BBHM vs IGR
BBH Select Mid Cap ETF vs CBRE Global Real Estate Income Fund
Which is better, BBHM or IGR?
BBHM has been ahead.
BBHM has a lower expense ratio. BBHM led over 1Y.
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 | IGR |
|---|---|---|
| Expense Ratio | 0.81%Best | 3.62% |
| AUM | $357M | $614M |
| Dividend Yield | 0.00% | 17.81% |
| Holdings | 30 | 83 |
| YTD Return | +2.89%Best | +0.20% |
| 1Y Return | +6.75%Best | -6.07% |
| 3Y Return (annualized) | - | +11.11% |
| 5Y Return (annualized) | - | -4.50% |
| Volatility (annualized) | 15.2%Best | 25.4% |
| Fund Family | Brown Brothers Harriman | CBRE Investment Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Nov 17, 2025 | Feb 18, 2004 |
Not shown on this pair: 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.
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 +6.75% while IGR returned -6.07%. Year to date, BBHM is up 2.89% versus a gain of 0.20% for IGR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IGR has been the more volatile fund, with annualized monthly volatility of 25.4% compared with 15.2% for BBHM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at 0.67. They move together some of the time, and apart the rest.
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 17.81% for IGR.
Holdings Overlap
We hold position weights for 30 holdings in BBHM and 81 in IGR, totalling 99.6% 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 124 days apart, BBHM as of Nov 1, 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 30 positions we hold weights for in BBHM and 81 in IGR, against full books of 30 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.
Free for up to 10 holdings. No account needed.
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 +6.75% vs -6.07% for IGR, so BBHM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBHM or IGR?
IGR has been the more volatile fund at 25.4% annualized versus 15.2% for BBHM.
Should I hold both BBHM and IGR?
BBHM and IGR have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BBHM or IGR?
BBHM yields 0.00% while IGR yields 17.81%, 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.