PortfoliosLab logoPortfoliosLab logo
BBHM vs. EINC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BBHM vs. EINC - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, BBHM achieves a 1.78% return, which is significantly lower than EINC's 24.74% return.


BBHM

1D
-0.35%
1M
-1.65%
YTD
1.78%
6M
-0.32%
1Y
3Y*
5Y*
10Y*

EINC

1D
-0.39%
1M
-1.60%
YTD
24.74%
6M
24.40%
1Y
26.00%
3Y*
29.18%
5Y*
20.73%
10Y*
11.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BBHM vs. EINC - Yearly Performance Comparison


2026 (YTD)2025
BBHM
BBH Select Mid Cap ETF
1.78%2.74%
EINC
VanEck Energy Income ETF
24.74%1.76%

Correlation

The correlation between BBHM and EINC is -0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

-0.05

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

BBHM vs. EINC — Risk / Return Rank

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

BBHM

EINC
EINC Risk / Return Rank: 5353
Overall Rank
EINC Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
EINC Sortino Ratio Rank: 4949
Sortino Ratio Rank
EINC Omega Ratio Rank: 4949
Omega Ratio Rank
EINC Calmar Ratio Rank: 6666
Calmar Ratio Rank
EINC Martin Ratio Rank: 5353
Martin Ratio Rank
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. EINC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BBH Select Mid Cap ETF (BBHM) and VanEck Energy Income ETF (EINC). 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.

BBHM vs. EINC - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


BBHMEINCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.78

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.46

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.04

+0.47

Drawdowns

BBHM vs. EINC - Drawdown Comparison

The maximum BBHM drawdown since its inception was -9.78%, smaller than the maximum EINC drawdown of -87.55%. Use the drawdown chart below to compare losses from any high point for BBHM and EINC.


Loading charts...

Drawdown Indicators


BBHMEINCDifference

Max Drawdown

Largest peak-to-trough decline

-9.78%

-87.55%

+77.77%

Max Drawdown (1Y)

Largest decline over 1 year

-7.89%

Max Drawdown (3Y)

Largest decline over 3 years

-16.01%

Max Drawdown (5Y)

Largest decline over 5 years

-19.87%

Max Drawdown (10Y)

Largest decline over 10 years

-68.85%

Current Drawdown

Current decline from peak

-5.28%

-5.44%

+0.16%

Average Drawdown

Average peak-to-trough decline

-2.71%

-44.29%

+41.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.85%

Volatility

BBHM vs. EINC - Volatility Comparison


Loading charts...

Volatility by Period


BBHMEINCDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.39%

Volatility (6M)

Calculated over the trailing 6-month period

11.57%

Volatility (1Y)

Calculated over the trailing 1-year period

17.46%

14.72%

+2.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.46%

19.58%

-2.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.46%

25.43%

-7.97%

BBHM vs. EINC - Expense Ratio Comparison

BBHM has a 0.81% expense ratio, which is higher than EINC's 0.45% expense ratio.


Dividends

BBHM vs. EINC - Dividend Comparison

BBHM has not paid dividends to shareholders, while EINC's dividend yield for the trailing twelve months is around 3.55%.


PositionTTM20252024202320222021202020192018201720162015
BBHM
BBH Select Mid Cap ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
EINC
VanEck Energy Income ETF
3.55%4.51%3.33%3.77%2.89%6.03%6.69%9.66%11.31%8.53%9.71%28.53%

Frequently Asked Questions


BBHM and EINC have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, EINC is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EINC is cheaper with a 0.45% expense ratio, compared with 0.81% for BBHM.

EINC has the higher dividend yield at 3.55%, compared with 0.00% for BBHM.

BBHM is categorized as Mid Cap Growth Equities, while EINC is Energy Equities. BBHM tracks Actively Managed, while EINC tracks MVIS North America Energy Infrastructure Index. They also come from different issuers: BBH and VanEck. Their fees differ too: 0.81% for BBHM and 0.45% for EINC.

Portfolio Optimizer

Find the right allocation for BBHM and EINC

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer