BBHM vs IVV
BBH Select Mid Cap ETF vs iShares Core S&P 500 ETF
Which is better, BBHM or IVV?
Mid Cap Blend against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y. IVV is less concentrated, with 38.8% of the fund in its ten largest positions against 43.1%.
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 | IVV |
|---|---|---|
| Expense Ratio | 0.81% | 0.03%Best |
| AUM | $357M | $850.0B |
| Dividend Yield | 0.00% | 1.09% |
| Holdings | 30 | 1,018 |
| YTD Return | +7.33% | +12.12%Best |
| 1Y Return | +11.35% | +12.53%Best |
| 3Y Return (annualized) | - | +21.54% |
| 5Y Return (annualized) | - | +11.93% |
| Volatility (annualized) | 15.8% | 13.4%Best |
| Top 10 Weight | 43.1% | 38.8%Best |
| Fund Family | Brown Brothers Harriman | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Blend |
| Inception | Nov 17, 2025 | May 15, 2000 |
Not shown on this pair: Max Drawdown, $10,000 over the window.
BBHM vs IVV 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 IVV Performance
BBH Select Mid Cap ETF (BBHM) is an ETF from Brown Brothers Harriman and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BBHM returned +11.35% while IVV returned +12.53%. Year to date, BBHM is up 7.33% versus a gain of 12.12% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBHM has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 13.4% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at 0.47. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BBHM charges 0.81% per year while IVV 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 1.09% for IVV.
Holdings Overlap
32.5% of BBHM's money is in holdings IVV also owns. 0.7% of IVV's money is in holdings BBHM also owns.
The two portfolios partly overlap.
10 positions in common, counted across the 30 positions we hold weights for in BBHM and 505 in IVV, against full books of 30 and 1,018.
What only one of them owns
Our book lists 489 positions for IVV that do not appear in our book for BBHM (98.8% of the fund), and 19 for BBHM that do not appear in IVV (63.9%).
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 IVV | Difference |
|---|---|---|---|
| CBRECbre Group Inc. Class A | 4.14% | 0.06% | 4.08% |
| ANETArista Networks Inc Common Stock | 3.88% | 0.31% | 3.57% |
| WSTWest Pharmaceutical Services Inc | 3.67% | 0.04% | 3.63% |
| BRBroadridge Financial Solutions, Inc. | 3.63% | 0.03% | 3.60% |
| KEYSKeysight Technologies Inc. | 3.55% | 0.09% | 3.46% |
| VMCVulcan Materials Co. | 3.47% | 0.05% | 3.42% |
| BROBrown & Brown Inc | 2.93% | 0.03% | 2.90% |
| HUBBHubbell Inc. Class B | 2.92% | 0.04% | 2.88% |
| TTWOTake-Two Interactive Software, Inc. | 2.90% | 0.05% | 2.85% |
| ZBRAZebra Technologies Corp | 1.39% | 0.03% | 1.36% |
32.5% of BBHM is already inside IVV.
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 IVV?
BBHM has an expense ratio of 0.81% while IVV charges 0.03%. IVV is the cheaper option, by $78 a year on a $10,000 investment.
Which performed better, BBHM or IVV?
Over the past year BBHM returned +11.35% vs +12.53% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBHM or IVV?
BBHM has been the more volatile fund at 15.8% annualized versus 13.4% for IVV.
Should I hold both BBHM and IVV?
BBHM and IVV have a monthly-return correlation of 0.47, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BBHM and IVV?
32.5% of BBHM's money is in holdings IVV also owns. 0.7% of IVV's is in holdings BBHM also owns. They hold 10 positions in common, counted across the 30 positions we hold weights for in BBHM and 505 in IVV.
Which pays a higher dividend, BBHM or IVV?
BBHM yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
Is IVV better than BBHM?
IVV has a lower expense ratio. IVV led over 1Y. IVV is less concentrated, with 38.8% of the fund in its ten largest positions against 43.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.