BBHM vs. CSMD

Last updated Jun 3, 2026

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. A 0.79 correlation means they provide meaningful diversification when combined. BBHM charges 0.81%/yr vs 0.68%/yr for CSMD.

Performance

BBHM vs. CSMD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BBH Select Mid Cap ETF (BBHM) and Congress SMID Growth ETF (CSMD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BBHM achieves a 2.14% return, which is significantly lower than CSMD's 10.40% return.

BBHM

• 1D: 0.28%
• 1M: -2.79%
• YTD: 2.14%
• 6M: 0.95%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

CSMD

• 1D: 0.58%
• 1M: 6.99%
• YTD: 10.40%
• 6M: 9.33%
• 1Y: 15.98%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BBHM vs. CSMD - Yearly Performance Comparison

	2026 (YTD)	2025
BBHM BBH Select Mid Cap ETF	2.14%	2.74%
CSMD Congress SMID Growth ETF	10.40%	1.15%

Correlation

The correlation between BBHM and CSMD is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025	0.79

Return for Risk

BBHM vs. CSMD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CSMD

CSMD Risk / Return Rank: 24
CSMD Sharpe Ratio Rank: 24
CSMD Sortino Ratio Rank: 24
CSMD Omega Ratio Rank: 23
CSMD Calmar Ratio Rank: 23
CSMD Martin Ratio Rank: 25

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BBHM	CSMD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.85	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.54	0.65	-0.11

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.

Drawdown Indicators

	BBHM	CSMD	Difference
Max Drawdown Largest peak-to-trough decline	-9.78%	-22.54%	+12.76%
Max Drawdown (1Y) Largest decline over 1 year	—	-14.79%	—
Current Drawdown Current decline from peak	-4.95%	0.00%	-4.95%
Average Drawdown Average peak-to-trough decline	-2.69%	-4.76%	+2.07%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.85%	—

Volatility

Volatility by Period

	BBHM	CSMD	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	6.06%	—
Volatility (6M) Calculated over the trailing 6-month period	—	14.57%	—
Volatility (1Y) Calculated over the trailing 1-year period	17.52%	18.97%	-1.45%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.52%	19.79%	-2.27%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.52%	19.79%	-2.27%

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

Can I hold both BBHM and CSMD in my portfolio?

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.

Which ETF is better, BBHM or CSMD?

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.

Which ETF is cheaper, BBHM or CSMD?

CSMD is cheaper with a 0.68% expense ratio, compared with 0.81% for BBHM.

Which ETF pays a higher dividend yield, BBHM or CSMD?

BBHM and CSMD have nearly identical dividend yields, around 0.00%.

What is the main difference between BBHM and CSMD?

They also come from different issuers: BBH and Congress. Their fees differ too: 0.81% for BBHM and 0.68% for CSMD.