THPGX vs. BBVLX

Last updated Jun 5, 2026

THPGX (Thompson LargeCap Fund) and BBVLX (Bridge Builder Large Cap Value Fund) are both Large Cap Value Equities funds. Over the past 10 years, THPGX returned 14.78%/yr vs 12.06%/yr for BBVLX. Their correlation of 0.93 suggests significant overlap in exposure. THPGX charges 0.99%/yr vs 0.23%/yr for BBVLX.

Performance

THPGX vs. BBVLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Thompson LargeCap Fund (THPGX) and Bridge Builder Large Cap Value Fund (BBVLX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, THPGX achieves a 10.97% return, which is significantly higher than BBVLX's 9.03% return. Over the past 10 years, THPGX has outperformed BBVLX with an annualized return of 14.78%, while BBVLX has yielded a comparatively lower 12.06% annualized return.

THPGX

• 1D: -0.94%
• 1M: 2.54%
• YTD: 10.97%
• 6M: 13.30%
• 1Y: 38.66%
• 3Y*: 22.37%
• 5Y*: 12.09%
• 10Y*: 14.78%

BBVLX

• 1D: -0.37%
• 1M: 2.80%
• YTD: 9.03%
• 6M: 1.42%
• 1Y: 11.53%
• 3Y*: 15.78%
• 5Y*: 9.50%
• 10Y*: 12.06%

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

THPGX vs. BBVLX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
THPGX Thompson LargeCap Fund	10.97%	27.10%	17.14%	22.06%	-15.78%	28.09%	15.49%	33.59%	-12.31%	18.24%
BBVLX Bridge Builder Large Cap Value Fund	9.03%	4.45%	22.32%	13.84%	-5.32%	26.23%	9.57%	28.49%	-8.15%	17.20%

Correlation

The correlation between THPGX and BBVLX is 0.85, 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	0.85
Correlation (3Y) Calculated over the trailing 3-year period	0.85
Correlation (5Y) Calculated over the trailing 5-year period	0.90
Correlation (10Y) Calculated over the trailing 10-year period	0.92
Correlation (All Time) Calculated using the full available price history since Apr 30, 2015	0.93

The correlation between THPGX and BBVLX has been stable across timeframes, ranging from 0.85 to 0.93 - a consistent structural relationship.

Return for Risk

THPGX vs. BBVLX — Risk / Return Rank

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

THPGX

THPGX Risk / Return Rank: 90
THPGX Sharpe Ratio Rank: 93
THPGX Sortino Ratio Rank: 89
THPGX Omega Ratio Rank: 84
THPGX Calmar Ratio Rank: 91
THPGX Martin Ratio Rank: 93

BBVLX

BBVLX Risk / Return Rank: 11
BBVLX Sharpe Ratio Rank: 12
BBVLX Sortino Ratio Rank: 10
BBVLX Omega Ratio Rank: 14
BBVLX Calmar Ratio Rank: 11
BBVLX Martin Ratio Rank: 10

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.

THPGX vs. BBVLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Thompson LargeCap Fund (THPGX) 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.

	THPGX	BBVLX	Difference
Sharpe ratio: Return per unit of total volatility	3.14	0.90	+2.24
Sortino ratio: Return per unit of downside risk	4.38	1.21	+3.18
Omega ratio: Gain probability vs. loss probability	1.56	1.18	+0.38
Calmar ratio: Return relative to maximum drawdown	4.79	1.05	+3.75
Martin ratio: Return relative to average drawdown	19.54	2.84	+16.71
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

THPGX vs. BBVLX - Sharpe Ratio Comparison

The current THPGX Sharpe Ratio is 3.14, which is higher than the BBVLX Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of THPGX and BBVLX, 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

	THPGX	BBVLX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.14	0.90	+2.24
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.68	0.59	+0.09
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.74	0.68	+0.07
Sharpe Ratio (All Time) Calculated using the full available price history	0.50	0.62	-0.12

Drawdowns

THPGX vs. BBVLX - Drawdown Comparison

The maximum THPGX drawdown since its inception was -65.52%, which is greater than BBVLX's maximum drawdown of -38.48%. Use the drawdown chart below to compare losses from any high point for THPGX and BBVLX.

Drawdown Indicators

	THPGX	BBVLX	Difference
Max Drawdown Largest peak-to-trough decline	-65.52%	-38.48%	-27.04%
Max Drawdown (1Y) Largest decline over 1 year	-8.16%	-11.28%	+3.12%
Max Drawdown (3Y) Largest decline over 3 years	-18.75%	-14.58%	-4.17%
Max Drawdown (5Y) Largest decline over 5 years	-26.49%	-18.24%	-8.25%
Max Drawdown (10Y) Largest decline over 10 years	-40.68%	-38.48%	-2.20%
Current Drawdown Current decline from peak	-0.94%	-0.37%	-0.57%
Average Drawdown Average peak-to-trough decline	-9.58%	-4.09%	-5.49%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.00%	4.10%	-2.10%

Volatility

THPGX vs. BBVLX - Volatility Comparison

Thompson LargeCap Fund (THPGX) and Bridge Builder Large Cap Value Fund (BBVLX) have volatilities of 2.72% and 2.68%, 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

	THPGX	BBVLX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.72%	2.68%	+0.04%
Volatility (6M) Calculated over the trailing 6-month period	8.90%	11.02%	-2.12%
Volatility (1Y) Calculated over the trailing 1-year period	12.46%	13.09%	-0.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.76%	16.28%	+1.48%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.93%	17.94%	+1.99%

THPGX vs. BBVLX - Expense Ratio Comparison

THPGX has a 0.99% expense ratio, which is higher than BBVLX's 0.23% expense ratio.

Dividends

THPGX vs. BBVLX - Dividend Comparison

THPGX's dividend yield for the trailing twelve months is around 5.05%, more 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%
THPGX Thompson LargeCap Fund	5.05%	5.60%	11.97%	8.38%	5.06%	4.95%	0.90%	2.73%	0.89%	0.82%	0.80%	0.72%

Frequently Asked Questions

Can I hold both THPGX and BBVLX in my portfolio?

THPGX and BBVLX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, THPGX or BBVLX?

THPGX has higher volatility (2.72%) compared to BBVLX (2.68%). In terms of maximum drawdown, THPGX dropped -65.52% vs BBVLX's -38.48%.

Which has better risk-adjusted returns?

THPGX currently has the higher Sharpe Ratio (3.14 vs 0.90), 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.