BBHM vs. CSMD
BBHM (BBH Select Mid Cap ETF) and CSMD (Congress SMID Growth ETF) are both Mid Cap Growth Equities funds. BBHM is passively managed, while CSMD is actively managed. Their 0.79 correlation means they have sometimes moved together and sometimes differently. BBHM charges 0.81%/yr vs 0.68%/yr for CSMD.
Performance
BBHM vs. CSMD - Performance Comparison
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Returns By Period
In the year-to-date period, BBHM achieves a 4.62% return, which is significantly lower than CSMD's 6.61% return.
BBHM
- 1D
- 0.26%
- 1M
- -1.16%
- 6M
- 3.60%
- YTD
- 4.62%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
CSMD
- 1D
- 0.54%
- 1M
- -5.76%
- 6M
- 0.90%
- YTD
- 6.61%
- 1Y
- 6.14%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 10.82%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $677.76K | $827.89K | $1.51M | |
| $1.22M | $1.16M | $1.45M |
BBHM vs. CSMD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BBHM BBH Select Mid Cap ETF | 4.62% | 0.98% |
CSMD Congress SMID Growth ETF | 6.61% | -0.47% |
Correlation
The correlation between BBHM and CSMD is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 17, 2025 | 0.79 |
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Return for Risk
BBHM vs. CSMD — Risk / Return Rank
BBHM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
CSMD
BBHM vs. CSMD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BBH Select Mid Cap ETF (BBHM) and Congress SMID Growth ETF (CSMD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BBHM | CSMD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.06 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 0.35 | — |
| Martin ratioReturn relative to average drawdown | — | 1.01 | — |
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Drawdowns
BBHM vs. CSMD - Drawdown Comparison
The maximum BBHM drawdown since its inception was -9.78%, smaller than the maximum CSMD drawdown of -22.54%. Use the drawdown chart below to compare losses from any high point for BBHM and CSMD.
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Drawdown Indicators
| BBHM | CSMD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.78% | -22.54% | +12.76% |
Max Drawdown (1Y)Largest decline over 1 year | — | -14.79% | — |
Current DrawdownCurrent decline from peak | -2.64% | -7.62% | +4.98% |
Average DrawdownAverage peak-to-trough decline | -2.83% | -4.68% | +1.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.15% | — |
Volatility
BBHM vs. CSMD - Volatility Comparison
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Volatility by Period
| BBHM | CSMD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.19% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 16.05% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 17.63% | 20.58% | -2.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.63% | 19.97% | -2.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.63% | 19.97% | -2.34% |
BBHM vs. CSMD - Expense Ratio Comparison
BBHM has a 0.81% expense ratio, which is higher than CSMD's 0.68% expense ratio.
Dividends
BBHM vs. CSMD - Dividend Comparison
Neither BBHM nor CSMD has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BBHM BBH Select Mid Cap ETF | 0.00% | 0.00% | 0.00% | 0.00% |
CSMD Congress SMID Growth ETF | 0.00% | 0.00% | 0.40% | 0.02% |
Frequently Asked Questions
BBHM and CSMD have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CSMD is cheaper at 0.68% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CSMD is cheaper with a 0.68% expense ratio, compared with 0.81% for BBHM.
BBHM and CSMD have nearly identical dividend yields, around 0.00%.
They also come from different issuers: BBH and Congress. Their fees differ too: 0.81% for BBHM and 0.68% for CSMD.
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