BBHM vs PGZ
BBH Select Mid Cap ETF vs Principal Real Estate Income Fund
Which is better, BBHM or PGZ?
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 | PGZ |
|---|---|---|
| Expense Ratio | 0.81%Best | 2.16% |
| AUM | $357M | $70M |
| Dividend Yield | 0.00% | 12.17% |
| Holdings | 30 | 122 |
| YTD Return | +7.33%Best | +0.56% |
| 1Y Return | +11.35%Best | -1.91% |
| 3Y Return (annualized) | - | +13.14% |
| 5Y Return (annualized) | - | +0.39% |
| Volatility (annualized) | 15.8%Best | 16.6% |
| Fund Family | Brown Brothers Harriman | Principal Funds |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Nov 17, 2025 | Jun 26, 2013 |
Not shown on this pair: Max Drawdown, $10,000 over the window, Top 10 Weight.
BBHM vs PGZ 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 PGZ Performance
BBH Select Mid Cap ETF (BBHM) is an ETF from Brown Brothers Harriman and Principal Real Estate Income Fund (PGZ) is an ETF from Principal Funds. Over the past year BBHM returned +11.35% while PGZ returned -1.91%. Year to date, BBHM is up 7.33% versus a gain of 0.56% for PGZ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PGZ has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 15.8% 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 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBHM charges 0.81% per year while PGZ charges 2.16%. On a $10,000 position that is $81 vs $216 annually, a gap of $135 per year that compounds over a long holding period. On income, BBHM currently yields 0.00% against 12.17% for PGZ.
Holdings Overlap
We hold position weights for 30 holdings in BBHM and 68 in PGZ, totalling 99.6% and 54.9% 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 93 days apart, BBHM as of Nov 1, 2026 and PGZ as of Jul 31, 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 68 in PGZ, against full books of 30 and 122.
You are not choosing between two funds in isolation.
Whichever of BBHM and PGZ 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 PGZ?
BBHM has an expense ratio of 0.81% while PGZ charges 2.16%. BBHM is the cheaper option, by $135 a year on a $10,000 investment.
Which performed better, BBHM or PGZ?
Over the past year BBHM returned +11.35% vs -1.91% for PGZ, 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 PGZ?
PGZ has been the more volatile fund at 16.6% annualized versus 15.8% for BBHM.
Should I hold both BBHM and PGZ?
BBHM and PGZ have a monthly-return correlation of 0.89, 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 PGZ?
BBHM yields 0.00% while PGZ yields 12.17%, so PGZ currently pays the higher dividend yield.
Is PGZ 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.