BBVLX vs. FLCOX
BBVLX (Bridge Builder Large Cap Value Fund) and FLCOX (Fidelity Large Cap Value Index Fund) are both Large Cap Value Equities funds. Over the past 5 years, BBVLX returned 10.78%/yr vs 12.11%/yr for FLCOX. Their 0.96 correlation means they have historically moved very closely together. BBVLX charges 0.23%/yr vs 0.04%/yr for FLCOX.
Performance
BBVLX vs. FLCOX - Performance Comparison
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Returns By Period
In the year-to-date period, BBVLX achieves a 13.59% return, which is significantly lower than FLCOX's 21.79% return.
BBVLX
- 1D
- 0.97%
- 1M
- 2.12%
- 6M
- 9.89%
- YTD
- 13.59%
- 1Y
- 13.84%
- 3Y*
- 15.14%
- 5Y*
- 10.78%
- 10Y*
- 12.19%
- ALL TIME*
- 11.12%
FLCOX
- 1D
- 1.00%
- 1M
- 2.94%
- 6M
- 15.38%
- YTD
- 21.79%
- 1Y
- 32.76%
- 3Y*
- 19.01%
- 5Y*
- 12.11%
- 10Y*
- —
- ALL TIME*
- 11.15%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BBVLX vs. FLCOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBVLX Bridge Builder Large Cap Value Fund | 13.59% | 4.45% | 22.32% | 13.84% | -5.32% | 26.23% | 9.57% | 28.49% | -8.15% | 17.20% |
FLCOX Fidelity Large Cap Value Index Fund | 21.79% | 15.90% | 14.38% | 11.48% | -7.57% | 25.09% | 2.87% | 26.54% | -8.38% | 10.90% |
Correlation
The correlation between BBVLX and FLCOX is 0.92, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.92 |
Correlation (3Y) Balances recent behavior with more history. | 0.92 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.96 |
The correlation between BBVLX and FLCOX has been stable across timeframes, ranging from 0.92 to 0.96 - a consistent structural relationship.
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Return for Risk
BBVLX vs. FLCOX — Risk / Return Rank
BBVLX
FLCOX
BBVLX vs. FLCOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Value Fund (BBVLX) and Fidelity Large Cap Value Index Fund (FLCOX). 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.
| BBVLX | FLCOX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.85 | ||
| Sortino ratioReturn per unit of downside risk | -2.70 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.55 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 1.38 | 5.04 | -3.66 |
| Martin ratioReturn relative to average drawdown | 3.77 | 21.64 | -17.87 |
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Drawdowns
BBVLX vs. FLCOX - Drawdown Comparison
The maximum BBVLX drawdown since its inception was -38.48%, roughly equal to the maximum FLCOX drawdown of -38.28%. Use the drawdown chart below to compare losses from any high point for BBVLX and FLCOX.
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Drawdown Indicators
| BBVLX | FLCOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.48% | -38.28% | -0.20% |
Max Drawdown (1Y)Largest decline over 1 year | -11.28% | -6.80% | -4.48% |
Max Drawdown (3Y)Largest decline over 3 years | -14.58% | -15.60% | +1.02% |
Max Drawdown (5Y)Largest decline over 5 years | -18.24% | -19.00% | +0.76% |
Max Drawdown (10Y)Largest decline over 10 years | -38.48% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -4.04% | -4.38% | +0.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.10% | 1.58% | +2.52% |
Volatility
BBVLX vs. FLCOX - Volatility Comparison
The current volatility for Bridge Builder Large Cap Value Fund (BBVLX) is 2.60%, while Fidelity Large Cap Value Index Fund (FLCOX) has a volatility of 2.81%. This indicates that BBVLX experiences smaller price fluctuations and is considered to be less risky than FLCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBVLX | FLCOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.60% | 2.81% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 8.39% | 8.76% | -0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.24% | 11.34% | +1.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.22% | 14.84% | +1.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.88% | 17.56% | +0.32% |
BBVLX vs. FLCOX - Expense Ratio Comparison
BBVLX has a 0.23% expense ratio, which is higher than FLCOX's 0.04% 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%.
Dividends
BBVLX vs. FLCOX - Dividend Comparison
BBVLX's dividend yield for the trailing twelve months is around 1.58%, more than FLCOX's 0.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBVLX Bridge Builder Large Cap Value Fund | 1.58% | 1.89% | 14.73% | 5.11% | 9.12% | 7.09% | 1.62% | 1.80% | 3.45% | 2.23% | 1.68% | 1.24% |
FLCOX Fidelity Large Cap Value Index Fund | 0.86% | 1.51% | 1.92% | 1.99% | 2.01% | 1.55% | 2.28% | 3.82% | 2.79% | 0.60% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.92, BBVLX and FLCOX 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.
FLCOX has higher volatility (2.81%) compared to BBVLX (2.60%). In terms of maximum drawdown, BBVLX dropped -38.48% vs FLCOX's -38.28%.
FLCOX currently has the higher Sharpe Ratio (3.03 vs 1.18), 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.
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