SCHB vs. BBGLX

Last updated Jun 9, 2026

SCHB (Schwab U.S. Broad Market ETF) and BBGLX (Bridge Builder Large Cap Growth Fund) are both funds - SCHB is a Large Cap Blend Equities fund tracking the Dow Jones U.S. Broad Stock Market Index, while BBGLX is a Large Cap Growth Equities fund managed by Bridge Builder. Over the past 10 years, SCHB returned 14.83%/yr vs 13.43%/yr for BBGLX. Their correlation of 0.94 suggests significant overlap in exposure. SCHB charges 0.03%/yr vs 0.19%/yr for BBGLX.

Performance

SCHB vs. BBGLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab U.S. Broad Market ETF (SCHB) and Bridge Builder Large Cap Growth Fund (BBGLX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SCHB achieves a 9.14% return, which is significantly higher than BBGLX's 2.37% return. Over the past 10 years, SCHB has outperformed BBGLX with an annualized return of 14.83%, while BBGLX has yielded a comparatively lower 13.43% annualized return.

SCHB

• 1D: 0.35%
• 1M: 0.46%
• YTD: 9.14%
• 6M: 9.03%
• 1Y: 24.95%
• 3Y*: 21.09%
• 5Y*: 12.31%
• 10Y*: 14.83%

BBGLX

• 1D: -2.55%
• 1M: -0.82%
• YTD: 2.37%
• 6M: -7.50%
• 1Y: 2.41%
• 3Y*: 13.25%
• 5Y*: 7.03%
• 10Y*: 13.43%

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

SCHB vs. BBGLX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SCHB Schwab U.S. Broad Market ETF	9.14%	16.94%	23.93%	26.16%	-19.46%	25.84%	20.76%	30.79%	-5.43%	21.20%
BBGLX Bridge Builder Large Cap Growth Fund	2.37%	2.79%	21.45%	32.21%	-26.82%	23.34%	34.84%	33.32%	0.10%	25.33%

Correlation

The correlation between SCHB and BBGLX is 0.90, 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	0.90
Correlation (3Y) Calculated over the trailing 3-year period	0.89
Correlation (5Y) Calculated over the trailing 5-year period	0.93
Correlation (10Y) Calculated over the trailing 10-year period	0.93
Correlation (All Time) Calculated using the full available price history since Apr 30, 2015	0.94

The correlation between SCHB and BBGLX has been stable across timeframes, ranging from 0.89 to 0.94 - a consistent structural relationship.

Return for Risk

SCHB vs. BBGLX — Risk / Return Rank

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

SCHB

SCHB Risk / Return Rank: 68
SCHB Sharpe Ratio Rank: 68
SCHB Sortino Ratio Rank: 66
SCHB Omega Ratio Rank: 68
SCHB Calmar Ratio Rank: 62
SCHB Martin Ratio Rank: 75

BBGLX

BBGLX Risk / Return Rank: 4
BBGLX Sharpe Ratio Rank: 4
BBGLX Sortino Ratio Rank: 4
BBGLX Omega Ratio Rank: 4
BBGLX Calmar Ratio Rank: 4
BBGLX Martin Ratio Rank: 4

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.

SCHB vs. BBGLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Broad Market ETF (SCHB) 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.

	SCHB	BBGLX	Difference
Sharpe ratio: Return per unit of total volatility	2.02	0.22	+1.81
Sortino ratio: Return per unit of downside risk	2.73	0.38	+2.35
Omega ratio: Gain probability vs. loss probability	1.37	1.06	+0.31
Calmar ratio: Return relative to maximum drawdown	2.81	0.16	+2.65
Martin ratio: Return relative to average drawdown	12.80	0.39	+12.41
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SCHB vs. BBGLX - Sharpe Ratio Comparison

The current SCHB Sharpe Ratio is 2.02, which is higher than the BBGLX Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of SCHB and BBGLX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	SCHB	BBGLX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.02	0.22	+1.81
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.72	0.36	+0.35
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.81	0.70	+0.12
Sharpe Ratio (All Time) Calculated using the full available price history	0.82	0.64	+0.18

Drawdowns

SCHB vs. BBGLX - Drawdown Comparison

The maximum SCHB drawdown since its inception was -35.27%, which is greater than BBGLX's maximum drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for SCHB and BBGLX.

Drawdown Indicators

	SCHB	BBGLX	Difference
Max Drawdown Largest peak-to-trough decline	-35.27%	-32.31%	-2.96%
Max Drawdown (1Y) Largest decline over 1 year	-8.91%	-22.44%	+13.53%
Max Drawdown (3Y) Largest decline over 3 years	-19.34%	-22.44%	+3.10%
Max Drawdown (5Y) Largest decline over 5 years	-25.41%	-32.31%	+6.90%
Max Drawdown (10Y) Largest decline over 10 years	-35.27%	-32.31%	-2.96%
Current Drawdown Current decline from peak	-2.63%	-9.20%	+6.57%
Average Drawdown Average peak-to-trough decline	-4.11%	-6.22%	+2.11%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.95%	8.96%	-7.01%

Volatility

SCHB vs. BBGLX - Volatility Comparison

Schwab U.S. Broad Market ETF (SCHB) and Bridge Builder Large Cap Growth Fund (BBGLX) have volatilities of 3.93% and 3.95%, 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

	SCHB	BBGLX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.93%	3.95%	-0.02%
Volatility (6M) Calculated over the trailing 6-month period	9.57%	13.61%	-4.04%
Volatility (1Y) Calculated over the trailing 1-year period	12.41%	16.19%	-3.78%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.28%	19.65%	-2.37%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.34%	19.44%	-1.10%

SCHB vs. BBGLX - Expense Ratio Comparison

SCHB 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

SCHB vs. BBGLX - Dividend Comparison

SCHB's dividend yield for the trailing twelve months is around 1.04%, 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%
SCHB Schwab U.S. Broad Market ETF	1.04%	1.11%	1.24%	1.40%	1.61%	1.21%	1.63%	1.80%	2.00%	1.65%	1.86%	2.00%

Frequently Asked Questions

Can I hold both SCHB and BBGLX in my portfolio?

With a correlation of 0.90, SCHB 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.

Which is riskier, SCHB or BBGLX?

BBGLX has higher volatility (3.95%) compared to SCHB (3.93%). In terms of maximum drawdown, SCHB dropped -35.27% vs BBGLX's -32.31%.

Which has better risk-adjusted returns?

SCHB currently has the higher Sharpe Ratio (2.02 vs 0.22), 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.