BBIEX vs. SOXL

In the year-to-date period, BBIEX achieves a 13.73% return, which is significantly higher than SOXL's -48.17% return.

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BBIEX has a 0.37% expense ratio, which is lower than SOXL's 0.99% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Bridge Builder International Equity Fund (BBIEX) and Direxion Daily Semiconductor Bull 3x Shares (SOXL). 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 higher than the SOXL Sharpe Ratio of -0.50. The chart below compares the historical Sharpe Ratios of BBIEX and SOXL, 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%, more than SOXL's 2.49% yield.

The maximum BBIEX drawdown since its inception was -37.67%, smaller than the maximum SOXL drawdown of -90.46%. Use the drawdown chart below to compare losses from any high point for BBIEX and SOXL. For additional features, visit the drawdowns tool.

The current volatility for Bridge Builder International Equity Fund (BBIEX) is 3.99%, while Direxion Daily Semiconductor Bull 3x Shares (SOXL) has a volatility of 40.90%. This indicates that BBIEX experiences smaller price fluctuations and is considered to be less risky than SOXL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.