BBVSX vs. BBGSX
Compare and contrast key facts about Bridge Builder Small/Mid Cap Value Fund (BBVSX) and Bridge Builder Small/Mid Cap Growth Fund (BBGSX).
BBVSX is managed by Bridge Builder. It was launched on Apr 27, 2015. BBGSX is managed by Bridge Builder. It was launched on Apr 27, 2015.
Performance
BBVSX vs. BBGSX - Performance Comparison
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BBVSX vs. BBGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBVSX Bridge Builder Small/Mid Cap Value Fund | 2.45% | -2.25% | 10.61% | 15.05% | -9.75% | 28.14% | 6.07% | 28.04% | -14.47% | 12.65% |
BBGSX Bridge Builder Small/Mid Cap Growth Fund | -4.24% | 0.99% | 14.47% | 20.98% | -29.84% | 16.57% | 34.41% | 29.01% | -2.18% | 21.47% |
Returns By Period
In the year-to-date period, BBVSX achieves a 2.45% return, which is significantly higher than BBGSX's -4.24% return. Over the past 10 years, BBVSX has underperformed BBGSX with an annualized return of 8.41%, while BBGSX has yielded a comparatively higher 9.70% annualized return.
BBVSX
- 1D
- 2.45%
- 1M
- -5.95%
- YTD
- 2.45%
- 6M
- -7.12%
- 1Y
- 4.10%
- 3Y*
- 8.01%
- 5Y*
- 4.76%
- 10Y*
- 8.41%
BBGSX
- 1D
- 3.72%
- 1M
- -7.80%
- YTD
- -4.24%
- 6M
- -10.70%
- 1Y
- 6.56%
- 3Y*
- 7.55%
- 5Y*
- 1.00%
- 10Y*
- 9.70%
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BBVSX vs. BBGSX - Expense Ratio Comparison
BBVSX has a 0.41% expense ratio, which is higher than BBGSX's 0.38% expense ratio.
Return for Risk
BBVSX vs. BBGSX — Risk / Return Rank
BBVSX
BBGSX
BBVSX vs. BBGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Small/Mid Cap Value Fund (BBVSX) and Bridge Builder Small/Mid Cap Growth Fund (BBGSX). 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 | BBGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.21 | 0.31 | -0.10 |
Sortino ratioReturn per unit of downside risk | 0.43 | 0.60 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.08 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 0.23 | 0.00 |
Martin ratioReturn relative to average drawdown | 0.58 | 0.70 | -0.11 |
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 | BBGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.21 | 0.31 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.05 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.47 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.46 | -0.12 |
Correlation
The correlation between BBVSX and BBGSX is 0.84, 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
BBVSX vs. BBGSX - Dividend Comparison
Neither BBVSX nor BBGSX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BBGSX Bridge Builder Small/Mid Cap Growth Fund | 0.00% | 0.00% | 0.58% | 0.32% | 0.19% | 18.00% | 12.59% | 4.07% | 6.12% | 1.09% | 0.36% | 0.00% |
Drawdowns
BBVSX vs. BBGSX - Drawdown Comparison
The maximum BBVSX drawdown since its inception was -43.42%, which is greater than BBGSX's maximum drawdown of -37.95%. Use the drawdown chart below to compare losses from any high point for BBVSX and BBGSX.
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Drawdown Indicators
| BBVSX | BBGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.42% | -37.95% | -5.47% |
Max Drawdown (1Y)Largest decline over 1 year | -13.52% | -16.72% | +3.20% |
Max Drawdown (5Y)Largest decline over 5 years | -23.25% | -37.95% | +14.70% |
Max Drawdown (10Y)Largest decline over 10 years | -43.42% | -37.95% | -5.47% |
Current DrawdownCurrent decline from peak | -10.79% | -13.62% | +2.83% |
Average DrawdownAverage peak-to-trough decline | -6.20% | -9.62% | +3.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.34% | 5.45% | -0.11% |
Volatility
BBVSX vs. BBGSX - Volatility Comparison
The current volatility for Bridge Builder Small/Mid Cap Value Fund (BBVSX) is 5.67%, while Bridge Builder Small/Mid Cap Growth Fund (BBGSX) has a volatility of 7.62%. This indicates that BBVSX experiences smaller price fluctuations and is considered to be less risky than BBGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBVSX | BBGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.67% | 7.62% | -1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 14.32% | 14.20% | +0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.73% | 22.60% | -0.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.37% | 21.65% | -2.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.98% | 20.91% | +0.07% |