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BBGLX vs. VIGIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BBGLX vs. VIGIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bridge Builder Large Cap Growth Fund (BBGLX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BBGLX achieves a 5.93% return, which is significantly lower than VIGIX's 10.83% return. Over the past 10 years, BBGLX has underperformed VIGIX with an annualized return of 13.89%, while VIGIX has yielded a comparatively higher 18.40% annualized return.


BBGLX

1D
-0.61%
1M
4.93%
YTD
5.93%
6M
-4.32%
1Y
7.25%
3Y*
14.57%
5Y*
7.98%
10Y*
13.89%

VIGIX

1D
-0.28%
1M
7.55%
YTD
10.83%
6M
10.12%
1Y
29.46%
3Y*
26.47%
5Y*
15.72%
10Y*
18.40%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BBGLX vs. VIGIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BBGLX
Bridge Builder Large Cap Growth Fund
5.93%2.79%21.45%32.21%-26.82%23.34%34.84%33.32%0.10%25.33%
VIGIX
Vanguard Growth Index Fund Institutional Shares
10.83%19.44%32.68%46.77%-33.13%27.27%40.19%37.26%-3.34%27.81%

Correlation

The correlation between BBGLX and VIGIX is 0.93, 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

0.93

Correlation (3Y)
Calculated over the trailing 3-year period

0.90

Correlation (5Y)
Calculated over the trailing 5-year period

0.94

Correlation (10Y)
Calculated over the trailing 10-year period

0.96

Correlation (All Time)
Calculated using the full available price history since Apr 30, 2015

0.96

The correlation between BBGLX and VIGIX has been stable across timeframes, ranging from 0.90 to 0.96 - a consistent structural relationship.

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Return for Risk

BBGLX vs. VIGIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BBGLX
BBGLX Risk / Return Rank: 55
Overall Rank
BBGLX Sharpe Ratio Rank: 66
Sharpe Ratio Rank
BBGLX Sortino Ratio Rank: 66
Sortino Ratio Rank
BBGLX Omega Ratio Rank: 77
Omega Ratio Rank
BBGLX Calmar Ratio Rank: 44
Calmar Ratio Rank
BBGLX Martin Ratio Rank: 44
Martin Ratio Rank

VIGIX
VIGIX Risk / Return Rank: 3434
Overall Rank
VIGIX Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
VIGIX Sortino Ratio Rank: 3838
Sortino Ratio Rank
VIGIX Omega Ratio Rank: 3939
Omega Ratio Rank
VIGIX Calmar Ratio Rank: 2525
Calmar Ratio Rank
VIGIX Martin Ratio Rank: 2727
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BBGLX vs. VIGIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Growth Fund (BBGLX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.


BBGLXVIGIXDifference
Sharpe ratioReturn per unit of total volatility

-1.42

Sortino ratioReturn per unit of downside risk

-1.87

Omega ratioGain probability vs. loss probability

1.11

1.33

-0.23

Calmar ratioReturn relative to maximum drawdown

0.35

1.85

-1.49

Martin ratioReturn relative to average drawdown

0.87

6.49

-5.62

BBGLX vs. VIGIX - Sharpe Ratio Comparison

The current BBGLX Sharpe Ratio is 0.50, which is lower than the VIGIX Sharpe Ratio of 1.92. The chart below compares the historical Sharpe Ratios of BBGLX and VIGIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BBGLXVIGIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.50

1.92

-1.42

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.41

0.71

-0.30

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

0.86

-0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.66

0.47

+0.19

Drawdowns

BBGLX vs. VIGIX - Drawdown Comparison

The maximum BBGLX drawdown since its inception was -32.31%, smaller than the maximum VIGIX drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for BBGLX and VIGIX.


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Drawdown Indicators


BBGLXVIGIXDifference

Max Drawdown

Largest peak-to-trough decline

-32.31%

-56.95%

+24.64%

Max Drawdown (1Y)

Largest decline over 1 year

-22.44%

-16.51%

-5.93%

Max Drawdown (3Y)

Largest decline over 3 years

-22.44%

-23.03%

+0.59%

Max Drawdown (5Y)

Largest decline over 5 years

-32.31%

-35.62%

+3.31%

Max Drawdown (10Y)

Largest decline over 10 years

-32.31%

-35.62%

+3.31%

Current Drawdown

Current decline from peak

-6.04%

-0.28%

-5.76%

Average Drawdown

Average peak-to-trough decline

-6.22%

-16.28%

+10.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.92%

4.68%

+4.24%

Volatility

BBGLX vs. VIGIX - Volatility Comparison

The current volatility for Bridge Builder Large Cap Growth Fund (BBGLX) is 2.83%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 3.62%. This indicates that BBGLX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BBGLXVIGIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.83%

3.62%

-0.79%

Volatility (6M)

Calculated over the trailing 6-month period

13.54%

12.10%

+1.44%

Volatility (1Y)

Calculated over the trailing 1-year period

15.94%

15.87%

+0.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.63%

22.35%

-2.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.43%

21.59%

-2.16%

BBGLX vs. VIGIX - Expense Ratio Comparison

BBGLX has a 0.19% expense ratio, which is higher than VIGIX's 0.04% 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. VIGIX - Dividend Comparison

BBGLX has not paid dividends to shareholders, while VIGIX's dividend yield for the trailing twelve months is around 0.37%.


PositionTTM20252024202320222021202020192018201720162015
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%
VIGIX
Vanguard Growth Index Fund Institutional Shares
0.37%0.41%0.47%0.58%0.70%0.48%0.66%0.95%1.32%1.15%1.40%1.31%

Frequently Asked Questions


With a correlation of 0.93, BBGLX and VIGIX 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.

VIGIX has higher volatility (3.62%) compared to BBGLX (2.83%). In terms of maximum drawdown, BBGLX dropped -32.31% vs VIGIX's -56.95%.

VIGIX currently has the higher Sharpe Ratio (1.92 vs 0.50), 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.

Portfolio Optimizer

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