BBHL vs SPYM

BBHL vs SPYM

Which is better, BBHL or SPYM?

SPYM has been ahead.

SPYM has a lower expense ratio. SPYM led over 1Y. SPYM is less concentrated, with 39.0% of the fund in its ten largest positions against 47.3%.

Lower Fees: SPYMHigher Returns (1Y): SPYMLess Concentrated: SPYM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBBHLSPYM
Expense Ratio0.71%0.02%Best
AUM$540M$185.2B
Dividend Yield0.00%1.01%
Holdings98509
YTD Return+9.09%+13.57%Best
1Y Return+11.66%+17.53%Best
3Y Return (annualized)-+22.46%
5Y Return (annualized)-+13.29%
Top 10 Weight47.3%39.0%Best
Fund FamilyBrown Brothers HarrimanState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionNov 17, 2025Nov 8, 2005

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

BBHL vs SPYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare BBHL against instead:BBHL vs SPYBBHL vs QQQBBHL vs VOOBBHL vs VTISPYM against:SPYM vs VXUS

BBHL vs SPYM Performance

BBH Select Large Cap ETF (BBHL) is an ETF from Brown Brothers Harriman and State Street SPDR Portfolio S&P 500 ETF (SPYM) is an ETF from State Street Investment Management. Over the past year BBHL returned +11.66% while SPYM returned +17.53%. Year to date, BBHL is up 9.09% versus a gain of 13.57% for SPYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

BBHL charges 0.71% per year while SPYM charges 0.02%. On a $10,000 position that is $71 vs $2 annually, a gap of $69 per year that compounds over a long holding period. On income, BBHL currently yields 0.00% against 1.01% for SPYM.

Holdings Overlap

BBHL already in SPYM95.5%
SPYM already in BBHL47.1%

95.5% of BBHL's money is in holdings SPYM also owns. 47.1% of SPYM's money is in holdings BBHL also owns.

Most of BBHL is already inside SPYM. Owning both mostly buys the same companies twice.

44 positions in common, counted across the 48 positions we hold weights for in BBHL and 505 in SPYM, against full books of 98 and 509.

What only one of them owns

Our book lists 454 positions for SPYM that do not appear in our book for BBHL (52.1% of the fund), and 3 for BBHL that do not appear in SPYM (1.4%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in BBHLWeight in SPYMDifference
MSFTMicrosoft Corp8.15%5.76%2.39%
AAPLApple, Inc5.76%7.30%1.54%
NVDANvidia Corp3.18%8.49%5.31%
GOOGAlphabet Inc. C6.49%2.42%4.07%
AMZNAmazon.Com Inc5.11%3.70%1.41%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity3.30%1.40%1.90%
MAMastercard Inc3.92%0.67%3.25%
KLACKla-tencor4.06%0.41%3.65%
PANWPalo Alto Networks, Inc3.94%0.49%3.45%
AVGOBroadcom Inc1.71%2.53%0.82%

95.5% of BBHL is already inside SPYM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BBHLSPYM

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Frequently Asked Questions

Which is cheaper, BBHL or SPYM?

BBHL has an expense ratio of 0.71% while SPYM charges 0.02%. SPYM is the cheaper option, by $69 a year on a $10,000 investment.

Which performed better, BBHL or SPYM?

Over the past year BBHL returned +11.66% vs +17.53% for SPYM, so SPYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

What is the holdings overlap between BBHL and SPYM?

95.5% of BBHL's money is in holdings SPYM also owns. 47.1% of SPYM's is in holdings BBHL also owns. They hold 44 positions in common, counted across the 48 positions we hold weights for in BBHL and 505 in SPYM.

Which pays a higher dividend, BBHL or SPYM?

BBHL yields 0.00% while SPYM yields 1.01%, so SPYM currently pays the higher dividend yield.

Is SPYM better than BBHL?

SPYM has a lower expense ratio. SPYM led over 1Y. SPYM is less concentrated, with 39.0% of the fund in its ten largest positions against 47.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.