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 MSCI US Mid Cap Growth Index. It was launched on Aug 17, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBGSX or VOT.
Correlation
The correlation between BBGSX and VOT is 0.96, 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
BBGSX vs. VOT - Performance Comparison
Key characteristics
BBGSX:
0.95
VOT:
1.36
BBGSX:
1.37
VOT:
1.88
BBGSX:
1.17
VOT:
1.24
BBGSX:
0.46
VOT:
1.10
BBGSX:
4.07
VOT:
6.95
BBGSX:
3.85%
VOT:
2.93%
BBGSX:
16.54%
VOT:
15.00%
BBGSX:
-47.57%
VOT:
-60.17%
BBGSX:
-22.75%
VOT:
-5.84%
Returns By Period
In the year-to-date period, BBGSX achieves a 0.62% return, which is significantly lower than VOT's 1.80% return.
BBGSX
0.62%
-4.64%
2.53%
15.85%
1.89%
N/A
VOT
1.80%
-3.43%
8.20%
20.62%
10.09%
10.79%
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BBGSX vs. VOT - Expense Ratio Comparison
BBGSX has a 0.38% expense ratio, which is higher than VOT's 0.07% expense ratio.
Risk-Adjusted Performance
BBGSX vs. VOT — Risk-Adjusted Performance Rank
BBGSX
VOT
BBGSX vs. VOT - Risk-Adjusted Performance 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.
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 0.66%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBGSX Bridge Builder Small/Mid Cap Growth Fund | 0.00% | 0.00% | 0.32% | 0.19% | 0.07% | 0.22% | 0.76% | 0.41% | 0.33% | 0.36% | 0.27% | 0.00% |
VOT Vanguard Mid-Cap Growth ETF | 0.66% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% | 0.79% |
Drawdowns
BBGSX vs. VOT - Drawdown Comparison
The maximum BBGSX drawdown since its inception was -47.57%, smaller than the maximum VOT drawdown of -60.17%. Use the drawdown chart below to compare losses from any high point for BBGSX and VOT. For additional features, visit the drawdowns tool.
Volatility
BBGSX vs. VOT - Volatility Comparison
Bridge Builder Small/Mid Cap Growth Fund (BBGSX) and Vanguard Mid-Cap Growth ETF (VOT) have volatilities of 5.78% and 5.52%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.