BBHM vs SCHD
BBH Select Mid Cap ETF vs Schwab US Dividend Equity ETF
Which is better, BBHM or SCHD?
Mid Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y. SCHD is less concentrated, with 41.8% 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 | SCHD |
|---|---|---|
| Expense Ratio | 0.81% | 0.06%Best |
| AUM | $357M | $119.9B |
| Dividend Yield | 0.00% | 2.96% |
| Holdings | 30 | 204 |
| YTD Return | +2.89% | +29.95%Best |
| 1Y Return | +6.75% | +37.26%Best |
| 3Y Return (annualized) | - | +19.10% |
| 5Y Return (annualized) | - | +9.87% |
| Volatility (annualized) | 15.2%Best | 17.1% |
| Top 10 Weight | 43.1% | 41.8%Best |
| Fund Family | Brown Brothers Harriman | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Value |
| Inception | Nov 17, 2025 | Oct 20, 2011 |
Not shown on this pair: Max Drawdown, $10,000 over the window.
BBHM vs SCHD 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 SCHD Performance
BBH Select Mid Cap ETF (BBHM) is an ETF from Brown Brothers Harriman and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year BBHM returned +6.75% while SCHD returned +37.26%. Year to date, BBHM is up 2.89% versus a gain of 29.95% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 17.1% 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 0.49. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BBHM charges 0.81% per year while SCHD charges 0.06%. On a $10,000 position that is $81 vs $6 annually, a gap of $75 per year that compounds over a long holding period. On income, BBHM currently yields 0.00% against 2.96% for SCHD.
Holdings Overlap
8.2% of BBHM's money is in holdings SCHD also owns. 0.7% of SCHD's money is in holdings BBHM also owns.
BBHM and SCHD share little of their money.
2 positions in common, counted across the 30 positions we hold weights for in BBHM and 98 in SCHD, against full books of 30 and 204.
What only one of them owns
Our book lists 95 positions for SCHD that do not appear in our book for BBHM (99.0% of the fund), and 27 for BBHM that do not appear in SCHD (88.2%).
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.
You are not choosing between two funds in isolation.
Whichever of BBHM and SCHD 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 SCHD?
BBHM has an expense ratio of 0.81% while SCHD charges 0.06%. SCHD is the cheaper option, by $75 a year on a $10,000 investment.
Which performed better, BBHM or SCHD?
Over the past year BBHM returned +6.75% vs +37.26% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBHM or SCHD?
SCHD has been the more volatile fund at 17.1% annualized versus 15.2% for BBHM.
Should I hold both BBHM and SCHD?
BBHM and SCHD have a monthly-return correlation of 0.49, 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 SCHD?
8.2% of BBHM's money is in holdings SCHD also owns. 0.7% of SCHD's is in holdings BBHM also owns. They hold 2 positions in common, counted across the 30 positions we hold weights for in BBHM and 98 in SCHD.
Which pays a higher dividend, BBHM or SCHD?
BBHM yields 0.00% while SCHD yields 2.96%, so SCHD currently pays the higher dividend yield.
Is SCHD better than BBHM?
SCHD has a lower expense ratio. SCHD led over 1Y. SCHD is less concentrated, with 41.8% 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.