BBTBX vs. DSFIX
BBTBX (Bridge Builder Core Bond Fund) and DSFIX (DFA Social Fixed Income Portfolio) are both Intermediate Core Bond funds. Over the past 5 years, BBTBX returned 0.22%/yr vs 0.47%/yr for DSFIX. Their correlation of 0.93 suggests significant overlap in exposure. BBTBX charges 0.13%/yr vs 0.21%/yr for DSFIX.
Performance
BBTBX vs. DSFIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BBTBX achieves a 0.37% return, which is significantly lower than DSFIX's 1.20% return.
BBTBX
- 1D
- 0.45%
- 1M
- 0.94%
- YTD
- 0.37%
- 6M
- 0.63%
- 1Y
- 4.36%
- 3Y*
- 4.33%
- 5Y*
- 0.22%
- 10Y*
- 1.79%
DSFIX
- 1D
- 0.54%
- 1M
- 0.95%
- YTD
- 1.20%
- 6M
- 1.09%
- 1Y
- 4.52%
- 3Y*
- 4.67%
- 5Y*
- 0.47%
- 10Y*
- —
BBTBX vs. DSFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBTBX Bridge Builder Core Bond Fund | 0.37% | 7.82% | 1.89% | 5.41% | -13.49% | -1.12% | 8.54% | 9.15% | 0.13% | 4.14% |
DSFIX DFA Social Fixed Income Portfolio | 1.20% | 6.80% | 1.81% | 7.18% | -13.07% | -2.19% | 9.26% | 9.83% | -0.32% | 3.24% |
Correlation
The correlation between BBTBX and DSFIX is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.91 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.93 |
The correlation between BBTBX and DSFIX has been stable across timeframes, ranging from 0.90 to 0.94 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BBTBX vs. DSFIX — Risk / Return Rank
BBTBX
DSFIX
BBTBX vs. DSFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Core Bond Fund (BBTBX) and DFA Social Fixed Income Portfolio (DSFIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BBTBX | DSFIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.21 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.75 | -0.20 |
| Martin ratioReturn relative to average drawdown | 4.22 | 4.75 | -0.54 |
Loading charts...
Drawdowns
BBTBX vs. DSFIX - Drawdown Comparison
The maximum BBTBX drawdown since its inception was -18.54%, roughly equal to the maximum DSFIX drawdown of -18.94%. Use the drawdown chart below to compare losses from any high point for BBTBX and DSFIX.
Loading charts...
Drawdown Indicators
| BBTBX | DSFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.54% | -18.94% | +0.40% |
Max Drawdown (1Y)Largest decline over 1 year | -2.97% | -2.66% | -0.31% |
Max Drawdown (3Y)Largest decline over 3 years | -6.32% | -4.70% | -1.62% |
Max Drawdown (5Y)Largest decline over 5 years | -18.54% | -18.87% | +0.33% |
Max Drawdown (10Y)Largest decline over 10 years | -18.54% | — | — |
Current DrawdownCurrent decline from peak | -1.17% | -0.65% | -0.52% |
Average DrawdownAverage peak-to-trough decline | -3.90% | -4.64% | +0.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.08% | 0.98% | +0.10% |
Volatility
BBTBX vs. DSFIX - Volatility Comparison
Bridge Builder Core Bond Fund (BBTBX) has a higher volatility of 1.30% compared to DFA Social Fixed Income Portfolio (DSFIX) at 1.20%. This indicates that BBTBX's price experiences larger fluctuations and is considered to be riskier than DSFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BBTBX | DSFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.30% | 1.20% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 3.08% | 2.83% | +0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.09% | 3.94% | +0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.99% | 5.79% | +0.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.94% | 4.95% | -0.01% |
BBTBX vs. DSFIX - Expense Ratio Comparison
BBTBX has a 0.13% expense ratio, which is lower than DSFIX's 0.21% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
BBTBX vs. DSFIX - Dividend Comparison
BBTBX's dividend yield for the trailing twelve months is around 4.06%, which matches DSFIX's 4.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBTBX Bridge Builder Core Bond Fund | 4.06% | 4.58% | 3.92% | 2.86% | 2.26% | 2.38% | 4.73% | 3.39% | 3.02% | 2.67% | 0.95% | 0.17% |
DSFIX DFA Social Fixed Income Portfolio | 4.10% | 3.61% | 3.95% | 3.28% | 2.54% | 2.70% | 2.22% | 2.58% | 2.56% | 1.87% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.90, BBTBX and DSFIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
BBTBX has higher volatility (1.30%) compared to DSFIX (1.20%). In terms of maximum drawdown, BBTBX dropped -18.54% vs DSFIX's -18.94%.
DSFIX currently has the higher Sharpe Ratio (1.19 vs 1.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BBTBX and DSFIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer