BBVLX vs. PDI

Last updated Jun 9, 2026

BBVLX (Bridge Builder Large Cap Value Fund) is Large Cap Value Equities fund managed by Bridge Builder, while PDI (PIMCO Dynamic Income Fund) is a stock. Over the past 10 years, BBVLX returned 11.84%/yr vs 7.56%/yr for PDI. At a 0.38 correlation, their price movements are largely independent.

Performance

BBVLX vs. PDI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bridge Builder Large Cap Value Fund (BBVLX) and PIMCO Dynamic Income Fund (PDI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BBVLX achieves a 8.00% return, which is significantly higher than PDI's 0.27% return. Over the past 10 years, BBVLX has outperformed PDI with an annualized return of 11.84%, while PDI has yielded a comparatively lower 7.56% annualized return.

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%

PDI

• 1D: -0.54%
• 1M: -4.51%
• YTD: 0.27%
• 6M: -0.40%
• 1Y: 1.93%
• 3Y*: 10.92%
• 5Y*: 2.42%
• 10Y*: 7.56%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BBVLX vs. PDI - 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%
PDI PIMCO Dynamic Income Fund	0.27%	11.03%	17.18%	11.99%	-16.99%	7.81%	-9.96%	22.23%	7.35%	18.59%

Correlation

The correlation between BBVLX and PDI is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.34
Correlation (3Y) Calculated over the trailing 3-year period	0.29
Correlation (5Y) Calculated over the trailing 5-year period	0.38
Correlation (10Y) Calculated over the trailing 10-year period	0.37
Correlation (All Time) Calculated using the full available price history since Apr 30, 2015	0.38

Return for Risk

BBVLX vs. PDI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BBVLX

BBVLX Risk / Return Rank: 11
BBVLX Sharpe Ratio Rank: 12
BBVLX Sortino Ratio Rank: 10
BBVLX Omega Ratio Rank: 14
BBVLX Calmar Ratio Rank: 12
BBVLX Martin Ratio Rank: 10

PDI

PDI Risk / Return Rank: 44
PDI Sharpe Ratio Rank: 48
PDI Sortino Ratio Rank: 37
PDI Omega Ratio Rank: 40
PDI Calmar Ratio Rank: 46
PDI Martin Ratio Rank: 47

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BBVLX vs. PDI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Value Fund (BBVLX) and PIMCO Dynamic Income Fund (PDI). 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	PDI	Difference
Sharpe ratio: Return per unit of total volatility	0.85	0.17	+0.67
Sortino ratio: Return per unit of downside risk	1.14	0.29	+0.84
Omega ratio: Gain probability vs. loss probability	1.17	1.05	+0.12
Calmar ratio: Return relative to maximum drawdown	0.99	0.18	+0.81
Martin ratio: Return relative to average drawdown	2.68	0.39	+2.30
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BBVLX vs. PDI - Sharpe Ratio Comparison

The current BBVLX Sharpe Ratio is 0.85, which is higher than the PDI Sharpe Ratio of 0.17. The chart below compares the historical Sharpe Ratios of BBVLX and PDI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BBVLX	PDI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.85	0.17	+0.67
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.58	0.16	+0.42
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.66	0.40	+0.27
Sharpe Ratio (All Time) Calculated using the full available price history	0.61	0.58	+0.03

Drawdowns

BBVLX vs. PDI - Drawdown Comparison

The maximum BBVLX drawdown since its inception was -38.48%, smaller than the maximum PDI drawdown of -46.47%. Use the drawdown chart below to compare losses from any high point for BBVLX and PDI.

Drawdown Indicators

	BBVLX	PDI	Difference
Max Drawdown Largest peak-to-trough decline	-38.48%	-46.47%	+7.99%
Max Drawdown (1Y) Largest decline over 1 year	-11.28%	-10.95%	-0.33%
Max Drawdown (3Y) Largest decline over 3 years	-14.58%	-17.55%	+2.97%
Max Drawdown (5Y) Largest decline over 5 years	-18.24%	-27.23%	+8.99%
Max Drawdown (10Y) Largest decline over 10 years	-38.48%	-46.47%	+7.99%
Current Drawdown Current decline from peak	-1.72%	-7.57%	+5.85%
Average Drawdown Average peak-to-trough decline	-4.09%	-6.22%	+2.13%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.10%	4.98%	-0.88%

Volatility

BBVLX vs. PDI - Volatility Comparison

Bridge Builder Large Cap Value Fund (BBVLX) and PIMCO Dynamic Income Fund (PDI) have volatilities of 3.08% and 3.21%, 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.

Volatility by Period

	BBVLX	PDI	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.08%	3.21%	-0.13%
Volatility (6M) Calculated over the trailing 6-month period	11.04%	8.14%	+2.90%
Volatility (1Y) Calculated over the trailing 1-year period	13.22%	11.24%	+1.98%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.30%	15.53%	+0.77%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.95%	19.05%	-1.10%

Dividends

BBVLX vs. PDI - Dividend Comparison

BBVLX's dividend yield for the trailing twelve months is around 1.69%, less than PDI's 15.84% 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%
PDI PIMCO Dynamic Income Fund	15.84%	14.94%	14.43%	14.74%	17.84%	10.21%	10.01%	9.45%	10.78%	8.81%	14.79%	18.70%

Frequently Asked Questions

Can I hold both BBVLX and PDI in my portfolio?

BBVLX and PDI have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BBVLX or PDI?

PDI has higher volatility (3.21%) compared to BBVLX (3.08%). In terms of maximum drawdown, BBVLX dropped -38.48% vs PDI's -46.47%.

Which has better risk-adjusted returns?

BBVLX currently has the higher Sharpe Ratio (0.85 vs 0.17), 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.