BBVSX vs. VOE
Compare and contrast key facts about Bridge Builder Small/Mid Cap Value Fund (BBVSX) and Vanguard Mid-Cap Value ETF (VOE).
BBVSX is managed by Bridge Builder. It was launched on Apr 27, 2015. VOE is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Value Index. It was launched on Aug 17, 2006.
Performance
BBVSX vs. VOE - Performance Comparison
Loading graphics...
BBVSX vs. VOE - 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% |
VOE Vanguard Mid-Cap Value ETF | 4.67% | 12.08% | 14.00% | 9.85% | -7.97% | 28.78% | 2.65% | 27.85% | -12.48% | 17.07% |
Returns By Period
In the year-to-date period, BBVSX achieves a 2.45% return, which is significantly lower than VOE's 4.67% return. Over the past 10 years, BBVSX has underperformed VOE with an annualized return of 8.41%, while VOE has yielded a comparatively higher 10.23% 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%
VOE
- 1D
- 0.20%
- 1M
- -4.46%
- YTD
- 4.67%
- 6M
- 7.17%
- 1Y
- 17.39%
- 3Y*
- 13.81%
- 5Y*
- 8.66%
- 10Y*
- 10.23%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BBVSX vs. VOE - Expense Ratio Comparison
BBVSX has a 0.41% expense ratio, which is higher than VOE's 0.07% expense ratio.
Return for Risk
BBVSX vs. VOE — Risk / Return Rank
BBVSX
VOE
BBVSX vs. VOE - 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 Mid-Cap Value ETF (VOE). 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 | VOE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.21 | 1.06 | -0.85 |
Sortino ratioReturn per unit of downside risk | 0.43 | 1.55 | -1.12 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.22 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 1.41 | -1.18 |
Martin ratioReturn relative to average drawdown | 0.58 | 6.51 | -5.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BBVSX | VOE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.21 | 1.06 | -0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.54 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.54 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.43 | -0.09 |
Correlation
The correlation between BBVSX and VOE 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.
Dividends
BBVSX vs. VOE - Dividend Comparison
BBVSX has not paid dividends to shareholders, while VOE's dividend yield for the trailing twelve months is around 1.99%.
| 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% |
VOE Vanguard Mid-Cap Value ETF | 1.99% | 2.10% | 2.11% | 2.27% | 2.27% | 1.78% | 2.36% | 2.05% | 2.75% | 1.86% | 1.92% | 2.05% |
Drawdowns
BBVSX vs. VOE - Drawdown Comparison
The maximum BBVSX drawdown since its inception was -43.42%, smaller than the maximum VOE drawdown of -61.50%. Use the drawdown chart below to compare losses from any high point for BBVSX and VOE.
Loading graphics...
Drawdown Indicators
| BBVSX | VOE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.42% | -61.50% | +18.08% |
Max Drawdown (1Y)Largest decline over 1 year | -13.52% | -12.42% | -1.10% |
Max Drawdown (5Y)Largest decline over 5 years | -23.25% | -19.70% | -3.55% |
Max Drawdown (10Y)Largest decline over 10 years | -43.42% | -43.18% | -0.24% |
Current DrawdownCurrent decline from peak | -10.79% | -4.54% | -6.25% |
Average DrawdownAverage peak-to-trough decline | -6.20% | -8.41% | +2.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.34% | 2.68% | +2.66% |
Volatility
BBVSX vs. VOE - Volatility Comparison
Bridge Builder Small/Mid Cap Value Fund (BBVSX) has a higher volatility of 5.67% compared to Vanguard Mid-Cap Value ETF (VOE) at 4.01%. This indicates that BBVSX's price experiences larger fluctuations and is considered to be riskier than VOE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BBVSX | VOE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.67% | 4.01% | +1.66% |
Volatility (6M)Calculated over the trailing 6-month period | 14.32% | 8.77% | +5.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.73% | 16.46% | +5.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.37% | 16.11% | +3.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.98% | 18.84% | +2.14% |