BBGLX vs. USB
BBGLX (Bridge Builder Large Cap Growth Fund) is Large Cap Growth Equities fund managed by Bridge Builder, while USB (U.S. Bancorp) is a stock. Over the past 10 years, BBGLX returned 13.54%/yr vs 7.51%/yr for USB. At a 0.47 correlation, their price movements are largely independent.
Performance
BBGLX vs. USB - Performance Comparison
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Returns By Period
In the year-to-date period, BBGLX achieves a 1.53% return, which is significantly lower than USB's 11.60% return. Over the past 10 years, BBGLX has outperformed USB with an annualized return of 13.54%, while USB has yielded a comparatively lower 7.51% annualized return.
BBGLX
- 1D
- 1.30%
- 1M
- -1.70%
- YTD
- 1.53%
- 6M
- -7.75%
- 1Y
- 2.59%
- 3Y*
- 12.64%
- 5Y*
- 6.58%
- 10Y*
- 13.54%
USB
- 1D
- 2.27%
- 1M
- 10.96%
- YTD
- 11.60%
- 6M
- 12.55%
- 1Y
- 42.92%
- 3Y*
- 27.50%
- 5Y*
- 4.36%
- 10Y*
- 7.51%
BBGLX vs. USB - 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% |
USB U.S. Bancorp | 11.60% | 16.48% | 15.62% | 4.79% | -19.13% | 24.32% | -17.85% | 33.62% | -12.36% | 6.61% |
Correlation
The correlation between BBGLX and USB is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Apr 29, 2015 | 0.47 |
The correlation between BBGLX and USB shifts across timeframes, from 0.34 (1 year) to 0.47 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BBGLX vs. USB — Risk / Return Rank
BBGLX
USB
BBGLX vs. USB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Growth Fund (BBGLX) and U.S. Bancorp (USB). 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 | USB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.68 | ||
| Sortino ratioReturn per unit of downside risk | -2.19 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.31 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 0.07 | 2.42 | -2.36 |
| Martin ratioReturn relative to average drawdown | 0.16 | 6.02 | -5.86 |
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Drawdowns
BBGLX vs. USB - Drawdown Comparison
The maximum BBGLX drawdown since its inception was -32.31%, smaller than the maximum USB drawdown of -76.08%. Use the drawdown chart below to compare losses from any high point for BBGLX and USB.
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Drawdown Indicators
| BBGLX | USB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.31% | -76.08% | +43.77% |
Max Drawdown (1Y)Largest decline over 1 year | -22.44% | -16.21% | -6.23% |
Max Drawdown (3Y)Largest decline over 3 years | -22.44% | -30.63% | +8.19% |
Max Drawdown (5Y)Largest decline over 5 years | -32.31% | -52.13% | +19.82% |
Max Drawdown (10Y)Largest decline over 10 years | -32.31% | -52.13% | +19.82% |
Current DrawdownCurrent decline from peak | -9.95% | -1.88% | -8.07% |
Average DrawdownAverage peak-to-trough decline | -6.22% | -15.63% | +9.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.05% | 6.53% | +2.52% |
Volatility
BBGLX vs. USB - Volatility Comparison
The current volatility for Bridge Builder Large Cap Growth Fund (BBGLX) is 4.54%, while U.S. Bancorp (USB) has a volatility of 7.25%. This indicates that BBGLX experiences smaller price fluctuations and is considered to be less risky than USB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBGLX | USB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.54% | 7.25% | -2.71% |
Volatility (6M)Calculated over the trailing 6-month period | 13.72% | 16.61% | -2.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.31% | 22.27% | -5.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.68% | 29.82% | -10.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.45% | 30.31% | -10.86% |
Dividends
BBGLX vs. USB - Dividend Comparison
BBGLX has not paid dividends to shareholders, while USB's dividend yield for the trailing twelve months is around 3.50%.
| 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% |
USB U.S. Bancorp | 3.50% | 3.82% | 4.14% | 4.46% | 4.31% | 3.13% | 3.61% | 2.66% | 2.93% | 2.16% | 2.08% | 2.37% |
Frequently Asked Questions
BBGLX and USB have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
USB has higher volatility (7.25%) compared to BBGLX (4.54%). In terms of maximum drawdown, BBGLX dropped -32.31% vs USB's -76.08%.
USB currently has the higher Sharpe Ratio (1.77 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.
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