Screener
BBHM vs IMCB
BBH Select Mid Cap ETF vs iShares Morningstar Mid-Cap ETF
Key differences
- IMCB costs 0.77% less per year.
- BBHM follows a active selection strategy; IMCB uses index tracking.
- IMCB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BBHM | IMCB | |
|---|---|---|
| Annual cost (TER) | 0.81% | 0.04% |
| Fund size (AUM) | $521M | $1.6B |
| Since | 2021 | 2004 |
| Dividend yield | 0.00% | 1.27% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +22.1% |
| CAGR 3Y | N/A | +17.6% |
| CAGR 5Y | N/A | +8.7% |
| Sharpe 3Y | N/A | 0.91 |
| Volatility 1Y | — | 12.83% |
| Max drawdown | -9.78% | -40.99% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to BBHM and IMCB
Explore further