BBHM vs SAEF
BBH Select Mid Cap ETF vs Schwab Ariel Opportunities ETF
Which is better, BBHM or SAEF?
SAEF has been ahead.
SAEF has a lower expense ratio. SAEF led over 1Y. SAEF is less concentrated, with 34.6% 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 | SAEF |
|---|---|---|
| Expense Ratio | 0.81% | 0.59%Best |
| AUM | $381M | $19M |
| Dividend Yield | 0.00% | 0.33% |
| Holdings | 60 | 59 |
| Top 10 Weight | 44.9% | 34.6%Best |
| Fund Family | Brown Brothers Harriman | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Nov 17, 2025 | Nov 15, 2021 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
The two price series end 89 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BBHM has data through Oct 14, 2026 and SAEF through Jul 17, 2026.
Fees and Cost Over Time
BBHM charges 0.81% per year while SAEF charges 0.59%. On a $10,000 position that is $81 vs $59 annually, a gap of $22 per year that compounds over a long holding period. On income, BBHM currently yields 0.00% against 0.33% for SAEF.
Holdings Overlap
10.4% of BBHM's money is in holdings SAEF also owns. 5.0% of SAEF's money is in holdings BBHM also owns.
BBHM and SAEF share little of their money.
The two holdings books were reported 183 days apart, BBHM as of Sep 30, 2026 and SAEF as of Mar 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.
3 positions in common, counted across the 29 positions we hold weights for in BBHM and 58 in SAEF, against full books of 60 and 59.
What only one of them owns
Our book lists 52 positions for SAEF that do not appear in our book for BBHM (89.0% of the fund), and 25 for BBHM that do not appear in SAEF (84.9%).
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 SAEF you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BBHM or SAEF?
BBHM has an expense ratio of 0.81% while SAEF charges 0.59%. SAEF is the cheaper option, by $22 a year on a $10,000 investment.
What is the holdings overlap between BBHM and SAEF?
10.4% of BBHM's money is in holdings SAEF also owns. 5.0% of SAEF's is in holdings BBHM also owns. They hold 3 positions in common, counted across the 29 positions we hold weights for in BBHM and 58 in SAEF.
Which pays a higher dividend, BBHM or SAEF?
BBHM yields 0.00% while SAEF yields 0.33%, so SAEF currently pays the higher dividend yield.
Is SAEF better than BBHM?
SAEF has a lower expense ratio. SAEF led over 1Y. SAEF is less concentrated, with 34.6% 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.