VDADX vs. BBVLX
VDADX (Vanguard Dividend Appreciation Index Fund Admiral Shares) and BBVLX (Bridge Builder Large Cap Value Fund) are both mutual funds - VDADX is a Dividend fund tracking the S&P U.S. Dividend Growers Index, while BBVLX is a Large Cap Value Equities fund managed by Bridge Builder. Over the past 10 years, VDADX returned 13.05%/yr vs 11.84%/yr for BBVLX. Their correlation of 0.90 suggests significant overlap in exposure. VDADX charges 0.07%/yr vs 0.23%/yr for BBVLX.
Performance
VDADX vs. BBVLX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VDADX achieves a 6.53% return, which is significantly lower than BBVLX's 8.00% return. Over the past 10 years, VDADX has outperformed BBVLX with an annualized return of 13.05%, while BBVLX has yielded a comparatively lower 11.84% annualized return.
VDADX
- 1D
- -1.36%
- 1M
- 2.28%
- YTD
- 6.53%
- 6M
- 6.41%
- 1Y
- 18.22%
- 3Y*
- 16.23%
- 5Y*
- 10.38%
- 10Y*
- 13.05%
BBVLX
- 1D
- -1.72%
- 1M
- 1.34%
- YTD
- 8.00%
- 6M
- 0.78%
- 1Y
- 9.72%
- 3Y*
- 15.36%
- 5Y*
- 9.29%
- 10Y*
- 11.84%
VDADX vs. BBVLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares | 6.53% | 14.17% | 16.99% | 14.44% | -9.80% | 23.59% | 15.47% | 29.68% | -2.06% | 22.22% |
BBVLX Bridge Builder Large Cap Value Fund | 8.00% | 4.45% | 22.32% | 13.84% | -5.32% | 26.23% | 9.57% | 28.49% | -8.15% | 17.20% |
Correlation
The correlation between VDADX and BBVLX is 0.86, 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 | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.86 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.90 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2015 | 0.90 |
The correlation between VDADX and BBVLX has been stable across timeframes, ranging from 0.86 to 0.90 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
VDADX vs. BBVLX — Risk / Return Rank
VDADX
BBVLX
VDADX vs. BBVLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) 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.
| VDADX | BBVLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.02 | ||
| Sortino ratioReturn per unit of downside risk | +1.57 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.17 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.39 | 0.99 | +1.40 |
| Martin ratioReturn relative to average drawdown | 9.65 | 2.68 | +6.96 |
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 charts...
Sharpe Ratios by Period
| VDADX | BBVLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.87 | 0.85 | +1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.58 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.66 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.61 | +0.15 |
Drawdowns
VDADX vs. BBVLX - Drawdown Comparison
The maximum VDADX drawdown since its inception was -31.70%, smaller than the maximum BBVLX drawdown of -38.48%. Use the drawdown chart below to compare losses from any high point for VDADX and BBVLX.
Loading charts...
Drawdown Indicators
| VDADX | BBVLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.70% | -38.48% | +6.78% |
Max Drawdown (1Y)Largest decline over 1 year | -7.93% | -11.28% | +3.35% |
Max Drawdown (3Y)Largest decline over 3 years | -14.95% | -14.58% | -0.37% |
Max Drawdown (5Y)Largest decline over 5 years | -20.42% | -18.24% | -2.18% |
Max Drawdown (10Y)Largest decline over 10 years | -31.70% | -38.48% | +6.78% |
Current DrawdownCurrent decline from peak | -1.36% | -1.72% | +0.36% |
Average DrawdownAverage peak-to-trough decline | -3.40% | -4.09% | +0.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.96% | 4.10% | -2.14% |
Volatility
VDADX vs. BBVLX - Volatility Comparison
The current volatility for Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) is 2.55%, while Bridge Builder Large Cap Value Fund (BBVLX) has a volatility of 3.08%. This indicates that VDADX experiences smaller price fluctuations and is considered to be less risky than BBVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| VDADX | BBVLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.55% | 3.08% | -0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 7.70% | 11.04% | -3.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.16% | 13.22% | -3.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.28% | 16.30% | -2.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.20% | 17.95% | -1.75% |
VDADX vs. BBVLX - Expense Ratio Comparison
VDADX has a 0.07% 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
VDADX vs. BBVLX - Dividend Comparison
VDADX's dividend yield for the trailing twelve months is around 1.46%, less than BBVLX's 1.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBVLX Bridge Builder Large Cap Value Fund | 1.69% | 1.89% | 14.73% | 5.11% | 9.12% | 7.09% | 1.62% | 1.80% | 3.45% | 2.23% | 1.68% | 1.24% |
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares | 1.46% | 1.60% | 1.71% | 1.86% | 1.94% | 1.53% | 1.61% | 1.69% | 2.07% | 1.88% | 2.14% | 2.34% |
Frequently Asked Questions
VDADX and BBVLX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBVLX has higher volatility (3.08%) compared to VDADX (2.55%). In terms of maximum drawdown, VDADX dropped -31.70% vs BBVLX's -38.48%.
VDADX currently has the higher Sharpe Ratio (1.87 vs 0.85), 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.
Find the right allocation for VDADX and BBVLX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer