BBVSX vs. IVOV
Compare and contrast key facts about Bridge Builder Small/Mid Cap Value Fund (BBVSX) and Vanguard S&P Mid-Cap 400 Value ETF (IVOV).
BBVSX is managed by Bridge Builder. It was launched on Apr 27, 2015. IVOV is a passively managed fund by Vanguard that tracks the performance of the S&P MidCap 400 Value Index. It was launched on Sep 7, 2010.
Performance
BBVSX vs. IVOV - Performance Comparison
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BBVSX vs. IVOV - 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% |
IVOV Vanguard S&P Mid-Cap 400 Value ETF | 1.49% | 7.61% | 11.53% | 15.38% | -7.20% | 30.50% | 3.70% | 25.91% | -12.13% | 12.22% |
Returns By Period
In the year-to-date period, BBVSX achieves a 2.45% return, which is significantly higher than IVOV's 1.49% return. Over the past 10 years, BBVSX has underperformed IVOV with an annualized return of 8.41%, while IVOV has yielded a comparatively higher 10.02% 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%
IVOV
- 1D
- 0.56%
- 1M
- -4.88%
- YTD
- 1.49%
- 6M
- 3.16%
- 1Y
- 13.07%
- 3Y*
- 11.08%
- 5Y*
- 7.25%
- 10Y*
- 10.02%
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BBVSX vs. IVOV - Expense Ratio Comparison
BBVSX has a 0.41% expense ratio, which is higher than IVOV's 0.10% expense ratio.
Return for Risk
BBVSX vs. IVOV — Risk / Return Rank
BBVSX
IVOV
BBVSX vs. IVOV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Small/Mid Cap Value Fund (BBVSX) and Vanguard S&P Mid-Cap 400 Value ETF (IVOV). 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 | IVOV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.21 | 0.63 | -0.42 |
Sortino ratioReturn per unit of downside risk | 0.43 | 1.04 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.14 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 0.91 | -0.69 |
Martin ratioReturn relative to average drawdown | 0.58 | 3.45 | -2.86 |
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 | IVOV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.21 | 0.63 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.37 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.46 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.56 | -0.21 |
Correlation
The correlation between BBVSX and IVOV is 0.96, 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. IVOV - Dividend Comparison
BBVSX has not paid dividends to shareholders, while IVOV's dividend yield for the trailing twelve months is around 1.80%.
| 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% |
IVOV Vanguard S&P Mid-Cap 400 Value ETF | 1.80% | 1.82% | 1.74% | 1.52% | 1.97% | 1.78% | 2.42% | 1.75% | 1.87% | 1.55% | 1.51% | 1.66% |
Drawdowns
BBVSX vs. IVOV - Drawdown Comparison
The maximum BBVSX drawdown since its inception was -43.42%, smaller than the maximum IVOV drawdown of -45.99%. Use the drawdown chart below to compare losses from any high point for BBVSX and IVOV.
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Drawdown Indicators
| BBVSX | IVOV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.42% | -45.99% | +2.57% |
Max Drawdown (1Y)Largest decline over 1 year | -13.52% | -14.63% | +1.11% |
Max Drawdown (5Y)Largest decline over 5 years | -23.25% | -22.61% | -0.64% |
Max Drawdown (10Y)Largest decline over 10 years | -43.42% | -45.99% | +2.57% |
Current DrawdownCurrent decline from peak | -10.79% | -7.12% | -3.67% |
Average DrawdownAverage peak-to-trough decline | -6.20% | -5.46% | -0.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.34% | 3.88% | +1.46% |
Volatility
BBVSX vs. IVOV - Volatility Comparison
Bridge Builder Small/Mid Cap Value Fund (BBVSX) has a higher volatility of 5.67% compared to Vanguard S&P Mid-Cap 400 Value ETF (IVOV) at 5.27%. This indicates that BBVSX's price experiences larger fluctuations and is considered to be riskier than IVOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBVSX | IVOV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.67% | 5.27% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 14.32% | 11.46% | +2.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.73% | 20.80% | +0.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.37% | 19.55% | -0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.98% | 21.72% | -0.74% |