BBVSX vs. VBR
Compare and contrast key facts about Bridge Builder Small/Mid Cap Value Fund (BBVSX) and Vanguard Small-Cap Value ETF (VBR).
BBVSX is managed by Bridge Builder. It was launched on Apr 27, 2015. VBR is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap Value Index. It was launched on Jan 26, 2004.
Performance
BBVSX vs. VBR - Performance Comparison
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BBVSX vs. VBR - 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% |
VBR Vanguard Small-Cap Value ETF | 3.59% | 9.09% | 12.40% | 16.00% | -9.38% | 28.08% | 5.90% | 22.78% | -12.28% | 11.81% |
Returns By Period
In the year-to-date period, BBVSX achieves a 2.45% return, which is significantly lower than VBR's 3.59% return. Over the past 10 years, BBVSX has underperformed VBR with an annualized return of 8.41%, while VBR has yielded a comparatively higher 10.14% 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%
VBR
- 1D
- 0.41%
- 1M
- -4.79%
- YTD
- 3.59%
- 6M
- 5.25%
- 1Y
- 19.13%
- 3Y*
- 13.58%
- 5Y*
- 7.64%
- 10Y*
- 10.14%
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BBVSX vs. VBR - Expense Ratio Comparison
BBVSX has a 0.41% expense ratio, which is higher than VBR's 0.07% expense ratio.
Return for Risk
BBVSX vs. VBR — Risk / Return Rank
BBVSX
VBR
BBVSX vs. VBR - 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 Small-Cap Value ETF (VBR). 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 | VBR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.21 | 0.93 | -0.72 |
Sortino ratioReturn per unit of downside risk | 0.43 | 1.43 | -1.00 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.19 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 1.37 | -1.15 |
Martin ratioReturn relative to average drawdown | 0.58 | 5.62 | -5.04 |
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 | VBR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.21 | 0.93 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.39 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.47 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.40 | -0.06 |
Correlation
The correlation between BBVSX and VBR is 0.97, 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. VBR - Dividend Comparison
BBVSX has not paid dividends to shareholders, while VBR's dividend yield for the trailing twelve months is around 1.90%.
| 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% |
VBR Vanguard Small-Cap Value ETF | 1.90% | 1.95% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% |
Drawdowns
BBVSX vs. VBR - Drawdown Comparison
The maximum BBVSX drawdown since its inception was -43.42%, smaller than the maximum VBR drawdown of -61.98%. Use the drawdown chart below to compare losses from any high point for BBVSX and VBR.
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Drawdown Indicators
| BBVSX | VBR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.42% | -61.98% | +18.56% |
Max Drawdown (1Y)Largest decline over 1 year | -13.52% | -14.18% | +0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -23.25% | -24.19% | +0.94% |
Max Drawdown (10Y)Largest decline over 10 years | -43.42% | -45.28% | +1.86% |
Current DrawdownCurrent decline from peak | -10.79% | -5.75% | -5.04% |
Average DrawdownAverage peak-to-trough decline | -6.20% | -8.32% | +2.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.34% | 3.46% | +1.88% |
Volatility
BBVSX vs. VBR - Volatility Comparison
Bridge Builder Small/Mid Cap Value Fund (BBVSX) has a higher volatility of 5.67% compared to Vanguard Small-Cap Value ETF (VBR) at 5.40%. This indicates that BBVSX's price experiences larger fluctuations and is considered to be riskier than VBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBVSX | VBR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.67% | 5.40% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 14.32% | 11.29% | +3.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.73% | 20.64% | +1.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.37% | 19.85% | -0.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.98% | 21.73% | -0.75% |