BBVLX vs. IWR
BBVLX (Bridge Builder Large Cap Value Fund) and IWR (iShares Russell Midcap ETF) are both funds - BBVLX is a Large Cap Value Equities fund managed by Bridge Builder, while IWR is a Mid Cap Growth Equities fund tracking the Russell Midcap Index. Over the past 10 years, BBVLX returned 11.84%/yr vs 11.41%/yr for IWR. Their correlation of 0.91 suggests significant overlap in exposure. BBVLX charges 0.23%/yr vs 0.19%/yr for IWR.
Performance
BBVLX vs. IWR - Performance Comparison
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Returns By Period
In the year-to-date period, BBVLX achieves a 8.00% return, which is significantly lower than IWR's 10.71% return. Both investments have delivered pretty close results over the past 10 years, with BBVLX having a 11.84% annualized return and IWR not far behind at 11.41%.
BBVLX
- 1D
- -1.72%
- 1M
- 1.34%
- YTD
- 8.00%
- 6M
- 0.78%
- 1Y
- 9.72%
- 3Y*
- 15.36%
- 5Y*
- 9.29%
- 10Y*
- 11.84%
IWR
- 1D
- 0.08%
- 1M
- 1.05%
- YTD
- 10.71%
- 6M
- 10.50%
- 1Y
- 19.23%
- 3Y*
- 16.25%
- 5Y*
- 7.68%
- 10Y*
- 11.41%
BBVLX vs. IWR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBVLX Bridge Builder Large Cap Value Fund | 8.00% | 4.45% | 22.32% | 13.84% | -5.32% | 26.23% | 9.57% | 28.49% | -8.15% | 17.20% |
IWR iShares Russell Midcap ETF | 10.71% | 10.37% | 15.21% | 17.05% | -17.48% | 22.44% | 16.93% | 30.23% | -9.10% | 18.25% |
Correlation
The correlation between BBVLX and IWR is 0.87, 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 | 0.87 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.90 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2015 | 0.91 |
The correlation between BBVLX and IWR has been stable across timeframes, ranging from 0.87 to 0.91 - a consistent structural relationship.
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Return for Risk
BBVLX vs. IWR — Risk / Return Rank
BBVLX
IWR
BBVLX vs. IWR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Value Fund (BBVLX) and iShares Russell Midcap ETF (IWR). 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.
| BBVLX | IWR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.58 | ||
| Sortino ratioReturn per unit of downside risk | -0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.25 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.99 | 2.37 | -1.38 |
| Martin ratioReturn relative to average drawdown | 2.68 | 9.09 | -6.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BBVLX | IWR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 1.43 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.42 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.59 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.49 | +0.12 |
Drawdowns
BBVLX vs. IWR - Drawdown Comparison
The maximum BBVLX drawdown since its inception was -38.48%, smaller than the maximum IWR drawdown of -58.78%. Use the drawdown chart below to compare losses from any high point for BBVLX and IWR.
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Drawdown Indicators
| BBVLX | IWR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.48% | -58.78% | +20.30% |
Max Drawdown (1Y)Largest decline over 1 year | -11.28% | -8.17% | -3.11% |
Max Drawdown (3Y)Largest decline over 3 years | -14.58% | -21.09% | +6.51% |
Max Drawdown (5Y)Largest decline over 5 years | -18.24% | -26.18% | +7.94% |
Max Drawdown (10Y)Largest decline over 10 years | -38.48% | -40.59% | +2.11% |
Current DrawdownCurrent decline from peak | -1.72% | -2.04% | +0.32% |
Average DrawdownAverage peak-to-trough decline | -4.09% | -7.80% | +3.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.10% | 2.12% | +1.98% |
Volatility
BBVLX vs. IWR - Volatility Comparison
The current volatility for Bridge Builder Large Cap Value Fund (BBVLX) is 3.08%, while iShares Russell Midcap ETF (IWR) has a volatility of 3.59%. This indicates that BBVLX experiences smaller price fluctuations and is considered to be less risky than IWR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBVLX | IWR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.08% | 3.59% | -0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 11.04% | 10.06% | +0.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.22% | 13.54% | -0.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.30% | 18.25% | -1.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.95% | 19.38% | -1.43% |
BBVLX vs. IWR - Expense Ratio Comparison
BBVLX has a 0.23% expense ratio, which is higher than IWR's 0.19% 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. IWR - Dividend Comparison
BBVLX's dividend yield for the trailing twelve months is around 1.69%, more than IWR's 1.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBVLX Bridge Builder Large Cap Value Fund | 1.69% | 1.89% | 14.73% | 5.11% | 9.12% | 7.09% | 1.62% | 1.80% | 3.45% | 2.23% | 1.68% | 1.24% |
IWR iShares Russell Midcap ETF | 1.17% | 1.29% | 1.27% | 1.43% | 1.59% | 1.04% | 1.28% | 1.43% | 1.98% | 1.52% | 1.72% | 1.59% |
Frequently Asked Questions
BBVLX and IWR have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IWR has higher volatility (3.59%) compared to BBVLX (3.08%). In terms of maximum drawdown, BBVLX dropped -38.48% vs IWR's -58.78%.
IWR currently has the higher Sharpe Ratio (1.43 vs 0.85), 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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