Screener
BBHM vs MDYV
BBH Select Mid Cap ETF vs State Street SPDR S&P 400 Mid Cap Value ETF
Key differences
- MDYV costs 0.66% less per year.
- MDYV is significantly larger than BBHM — larger funds tend to be more liquid and less likely to close.
- BBHM follows a active selection strategy; MDYV uses index tracking.
- MDYV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BBHM | MDYV | |
|---|---|---|
| Annual cost (TER) | 0.81% | 0.15% |
| Fund size (AUM) | $521M | $2.6B |
| Since | 2021 | 2005 |
| Dividend yield | 0.00% | 1.73% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +20.7% |
| CAGR 3Y | N/A | +14.2% |
| CAGR 5Y | N/A | +7.1% |
| Sharpe 3Y | N/A | 0.63 |
| Volatility 1Y | — | 15.41% |
| Max drawdown | -9.78% | -45.90% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to BBHM and MDYV
Explore further