BBHM vs BWTG

BBHM vs BWTG

Which is better, BBHM or BWTG?

BWTG has been ahead.

BBHM has a lower expense ratio. BWTG led over 1Y. BBHM is less concentrated, with 44.9% of the fund in its ten largest positions against 56.7%.

Lower Fees: BBHMHigher Returns (1Y): BWTGLess Concentrated: BBHM

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

MetricBBHMBWTG
Expense Ratio0.81%Best0.95%
AUM$381M$21M
Dividend Yield0.00%0.33%
Holdings6042
YTD Return+1.68%+5.61%Best
1Y Return+5.49%+10.02%Best
3Y Return (annualized)-+19.00%
Top 10 Weight44.9%Best56.7%
Fund FamilyBrown Brothers HarrimanBrendan Wood TopGun
CategoryEquityEquity
StyleMid Cap BlendMid Cap Blend
InceptionNov 17, 2025Nov 9, 2023

Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

BBHM vs BWTG 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 BBHM against instead:BBHM vs SPYBBHM vs QQQBBHM vs VOOBBHM vs VTIBWTG against:BWTG vs VXUS

BBHM vs BWTG Performance

BBH Select Mid Cap ETF (BBHM) is an ETF from Brown Brothers Harriman and Brendan Wood TopGun ETF (BWTG) is an ETF from Brendan Wood TopGun. Over the past year BBHM returned +5.49% while BWTG returned +10.02%. Year to date, BBHM is up 1.68% versus a gain of 5.61% for BWTG.

Past performance does not guarantee future results.

Fees and Cost Over Time

BBHM charges 0.81% per year while BWTG charges 0.95%. On a $10,000 position that is $81 vs $95 annually, a gap of $14 per year that compounds over a long holding period. On income, BBHM currently yields 0.00% against 0.33% for BWTG.

Holdings Overlap

We hold position weights for 29 holdings in BBHM and 20 in BWTG, totalling 98.4% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 29 positions we hold weights for in BBHM and 20 in BWTG, against full books of 60 and 42.

What only one of them owns

Our book lists 15 positions for BWTG that do not appear in our book for BBHM (74.5% of the fund), and 28 for BBHM that do not appear in BWTG (95.3%).

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.

You are not choosing between two funds in isolation.

Whichever of BBHM and BWTG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BBHMBWTG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BBHM or BWTG?

BBHM has an expense ratio of 0.81% while BWTG charges 0.95%. BBHM is the cheaper option, by $14 a year on a $10,000 investment.

Which performed better, BBHM or BWTG?

Over the past year BBHM returned +5.49% vs +10.02% for BWTG, so BWTG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, BBHM or BWTG?

BBHM yields 0.00% while BWTG yields 0.33%, so BWTG currently pays the higher dividend yield.

Is BWTG better than BBHM?

BBHM has a lower expense ratio. BWTG led over 1Y. BBHM is less concentrated, with 44.9% of the fund in its ten largest positions against 56.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.