BBVSX vs. VFVA
Compare and contrast key facts about Bridge Builder Small/Mid Cap Value Fund (BBVSX) and Vanguard U.S. Value Factor ETF (VFVA).
BBVSX is managed by Bridge Builder. It was launched on Apr 27, 2015. VFVA is managed by Vanguard. It was launched on Feb 13, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBVSX or VFVA.
Correlation
The correlation between BBVSX and VFVA is 0.95, 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.
Performance
BBVSX vs. VFVA - Performance Comparison
Key characteristics
BBVSX:
0.41
VFVA:
0.71
BBVSX:
0.66
VFVA:
1.13
BBVSX:
1.09
VFVA:
1.14
BBVSX:
0.45
VFVA:
1.17
BBVSX:
1.21
VFVA:
2.65
BBVSX:
5.38%
VFVA:
4.29%
BBVSX:
16.01%
VFVA:
16.01%
BBVSX:
-43.42%
VFVA:
-48.57%
BBVSX:
-10.67%
VFVA:
-5.06%
Returns By Period
In the year-to-date period, BBVSX achieves a 3.24% return, which is significantly lower than VFVA's 3.61% return.
BBVSX
3.24%
-0.27%
-0.37%
7.88%
4.83%
N/A
VFVA
3.61%
-0.11%
5.69%
13.17%
12.98%
N/A
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BBVSX vs. VFVA - Expense Ratio Comparison
BBVSX has a 0.41% expense ratio, which is higher than VFVA's 0.13% expense ratio.
Risk-Adjusted Performance
BBVSX vs. VFVA — Risk-Adjusted Performance Rank
BBVSX
VFVA
BBVSX vs. VFVA - Risk-Adjusted Performance Comparison
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.
Dividends
BBVSX vs. VFVA - Dividend Comparison
BBVSX's dividend yield for the trailing twelve months is around 1.31%, less than VFVA's 2.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BBVSX Bridge Builder Small/Mid Cap Value Fund | 1.31% | 1.35% | 1.42% | 1.20% | 1.05% | 1.19% | 2.39% | 1.41% | 1.13% | 0.83% | 0.60% |
VFVA Vanguard U.S. Value Factor ETF | 2.32% | 2.40% | 2.45% | 2.21% | 1.68% | 2.04% | 2.09% | 1.65% | 0.00% | 0.00% | 0.00% |
Drawdowns
BBVSX vs. VFVA - Drawdown Comparison
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.
Volatility
BBVSX vs. VFVA - Volatility Comparison
The current volatility for Bridge Builder Small/Mid Cap Value Fund (BBVSX) is 3.36%, while Vanguard U.S. Value Factor ETF (VFVA) has a volatility of 3.58%. 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.