BBHM vs SCHH

BBHM vs SCHH

Which is better, BBHM or SCHH?

SCHH has been ahead.

SCHH has a lower expense ratio. SCHH led over 1Y. BBHM is less concentrated, with 44.9% of the fund in its ten largest positions against 51.2%.

Lower Fees: SCHHHigher Returns (1Y): SCHHLess 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

MetricBBHMSCHH
Expense Ratio0.81%0.07%Best
AUM$381M$10.8B
Dividend Yield0.00%3.08%
Holdings60120
YTD Return+1.68%+8.22%Best
1Y Return+5.49%+8.03%Best
3Y Return (annualized)-+10.69%
5Y Return (annualized)-+1.48%
Top 10 Weight44.9%Best51.2%
Fund FamilyBrown Brothers HarrimanCharles Schwab Asset Management
CategoryEquityEquity
StyleMid Cap BlendMid Cap Blend
InceptionNov 17, 2025Jan 13, 2011

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

BBHM vs SCHH 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 VTISCHH against:SCHH vs VXUS

BBHM vs SCHH Performance

BBH Select Mid Cap ETF (BBHM) is an ETF from Brown Brothers Harriman and Schwab US REIT ETF (SCHH) is an ETF from Charles Schwab Asset Management. Over the past year BBHM returned +5.49% while SCHH returned +8.03%. Year to date, BBHM is up 1.68% versus a gain of 8.22% for SCHH.

Past performance does not guarantee future results.

Fees and Cost Over Time

BBHM charges 0.81% per year while SCHH charges 0.07%. On a $10,000 position that is $81 vs $7 annually, a gap of $74 per year that compounds over a long holding period. On income, BBHM currently yields 0.00% against 3.08% for SCHH.

Holdings Overlap

We hold position weights for 29 holdings in BBHM and 119 in SCHH, totalling 98.4% and 99.5% 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 119 in SCHH, against full books of 60 and 120.

What only one of them owns

Measured across the 29 and 119 positions we hold weights for.

BBHM holds 28 positions SCHH does not, 95.3% of the fund.

Largest: ENTG 5.79%, KEYS 4.76%, ANET 4.75%, ITT 4.65%, WST 4.32%

You are not choosing between two funds in isolation.

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

BBHMSCHH

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BBHM or SCHH?

BBHM has an expense ratio of 0.81% while SCHH charges 0.07%. SCHH is the cheaper option, by $74 a year on a $10,000 investment.

Which performed better, BBHM or SCHH?

Over the past year BBHM returned +5.49% vs +8.03% for SCHH, so SCHH 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 SCHH?

BBHM yields 0.00% while SCHH yields 3.08%, so SCHH currently pays the higher dividend yield.

Is SCHH better than BBHM?

SCHH has a lower expense ratio. SCHH led over 1Y. BBHM is less concentrated, with 44.9% of the fund in its ten largest positions against 51.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.