BBIEX vs. VEA
Compare and contrast key facts about Bridge Builder International Equity Fund (BBIEX) and Vanguard FTSE Developed Markets ETF (VEA).
BBIEX is managed by Bridge Builder. It was launched on Jul 6, 2015. VEA is a passively managed fund by Vanguard that tracks the performance of the MSCI EAFE Index. It was launched on Jul 20, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBIEX or VEA.
Key characteristics
| BBIEX | VEA | |
|---|---|---|
| YTD Return | 5.22% | 4.06% |
| 1Y Return | 11.64% | 11.94% |
| 3Y Return (Ann) | -1.01% | 2.58% |
| 5Y Return (Ann) | 4.70% | 6.51% |
| Sharpe Ratio | 0.94 | 0.92 |
| Daily Std Dev | 12.19% | 12.82% |
| Max Drawdown | -37.67% | -60.70% |
| Current Drawdown | -9.56% | -1.41% |
Correlation
The correlation between BBIEX and VEA is 0.97, 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. VEA - Performance Comparison
In the year-to-date period, BBIEX achieves a 5.22% return, which is significantly higher than VEA's 4.06% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BBIEX vs. VEA - Expense Ratio Comparison
BBIEX has a 0.37% expense ratio, which is higher than VEA's 0.05% expense ratio.
Risk-Adjusted Performance
BBIEX vs. VEA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder International Equity Fund (BBIEX) and Vanguard FTSE Developed Markets ETF (VEA). 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. VEA - Dividend Comparison
BBIEX's dividend yield for the trailing twelve months is around 2.34%, less than VEA's 3.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBIEX Bridge Builder International Equity Fund | 2.34% | 2.46% | 2.34% | 2.39% | 1.90% | 2.29% | 3.54% | 1.97% | 1.40% | 0.45% | 0.00% | 0.00% |
VEA Vanguard FTSE Developed Markets ETF | 3.31% | 3.15% | 2.91% | 3.16% | 2.04% | 3.04% | 3.35% | 2.77% | 3.05% | 2.92% | 3.68% | 2.60% |
Drawdowns
BBIEX vs. VEA - Drawdown Comparison
The maximum BBIEX drawdown since its inception was -37.67%, smaller than the maximum VEA drawdown of -60.70%. Use the drawdown chart below to compare losses from any high point for BBIEX and VEA. For additional features, visit the drawdowns tool.
Volatility
BBIEX vs. VEA - Volatility Comparison
Bridge Builder International Equity Fund (BBIEX) and Vanguard FTSE Developed Markets ETF (VEA) have volatilities of 3.94% and 4.02%, 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.