IJR vs. BBVSX
IJR (iShares Core S&P Small-Cap ETF) and BBVSX (Bridge Builder Small/Mid Cap Value Fund) are both funds - IJR is a Small Cap Blend Equities fund tracking the S&P SmallCap 600 Index, while BBVSX is a Mid Cap Value Equities fund managed by Bridge Builder. Over the past 10 years, IJR returned 10.61%/yr vs 8.83%/yr for BBVSX. Their correlation of 0.95 suggests significant overlap in exposure. IJR charges 0.06%/yr vs 0.41%/yr for BBVSX.
Performance
IJR vs. BBVSX - Performance Comparison
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Returns By Period
In the year-to-date period, IJR achieves a 15.49% return, which is significantly higher than BBVSX's 11.31% return. Over the past 10 years, IJR has outperformed BBVSX with an annualized return of 10.61%, while BBVSX has yielded a comparatively lower 8.83% annualized return.
IJR
- 1D
- 0.65%
- 1M
- 0.17%
- YTD
- 15.49%
- 6M
- 15.12%
- 1Y
- 30.47%
- 3Y*
- 13.78%
- 5Y*
- 5.37%
- 10Y*
- 10.61%
BBVSX
- 1D
- -1.53%
- 1M
- 0.13%
- YTD
- 11.31%
- 6M
- -0.32%
- 1Y
- 10.04%
- 3Y*
- 10.89%
- 5Y*
- 5.20%
- 10Y*
- 8.83%
IJR vs. BBVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IJR iShares Core S&P Small-Cap ETF | 15.49% | 5.89% | 8.63% | 16.06% | -16.20% | 26.58% | 11.28% | 22.82% | -8.51% | 13.15% |
BBVSX Bridge Builder Small/Mid Cap Value Fund | 11.31% | -2.25% | 10.61% | 15.05% | -9.75% | 28.14% | 6.07% | 28.04% | -14.47% | 12.65% |
Correlation
The correlation between IJR and BBVSX is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Apr 29, 2015 | 0.95 |
The correlation between IJR and BBVSX has been stable across timeframes, ranging from 0.91 to 0.95 - a consistent structural relationship.
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Return for Risk
IJR vs. BBVSX — Risk / Return Rank
IJR
BBVSX
IJR vs. BBVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P Small-Cap ETF (IJR) 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.
| IJR | BBVSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.08 | ||
| Sortino ratioReturn per unit of downside risk | +1.57 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.14 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 3.52 | 0.89 | +2.63 |
| Martin ratioReturn relative to average drawdown | 11.72 | 2.20 | +9.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IJR | BBVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 0.66 | +1.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.27 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.42 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.38 | +0.06 |
Drawdowns
IJR vs. BBVSX - Drawdown Comparison
The maximum IJR drawdown since its inception was -58.15%, which is greater than BBVSX's maximum drawdown of -43.42%. Use the drawdown chart below to compare losses from any high point for IJR and BBVSX.
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Drawdown Indicators
| IJR | BBVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.15% | -43.42% | -14.73% |
Max Drawdown (1Y)Largest decline over 1 year | -8.68% | -13.05% | +4.37% |
Max Drawdown (3Y)Largest decline over 3 years | -28.02% | -23.25% | -4.77% |
Max Drawdown (5Y)Largest decline over 5 years | -28.02% | -23.25% | -4.77% |
Max Drawdown (10Y)Largest decline over 10 years | -44.36% | -43.42% | -0.94% |
Current DrawdownCurrent decline from peak | -1.20% | -3.07% | +1.87% |
Average DrawdownAverage peak-to-trough decline | -9.28% | -6.17% | -3.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 5.20% | -2.59% |
Volatility
IJR vs. BBVSX - Volatility Comparison
iShares Core S&P Small-Cap ETF (IJR) has a higher volatility of 4.73% compared to Bridge Builder Small/Mid Cap Value Fund (BBVSX) at 4.11%. This indicates that IJR's price experiences larger fluctuations and is considered to be riskier than BBVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IJR | BBVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.73% | 4.11% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 11.82% | 14.11% | -2.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.63% | 17.49% | +0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.42% | 19.34% | +2.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.92% | 21.01% | +1.91% |
IJR vs. BBVSX - Expense Ratio Comparison
IJR has a 0.06% expense ratio, which is lower than BBVSX's 0.41% expense ratio.
Dividends
IJR vs. BBVSX - Dividend Comparison
IJR's dividend yield for the trailing twelve months is around 1.15%, while BBVSX has not paid dividends to shareholders.
| Position | 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% |
IJR iShares Core S&P Small-Cap ETF | 1.15% | 1.44% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.22% | 1.48% |
Frequently Asked Questions
With a correlation of 0.91, IJR and BBVSX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
IJR has higher volatility (4.73%) compared to BBVSX (4.11%). In terms of maximum drawdown, IJR dropped -58.15% vs BBVSX's -43.42%.
IJR currently has the higher Sharpe Ratio (1.74 vs 0.66), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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