IVV vs. BBIEX
IVV (iShares Core S&P 500 ETF) and BBIEX (Bridge Builder International Equity Fund) are both funds - IVV is a S&P 500 fund tracking the S&P 500 Index, while BBIEX is a Foreign Large Cap Equities fund managed by Bridge Builder. Over the past 10 years, IVV returned 15.47%/yr vs 8.72%/yr for BBIEX. A 0.78 correlation means they provide meaningful diversification when combined. IVV charges 0.03%/yr vs 0.37%/yr for BBIEX.
Performance
IVV vs. BBIEX - 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 BBIEX's 6.70% return. Over the past 10 years, IVV has outperformed BBIEX with an annualized return of 15.47%, while BBIEX has yielded a comparatively lower 8.72% 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%
BBIEX
- 1D
- 2.52%
- 1M
- 0.52%
- YTD
- 6.70%
- 6M
- -1.40%
- 1Y
- 4.67%
- 3Y*
- 11.59%
- 5Y*
- 4.69%
- 10Y*
- 8.72%
IVV vs. BBIEX - 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% |
BBIEX Bridge Builder International Equity Fund | 6.70% | 17.63% | 5.67% | 17.29% | -18.01% | 10.54% | 15.76% | 23.14% | -13.28% | 26.70% |
Correlation
The correlation between IVV and BBIEX is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.75 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.78 |
The correlation between IVV and BBIEX has been stable across timeframes, ranging from 0.69 to 0.78 - a consistent structural relationship.
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Return for Risk
IVV vs. BBIEX — Risk / Return Rank
IVV
BBIEX
IVV vs. BBIEX - 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 International Equity Fund (BBIEX). 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 | BBIEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.63 | ||
| Sortino ratioReturn per unit of downside risk | +2.10 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.08 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 2.76 | 0.50 | +2.26 |
| Martin ratioReturn relative to average drawdown | 12.43 | 1.54 | +10.89 |
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Drawdowns
IVV vs. BBIEX - Drawdown Comparison
The maximum IVV drawdown since its inception was -55.25%, which is greater than BBIEX's maximum drawdown of -32.92%. Use the drawdown chart below to compare losses from any high point for IVV and BBIEX.
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Drawdown Indicators
| IVV | BBIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.25% | -32.92% | -22.33% |
Max Drawdown (1Y)Largest decline over 1 year | -8.89% | -11.48% | +2.59% |
Max Drawdown (3Y)Largest decline over 3 years | -18.75% | -13.89% | -4.86% |
Max Drawdown (5Y)Largest decline over 5 years | -24.53% | -32.82% | +8.29% |
Max Drawdown (10Y)Largest decline over 10 years | -33.90% | -32.92% | -0.98% |
Current DrawdownCurrent decline from peak | -2.35% | -1.97% | -0.38% |
Average DrawdownAverage peak-to-trough decline | -10.77% | -6.91% | -3.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 3.65% | -1.68% |
Volatility
IVV vs. BBIEX - Volatility Comparison
The current volatility for iShares Core S&P 500 ETF (IVV) is 4.37%, while Bridge Builder International Equity Fund (BBIEX) has a volatility of 4.82%. This indicates that IVV experiences smaller price fluctuations and is considered to be less risky than BBIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVV | BBIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 4.82% | -0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 9.59% | 13.37% | -3.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.28% | 15.86% | -3.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 16.54% | +0.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.08% | 16.57% | +1.51% |
IVV vs. BBIEX - Expense Ratio Comparison
IVV has a 0.03% expense ratio, which is lower than BBIEX's 0.37% expense ratio.
Dividends
IVV vs. BBIEX - Dividend Comparison
IVV's dividend yield for the trailing twelve months is around 1.08%, while BBIEX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBIEX Bridge Builder International Equity Fund | 0.00% | 0.00% | 5.34% | 2.46% | 2.34% | 10.17% | 3.80% | 2.29% | 3.54% | 1.97% | 1.40% | 0.00% |
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
IVV and BBIEX have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBIEX has higher volatility (4.82%) compared to IVV (4.37%). In terms of maximum drawdown, IVV dropped -55.25% vs BBIEX's -32.92%.
IVV currently has the higher Sharpe Ratio (2.00 vs 0.36), 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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