BBVSX vs. FSSNX

In the year-to-date period, BBVSX achieves a -4.15% return, which is significantly higher than FSSNX's -8.71% return. Over the past 10 years, BBVSX has underperformed FSSNX with an annualized return of 4.55%, while FSSNX has yielded a comparatively higher 5.32% annualized return.

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BBVSX has a 0.41% expense ratio, which is higher than FSSNX's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Small/Mid Cap Value Fund (BBVSX) and Fidelity Small Cap Index Fund (FSSNX). 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.

The current BBVSX Sharpe Ratio is -0.25, which is lower than the FSSNX Sharpe Ratio of -0.03. The chart below compares the historical Sharpe Ratios of BBVSX and FSSNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BBVSX's dividend yield for the trailing twelve months is around 1.41%, more than FSSNX's 1.12% yield.

The maximum BBVSX drawdown since its inception was -43.42%, roughly equal to the maximum FSSNX drawdown of -44.52%. Use the drawdown chart below to compare losses from any high point for BBVSX and FSSNX. For additional features, visit the drawdowns tool.

The current volatility for Bridge Builder Small/Mid Cap Value Fund (BBVSX) is 6.43%, while Fidelity Small Cap Index Fund (FSSNX) has a volatility of 7.43%. This indicates that BBVSX experiences smaller price fluctuations and is considered to be less risky than FSSNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.