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BBHM vs SCHA

BBH Select Mid Cap ETF vs Schwab U.S. Small-Cap ETF

BBHM

BBH Select Mid Cap ETF

BBH

Annual cost

0.81%

Fund size

$521M

SCHA

Schwab U.S. Small-Cap ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$22.1B

Key differences

  • SCHA costs 0.77% less per year.
  • SCHA is significantly larger than BBHM — larger funds tend to be more liquid and less likely to close.
  • BBHM follows a active selection strategy; SCHA uses index tracking.
  • SCHA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BBHMSCHA
Annual cost (TER)0.81%0.04%
Fund size (AUM)$521M$22.1B
Since20212009
Dividend yield0.00%1.05%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+41.0%
CAGR 3YN/A+19.2%
CAGR 5YN/A+7.2%
Sharpe 3YN/A0.79
Volatility 1Y18.08%
Max drawdown-9.78%-42.41%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BBHM and SCHA