BBGLX vs. IVV
BBGLX (Bridge Builder Large Cap Growth Fund) and IVV (iShares Core S&P 500 ETF) are both funds - BBGLX is a Large Cap Growth Equities fund managed by Bridge Builder, while IVV is a S&P 500 fund tracking the S&P 500 Index. Over the past 10 years, BBGLX returned 13.54%/yr vs 15.47%/yr for IVV. Their correlation of 0.94 suggests significant overlap in exposure. BBGLX charges 0.19%/yr vs 0.03%/yr for IVV.
Performance
BBGLX vs. IVV - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BBGLX achieves a 1.53% return, which is significantly lower than IVV's 9.08% return. Over the past 10 years, BBGLX has underperformed IVV with an annualized return of 13.54%, while IVV has yielded a comparatively higher 15.47% annualized return.
BBGLX
- 1D
- 1.30%
- 1M
- -1.70%
- YTD
- 1.53%
- 6M
- -7.75%
- 1Y
- 1.14%
- 3Y*
- 12.64%
- 5Y*
- 6.58%
- 10Y*
- 13.54%
IVV
- 1D
- 0.55%
- 1M
- -0.08%
- YTD
- 9.08%
- 6M
- 9.43%
- 1Y
- 24.38%
- 3Y*
- 20.95%
- 5Y*
- 13.42%
- 10Y*
- 15.47%
BBGLX vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBGLX Bridge Builder Large Cap Growth Fund | 1.53% | 2.79% | 21.45% | 32.21% | -26.82% | 23.34% | 34.84% | 33.32% | 0.10% | 25.33% |
IVV iShares Core S&P 500 ETF | 9.08% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
Correlation
The correlation between BBGLX and IVV is 0.92, 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 | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
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 29, 2015 | 0.94 |
The correlation between BBGLX and IVV has been stable across timeframes, ranging from 0.90 to 0.94 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BBGLX vs. IVV — Risk / Return Rank
BBGLX
IVV
BBGLX vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Growth Fund (BBGLX) and iShares Core S&P 500 ETF (IVV). 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 | IVV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.91 | ||
| Sortino ratioReturn per unit of downside risk | -2.48 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.36 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | 0.07 | 2.76 | -2.69 |
| Martin ratioReturn relative to average drawdown | 0.16 | 12.43 | -12.28 |
Loading charts...
Drawdowns
BBGLX vs. IVV - Drawdown Comparison
The maximum BBGLX drawdown since its inception was -32.31%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for BBGLX and IVV.
Loading charts...
Drawdown Indicators
| BBGLX | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.31% | -55.25% | +22.94% |
Max Drawdown (1Y)Largest decline over 1 year | -22.44% | -8.89% | -13.55% |
Max Drawdown (3Y)Largest decline over 3 years | -22.44% | -18.75% | -3.69% |
Max Drawdown (5Y)Largest decline over 5 years | -32.31% | -24.53% | -7.78% |
Max Drawdown (10Y)Largest decline over 10 years | -32.31% | -33.90% | +1.59% |
Current DrawdownCurrent decline from peak | -9.95% | -2.35% | -7.60% |
Average DrawdownAverage peak-to-trough decline | -6.22% | -10.77% | +4.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.05% | 1.97% | +7.08% |
Volatility
BBGLX vs. IVV - Volatility Comparison
Bridge Builder Large Cap Growth Fund (BBGLX) and iShares Core S&P 500 ETF (IVV) have volatilities of 4.54% and 4.37%, 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.
Loading charts...
Volatility by Period
| BBGLX | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.54% | 4.37% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 13.72% | 9.59% | +4.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.31% | 12.28% | +4.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.68% | 16.95% | +2.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.45% | 18.08% | +1.37% |
BBGLX vs. IVV - Expense Ratio Comparison
BBGLX has a 0.19% expense ratio, which is higher than IVV's 0.03% 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. IVV - Dividend Comparison
BBGLX has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.08%.
| 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% |
IVV iShares Core S&P 500 ETF | 1.08% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
Frequently Asked Questions
With a correlation of 0.92, BBGLX and IVV 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 (4.54%) compared to IVV (4.37%). In terms of maximum drawdown, BBGLX dropped -32.31% vs IVV's -55.25%.
IVV currently has the higher Sharpe Ratio (2.00 vs 0.09), 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.
Find the right allocation for BBGLX and IVV
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer