BBIEX vs. DFIV

In the year-to-date period, BBIEX achieves a 13.73% return, which is significantly lower than DFIV's 15.32% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

BBIEX has a 0.37% expense ratio, which is higher than DFIV's 0.27% expense ratio.

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.

The current BBIEX Sharpe Ratio is 0.62, which is comparable to the DFIV Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of BBIEX and DFIV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BBIEX's dividend yield for the trailing twelve months is around 2.60%, less than DFIV's 3.51% yield.

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.