BBVSX vs. VBR
BBVSX (Bridge Builder Small/Mid Cap Value Fund) and VBR (Vanguard Small-Cap Value ETF) are both funds - BBVSX is a Mid Cap Value Equities fund managed by Bridge Builder, while VBR is a Small Cap Value Equities fund tracking the CRSP US Small Cap Value Index. Over the past 10 years, BBVSX returned 9.27%/yr vs 10.67%/yr for VBR. Their 0.97 correlation means they have historically moved very closely together. BBVSX charges 0.41%/yr vs 0.05%/yr for VBR.
Performance
BBVSX vs. VBR - Performance Comparison
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Returns By Period
In the year-to-date period, BBVSX achieves a 16.43% return, which is significantly lower than VBR's 18.17% return. Over the past 10 years, BBVSX has underperformed VBR with an annualized return of 9.27%, while VBR has yielded a comparatively higher 10.67% annualized return.
BBVSX
- 1D
- 0.06%
- 1M
- 0.25%
- 6M
- 9.71%
- YTD
- 16.43%
- 1Y
- 11.99%
- 3Y*
- 9.84%
- 5Y*
- 6.80%
- 10Y*
- 9.27%
- ALL TIME*
- 8.07%
VBR
- 1D
- 1.27%
- 1M
- 1.85%
- 6M
- 11.26%
- YTD
- 18.17%
- 1Y
- 29.28%
- 3Y*
- 15.36%
- 5Y*
- 10.29%
- 10Y*
- 10.67%
- ALL TIME*
- 9.72%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $57.38M | $55.84M | $67.82M |
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 | 16.43% | -2.25% | 10.61% | 15.05% | -9.75% | 28.14% | 6.07% | 28.04% | -14.47% | 12.65% |
VBR Vanguard Small-Cap Value ETF | 18.17% | 9.09% | 12.40% | 16.00% | -9.38% | 28.08% | 5.90% | 22.78% | -12.28% | 11.81% |
Correlation
The correlation between BBVSX and VBR is 0.93, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.93 |
Correlation (3Y) Balances recent behavior with more history. | 0.93 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.96 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.97 |
Correlation (All Time) Calculated using the full available price history since Apr 29, 2015 | 0.97 |
The correlation between BBVSX and VBR has been stable across timeframes, ranging from 0.93 to 0.97 - a consistent structural relationship.
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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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BBVSX | VBR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.35 | ||
| Sortino ratioReturn per unit of downside risk | -1.98 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.35 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 0.84 | 3.32 | -2.48 |
| Martin ratioReturn relative to average drawdown | 2.08 | 12.14 | -10.06 |
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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 | -13.05% | -8.85% | -4.20% |
Max Drawdown (3Y)Largest decline over 3 years | -23.25% | -24.19% | +0.94% |
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 | -1.10% | -0.15% | -0.95% |
Average DrawdownAverage peak-to-trough decline | -6.10% | -8.21% | +2.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.20% | 2.42% | +2.78% |
Volatility
BBVSX vs. VBR - Volatility Comparison
The current volatility for Bridge Builder Small/Mid Cap Value Fund (BBVSX) is 2.95%, while Vanguard Small-Cap Value ETF (VBR) has a volatility of 3.58%. This indicates that BBVSX experiences smaller price fluctuations and is considered to be less risky 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 | 2.95% | 3.58% | -0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 10.40% | 10.28% | +0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.35% | 14.86% | +2.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.17% | 19.57% | -0.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.93% | 21.67% | -0.74% |
BBVSX vs. VBR - Expense Ratio Comparison
BBVSX has a 0.41% expense ratio, which is higher than VBR's 0.05% expense ratio.
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 1.74%.
| 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% |
VBR Vanguard Small-Cap Value ETF | 1.74% | 1.95% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% |
Frequently Asked Questions
With a correlation of 0.93, BBVSX and VBR 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.
VBR has higher volatility (3.58%) compared to BBVSX (2.95%). In terms of maximum drawdown, BBVSX dropped -43.42% vs VBR's -61.98%.
VBR currently has the higher Sharpe Ratio (1.98 vs 0.63), 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.
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