BBVSX vs. IVOV

In the year-to-date period, BBVSX achieves a -2.61% return, which is significantly higher than IVOV's -3.76% return. Over the past 10 years, BBVSX has underperformed IVOV with an annualized return of 7.58%, while IVOV has yielded a comparatively higher 8.18% annualized return.

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BBVSX has a 0.41% expense ratio, which is higher than IVOV's 0.15% expense ratio.

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.

The current BBVSX Sharpe Ratio is 0.22, which is comparable to the IVOV Sharpe Ratio of 0.31. The chart below compares the historical Sharpe Ratios of BBVSX and IVOV, 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 8.32%, more than IVOV's 1.81% yield.

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.

The current volatility for Bridge Builder Small/Mid Cap Value Fund (BBVSX) is 5.58%, while Vanguard S&P Mid-Cap 400 Value ETF (IVOV) has a volatility of 5.99%. This indicates that BBVSX experiences smaller price fluctuations and is considered to be less risky than IVOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.