BBVSX vs. AGG
BBVSX (Bridge Builder Small/Mid Cap Value Fund) and AGG (iShares Core U.S. Aggregate Bond ETF) are both funds - BBVSX is a Mid Cap Value Equities fund managed by Bridge Builder, while AGG is a Total Bond Market fund tracking the Bloomberg U.S. Aggregate Bond Index. Over the past 10 years, BBVSX returned 8.83%/yr vs 1.52%/yr for AGG. At a correlation of -0.01, they often move in opposite directions. BBVSX charges 0.41%/yr vs 0.03%/yr for AGG.
Performance
BBVSX vs. AGG - Performance Comparison
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Returns By Period
In the year-to-date period, BBVSX achieves a 11.31% return, which is significantly higher than AGG's -0.08% return. Over the past 10 years, BBVSX has outperformed AGG with an annualized return of 8.83%, while AGG has yielded a comparatively lower 1.52% annualized return.
BBVSX
- 1D
- -1.53%
- 1M
- 0.13%
- YTD
- 11.31%
- 6M
- -0.32%
- 1Y
- 10.04%
- 3Y*
- 10.89%
- 5Y*
- 5.20%
- 10Y*
- 8.83%
AGG
- 1D
- 0.00%
- 1M
- -0.69%
- YTD
- -0.08%
- 6M
- 0.26%
- 1Y
- 4.97%
- 3Y*
- 3.88%
- 5Y*
- -0.03%
- 10Y*
- 1.52%
BBVSX vs. AGG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBVSX Bridge Builder Small/Mid Cap Value Fund | 11.31% | -2.25% | 10.61% | 15.05% | -9.75% | 28.14% | 6.07% | 28.04% | -14.47% | 12.65% |
AGG iShares Core U.S. Aggregate Bond ETF | -0.08% | 7.19% | 1.31% | 5.65% | -13.02% | -1.77% | 7.48% | 8.46% | 0.09% | 3.55% |
Correlation
The correlation between BBVSX and AGG is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.02 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2015 | -0.01 |
The correlation between BBVSX and AGG shifts across timeframes, from -0.01 (all time) to 0.36 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
BBVSX vs. AGG — Risk / Return Rank
BBVSX
AGG
BBVSX vs. AGG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Small/Mid Cap Value Fund (BBVSX) and iShares Core U.S. Aggregate Bond ETF (AGG). 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.
| BBVSX | AGG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.65 | ||
| Sortino ratioReturn per unit of downside risk | -0.98 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.23 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.89 | 1.81 | -0.92 |
| Martin ratioReturn relative to average drawdown | 2.20 | 5.44 | -3.24 |
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
| BBVSX | AGG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 1.32 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | -0.00 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.28 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.59 | -0.21 |
Drawdowns
BBVSX vs. AGG - Drawdown Comparison
The maximum BBVSX drawdown since its inception was -43.42%, which is greater than AGG's maximum drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for BBVSX and AGG.
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Drawdown Indicators
| BBVSX | AGG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.42% | -18.43% | -24.99% |
Max Drawdown (1Y)Largest decline over 1 year | -13.05% | -2.76% | -10.29% |
Max Drawdown (3Y)Largest decline over 3 years | -23.25% | -6.11% | -17.14% |
Max Drawdown (5Y)Largest decline over 5 years | -23.25% | -17.82% | -5.43% |
Max Drawdown (10Y)Largest decline over 10 years | -43.42% | -18.43% | -24.99% |
Current DrawdownCurrent decline from peak | -3.07% | -2.47% | -0.60% |
Average DrawdownAverage peak-to-trough decline | -6.17% | -2.71% | -3.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.20% | 0.92% | +4.28% |
Volatility
BBVSX vs. AGG - Volatility Comparison
Bridge Builder Small/Mid Cap Value Fund (BBVSX) has a higher volatility of 4.11% compared to iShares Core U.S. Aggregate Bond ETF (AGG) at 1.29%. This indicates that BBVSX's price experiences larger fluctuations and is considered to be riskier than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBVSX | AGG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 1.29% | +2.82% |
Volatility (6M)Calculated over the trailing 6-month period | 14.11% | 2.77% | +11.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.49% | 3.80% | +13.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.34% | 6.09% | +13.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.01% | 5.41% | +15.60% |
BBVSX vs. AGG - Expense Ratio Comparison
BBVSX has a 0.41% expense ratio, which is higher than AGG's 0.03% expense ratio.
Dividends
BBVSX vs. AGG - Dividend Comparison
BBVSX has not paid dividends to shareholders, while AGG's dividend yield for the trailing twelve months is around 4.00%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG iShares Core U.S. Aggregate Bond ETF | 4.00% | 3.89% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.72% | 2.32% | 2.39% | 2.45% |
BBVSX Bridge Builder Small/Mid Cap Value Fund | 0.00% | 0.00% | 6.75% | 3.88% | 7.57% | 10.92% | 2.38% | 1.32% | 5.03% | 1.18% | 0.82% | 0.68% |
Frequently Asked Questions
BBVSX and AGG have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBVSX has higher volatility (4.11%) compared to AGG (1.29%). In terms of maximum drawdown, BBVSX dropped -43.42% vs AGG's -18.43%.
AGG currently has the higher Sharpe Ratio (1.32 vs 0.66), 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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