IVV vs. BBGLX
IVV (iShares Core S&P 500 ETF) and BBGLX (Bridge Builder Large Cap Growth Fund) are both funds - IVV is a S&P 500 fund tracking the S&P 500 Index, while BBGLX is a Large Cap Growth Equities fund managed by Bridge Builder. Over the past 10 years, IVV returned 15.47%/yr vs 13.54%/yr for BBGLX. Their correlation of 0.94 suggests significant overlap in exposure. IVV charges 0.03%/yr vs 0.19%/yr for BBGLX.
Performance
IVV vs. BBGLX - Performance Comparison
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Returns By Period
In the year-to-date period, IVV achieves a 9.08% return, which is significantly higher than BBGLX's 1.53% return. Over the past 10 years, IVV has outperformed BBGLX with an annualized return of 15.47%, while BBGLX has yielded a comparatively lower 13.54% annualized return.
IVV
- 1D
- 0.55%
- 1M
- -0.08%
- YTD
- 9.08%
- 6M
- 9.43%
- 1Y
- 24.38%
- 3Y*
- 20.95%
- 5Y*
- 13.42%
- 10Y*
- 15.47%
BBGLX
- 1D
- 1.30%
- 1M
- -1.70%
- YTD
- 1.53%
- 6M
- -7.75%
- 1Y
- 1.14%
- 3Y*
- 12.64%
- 5Y*
- 6.58%
- 10Y*
- 13.54%
IVV vs. BBGLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | 9.08% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
BBGLX Bridge Builder Large Cap Growth Fund | 1.53% | 2.79% | 21.45% | 32.21% | -26.82% | 23.34% | 34.84% | 33.32% | 0.10% | 25.33% |
Correlation
The correlation between IVV and BBGLX is 0.92, 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 | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
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 | 0.94 |
The correlation between IVV and BBGLX has been stable across timeframes, ranging from 0.90 to 0.94 - a consistent structural relationship.
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Return for Risk
IVV vs. BBGLX — Risk / Return Rank
IVV
BBGLX
IVV vs. BBGLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 ETF (IVV) and Bridge Builder Large Cap Growth Fund (BBGLX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IVV | BBGLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.91 | ||
| Sortino ratioReturn per unit of downside risk | +2.48 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.03 | +0.33 |
| Calmar ratioReturn relative to maximum drawdown | 2.76 | 0.07 | +2.69 |
| Martin ratioReturn relative to average drawdown | 12.43 | 0.16 | +12.28 |
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Drawdowns
IVV vs. BBGLX - Drawdown Comparison
The maximum IVV drawdown since its inception was -55.25%, which is greater than BBGLX's maximum drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for IVV and BBGLX.
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Drawdown Indicators
| IVV | BBGLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.25% | -32.31% | -22.94% |
Max Drawdown (1Y)Largest decline over 1 year | -8.89% | -22.44% | +13.55% |
Max Drawdown (3Y)Largest decline over 3 years | -18.75% | -22.44% | +3.69% |
Max Drawdown (5Y)Largest decline over 5 years | -24.53% | -32.31% | +7.78% |
Max Drawdown (10Y)Largest decline over 10 years | -33.90% | -32.31% | -1.59% |
Current DrawdownCurrent decline from peak | -2.35% | -9.95% | +7.60% |
Average DrawdownAverage peak-to-trough decline | -10.77% | -6.22% | -4.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 9.05% | -7.08% |
Volatility
IVV vs. BBGLX - Volatility Comparison
iShares Core S&P 500 ETF (IVV) and Bridge Builder Large Cap Growth Fund (BBGLX) have volatilities of 4.37% and 4.54%, 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.
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Volatility by Period
| IVV | BBGLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 4.54% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.59% | 13.72% | -4.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.28% | 16.31% | -4.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 19.68% | -2.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.08% | 19.45% | -1.37% |
IVV vs. BBGLX - Expense Ratio Comparison
IVV has a 0.03% expense ratio, which is lower than BBGLX's 0.19% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IVV vs. BBGLX - Dividend Comparison
IVV's dividend yield for the trailing twelve months is around 1.08%, while BBGLX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBGLX Bridge Builder Large Cap Growth Fund | 0.00% | 0.00% | 7.16% | 0.78% | 0.71% | 7.71% | 3.67% | 2.05% | 5.25% | 0.80% | 0.92% | 0.52% |
IVV iShares Core S&P 500 ETF | 1.08% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
Frequently Asked Questions
With a correlation of 0.92, IVV and BBGLX 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.
BBGLX has higher volatility (4.54%) compared to IVV (4.37%). In terms of maximum drawdown, IVV dropped -55.25% vs BBGLX's -32.31%.
IVV currently has the higher Sharpe Ratio (2.00 vs 0.09), 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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