PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
BWB vs. VTI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BWB vs. VTI

Last updated May 18, 2025

Compare and contrast key facts about Bridgewater Bancshares, Inc. (BWB) and Vanguard Total Stock Market ETF (VTI).

VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BWB or VTI.

Correlation

The correlation between BWB and VTI is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

BWB vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bridgewater Bancshares, Inc. (BWB) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Sharpe Ratio

BWB:

0.98

VTI:

0.66

Sortino Ratio

BWB:

1.58

VTI:

1.12

Omega Ratio

BWB:

1.19

VTI:

1.17

Calmar Ratio

BWB:

0.73

VTI:

0.74

Martin Ratio

BWB:

3.78

VTI:

2.80

Ulcer Index

BWB:

8.90%

VTI:

5.11%

Daily Std Dev

BWB:

32.88%

VTI:

20.23%

Max Drawdown

BWB:

-59.49%

VTI:

-55.45%

Current Drawdown

BWB:

-21.43%

VTI:

-3.14%

Returns By Period

In the year-to-date period, BWB achieves a 16.14% return, which is significantly higher than VTI's 1.31% return.

BWB

YTD

16.14%

1M

18.68%

6M

5.37%

1Y

29.56%

5Y*

9.70%

10Y*

N/A

VTI

YTD

1.31%

1M

13.07%

6M

1.46%

1Y

13.04%

5Y*

16.29%

10Y*

12.19%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Risk-Adjusted Performance

BWB vs. VTI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BWB
The Risk-Adjusted Performance Rank of BWB is 7979
Overall Rank
The Sharpe Ratio Rank of BWB is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of BWB is 7878
Sortino Ratio Rank
The Omega Ratio Rank of BWB is 7575
Omega Ratio Rank
The Calmar Ratio Rank of BWB is 7878
Calmar Ratio Rank
The Martin Ratio Rank of BWB is 8282
Martin Ratio Rank
VTI
The Risk-Adjusted Performance Rank of VTI is 6767
Overall Rank
The Sharpe Ratio Rank of VTI is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of VTI is 6666
Sortino Ratio Rank
The Omega Ratio Rank of VTI is 6969
Omega Ratio Rank
The Calmar Ratio Rank of VTI is 6969
Calmar Ratio Rank
The Martin Ratio Rank of VTI is 6767
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BWB vs. VTI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Bridgewater Bancshares, Inc. (BWB) and Vanguard Total Stock Market ETF (VTI). 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 BWB Sharpe Ratio is 0.98, which is higher than the VTI Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of BWB and VTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Loading data...

Dividends

BWB vs. VTI - Dividend Comparison

BWB has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.28%.

TTM20242023202220212020201920182017201620152014
BWB
Bridgewater Bancshares, Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VTI
Vanguard Total Stock Market ETF		1.28%1.27%1.44%1.67%1.21%1.42%1.78%2.04%1.71%1.92%1.98%1.76%

Drawdowns

BWB vs. VTI - Drawdown Comparison

The maximum BWB drawdown since its inception was -59.49%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for BWB and VTI. For additional features, visit the drawdowns tool.

Loading data...

Volatility

BWB vs. VTI - Volatility Comparison

Bridgewater Bancshares, Inc. (BWB) has a higher volatility of 11.38% compared to Vanguard Total Stock Market ETF (VTI) at 5.53%. This indicates that BWB's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading data...