/yr for GQEPX.
Performance
BBGLX vs. GQEPX - 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 GQEPX's 5.74% 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%
GQEPX
- 1D
- 0.28%
- 1M
- 0.33%
- 6M
- 1.93%
- YTD
- 5.74%
- 1Y
- 6.22%
- 3Y*
- 11.35%
- 5Y*
- 9.07%
- 10Y*
- —
- ALL TIME*
- 12.93%
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. GQEPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BBGLX Bridge Builder Large Cap Growth Fund | 1.72% | 2.79% | 21.45% | 32.21% | -26.82% | 23.34% | 34.84% | 33.32% | -13.21% |
GQEPX GQG Partners US Select Quality Equity Fund Investor Shares | 5.74% | -4.52% | 28.99% | 17.39% | -2.81% | 19.90% | 23.65% | 27.21% | -7.67% |
Correlation
The correlation between BBGLX and GQEPX is -0.20, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.20 |
Correlation (3Y) Balances recent behavior with more history. | 0.44 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.57 |
Correlation (All Time) Calculated using the full available price history since Oct 4, 2018 | 0.70 |
The correlation between BBGLX and GQEPX shifts across timeframes, from -0.20 (1 year) to 0.70 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BBGLX vs. GQEPX — Risk / Return Rank
BBGLX
GQEPX
BBGLX vs. GQEPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Growth Fund (BBGLX) and GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX). 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 | GQEPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.77 | ||
| Sortino ratioReturn per unit of downside risk | -1.05 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.10 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 0.71 | -0.87 |
| Martin ratioReturn relative to average drawdown | -0.35 | 1.61 | -1.96 |
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Drawdowns
BBGLX vs. GQEPX - Drawdown Comparison
The maximum BBGLX drawdown since its inception was -32.31%, which is greater than GQEPX's maximum drawdown of -28.45%. Use the drawdown chart below to compare losses from any high point for BBGLX and GQEPX.
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Drawdown Indicators
| BBGLX | GQEPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.31% | -28.45% | -3.86% |
Max Drawdown (1Y)Largest decline over 1 year | -22.44% | -8.48% | -13.96% |
Max Drawdown (3Y)Largest decline over 3 years | -22.44% | -18.97% | -3.47% |
Max Drawdown (5Y)Largest decline over 5 years | -32.31% | -20.49% | -11.82% |
Max Drawdown (10Y)Largest decline over 10 years | -32.31% | — | — |
Current DrawdownCurrent decline from peak | -9.78% | -9.74% | -0.04% |
Average DrawdownAverage peak-to-trough decline | -6.26% | -5.90% | -0.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.65% | 3.74% | +5.91% |
Volatility
BBGLX vs. GQEPX - Volatility Comparison
Bridge Builder Large Cap Growth Fund (BBGLX) has a higher volatility of 4.17% compared to GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) at 2.69%. This indicates that BBGLX's price experiences larger fluctuations and is considered to be riskier than GQEPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBGLX | GQEPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.17% | 2.69% | +1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 11.84% | 8.34% | +3.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.95% | 10.57% | +6.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.78% | 15.89% | +3.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.45% | 18.62% | +0.83% |
BBGLX vs. GQEPX - Expense Ratio Comparison
BBGLX has a 0.19% expense ratio, which is lower than GQEPX's 0.59% expense ratio.
Dividends
BBGLX vs. GQEPX - Dividend Comparison
BBGLX has not paid dividends to shareholders, while GQEPX's dividend yield for the trailing twelve months is around 6.60%.
| 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% |
GQEPX GQG Partners US Select Quality Equity Fund Investor Shares | 6.60% | 6.98% | 5.30% | 0.44% | 4.46% | 1.49% | 0.61% | 0.63% | 0.09% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BBGLX and GQEPX have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBGLX has higher volatility (4.17%) compared to GQEPX (2.69%). In terms of maximum drawdown, BBGLX dropped -32.31% vs GQEPX's -28.45%.
GQEPX currently has the higher Sharpe Ratio (0.57 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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