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BBGLX vs. VOOG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BBGLX vs. VOOG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bridge Builder Large Cap Growth Fund (BBGLX) and Vanguard S&P 500 Growth ETF (VOOG). The values are adjusted to include any dividend payments, if applicable.

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BBGLX vs. VOOG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BBGLX
Bridge Builder Large Cap Growth Fund
-9.61%2.79%21.45%32.21%-26.82%23.34%34.84%33.32%0.10%25.33%
VOOG
Vanguard S&P 500 Growth ETF
-6.97%22.11%35.89%29.96%-29.48%31.95%33.35%30.93%-0.21%27.19%

Returns By Period

In the year-to-date period, BBGLX achieves a -9.61% return, which is significantly lower than VOOG's -6.97% return. Over the past 10 years, BBGLX has underperformed VOOG with an annualized return of 12.34%, while VOOG has yielded a comparatively higher 15.86% annualized return.


BBGLX

1D
3.37%
1M
-5.41%
YTD
-9.61%
6M
-17.04%
1Y
-0.71%
3Y*
10.69%
5Y*
5.26%
10Y*
12.34%

VOOG

1D
1.30%
1M
-4.28%
YTD
-6.97%
6M
-5.29%
1Y
23.21%
3Y*
22.32%
5Y*
12.46%
10Y*
15.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BBGLX vs. VOOG - Expense Ratio Comparison

BBGLX has a 0.19% expense ratio, which is higher than VOOG'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%.


Return for Risk

BBGLX vs. VOOG — 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: 44
Sharpe Ratio Rank
BBGLX Sortino Ratio Rank: 55
Sortino Ratio Rank
BBGLX Omega Ratio Rank: 55
Omega Ratio Rank
BBGLX Calmar Ratio Rank: 55
Calmar Ratio Rank
BBGLX Martin Ratio Rank: 44
Martin Ratio Rank

VOOG
VOOG Risk / Return Rank: 6262
Overall Rank
VOOG Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
VOOG Sortino Ratio Rank: 6161
Sortino Ratio Rank
VOOG Omega Ratio Rank: 6060
Omega Ratio Rank
VOOG Calmar Ratio Rank: 6767
Calmar Ratio Rank
VOOG Martin Ratio Rank: 6666
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. VOOG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Growth Fund (BBGLX) and Vanguard S&P 500 Growth ETF (VOOG). 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.


BBGLXVOOGDifference

Sharpe ratio

Return per unit of total volatility

-0.01

1.05

-1.06

Sortino ratio

Return per unit of downside risk

0.14

1.62

-1.48

Omega ratio

Gain probability vs. loss probability

1.02

1.23

-0.21

Calmar ratio

Return relative to maximum drawdown

-0.10

1.76

-1.86

Martin ratio

Return relative to average drawdown

-0.29

6.81

-7.10

BBGLX vs. VOOG - Sharpe Ratio Comparison

The current BBGLX Sharpe Ratio is -0.01, which is lower than the VOOG Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of BBGLX and VOOG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BBGLXVOOGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.01

1.05

-1.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.27

0.59

-0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.64

0.77

-0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

0.84

-0.26

Correlation

The correlation between BBGLX and VOOG is 0.95, 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.


Dividends

BBGLX vs. VOOG - Dividend Comparison

BBGLX has not paid dividends to shareholders, while VOOG's dividend yield for the trailing twelve months is around 0.53%.


TTM20252024202320222021202020192018201720162015
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%
VOOG
Vanguard S&P 500 Growth ETF
0.53%0.49%0.49%1.12%0.93%0.53%0.88%1.26%1.34%1.32%1.47%1.56%

Drawdowns

BBGLX vs. VOOG - Drawdown Comparison

The maximum BBGLX drawdown since its inception was -32.31%, roughly equal to the maximum VOOG drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for BBGLX and VOOG.


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Drawdown Indicators


BBGLXVOOGDifference

Max Drawdown

Largest peak-to-trough decline

-32.31%

-32.73%

+0.42%

Max Drawdown (1Y)

Largest decline over 1 year

-22.44%

-13.71%

-8.73%

Max Drawdown (5Y)

Largest decline over 5 years

-32.31%

-32.73%

+0.42%

Max Drawdown (10Y)

Largest decline over 10 years

-32.31%

-32.73%

+0.42%

Current Drawdown

Current decline from peak

-19.82%

-9.07%

-10.75%

Average Drawdown

Average peak-to-trough decline

-6.14%

-5.01%

-1.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.98%

3.54%

+4.44%

Volatility

BBGLX vs. VOOG - Volatility Comparison

The current volatility for Bridge Builder Large Cap Growth Fund (BBGLX) is 6.13%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 7.28%. This indicates that BBGLX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BBGLXVOOGDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.13%

7.28%

-1.15%

Volatility (6M)

Calculated over the trailing 6-month period

13.62%

12.68%

+0.94%

Volatility (1Y)

Calculated over the trailing 1-year period

21.76%

22.28%

-0.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.63%

21.16%

-1.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.40%

20.65%

-1.25%