BBVSX vs. VFVA

In the year-to-date period, BBVSX achieves a -4.15% return, which is significantly higher than VFVA's -5.27% return.

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BBVSX has a 0.41% expense ratio, which is higher than VFVA's 0.13% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Small/Mid Cap Value Fund (BBVSX) and Vanguard U.S. Value Factor ETF (VFVA). 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 -0.25, which is lower than the VFVA Sharpe Ratio of -0.08. The chart below compares the historical Sharpe Ratios of BBVSX and VFVA, 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 1.41%, less than VFVA's 2.61% yield.

The maximum BBVSX drawdown since its inception was -43.42%, smaller than the maximum VFVA drawdown of -48.57%. Use the drawdown chart below to compare losses from any high point for BBVSX and VFVA. For additional features, visit the drawdowns tool.

The current volatility for Bridge Builder Small/Mid Cap Value Fund (BBVSX) is 6.43%, while Vanguard U.S. Value Factor ETF (VFVA) has a volatility of 8.07%. This indicates that BBVSX experiences smaller price fluctuations and is considered to be less risky than VFVA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.