BBHM vs FORH

BBHM vs FORH

Which is better, BBHM or FORH?

BBHM has been ahead.

BBHM has a lower expense ratio. BBHM led over 1Y.

Lower Fees: BBHMHigher Returns (1Y): 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

MetricBBHMFORH
Expense Ratio0.81%Best1.19%
AUM$381M$19M
Dividend Yield0.00%1.86%
Holdings60129
YTD Return+1.68%Best-2.55%
1Y Return+5.49%Best-13.00%
3Y Return (annualized)-+3.48%
5Y Return (annualized)-+0.76%
Fund FamilyBrown Brothers HarrimanFormidable Funds
CategoryEquityEquity
StyleMid Cap BlendMid Cap Blend
InceptionNov 17, 2025Apr 29, 2021

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

BBHM vs FORH 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 VTIFORH against:FORH vs VXUS

BBHM vs FORH Performance

BBH Select Mid Cap ETF (BBHM) is an ETF from Brown Brothers Harriman and Formidable ETF (FORH) is an ETF from Formidable Funds. Over the past year BBHM returned +5.49% while FORH returned -13.00%. Year to date, BBHM is up 1.68% versus a loss of 2.55% for FORH.

Past performance does not guarantee future results.

Fees and Cost Over Time

BBHM charges 0.81% per year while FORH charges 1.19%. On a $10,000 position that is $81 vs $119 annually, a gap of $38 per year that compounds over a long holding period. On income, BBHM currently yields 0.00% against 1.86% for FORH.

Holdings Overlap

We hold position weights for 29 holdings in BBHM and 38 in FORH, totalling 98.4% and 83.6% 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 38 in FORH, against full books of 60 and 129.

You are not choosing between two funds in isolation.

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

BBHMFORH

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BBHM or FORH?

BBHM has an expense ratio of 0.81% while FORH charges 1.19%. BBHM is the cheaper option, by $38 a year on a $10,000 investment.

Which performed better, BBHM or FORH?

Over the past year BBHM returned +5.49% vs -13.00% for FORH, so BBHM 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 FORH?

BBHM yields 0.00% while FORH yields 1.86%, so FORH currently pays the higher dividend yield.

Is FORH better than BBHM?

BBHM has a lower expense ratio. BBHM led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.