BBVSX vs. JVMIX

Last updated Jun 3, 2026

BBVSX (Bridge Builder Small/Mid Cap Value Fund) and JVMIX (John Hancock Funds Disciplined Value Mid Cap Fund Class I) are both Mid Cap Value Equities funds. Over the past 10 years, BBVSX returned 8.94%/yr vs 10.24%/yr for JVMIX. With a 0.96 correlation, they move nearly in lockstep. BBVSX charges 0.41%/yr vs 0.87%/yr for JVMIX.

Performance

BBVSX vs. JVMIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bridge Builder Small/Mid Cap Value Fund (BBVSX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BBVSX achieves a 11.17% return, which is significantly higher than JVMIX's 6.19% return. Over the past 10 years, BBVSX has underperformed JVMIX with an annualized return of 8.94%, while JVMIX has yielded a comparatively higher 10.24% annualized return.

BBVSX

• 1D: -0.06%
• 1M: 0.52%
• YTD: 11.17%
• 6M: 0.19%
• 1Y: 11.89%
• 3Y*: 11.08%
• 5Y*: 5.18%
• 10Y*: 8.94%

JVMIX

• 1D: -0.03%
• 1M: -0.51%
• YTD: 6.19%
• 6M: 5.91%
• 1Y: 16.02%
• 3Y*: 14.31%
• 5Y*: 7.80%
• 10Y*: 10.24%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BBVSX vs. JVMIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BBVSX Bridge Builder Small/Mid Cap Value Fund	11.17%	-2.25%	10.61%	15.05%	-9.75%	28.14%	6.07%	28.04%	-14.47%	12.65%
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I	6.19%	11.28%	10.46%	16.64%	-7.09%	26.85%	5.90%	30.13%	-14.90%	15.10%

Correlation

The correlation between BBVSX and JVMIX is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.92
Correlation (3Y) Calculated over the trailing 3-year period	0.92
Correlation (5Y) Calculated over the trailing 5-year period	0.95
Correlation (10Y) Calculated over the trailing 10-year period	0.96
Correlation (All Time) Calculated using the full available price history since Apr 30, 2015	0.96

The correlation between BBVSX and JVMIX has been stable across timeframes, ranging from 0.92 to 0.96 - a consistent structural relationship.

Return for Risk

BBVSX vs. JVMIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BBVSX

BBVSX Risk / Return Rank: 7
BBVSX Sharpe Ratio Rank: 8
BBVSX Sortino Ratio Rank: 8
BBVSX Omega Ratio Rank: 9
BBVSX Calmar Ratio Rank: 7
BBVSX Martin Ratio Rank: 6

JVMIX

JVMIX Risk / Return Rank: 20
JVMIX Sharpe Ratio Rank: 18
JVMIX Sortino Ratio Rank: 19
JVMIX Omega Ratio Rank: 17
JVMIX Calmar Ratio Rank: 23
JVMIX Martin Ratio Rank: 22

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BBVSX vs. JVMIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Small/Mid Cap Value Fund (BBVSX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX). 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	JVMIX	Difference
Sharpe ratio Return per unit of total volatility	0.69	1.25	-0.56
Sortino ratio Return per unit of downside risk	0.99	1.91	-0.91
Omega ratio Gain probability vs. loss probability	1.14	1.22	-0.08
Calmar ratio Return relative to maximum drawdown	0.68	1.84	-1.16
Martin ratio Return relative to average drawdown	1.71	5.94	-4.23
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BBVSX vs. JVMIX - Sharpe Ratio Comparison

The current BBVSX Sharpe Ratio is 0.69, which is lower than the JVMIX Sharpe Ratio of 1.25. The chart below compares the historical Sharpe Ratios of BBVSX and JVMIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BBVSX	JVMIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.69	1.25	-0.56
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.27	0.43	-0.16
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.43	0.51	-0.08
Sharpe Ratio (All Time) Calculated using the full available price history	0.38	0.30	+0.08

Drawdowns

BBVSX vs. JVMIX - Drawdown Comparison

The maximum BBVSX drawdown since its inception was -43.42%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for BBVSX and JVMIX.

Drawdown Indicators

	BBVSX	JVMIX	Difference
Max Drawdown Largest peak-to-trough decline	-43.42%	-67.04%	+23.62%
Max Drawdown (1Y) Largest decline over 1 year	-13.05%	-8.57%	-4.48%
Max Drawdown (3Y) Largest decline over 3 years	-23.25%	-21.13%	-2.12%
Max Drawdown (5Y) Largest decline over 5 years	-23.25%	-21.13%	-2.12%
Max Drawdown (10Y) Largest decline over 10 years	-43.42%	-42.64%	-0.78%
Current Drawdown Current decline from peak	-3.20%	-2.31%	-0.89%
Average Drawdown Average peak-to-trough decline	-6.18%	-13.37%	+7.19%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.20%	2.66%	+2.54%

Volatility

BBVSX vs. JVMIX - Volatility Comparison

Bridge Builder Small/Mid Cap Value Fund (BBVSX) has a higher volatility of 3.94% compared to John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) at 3.22%. This indicates that BBVSX's price experiences larger fluctuations and is considered to be riskier than JVMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BBVSX	JVMIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.94%	3.22%	+0.72%
Volatility (6M) Calculated over the trailing 6-month period	14.25%	9.15%	+5.10%
Volatility (1Y) Calculated over the trailing 1-year period	17.45%	12.78%	+4.67%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.33%	18.39%	+0.94%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.01%	20.32%	+0.69%

BBVSX vs. JVMIX - Expense Ratio Comparison

BBVSX has a 0.41% expense ratio, which is lower than JVMIX's 0.87% expense ratio.

Dividends

BBVSX vs. JVMIX - Dividend Comparison

BBVSX has not paid dividends to shareholders, while JVMIX's dividend yield for the trailing twelve months is around 8.70%.

Position	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%
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I	8.70%	9.24%	12.05%	4.02%	5.27%	6.67%	1.13%	2.40%	13.85%	5.94%	1.91%	5.88%

Frequently Asked Questions

Can I hold both BBVSX and JVMIX in my portfolio?

With a correlation of 0.92, BBVSX and JVMIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, BBVSX or JVMIX?

BBVSX has higher volatility (3.94%) compared to JVMIX (3.22%). In terms of maximum drawdown, BBVSX dropped -43.42% vs JVMIX's -67.04%.

Which has better risk-adjusted returns?

JVMIX currently has the higher Sharpe Ratio (1.25 vs 0.69), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.