BBVSX vs. BBTBX
Compare and contrast key facts about Bridge Builder Small/Mid Cap Value Fund (BBVSX) and Bridge Builder Core Bond Fund (BBTBX).
BBVSX is managed by Bridge Builder. It was launched on Apr 27, 2015. BBTBX is managed by Bridge Builder. It was launched on Oct 28, 2013.
Performance
BBVSX vs. BBTBX - Performance Comparison
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BBVSX vs. BBTBX - 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% |
BBTBX Bridge Builder Core Bond Fund | -0.65% | 7.82% | 1.89% | 5.41% | -13.49% | -1.12% | 8.54% | 9.15% | 0.13% | 4.14% |
Returns By Period
In the year-to-date period, BBVSX achieves a 2.45% return, which is significantly higher than BBTBX's -0.65% return. Over the past 10 years, BBVSX has outperformed BBTBX with an annualized return of 8.41%, while BBTBX has yielded a comparatively lower 1.82% 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%
BBTBX
- 1D
- 0.22%
- 1M
- -1.74%
- YTD
- -0.65%
- 6M
- 0.23%
- 1Y
- 3.60%
- 3Y*
- 3.66%
- 5Y*
- 0.25%
- 10Y*
- 1.82%
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BBVSX vs. BBTBX - Expense Ratio Comparison
BBVSX has a 0.41% expense ratio, which is higher than BBTBX's 0.13% expense ratio.
Return for Risk
BBVSX vs. BBTBX — Risk / Return Rank
BBVSX
BBTBX
BBVSX vs. BBTBX - 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 Core Bond Fund (BBTBX). 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 | BBTBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.21 | 0.90 | -0.69 |
Sortino ratioReturn per unit of downside risk | 0.43 | 1.28 | -0.85 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.16 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 1.48 | -1.25 |
Martin ratioReturn relative to average drawdown | 0.58 | 4.21 | -3.62 |
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 | BBTBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.21 | 0.90 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.04 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.37 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.37 | -0.03 |
Correlation
The correlation between BBVSX and BBTBX is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
BBVSX vs. BBTBX - Dividend Comparison
BBVSX has not paid dividends to shareholders, while BBTBX's dividend yield for the trailing twelve months is around 3.66%.
| 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% |
BBTBX Bridge Builder Core Bond Fund | 3.66% | 4.58% | 3.92% | 2.86% | 2.26% | 2.38% | 4.73% | 3.39% | 3.02% | 2.67% | 0.95% | 0.17% |
Drawdowns
BBVSX vs. BBTBX - Drawdown Comparison
The maximum BBVSX drawdown since its inception was -43.42%, which is greater than BBTBX's maximum drawdown of -18.54%. Use the drawdown chart below to compare losses from any high point for BBVSX and BBTBX.
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Drawdown Indicators
| BBVSX | BBTBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.42% | -18.54% | -24.88% |
Max Drawdown (1Y)Largest decline over 1 year | -13.52% | -2.93% | -10.59% |
Max Drawdown (5Y)Largest decline over 5 years | -23.25% | -18.54% | -4.71% |
Max Drawdown (10Y)Largest decline over 10 years | -43.42% | -18.54% | -24.88% |
Current DrawdownCurrent decline from peak | -10.79% | -2.17% | -8.62% |
Average DrawdownAverage peak-to-trough decline | -6.20% | -3.94% | -2.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.34% | 1.03% | +4.31% |
Volatility
BBVSX vs. BBTBX - Volatility Comparison
Bridge Builder Small/Mid Cap Value Fund (BBVSX) has a higher volatility of 5.67% compared to Bridge Builder Core Bond Fund (BBTBX) at 1.65%. This indicates that BBVSX's price experiences larger fluctuations and is considered to be riskier than BBTBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBVSX | BBTBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.67% | 1.65% | +4.02% |
Volatility (6M)Calculated over the trailing 6-month period | 14.32% | 2.68% | +11.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.73% | 4.56% | +17.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.37% | 5.94% | +13.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.98% | 4.92% | +16.06% |