BBIEX vs. DFIV
Compare and contrast key facts about Bridge Builder International Equity Fund (BBIEX) and Dimensional International Value ETF (DFIV).
BBIEX is managed by Bridge Builder. It was launched on Jul 6, 2015. DFIV is an actively managed fund by Dimensional. It was launched on Apr 16, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBIEX or DFIV.
Correlation
The correlation between BBIEX and DFIV is 0.91, 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
BBIEX vs. DFIV - Performance Comparison
Key characteristics
BBIEX:
0.84
DFIV:
1.36
BBIEX:
1.23
DFIV:
1.83
BBIEX:
1.15
DFIV:
1.23
BBIEX:
0.75
DFIV:
2.08
BBIEX:
2.26
DFIV:
5.33
BBIEX:
4.70%
DFIV:
3.24%
BBIEX:
12.74%
DFIV:
12.73%
BBIEX:
-37.67%
DFIV:
-25.42%
BBIEX:
-4.10%
DFIV:
-0.49%
Returns By Period
The year-to-date returns for both investments are quite close, with BBIEX having a 8.53% return and DFIV slightly higher at 8.71%.
BBIEX
8.53%
5.03%
1.12%
10.37%
4.79%
N/A
DFIV
8.71%
4.24%
5.09%
16.36%
N/A
N/A
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BBIEX vs. DFIV - Expense Ratio Comparison
BBIEX has a 0.37% expense ratio, which is higher than DFIV's 0.27% expense ratio.
Risk-Adjusted Performance
BBIEX vs. DFIV — Risk-Adjusted Performance Rank
BBIEX
DFIV
BBIEX vs. DFIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder International Equity Fund (BBIEX) and Dimensional International Value ETF (DFIV). 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
BBIEX vs. DFIV - Dividend Comparison
BBIEX's dividend yield for the trailing twelve months is around 2.72%, less than DFIV's 3.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BBIEX Bridge Builder International Equity Fund | 2.72% | 2.96% | 2.46% | 1.88% | 2.39% | 1.90% | 2.29% | 2.16% | 1.56% | 1.40% | 0.46% |
DFIV Dimensional International Value ETF | 3.57% | 3.88% | 3.93% | 3.84% | 2.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BBIEX vs. DFIV - Drawdown Comparison
The maximum BBIEX drawdown since its inception was -37.67%, which is greater than DFIV's maximum drawdown of -25.42%. Use the drawdown chart below to compare losses from any high point for BBIEX and DFIV. For additional features, visit the drawdowns tool.
Volatility
BBIEX vs. DFIV - Volatility Comparison
The current volatility for Bridge Builder International Equity Fund (BBIEX) is 3.36%, while Dimensional International Value ETF (DFIV) has a volatility of 3.62%. This indicates that BBIEX experiences smaller price fluctuations and is considered to be less risky than DFIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.