BBHM vs. SFYX

Last updated Jun 4, 2026

BBHM (BBH Select Mid Cap ETF) and SFYX (SoFi Next 500 ETF) are both Mid Cap Growth Equities funds - BBHM tracks the Actively Managed while SFYX tracks the Solactive SoFi US Next 500 Growth Index. Both are passively managed. A 0.50 correlation means they provide meaningful diversification when combined. BBHM charges 0.81%/yr vs 0.00%/yr for SFYX.

Performance

BBHM vs. SFYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BBH Select Mid Cap ETF (BBHM) and SoFi Next 500 ETF (SFYX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BBHM

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

SFYX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BBHM vs. SFYX - Yearly Performance Comparison

	2026 (YTD)	2025
BBHM BBH Select Mid Cap ETF	1.78%	2.74%
SFYX SoFi Next 500 ETF	5.66%	6.75%

Correlation

The correlation between BBHM and SFYX is 0.50, 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	0.50

Return for Risk

BBHM vs. SFYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BBH Select Mid Cap ETF (BBHM) and SoFi Next 500 ETF (SFYX). 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	SFYX	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	0.50	—	—

Drawdowns

Drawdown Indicators

	BBHM	SFYX	Difference
Max Drawdown Largest peak-to-trough decline	-9.78%	—	—
Current Drawdown Current decline from peak	-5.28%	—	—
Average Drawdown Average peak-to-trough decline	-2.71%	—	—

Volatility

Volatility by Period

	BBHM	SFYX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	17.46%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.46%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.46%	—	—

BBHM vs. SFYX - Expense Ratio Comparison

BBHM has a 0.81% expense ratio, which is higher than SFYX's 0.00% expense ratio.

Dividends

BBHM vs. SFYX - Dividend Comparison

BBHM has not paid dividends to shareholders, while SFYX's dividend yield for the trailing twelve months is around 1.36%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
BBHM BBH Select Mid Cap ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SFYX SoFi Next 500 ETF	1.36%	1.44%	1.25%	1.51%	1.56%	0.90%	1.16%	1.02%

Frequently Asked Questions

Can I hold both BBHM and SFYX in my portfolio?

BBHM and SFYX have a correlation of 0.50, 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 SFYX?

On fees, SFYX is cheaper at 0.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BBHM or SFYX?

SFYX is cheaper with a 0.00% expense ratio, compared with 0.81% for BBHM.

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

SFYX has the higher dividend yield at 1.36%, compared with 0.00% for BBHM.

What is the main difference between BBHM and SFYX?

BBHM tracks Actively Managed, while SFYX tracks Solactive SoFi US Next 500 Growth Index. They also come from different issuers: BBH and Toroso Investments. Their fees differ too: 0.81% for BBHM and 0.00% for SFYX.