BBIEX vs. BBGSX
Compare and contrast key facts about Bridge Builder International Equity Fund (BBIEX) and Bridge Builder Small/Mid Cap Growth Fund (BBGSX).
BBIEX is managed by Bridge Builder. It was launched on Jul 6, 2015. BBGSX is managed by Bridge Builder. It was launched on Apr 27, 2015.
Performance
BBIEX vs. BBGSX - Performance Comparison
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BBIEX vs. BBGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBIEX Bridge Builder International Equity Fund | -0.41% | 17.63% | 5.67% | 17.29% | -18.01% | 10.54% | 15.76% | 23.14% | -13.28% | 26.70% |
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% |
Returns By Period
In the year-to-date period, BBIEX achieves a -0.41% return, which is significantly higher than BBGSX's -4.24% return. Over the past 10 years, BBIEX has underperformed BBGSX with an annualized return of 7.89%, while BBGSX has yielded a comparatively higher 9.70% annualized return.
BBIEX
- 1D
- 2.93%
- 1M
- -6.55%
- YTD
- -0.41%
- 6M
- -6.85%
- 1Y
- 8.58%
- 3Y*
- 9.88%
- 5Y*
- 4.48%
- 10Y*
- 7.89%
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%
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BBIEX vs. BBGSX - Expense Ratio Comparison
BBIEX has a 0.37% expense ratio, which is lower than BBGSX's 0.38% expense ratio.
Return for Risk
BBIEX vs. BBGSX — Risk / Return Rank
BBIEX
BBGSX
BBIEX vs. BBGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder International Equity Fund (BBIEX) and Bridge Builder Small/Mid Cap Growth Fund (BBGSX). 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.
| BBIEX | BBGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 0.31 | +0.19 |
Sortino ratioReturn per unit of downside risk | 0.79 | 0.60 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.08 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.33 | 0.23 | +0.10 |
Martin ratioReturn relative to average drawdown | 1.17 | 0.70 | +0.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BBIEX | BBGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 0.31 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.05 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.47 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.46 | +0.01 |
Correlation
The correlation between BBIEX and BBGSX is 0.75, 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
BBIEX vs. BBGSX - Dividend Comparison
Neither BBIEX nor BBGSX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BBIEX Bridge Builder International Equity Fund | 0.00% | 0.00% | 5.34% | 2.46% | 2.34% | 10.17% | 3.80% | 2.29% | 3.54% | 1.97% | 1.40% |
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% |
Drawdowns
BBIEX vs. BBGSX - Drawdown Comparison
The maximum BBIEX drawdown since its inception was -32.92%, smaller than the maximum BBGSX drawdown of -37.95%. Use the drawdown chart below to compare losses from any high point for BBIEX and BBGSX.
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Drawdown Indicators
| BBIEX | BBGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.92% | -37.95% | +5.03% |
Max Drawdown (1Y)Largest decline over 1 year | -11.48% | -16.72% | +5.24% |
Max Drawdown (5Y)Largest decline over 5 years | -32.82% | -37.95% | +5.13% |
Max Drawdown (10Y)Largest decline over 10 years | -32.92% | -37.95% | +5.03% |
Current DrawdownCurrent decline from peak | -8.50% | -13.62% | +5.12% |
Average DrawdownAverage peak-to-trough decline | -6.98% | -9.62% | +2.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.72% | 5.45% | -1.73% |
Volatility
BBIEX vs. BBGSX - Volatility Comparison
The current volatility for Bridge Builder International Equity Fund (BBIEX) is 7.18%, while Bridge Builder Small/Mid Cap Growth Fund (BBGSX) has a volatility of 7.62%. This indicates that BBIEX experiences smaller price fluctuations and is considered to be less risky than BBGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBIEX | BBGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.18% | 7.62% | -0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 12.14% | 14.20% | -2.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.67% | 22.60% | -4.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.34% | 21.65% | -5.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.50% | 20.91% | -4.41% |