BBHM vs SCHM
BBH Select Mid Cap ETF vs Schwab US Mid Cap ETF
Which is better, BBHM or SCHM?
SCHM has been ahead.
SCHM has a lower expense ratio. SCHM led over 1Y. SCHM is less concentrated, with 5.0% 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 | SCHM |
|---|---|---|
| Expense Ratio | 0.81% | 0.03%Best |
| AUM | $381M | $14.6B |
| Dividend Yield | 0.00% | 1.31% |
| Holdings | 60 | 495 |
| YTD Return | +1.68% | +12.80%Best |
| 1Y Return | +5.49% | +16.12%Best |
| 3Y Return (annualized) | - | +16.61% |
| 5Y Return (annualized) | - | +6.70% |
| Top 10 Weight | 44.9% | 5.0%Best |
| Fund Family | Brown Brothers Harriman | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Nov 17, 2025 | Jan 13, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
BBHM vs SCHM 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 SCHM Performance
BBH Select Mid Cap ETF (BBHM) is an ETF from Brown Brothers Harriman and Schwab US Mid Cap ETF (SCHM) is an ETF from Charles Schwab Asset Management. Over the past year BBHM returned +5.49% while SCHM returned +16.12%. Year to date, BBHM is up 1.68% versus a gain of 12.80% for SCHM.
Past performance does not guarantee future results.
Fees and Cost Over Time
BBHM charges 0.81% per year while SCHM charges 0.03%. On a $10,000 position that is $81 vs $3 annually, a gap of $78 per year that compounds over a long holding period. On income, BBHM currently yields 0.00% against 1.31% for SCHM.
Holdings Overlap
46.4% of BBHM's money is in holdings SCHM also owns. 2.8% of SCHM's money is in holdings BBHM also owns.
The two portfolios partly overlap.
12 positions in common, counted across the 29 positions we hold weights for in BBHM and 502 in SCHM, against full books of 60 and 495.
What only one of them owns
Our book lists 482 positions for SCHM that do not appear in our book for BBHM (95.8% of the fund), and 16 for BBHM that do not appear in SCHM (49.0%).
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 SCHM | Difference |
|---|---|---|---|
| ENTGEntegris Inc Common Stock Usd 0.01 | 5.79% | 0.52% | 5.27% |
| ITTItt Inc | 4.65% | 0.38% | 4.27% |
| WMSAdvanced Drainag Tm B 1ln 7/26 | 4.19% | 0.18% | 4.01% |
| WSOWatsco Inc | 4.12% | 0.22% | 3.90% |
| DARDarling Ingredients, Inc. | 4.13% | 0.20% | 3.93% |
| WHWyndham Hotels & Resorts Inc | 3.97% | 0.11% | 3.86% |
| GWREGuidewire Software Inc | 3.45% | 0.26% | 3.19% |
| ESIElement Solutions Inc | 3.40% | 0.18% | 3.22% |
| TWTradeweb Markets Inc | 3.29% | 0.24% | 3.05% |
| GXOGXO Logistics, Inc. | 3.32% | 0.11% | 3.21% |
46.4% of BBHM is already inside SCHM.
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 SCHM?
BBHM has an expense ratio of 0.81% while SCHM charges 0.03%. SCHM is the cheaper option, by $78 a year on a $10,000 investment.
Which performed better, BBHM or SCHM?
Over the past year BBHM returned +5.49% vs +16.12% for SCHM, so SCHM 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 SCHM?
46.4% of BBHM's money is in holdings SCHM also owns. 2.8% of SCHM's is in holdings BBHM also owns. They hold 12 positions in common, counted across the 29 positions we hold weights for in BBHM and 502 in SCHM.
Which pays a higher dividend, BBHM or SCHM?
BBHM yields 0.00% while SCHM yields 1.31%, so SCHM currently pays the higher dividend yield.
Is SCHM better than BBHM?
SCHM has a lower expense ratio. SCHM led over 1Y. SCHM is less concentrated, with 5.0% 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.