BBGSX vs. VOT
Compare and contrast key facts about Bridge Builder Small/Mid Cap Growth Fund (BBGSX) and Vanguard Mid-Cap Growth ETF (VOT).
BBGSX is managed by Bridge Builder. It was launched on Apr 27, 2015. VOT is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Growth Index. It was launched on Aug 17, 2006.
Performance
BBGSX vs. VOT - Performance Comparison
Loading graphics...
BBGSX vs. VOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBGSX Bridge Builder Small/Mid Cap Growth Fund | -4.24% | 0.99% | 14.47% | 20.98% | -29.84% | 16.57% | 34.41% | 29.01% | -2.18% | 21.47% |
VOT Vanguard Mid-Cap Growth ETF | -6.47% | 10.72% | 16.38% | 23.10% | -28.87% | 20.50% | 34.50% | 33.76% | -5.56% | 21.80% |
Returns By Period
In the year-to-date period, BBGSX achieves a -4.24% return, which is significantly higher than VOT's -6.47% return. Over the past 10 years, BBGSX has underperformed VOT with an annualized return of 9.70%, while VOT has yielded a comparatively higher 10.76% annualized return.
BBGSX
- 1D
- 3.72%
- 1M
- -7.80%
- YTD
- -4.24%
- 6M
- -10.70%
- 1Y
- 6.56%
- 3Y*
- 7.55%
- 5Y*
- 1.00%
- 10Y*
- 9.70%
VOT
- 1D
- 1.24%
- 1M
- -6.14%
- YTD
- -6.47%
- 6M
- -11.02%
- 1Y
- 6.52%
- 3Y*
- 10.95%
- 5Y*
- 4.30%
- 10Y*
- 10.76%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BBGSX vs. VOT - Expense Ratio Comparison
BBGSX has a 0.38% expense ratio, which is higher than VOT's 0.07% expense ratio.
Return for Risk
BBGSX vs. VOT — Risk / Return Rank
BBGSX
VOT
BBGSX vs. VOT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Small/Mid Cap Growth Fund (BBGSX) and Vanguard Mid-Cap Growth ETF (VOT). 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.
| BBGSX | VOT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.31 | 0.31 | 0.00 |
Sortino ratioReturn per unit of downside risk | 0.60 | 0.59 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.08 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 0.45 | -0.23 |
Martin ratioReturn relative to average drawdown | 0.70 | 1.40 | -0.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BBGSX | VOT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.31 | 0.31 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.20 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.52 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.42 | +0.04 |
Correlation
The correlation between BBGSX and VOT 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
BBGSX vs. VOT - Dividend Comparison
BBGSX has not paid dividends to shareholders, while VOT's dividend yield for the trailing twelve months is around 0.71%.
| 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% |
VOT Vanguard Mid-Cap Growth ETF | 0.71% | 0.64% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% |
Drawdowns
BBGSX vs. VOT - Drawdown Comparison
The maximum BBGSX drawdown since its inception was -37.95%, smaller than the maximum VOT drawdown of -60.16%. Use the drawdown chart below to compare losses from any high point for BBGSX and VOT.
Loading graphics...
Drawdown Indicators
| BBGSX | VOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.95% | -60.16% | +22.21% |
Max Drawdown (1Y)Largest decline over 1 year | -16.72% | -15.96% | -0.76% |
Max Drawdown (5Y)Largest decline over 5 years | -37.95% | -37.19% | -0.76% |
Max Drawdown (10Y)Largest decline over 10 years | -37.95% | -37.19% | -0.76% |
Current DrawdownCurrent decline from peak | -13.62% | -12.28% | -1.34% |
Average DrawdownAverage peak-to-trough decline | -9.62% | -10.01% | +0.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.45% | 5.16% | +0.29% |
Volatility
BBGSX vs. VOT - Volatility Comparison
Bridge Builder Small/Mid Cap Growth Fund (BBGSX) has a higher volatility of 7.62% compared to Vanguard Mid-Cap Growth ETF (VOT) at 6.63%. This indicates that BBGSX's price experiences larger fluctuations and is considered to be riskier than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BBGSX | VOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.62% | 6.63% | +0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 14.20% | 12.39% | +1.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.60% | 21.04% | +1.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.65% | 21.33% | +0.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.91% | 20.92% | -0.01% |