BBHM vs IGR

BBHM vs IGR

Which is better, BBHM or IGR?

BBHM has been ahead.

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

Lower Fees: BBHMHigher Returns (1Y): 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

MetricBBHMIGR
Expense Ratio0.81%Best3.62%
AUM$381M$604M
Dividend Yield0.00%17.98%
Holdings6083
YTD Return+1.68%Best-5.11%
1Y Return+5.49%Best-12.88%
3Y Return (annualized)-+8.88%
5Y Return (annualized)--4.53%
Fund FamilyBrown Brothers HarrimanCBRE Investment Management
CategoryEquityEquity
StyleMid Cap BlendMid Cap Blend
InceptionNov 17, 2025Feb 18, 2004

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

BBHM vs IGR 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 VTIIGR against:IGR vs VXUS

BBHM vs IGR Performance

BBH Select Mid Cap ETF (BBHM) is an ETF from Brown Brothers Harriman and CBRE Global Real Estate Income Fund (IGR) is an ETF from CBRE Investment Management. Over the past year BBHM returned +5.49% while IGR returned -12.88%. Year to date, BBHM is up 1.68% versus a loss of 5.11% for IGR.

Past performance does not guarantee future results.

Fees and Cost Over Time

BBHM charges 0.81% per year while IGR charges 3.62%. On a $10,000 position that is $81 vs $362 annually, a gap of $281 per year that compounds over a long holding period. On income, BBHM currently yields 0.00% against 17.98% for IGR.

Holdings Overlap

We hold position weights for 29 holdings in BBHM and 81 in IGR, totalling 98.4% and 143.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 92 days apart, BBHM as of Sep 30, 2026 and IGR as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 29 positions we hold weights for in BBHM and 81 in IGR, against full books of 60 and 83.

You are not choosing between two funds in isolation.

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

BBHMIGR

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Frequently Asked Questions

Which is cheaper, BBHM or IGR?

BBHM has an expense ratio of 0.81% while IGR charges 3.62%. BBHM is the cheaper option, by $281 a year on a $10,000 investment.

Which performed better, BBHM or IGR?

Over the past year BBHM returned +5.49% vs -12.88% for IGR, so BBHM 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 IGR?

BBHM yields 0.00% while IGR yields 17.98%, so IGR currently pays the higher dividend yield.

Is IGR better than BBHM?

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