BBGLX vs. MGK
Compare and contrast key facts about Bridge Builder Large Cap Growth Fund (BBGLX) and Vanguard Mega Cap Growth ETF (MGK).
BBGLX is managed by Bridge Builder. It was launched on Apr 27, 2015. MGK is a passively managed fund by Vanguard that tracks the performance of the MSCI US Large Cap Growth Index. It was launched on Dec 17, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBGLX or MGK.
Correlation
The correlation between BBGLX and MGK is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BBGLX vs. MGK - Performance Comparison
Key characteristics
BBGLX:
0.04
MGK:
0.56
BBGLX:
0.21
MGK:
0.92
BBGLX:
1.03
MGK:
1.13
BBGLX:
0.04
MGK:
0.59
BBGLX:
0.12
MGK:
1.99
BBGLX:
8.07%
MGK:
6.96%
BBGLX:
21.57%
MGK:
25.50%
BBGLX:
-36.93%
MGK:
-48.36%
BBGLX:
-13.40%
MGK:
-9.37%
Returns By Period
In the year-to-date period, BBGLX achieves a -4.09% return, which is significantly higher than MGK's -5.65% return. Over the past 10 years, BBGLX has underperformed MGK with an annualized return of 10.25%, while MGK has yielded a comparatively higher 15.48% annualized return.
BBGLX
-4.09%
15.22%
-11.15%
0.82%
9.79%
10.25%
MGK
-5.65%
18.26%
-4.29%
14.23%
17.40%
15.48%
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BBGLX vs. MGK - Expense Ratio Comparison
BBGLX has a 0.19% expense ratio, which is higher than MGK's 0.07% 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%.
Risk-Adjusted Performance
BBGLX vs. MGK — Risk-Adjusted Performance Rank
BBGLX
MGK
BBGLX vs. MGK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Growth Fund (BBGLX) and Vanguard Mega Cap Growth ETF (MGK). 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.
Dividends
BBGLX vs. MGK - Dividend Comparison
BBGLX's dividend yield for the trailing twelve months is around 0.75%, more than MGK's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBGLX Bridge Builder Large Cap Growth Fund | 0.75% | 0.72% | 0.78% | 0.71% | 0.51% | 0.55% | 0.89% | 1.14% | 0.79% | 0.92% | 0.52% | 0.00% |
MGK Vanguard Mega Cap Growth ETF | 0.47% | 0.43% | 0.50% | 0.70% | 0.41% | 0.65% | 0.85% | 1.12% | 1.23% | 1.53% | 1.43% | 1.25% |
Drawdowns
BBGLX vs. MGK - Drawdown Comparison
The maximum BBGLX drawdown since its inception was -36.93%, smaller than the maximum MGK drawdown of -48.36%. Use the drawdown chart below to compare losses from any high point for BBGLX and MGK. For additional features, visit the drawdowns tool.
Volatility
BBGLX vs. MGK - Volatility Comparison
The current volatility for Bridge Builder Large Cap Growth Fund (BBGLX) is 12.14%, while Vanguard Mega Cap Growth ETF (MGK) has a volatility of 14.19%. This indicates that BBGLX experiences smaller price fluctuations and is considered to be less risky than MGK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.