Correlation
The correlation between BBIEX and SWISX is 0.78, 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.
BBIEX vs. SWISX
Compare and contrast key facts about Bridge Builder International Equity Fund (BBIEX) and Schwab International Index Fund (SWISX).
BBIEX is managed by Bridge Builder. It was launched on Jul 6, 2015. SWISX is a passively managed fund by Charles Schwab that tracks the performance of the MSCI EAFE Index. It was launched on May 19, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBIEX or SWISX.
Performance
BBIEX vs. SWISX - Performance Comparison
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Key characteristics
BBIEX:
1.02
SWISX:
0.73
BBIEX:
1.31
SWISX:
1.15
BBIEX:
1.18
SWISX:
1.16
BBIEX:
1.05
SWISX:
0.96
BBIEX:
3.22
SWISX:
2.77
BBIEX:
4.54%
SWISX:
4.74%
BBIEX:
16.56%
SWISX:
17.04%
BBIEX:
-32.92%
SWISX:
-60.65%
BBIEX:
-0.69%
SWISX:
-1.27%
Returns By Period
The year-to-date returns for both stocks are quite close, with BBIEX having a 17.22% return and SWISX slightly lower at 16.54%.
BBIEX
17.22%
5.17%
14.53%
16.64%
11.33%
11.17%
N/A
SWISX
16.54%
3.99%
14.72%
14.14%
11.03%
11.22%
5.95%
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BBIEX vs. SWISX - Expense Ratio Comparison
BBIEX has a 0.37% expense ratio, which is higher than SWISX's 0.06% expense ratio.
Risk-Adjusted Performance
BBIEX vs. SWISX — Risk-Adjusted Performance Rank
BBIEX
SWISX
BBIEX vs. SWISX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder International Equity Fund (BBIEX) and Schwab International Index Fund (SWISX). 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.
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Dividends
BBIEX vs. SWISX - Dividend Comparison
BBIEX's dividend yield for the trailing twelve months is around 4.55%, more than SWISX's 2.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBIEX Bridge Builder International Equity Fund | 4.55% | 5.34% | 2.46% | 2.34% | 10.17% | 1.90% | 2.29% | 3.54% | 1.97% | 1.40% | 0.45% | 0.00% |
SWISX Schwab International Index Fund | 2.83% | 3.30% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% | 3.37% |
Drawdowns
BBIEX vs. SWISX - Drawdown Comparison
The maximum BBIEX drawdown since its inception was -32.92%, smaller than the maximum SWISX drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for BBIEX and SWISX.
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Volatility
BBIEX vs. SWISX - Volatility Comparison
The current volatility for Bridge Builder International Equity Fund (BBIEX) is 2.96%, while Schwab International Index Fund (SWISX) has a volatility of 3.40%. This indicates that BBIEX experiences smaller price fluctuations and is considered to be less risky than SWISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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