FIUSX vs. BBVSX

Last updated Apr 2, 2026

Compare and contrast key facts about Delaware Opportunity Fund (FIUSX) and Bridge Builder Small/Mid Cap Value Fund (BBVSX).

FIUSX is managed by Delaware Funds. It was launched on Aug 24, 1992. BBVSX is managed by Bridge Builder. It was launched on Apr 27, 2015.

Performance

FIUSX vs. BBVSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Delaware Opportunity Fund (FIUSX) and Bridge Builder Small/Mid Cap Value Fund (BBVSX). The values are adjusted to include any dividend payments, if applicable.

FIUSX vs. BBVSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FIUSX Delaware Opportunity Fund	8.09%	12.60%	14.07%	11.68%	-9.62%	30.95%	0.88%	29.58%	-15.71%	18.67%
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%

Returns By Period

In the year-to-date period, FIUSX achieves a 8.09% return, which is significantly higher than BBVSX's 2.45% return. Over the past 10 years, FIUSX has outperformed BBVSX with an annualized return of 10.06%, while BBVSX has yielded a comparatively lower 8.41% annualized return.

FIUSX

• 1D: 2.44%
• 1M: -4.39%
• YTD: 8.09%
• 6M: 10.83%
• 1Y: 27.38%
• 3Y*: 16.22%
• 5Y*: 9.58%
• 10Y*: 10.06%

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%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FIUSX vs. BBVSX - Expense Ratio Comparison

FIUSX has a 1.15% expense ratio, which is higher than BBVSX's 0.41% expense ratio.

FIUSX

Delaware Opportunity Fund

BBVSX

Bridge Builder Small/Mid Cap Value Fund

Return for Risk

FIUSX vs. BBVSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FIUSX

FIUSX Risk / Return Rank: 80
FIUSX Sharpe Ratio Rank: 79
FIUSX Sortino Ratio Rank: 80
FIUSX Omega Ratio Rank: 77
FIUSX Calmar Ratio Rank: 79
FIUSX Martin Ratio Rank: 87

BBVSX

BBVSX Risk / Return Rank: 8
BBVSX Sharpe Ratio Rank: 8
BBVSX Sortino Ratio Rank: 8
BBVSX Omega Ratio Rank: 8
BBVSX Calmar Ratio Rank: 9
BBVSX Martin Ratio Rank: 8

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FIUSX vs. BBVSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Delaware Opportunity Fund (FIUSX) and Bridge Builder Small/Mid Cap Value Fund (BBVSX). 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.

	FIUSX	BBVSX	Difference
Sharpe ratio Return per unit of total volatility	1.50	0.21	+1.29
Sortino ratio Return per unit of downside risk	2.14	0.43	+1.71
Omega ratio Gain probability vs. loss probability	1.31	1.06	+0.25
Calmar ratio Return relative to maximum drawdown	2.05	0.22	+1.82
Martin ratio Return relative to average drawdown	9.84	0.58	+9.26
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FIUSX vs. BBVSX - Sharpe Ratio Comparison

The current FIUSX Sharpe Ratio is 1.50, which is higher than the BBVSX Sharpe Ratio of 0.21. The chart below compares the historical Sharpe Ratios of FIUSX and BBVSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	FIUSX	BBVSX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.50	0.21	+1.29
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.53	0.25	+0.28
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.49	0.40	+0.09
Sharpe Ratio (All Time) Calculated using the full available price history	0.44	0.34	+0.10

Correlation

The correlation between FIUSX and BBVSX 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

FIUSX vs. BBVSX - Dividend Comparison

FIUSX's dividend yield for the trailing twelve months is around 10.67%, while BBVSX has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FIUSX Delaware Opportunity Fund	10.67%	11.53%	12.68%	2.85%	8.96%	5.62%	1.60%	40.65%	12.11%	6.00%	4.23%	1.14%
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%

Drawdowns

FIUSX vs. BBVSX - Drawdown Comparison

The maximum FIUSX drawdown since its inception was -56.30%, which is greater than BBVSX's maximum drawdown of -43.42%. Use the drawdown chart below to compare losses from any high point for FIUSX and BBVSX.

Drawdown Indicators

	FIUSX	BBVSX	Difference
Max Drawdown Largest peak-to-trough decline	-56.30%	-43.42%	-12.88%
Max Drawdown (1Y) Largest decline over 1 year	-12.92%	-13.52%	+0.60%
Max Drawdown (5Y) Largest decline over 5 years	-21.69%	-23.25%	+1.56%
Max Drawdown (10Y) Largest decline over 10 years	-46.38%	-43.42%	-2.96%
Current Drawdown Current decline from peak	-4.39%	-10.79%	+6.40%
Average Drawdown Average peak-to-trough decline	-9.50%	-6.20%	-3.30%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.69%	5.34%	-2.65%

Volatility

FIUSX vs. BBVSX - Volatility Comparison

Delaware Opportunity Fund (FIUSX) and Bridge Builder Small/Mid Cap Value Fund (BBVSX) have volatilities of 5.70% and 5.67%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FIUSX	BBVSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.70%	5.67%	+0.03%
Volatility (6M) Calculated over the trailing 6-month period	10.26%	14.32%	-4.06%
Volatility (1Y) Calculated over the trailing 1-year period	18.63%	21.73%	-3.10%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.14%	19.37%	-1.23%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.54%	20.98%	-0.44%