SCZ vs. BBCPX
Compare and contrast key facts about iShares MSCI EAFE Small-Cap ETF (SCZ) and Bridge Builder Core Plus Bond Fund (BBCPX).
SCZ is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Small Cap Index. It was launched on Dec 10, 2007. BBCPX is managed by Bridge Builder. It was launched on Jul 13, 2015.
Performance
SCZ vs. BBCPX - Performance Comparison
Loading graphics...
SCZ vs. BBCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCZ iShares MSCI EAFE Small-Cap ETF | 1.14% | 32.08% | 1.52% | 12.98% | -21.27% | 10.12% | 11.71% | 24.68% | -17.64% | 32.72% |
BBCPX Bridge Builder Core Plus Bond Fund | -1.29% | 8.97% | 2.28% | 6.58% | -13.24% | -0.29% | 9.27% | 9.31% | 0.34% | 4.20% |
Returns By Period
In the year-to-date period, SCZ achieves a 1.14% return, which is significantly higher than BBCPX's -1.29% return. Over the past 10 years, SCZ has outperformed BBCPX with an annualized return of 7.69%, while BBCPX has yielded a comparatively lower 2.32% annualized return.
SCZ
- 1D
- 3.06%
- 1M
- -8.53%
- YTD
- 1.14%
- 6M
- 4.20%
- 1Y
- 27.73%
- 3Y*
- 13.29%
- 5Y*
- 4.46%
- 10Y*
- 7.69%
BBCPX
- 1D
- 0.57%
- 1M
- -2.86%
- YTD
- -1.29%
- 6M
- 0.25%
- 1Y
- 4.34%
- 3Y*
- 4.27%
- 5Y*
- 0.81%
- 10Y*
- 2.32%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SCZ vs. BBCPX - Expense Ratio Comparison
SCZ has a 0.40% expense ratio, which is higher than BBCPX's 0.15% expense ratio.
Return for Risk
SCZ vs. BBCPX — Risk / Return Rank
SCZ
BBCPX
SCZ vs. BBCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EAFE Small-Cap ETF (SCZ) and Bridge Builder Core Plus Bond Fund (BBCPX). 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.
| SCZ | BBCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.71 | 1.07 | +0.63 |
Sortino ratioReturn per unit of downside risk | 2.31 | 1.53 | +0.78 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.19 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | 1.48 | +0.81 |
Martin ratioReturn relative to average drawdown | 9.00 | 4.95 | +4.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SCZ | BBCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.71 | 1.07 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.14 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.48 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.51 | -0.26 |
Correlation
The correlation between SCZ and BBCPX is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SCZ vs. BBCPX - Dividend Comparison
SCZ's dividend yield for the trailing twelve months is around 3.26%, less than BBCPX's 4.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCZ iShares MSCI EAFE Small-Cap ETF | 3.26% | 3.30% | 3.50% | 2.96% | 1.99% | 2.96% | 1.52% | 3.52% | 2.79% | 2.38% | 2.82% | 2.06% |
BBCPX Bridge Builder Core Plus Bond Fund | 4.06% | 4.79% | 4.93% | 4.12% | 2.96% | 2.39% | 4.70% | 5.00% | 3.47% | 2.71% | 0.64% | 0.00% |
Drawdowns
SCZ vs. BBCPX - Drawdown Comparison
The maximum SCZ drawdown since its inception was -61.86%, which is greater than BBCPX's maximum drawdown of -18.25%. Use the drawdown chart below to compare losses from any high point for SCZ and BBCPX.
Loading graphics...
Drawdown Indicators
| SCZ | BBCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.86% | -18.25% | -43.61% |
Max Drawdown (1Y)Largest decline over 1 year | -11.43% | -3.41% | -8.02% |
Max Drawdown (5Y)Largest decline over 5 years | -36.87% | -18.25% | -18.62% |
Max Drawdown (10Y)Largest decline over 10 years | -41.07% | -18.25% | -22.82% |
Current DrawdownCurrent decline from peak | -8.53% | -2.86% | -5.67% |
Average DrawdownAverage peak-to-trough decline | -13.17% | -3.82% | -9.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 1.02% | +1.89% |
Volatility
SCZ vs. BBCPX - Volatility Comparison
iShares MSCI EAFE Small-Cap ETF (SCZ) has a higher volatility of 7.37% compared to Bridge Builder Core Plus Bond Fund (BBCPX) at 1.79%. This indicates that SCZ's price experiences larger fluctuations and is considered to be riskier than BBCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SCZ | BBCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.37% | 1.79% | +5.58% |
Volatility (6M)Calculated over the trailing 6-month period | 10.71% | 2.91% | +7.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.38% | 4.76% | +11.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.62% | 5.95% | +10.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.35% | 4.86% | +12.49% |