BBIEX vs. DFIVX
Compare and contrast key facts about Bridge Builder International Equity Fund (BBIEX) and DFA International Value Portfolio (DFIVX).
BBIEX is managed by Bridge Builder. It was launched on Jul 6, 2015. DFIVX is managed by Dimensional Fund Advisors LP. It was launched on Feb 14, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBIEX or DFIVX.
Correlation
The correlation between BBIEX and DFIVX 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. DFIVX - Performance Comparison
Key characteristics
BBIEX:
0.77
DFIVX:
1.21
BBIEX:
1.14
DFIVX:
1.65
BBIEX:
1.14
DFIVX:
1.21
BBIEX:
0.69
DFIVX:
1.83
BBIEX:
2.08
DFIVX:
4.73
BBIEX:
4.71%
DFIVX:
3.24%
BBIEX:
12.76%
DFIVX:
12.69%
BBIEX:
-37.67%
DFIVX:
-66.29%
BBIEX:
-4.74%
DFIVX:
-1.47%
Returns By Period
The year-to-date returns for both stocks are quite close, with BBIEX having a 7.80% return and DFIVX slightly lower at 7.77%.
BBIEX
7.80%
4.57%
-1.16%
8.41%
4.64%
N/A
DFIVX
7.77%
4.08%
2.56%
13.98%
9.82%
5.40%
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BBIEX vs. DFIVX - Expense Ratio Comparison
BBIEX has a 0.37% expense ratio, which is higher than DFIVX's 0.30% expense ratio.
Risk-Adjusted Performance
BBIEX vs. DFIVX — Risk-Adjusted Performance Rank
BBIEX
DFIVX
BBIEX vs. DFIVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder International Equity Fund (BBIEX) and DFA International Value Portfolio (DFIVX). 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. DFIVX - Dividend Comparison
BBIEX's dividend yield for the trailing twelve months is around 2.74%, less than DFIVX's 3.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBIEX Bridge Builder International Equity Fund | 2.74% | 2.96% | 2.46% | 1.88% | 2.39% | 1.90% | 2.29% | 2.16% | 1.56% | 1.40% | 0.46% | 0.00% |
DFIVX DFA International Value Portfolio | 3.66% | 3.94% | 4.40% | 3.78% | 4.27% | 2.43% | 3.70% | 3.31% | 2.85% | 3.37% | 3.45% | 4.89% |
Drawdowns
BBIEX vs. DFIVX - Drawdown Comparison
The maximum BBIEX drawdown since its inception was -37.67%, smaller than the maximum DFIVX drawdown of -66.29%. Use the drawdown chart below to compare losses from any high point for BBIEX and DFIVX. For additional features, visit the drawdowns tool.
Volatility
BBIEX vs. DFIVX - Volatility Comparison
Bridge Builder International Equity Fund (BBIEX) and DFA International Value Portfolio (DFIVX) have volatilities of 3.45% and 3.56%, 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.