BBGSX vs. USB
BBGSX (Bridge Builder Small/Mid Cap Growth Fund) is Mid Cap Growth Equities fund managed by Bridge Builder, while USB (U.S. Bancorp) is a stock. Over the past 10 years, BBGSX returned 10.79%/yr vs 7.51%/yr for USB. A 0.51 correlation means they provide meaningful diversification when combined.
Performance
BBGSX vs. USB - Performance Comparison
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Returns By Period
In the year-to-date period, BBGSX achieves a 8.41% return, which is significantly lower than USB's 11.60% return. Over the past 10 years, BBGSX has outperformed USB with an annualized return of 10.79%, while USB has yielded a comparatively lower 7.51% annualized return.
BBGSX
- 1D
- 3.34%
- 1M
- 4.07%
- YTD
- 8.41%
- 6M
- -0.45%
- 1Y
- 11.91%
- 3Y*
- 10.91%
- 5Y*
- 2.58%
- 10Y*
- 10.79%
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%
BBGSX vs. USB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBGSX Bridge Builder Small/Mid Cap Growth Fund | 8.41% | 0.99% | 14.47% | 20.98% | -29.84% | 16.57% | 34.41% | 29.01% | -2.18% | 21.47% |
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 BBGSX and USB is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.51 |
The correlation between BBGSX and USB has been stable across timeframes, ranging from 0.41 to 0.51 - a consistent structural relationship.
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Return for Risk
BBGSX vs. USB — Risk / Return Rank
BBGSX
USB
BBGSX vs. USB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Small/Mid Cap Growth Fund (BBGSX) 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.
| BBGSX | USB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.20 | ||
| Sortino ratioReturn per unit of downside risk | -1.50 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.31 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.63 | 2.42 | -1.80 |
| Martin ratioReturn relative to average drawdown | 1.87 | 6.02 | -4.14 |
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Drawdowns
BBGSX vs. USB - Drawdown Comparison
The maximum BBGSX drawdown since its inception was -37.95%, smaller than the maximum USB drawdown of -76.08%. Use the drawdown chart below to compare losses from any high point for BBGSX and USB.
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Drawdown Indicators
| BBGSX | USB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.95% | -76.08% | +38.13% |
Max Drawdown (1Y)Largest decline over 1 year | -16.72% | -16.21% | -0.51% |
Max Drawdown (3Y)Largest decline over 3 years | -26.11% | -30.63% | +4.52% |
Max Drawdown (5Y)Largest decline over 5 years | -37.95% | -52.13% | +14.18% |
Max Drawdown (10Y)Largest decline over 10 years | -37.95% | -52.13% | +14.18% |
Current DrawdownCurrent decline from peak | -2.21% | -1.88% | -0.33% |
Average DrawdownAverage peak-to-trough decline | -9.54% | -15.63% | +6.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.53% | 6.53% | -1.00% |
Volatility
BBGSX vs. USB - Volatility Comparison
The current volatility for Bridge Builder Small/Mid Cap Growth Fund (BBGSX) is 6.83%, while U.S. Bancorp (USB) has a volatility of 7.25%. This indicates that BBGSX 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
| BBGSX | USB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.83% | 7.25% | -0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 14.80% | 16.61% | -1.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.45% | 22.27% | -3.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.81% | 29.82% | -8.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.02% | 30.31% | -9.29% |
Dividends
BBGSX vs. USB - Dividend Comparison
BBGSX 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBGSX Bridge Builder Small/Mid Cap Growth Fund | 0.00% | 0.00% | 0.58% | 0.32% | 0.19% | 18.00% | 12.59% | 4.07% | 6.12% | 1.09% | 0.36% | 0.00% |
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
BBGSX and USB have a correlation of 0.41, 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 BBGSX (6.83%). In terms of maximum drawdown, BBGSX dropped -37.95% vs USB's -76.08%.
USB currently has the higher Sharpe Ratio (1.77 vs 0.57), 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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