BBVLX vs. DGRO
Compare and contrast key facts about Bridge Builder Large Cap Value Fund (BBVLX) and iShares Core Dividend Growth ETF (DGRO).
BBVLX is managed by Bridge Builder. It was launched on Apr 27, 2015. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBVLX or DGRO.
Key characteristics
| BBVLX | DGRO | |
|---|---|---|
| YTD Return | 18.98% | 21.23% |
| 1Y Return | 27.72% | 33.72% |
| 3Y Return (Ann) | 3.46% | 8.55% |
| 5Y Return (Ann) | 9.40% | 12.22% |
| Sharpe Ratio | 2.55 | 3.32 |
| Sortino Ratio | 3.48 | 4.70 |
| Omega Ratio | 1.47 | 1.62 |
| Calmar Ratio | 2.01 | 3.79 |
| Martin Ratio | 15.54 | 22.54 |
| Ulcer Index | 1.72% | 1.44% |
| Daily Std Dev | 10.51% | 9.76% |
| Max Drawdown | -38.48% | -35.10% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between BBVLX and DGRO is 0.95, 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
BBVLX vs. DGRO - Performance Comparison
In the year-to-date period, BBVLX achieves a 18.98% return, which is significantly lower than DGRO's 21.23% 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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BBVLX vs. DGRO - Expense Ratio Comparison
BBVLX has a 0.23% expense ratio, which is higher than DGRO's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
BBVLX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Value Fund (BBVLX) and iShares Core Dividend Growth ETF (DGRO). 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
BBVLX vs. DGRO - Dividend Comparison
BBVLX's dividend yield for the trailing twelve months is around 1.82%, less than DGRO's 2.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BBVLX Bridge Builder Large Cap Value Fund | 1.82% | 1.99% | 2.10% | 1.64% | 1.62% | 1.77% | 1.95% | 1.51% | 1.68% | 1.20% | 0.00% |
DGRO iShares Core Dividend Growth ETF | 2.15% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
BBVLX vs. DGRO - Drawdown Comparison
The maximum BBVLX drawdown since its inception was -38.48%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for BBVLX and DGRO. For additional features, visit the drawdowns tool.
Volatility
BBVLX vs. DGRO - Volatility Comparison
Bridge Builder Large Cap Value Fund (BBVLX) and iShares Core Dividend Growth ETF (DGRO) have volatilities of 3.39% and 3.37%, 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.