BBHL vs USMC
BBH Select Large Cap ETF vs Principal U.S. Mega-Cap ETF
Which is better, BBHL or USMC?
USMC has been ahead.
USMC has a lower expense ratio. USMC led over 1Y. BBHL is less concentrated, with 47.3% of the fund in its ten largest positions against 55.3%.
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
| Metric | BBHL | USMC |
|---|---|---|
| Expense Ratio | 0.71% | 0.12%Best |
| AUM | $540M | $5.2B |
| Dividend Yield | 0.00% | 0.74% |
| Holdings | 98 | 58 |
| YTD Return | +9.09% | +13.98%Best |
| 1Y Return | +11.66% | +14.91%Best |
| 3Y Return (annualized) | - | +22.22% |
| 5Y Return (annualized) | - | +14.81% |
| Top 10 Weight | 47.3%Best | 55.3% |
| Fund Family | Brown Brothers Harriman | Principal Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 17, 2025 | Oct 11, 2017 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
BBHL vs USMC 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.
BBHL vs USMC Performance
BBH Select Large Cap ETF (BBHL) is an ETF from Brown Brothers Harriman and Principal U.S. Mega-Cap ETF (USMC) is an ETF from Principal Funds. Over the past year BBHL returned +11.66% while USMC returned +14.91%. Year to date, BBHL is up 9.09% versus a gain of 13.98% for USMC.
Past performance does not guarantee future results.
Fees and Cost Over Time
BBHL charges 0.71% per year while USMC charges 0.12%. On a $10,000 position that is $71 vs $12 annually, a gap of $59 per year that compounds over a long holding period. On income, BBHL currently yields 0.00% against 0.74% for USMC.
Holdings Overlap
44.5% of BBHL's money is in holdings USMC also owns. 60.3% of USMC's money is in holdings BBHL also owns.
The two portfolios partly overlap.
15 positions in common, counted across the 48 positions we hold weights for in BBHL and 27 in USMC, against full books of 98 and 58.
What only one of them owns
Our book lists 12 positions for USMC that do not appear in our book for BBHL (39.6% of the fund), and 32 for BBHL that do not appear in USMC (52.4%).
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
| Stock | Weight in BBHL | Weight in USMC | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 8.15% | 5.55% | 2.60% |
| AAPLApple, Inc | 5.76% | 7.40% | 1.64% |
| NVDANvidia Corp. | 3.18% | 7.99% | 4.81% |
| AMZNAmazon.Com Inc | 5.11% | 3.77% | 1.34% |
| MAMastercard Inc | 3.92% | 4.32% | 0.40% |
| BRK.BBrk/B | 3.30% | 3.07% | 0.23% |
| AVGOBroadcom Inc | 1.71% | 4.44% | 2.73% |
| JPMJpmorgan Chase | 1.47% | 4.65% | 3.18% |
| METAMeta Platform Inc | 1.81% | 3.92% | 2.11% |
| JNJJohnson & Johnson - Common | 2.22% | 3.25% | 1.03% |
60.3% of USMC is already inside BBHL.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BBHL or USMC?
BBHL has an expense ratio of 0.71% while USMC charges 0.12%. USMC is the cheaper option, by $59 a year on a $10,000 investment.
Which performed better, BBHL or USMC?
Over the past year BBHL returned +11.66% vs +14.91% for USMC, so USMC 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 USMC?
60.3% of USMC's money is in holdings BBHL also owns. 60.3% of USMC's is in holdings BBHL also owns. They hold 15 positions in common, counted across the 48 positions we hold weights for in BBHL and 27 in USMC.
Which pays a higher dividend, BBHL or USMC?
BBHL yields 0.00% while USMC yields 0.74%, so USMC currently pays the higher dividend yield.
Is USMC better than BBHL?
USMC has a lower expense ratio. USMC led over 1Y. BBHL is less concentrated, with 47.3% of the fund in its ten largest positions against 55.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.