BBGLX vs. VUG
Compare and contrast key facts about Bridge Builder Large Cap Growth Fund (BBGLX) and Vanguard Growth ETF (VUG).
BBGLX is managed by Bridge Builder. It was launched on Apr 27, 2015. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBGLX or VUG.
Key characteristics
| BBGLX | VUG | |
|---|---|---|
| YTD Return | 7.23% | 7.96% |
| 1Y Return | 28.25% | 34.84% |
| 3Y Return (Ann) | 5.17% | 7.24% |
| 5Y Return (Ann) | 13.91% | 16.19% |
| Sharpe Ratio | 2.37 | 2.43 |
| Daily Std Dev | 12.89% | 15.64% |
| Max Drawdown | -32.31% | -50.68% |
| Current Drawdown | -3.14% | -3.20% |
Correlation
The correlation between BBGLX and VUG is 0.98, 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. VUG - Performance Comparison
In the year-to-date period, BBGLX achieves a 7.23% return, which is significantly lower than VUG's 7.96% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BBGLX vs. VUG - Expense Ratio Comparison
BBGLX has a 0.19% expense ratio, which is higher than VUG'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%.
Risk-Adjusted Performance
BBGLX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Growth Fund (BBGLX) and Vanguard Growth ETF (VUG). 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. VUG - Dividend Comparison
BBGLX's dividend yield for the trailing twelve months is around 0.72%, more than VUG's 0.55% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBGLX Bridge Builder Large Cap Growth Fund | 0.72% | 0.77% | 0.71% | 7.71% | 3.67% | 2.04% | 5.25% | 0.80% | 0.92% | 0.52% | 0.00% | 0.00% |
VUG Vanguard Growth ETF | 0.55% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
BBGLX vs. VUG - Drawdown Comparison
The maximum BBGLX drawdown since its inception was -32.31%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for BBGLX and VUG. For additional features, visit the drawdowns tool.
Volatility
BBGLX vs. VUG - Volatility Comparison
The current volatility for Bridge Builder Large Cap Growth Fund (BBGLX) is 4.06%, while Vanguard Growth ETF (VUG) has a volatility of 5.26%. This indicates that BBGLX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.