BBHM vs SQEW

BBHM vs SQEW

Which is better, BBHM or SQEW?

SQEW has been ahead.

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

Lower Fees: BBHMHigher Returns (1Y): SQEW

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

MetricBBHMSQEW
Expense Ratio0.81%Best0.84%
AUM$381M$16M
Dividend Yield0.00%0.96%
Holdings60159
Volatility (annualized)-16.3%
Max Drawdown--26.1%
Fund FamilyBrown Brothers HarrimanLeaderShares
CategoryEquityEquity
StyleMid Cap BlendMid Cap Blend
InceptionNov 17, 2025May 11, 2020

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), $10,000 over the window, Top 10 Weight.

The two price series end 355 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 SQEW through Oct 24, 2025.

Compare BBHM against instead:BBHM vs SPYBBHM vs QQQBBHM vs VOOBBHM vs VTISQEW against:SQEW vs VXUS

Fees and Cost Over Time

BBHM charges 0.81% per year while SQEW charges 0.84%. On a $10,000 position that is $81 vs $84 annually, a gap of $3 per year that compounds over a long holding period. On income, BBHM currently yields 0.00% against 0.96% for SQEW.

You are not choosing between two funds in isolation.

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

BBHMSQEW

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BBHM or SQEW?

BBHM has an expense ratio of 0.81% while SQEW charges 0.84%. BBHM is the cheaper option, by $3 a year on a $10,000 investment.

Which pays a higher dividend, BBHM or SQEW?

BBHM yields 0.00% while SQEW yields 0.96%, so SQEW currently pays the higher dividend yield.

Is SQEW better than BBHM?

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