BBVLX vs. VTV
Compare and contrast key facts about Bridge Builder Large Cap Value Fund (BBVLX) and Vanguard Value ETF (VTV).
BBVLX is managed by Bridge Builder. It was launched on Apr 27, 2015. VTV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Prime Market Value Index. It was launched on Jan 26, 2004.
Performance
BBVLX vs. VTV - Performance Comparison
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BBVLX vs. VTV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBVLX Bridge Builder Large Cap Value Fund | -1.42% | 4.45% | 22.32% | 13.84% | -5.32% | 26.23% | 9.57% | 28.49% | -8.15% | 17.20% |
VTV Vanguard Value ETF | 3.54% | 15.27% | 15.95% | 9.32% | -2.09% | 26.53% | 2.33% | 25.66% | -5.47% | 17.15% |
Returns By Period
In the year-to-date period, BBVLX achieves a -1.42% return, which is significantly lower than VTV's 3.54% return. Both investments have delivered pretty close results over the past 10 years, with BBVLX having a 11.30% annualized return and VTV not far ahead at 11.83%.
BBVLX
- 1D
- 1.64%
- 1M
- -5.62%
- YTD
- -1.42%
- 6M
- -6.02%
- 1Y
- 2.43%
- 3Y*
- 12.23%
- 5Y*
- 8.82%
- 10Y*
- 11.30%
VTV
- 1D
- 0.24%
- 1M
- -4.38%
- YTD
- 3.54%
- 6M
- 6.37%
- 1Y
- 16.56%
- 3Y*
- 15.18%
- 5Y*
- 10.91%
- 10Y*
- 11.83%
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BBVLX vs. VTV - Expense Ratio Comparison
BBVLX has a 0.23% expense ratio, which is higher than VTV'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%.
Return for Risk
BBVLX vs. VTV — Risk / Return Rank
BBVLX
VTV
BBVLX vs. VTV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Value Fund (BBVLX) and Vanguard Value ETF (VTV). 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 | VTV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 1.12 | -0.97 |
Sortino ratioReturn per unit of downside risk | 0.31 | 1.61 | -1.30 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.24 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.12 | 1.44 | -1.32 |
Martin ratioReturn relative to average drawdown | 0.35 | 6.48 | -6.13 |
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 | VTV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 1.12 | -0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.79 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.71 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.49 | +0.07 |
Correlation
The correlation between BBVLX and VTV 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.
Dividends
BBVLX vs. VTV - Dividend Comparison
BBVLX's dividend yield for the trailing twelve months is around 1.41%, less than VTV's 2.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBVLX Bridge Builder Large Cap Value Fund | 1.41% | 1.89% | 14.73% | 5.11% | 9.12% | 7.09% | 1.62% | 1.80% | 3.45% | 2.23% | 1.68% | 1.24% |
VTV Vanguard Value ETF | 2.02% | 2.05% | 2.31% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% |
Drawdowns
BBVLX vs. VTV - Drawdown Comparison
The maximum BBVLX drawdown since its inception was -38.48%, smaller than the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for BBVLX and VTV.
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Drawdown Indicators
| BBVLX | VTV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.48% | -59.27% | +20.79% |
Max Drawdown (1Y)Largest decline over 1 year | -11.42% | -11.32% | -0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -18.24% | -17.04% | -1.20% |
Max Drawdown (10Y)Largest decline over 10 years | -38.48% | -36.78% | -1.70% |
Current DrawdownCurrent decline from peak | -9.82% | -4.58% | -5.24% |
Average DrawdownAverage peak-to-trough decline | -4.10% | -7.92% | +3.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.22% | 2.51% | +1.71% |
Volatility
BBVLX vs. VTV - Volatility Comparison
Bridge Builder Large Cap Value Fund (BBVLX) has a higher volatility of 4.19% compared to Vanguard Value ETF (VTV) at 3.65%. This indicates that BBVLX's price experiences larger fluctuations and is considered to be riskier than VTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBVLX | VTV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.19% | 3.65% | +0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 10.91% | 7.71% | +3.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.26% | 14.89% | +2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.29% | 13.88% | +2.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.94% | 16.67% | +1.27% |