BBVLX vs. FXAIX
Compare and contrast key facts about Bridge Builder Large Cap Value Fund (BBVLX) and Fidelity 500 Index Fund (FXAIX).
BBVLX is managed by Bridge Builder. It was launched on Apr 27, 2015. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBVLX or FXAIX.
Key characteristics
| BBVLX | FXAIX | |
|---|---|---|
| YTD Return | 18.98% | 27.16% |
| 1Y Return | 27.72% | 39.89% |
| 3Y Return (Ann) | 3.46% | 10.29% |
| 5Y Return (Ann) | 9.40% | 16.01% |
| Sharpe Ratio | 2.55 | 3.13 |
| Sortino Ratio | 3.48 | 4.16 |
| Omega Ratio | 1.47 | 1.59 |
| Calmar Ratio | 2.01 | 4.59 |
| Martin Ratio | 15.54 | 20.80 |
| Ulcer Index | 1.72% | 1.86% |
| Daily Std Dev | 10.51% | 12.39% |
| Max Drawdown | -38.48% | -33.79% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between BBVLX and FXAIX is 0.90, 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. FXAIX - Performance Comparison
In the year-to-date period, BBVLX achieves a 18.98% return, which is significantly lower than FXAIX's 27.16% 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. FXAIX - Expense Ratio Comparison
BBVLX has a 0.23% expense ratio, which is higher than FXAIX's 0.02% 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. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Value Fund (BBVLX) and Fidelity 500 Index Fund (FXAIX). 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. FXAIX - Dividend Comparison
BBVLX's dividend yield for the trailing twelve months is around 1.82%, more than FXAIX's 1.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.21% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
BBVLX vs. FXAIX - Drawdown Comparison
The maximum BBVLX drawdown since its inception was -38.48%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for BBVLX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
BBVLX vs. FXAIX - Volatility Comparison
The current volatility for Bridge Builder Large Cap Value Fund (BBVLX) is 3.39%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.91%. This indicates that BBVLX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.