BBHM vs CVMC
BBH Select Mid Cap ETF vs Calvert US Mid-Cap Core Responsible Index ETF
Which is better, BBHM or CVMC?
CVMC has been ahead.
CVMC has a lower expense ratio. CVMC led over 1Y. CVMC is less concentrated, with 5.9% of the fund in its ten largest positions against 44.9%.
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 | BBHM | CVMC |
|---|---|---|
| Expense Ratio | 0.81% | 0.15%Best |
| AUM | $381M | $115M |
| Dividend Yield | 0.00% | 1.23% |
| Holdings | 60 | 1,184 |
| YTD Return | +1.68% | +14.85%Best |
| 1Y Return | +5.49% | +18.30%Best |
| 3Y Return (annualized) | - | +17.39% |
| Top 10 Weight | 44.9% | 5.9%Best |
| Fund Family | Brown Brothers Harriman | Calvert |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Nov 17, 2025 | Jan 30, 2023 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
BBHM vs CVMC 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.
BBHM vs CVMC Performance
BBH Select Mid Cap ETF (BBHM) is an ETF from Brown Brothers Harriman and Calvert US Mid-Cap Core Responsible Index ETF (CVMC) is an ETF from Calvert. Over the past year BBHM returned +5.49% while CVMC returned +18.30%. Year to date, BBHM is up 1.68% versus a gain of 14.85% for CVMC.
Past performance does not guarantee future results.
Fees and Cost Over Time
BBHM charges 0.81% per year while CVMC charges 0.15%. On a $10,000 position that is $81 vs $15 annually, a gap of $66 per year that compounds over a long holding period. On income, BBHM currently yields 0.00% against 1.23% for CVMC.
Holdings Overlap
81.5% of BBHM's money is in holdings CVMC also owns. 4.4% of CVMC's money is in holdings BBHM also owns.
Most of BBHM is already inside CVMC. Owning both mostly buys the same companies twice.
23 positions in common, counted across the 29 positions we hold weights for in BBHM and 595 in CVMC, against full books of 60 and 1,184.
What only one of them owns
Our book lists 560 positions for CVMC that do not appear in our book for BBHM (93.2% of the fund), and 5 for BBHM that do not appear in CVMC (13.8%).
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 BBHM | Weight in CVMC | Difference |
|---|---|---|---|
| ENTGEntegris Inc Common Stock Usd 0.01 | 5.79% | 0.29% | 5.50% |
| KEYSKeysight Technologies Inc. | 4.76% | 0.60% | 4.16% |
| ITTItt Inc | 4.65% | 0.19% | 4.46% |
| WSTWest Pharmaceutical Services Inc | 4.32% | 0.26% | 4.06% |
| CBRECbre Services Inc | 4.19% | 0.36% | 3.83% |
| WMSAdvanced Drainag Tm B 1ln 7/26 | 4.19% | 0.09% | 4.10% |
| WSOWatsco Inc | 4.12% | 0.11% | 4.01% |
| DARDarling Ingredients, Inc. | 4.13% | 0.10% | 4.03% |
| WHWyndham Hotels & Resorts Inc | 3.97% | 0.06% | 3.91% |
| GWREGuidewire Software Inc | 3.45% | 0.14% | 3.31% |
81.5% of BBHM is already inside CVMC.
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, BBHM or CVMC?
BBHM has an expense ratio of 0.81% while CVMC charges 0.15%. CVMC is the cheaper option, by $66 a year on a $10,000 investment.
Which performed better, BBHM or CVMC?
Over the past year BBHM returned +5.49% vs +18.30% for CVMC, so CVMC leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
What is the holdings overlap between BBHM and CVMC?
81.5% of BBHM's money is in holdings CVMC also owns. 4.4% of CVMC's is in holdings BBHM also owns. They hold 23 positions in common, counted across the 29 positions we hold weights for in BBHM and 595 in CVMC.
Which pays a higher dividend, BBHM or CVMC?
BBHM yields 0.00% while CVMC yields 1.23%, so CVMC currently pays the higher dividend yield.
Is CVMC better than BBHM?
CVMC has a lower expense ratio. CVMC led over 1Y. CVMC is less concentrated, with 5.9% of the fund in its ten largest positions against 44.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.