IVV vs. BBVLX
IVV (iShares Core S&P 500 ETF) and BBVLX (Bridge Builder Large Cap Value Fund) are both funds - IVV is a S&P 500 fund tracking the S&P 500 Index, while BBVLX is a Large Cap Value Equities fund managed by Bridge Builder. Over the past 10 years, IVV returned 15.47%/yr vs 12.17%/yr for BBVLX. Their correlation of 0.87 suggests significant overlap in exposure. IVV charges 0.03%/yr vs 0.23%/yr for BBVLX.
Performance
IVV vs. BBVLX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with IVV having a 9.08% return and BBVLX slightly lower at 8.97%. Over the past 10 years, IVV has outperformed BBVLX with an annualized return of 15.47%, while BBVLX has yielded a comparatively lower 12.17% 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%
BBVLX
- 1D
- 1.60%
- 1M
- 2.31%
- YTD
- 8.97%
- 6M
- 0.21%
- 1Y
- 9.84%
- 3Y*
- 15.23%
- 5Y*
- 9.56%
- 10Y*
- 12.17%
IVV vs. BBVLX - 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% |
BBVLX Bridge Builder Large Cap Value Fund | 8.97% | 4.45% | 22.32% | 13.84% | -5.32% | 26.23% | 9.57% | 28.49% | -8.15% | 17.20% |
Correlation
The correlation between IVV and BBVLX is 0.73, 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 | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.83 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Apr 29, 2015 | 0.87 |
The correlation between IVV and BBVLX shifts across timeframes, from 0.73 (1 year) to 0.87 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IVV vs. BBVLX — Risk / Return Rank
IVV
BBVLX
IVV vs. BBVLX - 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 Value Fund (BBVLX). 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 | BBVLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.20 | ||
| Sortino ratioReturn per unit of downside risk | +1.62 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.16 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 2.76 | 0.94 | +1.82 |
| Martin ratioReturn relative to average drawdown | 12.43 | 2.53 | +9.90 |
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Drawdowns
IVV vs. BBVLX - Drawdown Comparison
The maximum IVV drawdown since its inception was -55.25%, which is greater than BBVLX's maximum drawdown of -38.48%. Use the drawdown chart below to compare losses from any high point for IVV and BBVLX.
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Drawdown Indicators
| IVV | BBVLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.25% | -38.48% | -16.77% |
Max Drawdown (1Y)Largest decline over 1 year | -8.89% | -11.28% | +2.39% |
Max Drawdown (3Y)Largest decline over 3 years | -18.75% | -14.58% | -4.17% |
Max Drawdown (5Y)Largest decline over 5 years | -24.53% | -18.24% | -6.29% |
Max Drawdown (10Y)Largest decline over 10 years | -33.90% | -38.48% | +4.58% |
Current DrawdownCurrent decline from peak | -2.35% | -0.83% | -1.52% |
Average DrawdownAverage peak-to-trough decline | -10.77% | -4.09% | -6.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 4.10% | -2.13% |
Volatility
IVV vs. BBVLX - Volatility Comparison
iShares Core S&P 500 ETF (IVV) has a higher volatility of 4.37% compared to Bridge Builder Large Cap Value Fund (BBVLX) at 3.67%. This indicates that IVV's price experiences larger fluctuations and is considered to be riskier than BBVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVV | BBVLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 3.67% | +0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 9.59% | 11.13% | -1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.28% | 13.36% | -1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 16.33% | +0.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.08% | 17.95% | +0.13% |
IVV vs. BBVLX - Expense Ratio Comparison
IVV has a 0.03% expense ratio, which is lower than BBVLX's 0.23% 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. BBVLX - Dividend Comparison
IVV's dividend yield for the trailing twelve months is around 1.08%, less than BBVLX's 1.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBVLX Bridge Builder Large Cap Value Fund | 1.68% | 1.89% | 14.73% | 5.11% | 9.12% | 7.09% | 1.62% | 1.80% | 3.45% | 2.23% | 1.68% | 1.24% |
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 BBVLX have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IVV has higher volatility (4.37%) compared to BBVLX (3.67%). In terms of maximum drawdown, IVV dropped -55.25% vs BBVLX's -38.48%.
IVV currently has the higher Sharpe Ratio (2.00 vs 0.79), 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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