BBVSX vs. FSSNX
Compare and contrast key facts about Bridge Builder Small/Mid Cap Value Fund (BBVSX) and Fidelity Small Cap Index Fund (FSSNX).
BBVSX is managed by Bridge Builder. It was launched on Apr 27, 2015. FSSNX is managed by Fidelity. It was launched on Sep 8, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBVSX or FSSNX.
Correlation
The correlation between BBVSX and FSSNX is 0.93, 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.
Performance
BBVSX vs. FSSNX - Performance Comparison
Key characteristics
BBVSX:
0.30
FSSNX:
0.56
BBVSX:
0.52
FSSNX:
0.93
BBVSX:
1.07
FSSNX:
1.11
BBVSX:
0.33
FSSNX:
0.57
BBVSX:
0.89
FSSNX:
2.47
BBVSX:
5.49%
FSSNX:
4.51%
BBVSX:
16.15%
FSSNX:
19.87%
BBVSX:
-43.42%
FSSNX:
-44.52%
BBVSX:
-13.17%
FSSNX:
-9.80%
Returns By Period
In the year-to-date period, BBVSX achieves a 0.35% return, which is significantly higher than FSSNX's -1.45% return.
BBVSX
0.35%
-3.85%
-5.13%
3.59%
4.23%
N/A
FSSNX
-1.45%
-4.62%
-0.37%
10.61%
6.47%
6.15%
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BBVSX vs. FSSNX - Expense Ratio Comparison
BBVSX has a 0.41% expense ratio, which is higher than FSSNX's 0.03% expense ratio.
Risk-Adjusted Performance
BBVSX vs. FSSNX — Risk-Adjusted Performance Rank
BBVSX
FSSNX
BBVSX vs. FSSNX - Risk-Adjusted Performance Comparison
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.
Dividends
BBVSX vs. FSSNX - Dividend Comparison
BBVSX's dividend yield for the trailing twelve months is around 1.35%, more than FSSNX's 1.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBVSX Bridge Builder Small/Mid Cap Value Fund | 1.35% | 1.35% | 1.42% | 1.20% | 1.05% | 1.19% | 2.39% | 1.41% | 1.13% | 0.83% | 0.60% | 0.00% |
FSSNX Fidelity Small Cap Index Fund | 1.04% | 1.03% | 1.43% | 1.26% | 1.26% | 0.94% | 1.32% | 1.33% | 1.15% | 1.24% | 2.80% | 4.80% |
Drawdowns
BBVSX vs. FSSNX - Drawdown Comparison
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.
Volatility
BBVSX vs. FSSNX - Volatility Comparison
The current volatility for Bridge Builder Small/Mid Cap Value Fund (BBVSX) is 3.67%, while Fidelity Small Cap Index Fund (FSSNX) has a volatility of 4.74%. 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.