BBHM vs VOO

BBHM vs VOO

Which is better, BBHM or VOO?

Mid Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y. VOO is less concentrated, with 39.1% of the fund in its ten largest positions against 43.1%.

Lower Fees: VOOHigher Returns (1Y): VOOLess Concentrated: VOO

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

MetricBBHMVOO
Expense Ratio0.81%0.03%Best
AUM$357M$1.0T
Dividend Yield0.00%1.05%
Holdings30519
YTD Return+2.89%+8.52%Best
1Y Return+6.75%+10.96%Best
3Y Return (annualized)-+20.51%
5Y Return (annualized)-+10.97%
Volatility (annualized)15.2%13.8%Best
Top 10 Weight43.1%39.1%Best
Fund FamilyBrown Brothers HarrimanVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionNov 17, 2025Sep 7, 2010

Not shown on this pair: Max Drawdown, $10,000 over the window.

BBHM vs VOO 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 VOO Performance

BBH Select Mid Cap ETF (BBHM) is an ETF from Brown Brothers Harriman and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BBHM returned +6.75% while VOO returned +10.96%. Year to date, BBHM is up 2.89% versus a gain of 8.52% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BBHM has been the more volatile fund, with annualized monthly volatility of 15.2% compared with 13.8% for VOO. 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 VOO 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 1.05% for VOO.

Holdings Overlap

BBHM already in VOO32.5%
VOO already in BBHM0.8%

32.5% of BBHM's money is in holdings VOO also owns. 0.8% of VOO'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 506 in VOO, against full books of 30 and 519.

What only one of them owns

Our book lists 491 positions for VOO that do not appear in our book for BBHM (99.2% of the fund), and 19 for BBHM that do not appear in VOO (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

StockWeight in BBHMWeight in VOODifference
ANETArista Networks Inc Common Stock3.88%0.32%3.56%
CBRECbre Group Inc. Class A4.14%0.06%4.08%
WSTWest Pharmaceutical Services Inc3.67%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 Inc2.93%0.03%2.90%
HUBBHubbell Inc. Class B2.92%0.04%2.88%
TTWOTake-Two Interactive Software, Inc.2.90%0.06%2.84%
ZBRAZebra Technologies Corp1.39%0.03%1.36%

32.5% of BBHM is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BBHMVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BBHM or VOO?

BBHM has an expense ratio of 0.81% while VOO charges 0.03%. VOO is the cheaper option, by $78 a year on a $10,000 investment.

Which performed better, BBHM or VOO?

Over the past year BBHM returned +6.75% vs +10.96% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BBHM or VOO?

BBHM has been the more volatile fund at 15.2% annualized versus 13.8% for VOO.

Should I hold both BBHM and VOO?

BBHM and VOO 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 VOO?

32.5% of BBHM's money is in holdings VOO also owns. 0.8% of VOO'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 506 in VOO.

Which pays a higher dividend, BBHM or VOO?

BBHM yields 0.00% while VOO yields 1.05%, so VOO currently pays the higher dividend yield.

Is VOO better than BBHM?

VOO has a lower expense ratio. VOO led over 1Y. VOO is less concentrated, with 39.1% 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.