BBHM vs MDST

BBHM vs MDST

Which is better, BBHM or MDST?

MDST has been ahead.

MDST has a lower expense ratio. MDST led over 1Y. BBHM is less concentrated, with 44.9% of the fund in its ten largest positions against 63.7%.

Lower Fees: MDSTHigher Returns (1Y): MDSTLess 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

MetricBBHMMDST
Expense Ratio0.81%0.80%Best
AUM$381M$305M
Dividend Yield0.00%10.69%
Holdings60110
YTD Return+1.68%+15.57%Best
1Y Return+5.49%+21.87%Best
Top 10 Weight44.9%Best63.7%
Fund FamilyBrown Brothers HarrimanWestwood Funds
CategoryEquityEquity
StyleMid Cap BlendMid Cap Blend
InceptionNov 17, 2025Apr 8, 2024

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

BBHM vs MDST 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 VTIMDST against:MDST vs VXUS

BBHM vs MDST Performance

BBH Select Mid Cap ETF (BBHM) is an ETF from Brown Brothers Harriman and Westwood Salient Enhanced Midstream Income ETF (MDST) is an ETF from Westwood Funds. Over the past year BBHM returned +5.49% while MDST returned +21.87%. Year to date, BBHM is up 1.68% versus a gain of 15.57% for MDST.

Past performance does not guarantee future results.

Fees and Cost Over Time

BBHM charges 0.81% per year while MDST charges 0.80%. On a $10,000 position that is $81 vs $80 annually, a gap of $1 per year that compounds over a long holding period. On income, BBHM currently yields 0.00% against 10.69% for MDST.

Holdings Overlap

We hold position weights for 29 holdings in BBHM and 25 in MDST, totalling 98.4% and 97.4% 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 25 in MDST, against full books of 60 and 110.

What only one of them owns

Our book lists 21 positions for MDST that do not appear in our book for BBHM (77.9% of the fund), and 28 for BBHM that do not appear in MDST (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 MDST you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BBHMMDST

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BBHM or MDST?

BBHM has an expense ratio of 0.81% while MDST charges 0.80%. MDST is the cheaper option, by $1 a year on a $10,000 investment.

Which performed better, BBHM or MDST?

Over the past year BBHM returned +5.49% vs +21.87% for MDST, so MDST 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 MDST?

BBHM yields 0.00% while MDST yields 10.69%, so MDST currently pays the higher dividend yield.

Is MDST better than BBHM?

MDST has a lower expense ratio. MDST led over 1Y. BBHM is less concentrated, with 44.9% of the fund in its ten largest positions against 63.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.