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

Performance

BBHM vs. QQJG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BBH Select Mid Cap ETF (BBHM) and Invesco ESG NASDAQ Next Gen 100 ETF (QQJG). 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 higher than QQJG's 1.44% return.


BBHM

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

QQJG

1D
0.00%
1M
0.00%
YTD
1.44%
6M
1.92%
1Y
18.92%
3Y*
14.09%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BBHM vs. QQJG - Yearly Performance Comparison


2026 (YTD)2025
BBHM
BBH Select Mid Cap ETF
1.78%2.74%
QQJG
Invesco ESG NASDAQ Next Gen 100 ETF
1.44%3.81%

Correlation

The correlation between BBHM and QQJG is 0.52, 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

0.52

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. QQJG — Risk / Return Rank

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

BBHM

QQJG
QQJG Risk / Return Rank: 4545
Overall Rank
QQJG Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
QQJG Sortino Ratio Rank: 3838
Sortino Ratio Rank
QQJG Omega Ratio Rank: 4646
Omega Ratio Rank
QQJG Calmar Ratio Rank: 4949
Calmar Ratio Rank
QQJG 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. QQJG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BBH Select Mid Cap ETF (BBHM) and Invesco ESG NASDAQ Next Gen 100 ETF (QQJG). 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. QQJG - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


BBHMQQJGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.17

+0.34

Drawdowns

BBHM vs. QQJG - Drawdown Comparison

The maximum BBHM drawdown since its inception was -9.78%, smaller than the maximum QQJG drawdown of -36.76%. Use the drawdown chart below to compare losses from any high point for BBHM and QQJG.


Loading charts...

Drawdown Indicators


BBHMQQJGDifference

Max Drawdown

Largest peak-to-trough decline

-9.78%

-36.76%

+26.98%

Max Drawdown (1Y)

Largest decline over 1 year

-7.93%

Max Drawdown (3Y)

Largest decline over 3 years

-23.48%

Current Drawdown

Current decline from peak

-5.28%

-2.09%

-3.19%

Average Drawdown

Average peak-to-trough decline

-2.71%

-15.32%

+12.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.15%

Volatility

BBHM vs. QQJG - Volatility Comparison


Loading charts...

Volatility by Period


BBHMQQJGDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

Volatility (6M)

Calculated over the trailing 6-month period

8.32%

Volatility (1Y)

Calculated over the trailing 1-year period

17.46%

14.05%

+3.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.46%

21.70%

-4.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.46%

21.70%

-4.24%

BBHM vs. QQJG - Expense Ratio Comparison

BBHM has a 0.81% expense ratio, which is higher than QQJG's 0.20% expense ratio.


Dividends

BBHM vs. QQJG - Dividend Comparison

BBHM has not paid dividends to shareholders, while QQJG's dividend yield for the trailing twelve months is around 13.86%.


PositionTTM20252024202320222021
BBHM
BBH Select Mid Cap ETF
0.00%0.00%0.00%0.00%0.00%0.00%
QQJG
Invesco ESG NASDAQ Next Gen 100 ETF
13.86%0.68%0.65%0.54%0.70%0.08%

Frequently Asked Questions


BBHM and QQJG have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, QQJG is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

QQJG is cheaper with a 0.20% expense ratio, compared with 0.81% for BBHM.

QQJG has the higher dividend yield at 13.86%, compared with 0.00% for BBHM.

BBHM tracks Actively Managed, while QQJG tracks Nasdaq Next Generation 100 ESG Index - Benchmark TR Gross. They also come from different issuers: BBH and Invesco. Their fees differ too: 0.81% for BBHM and 0.20% for QQJG.

Portfolio Optimizer

Find the right allocation for BBHM and QQJG

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