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BBHM vs. VOT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BBHM vs. VOT - Performance Comparison

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

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Returns By Period

In the year-to-date period, BBHM achieves a 1.78% return, which is significantly lower than VOT's 8.39% return.


BBHM

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

VOT

1D
-0.83%
1M
5.62%
YTD
8.39%
6M
6.44%
1Y
11.36%
3Y*
16.24%
5Y*
6.88%
10Y*
12.18%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BBHM vs. VOT - Yearly Performance Comparison


2026 (YTD)2025
BBHM
BBH Select Mid Cap ETF
1.78%2.74%
VOT
Vanguard Mid-Cap Growth ETF
8.39%1.61%

Correlation

The correlation between BBHM and VOT is 0.80, 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

0.80

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Return for Risk

BBHM vs. VOT — Risk / Return Rank

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

BBHM

VOT
VOT Risk / Return Rank: 1919
Overall Rank
VOT Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
VOT Sortino Ratio Rank: 2020
Sortino Ratio Rank
VOT Omega Ratio Rank: 1919
Omega Ratio Rank
VOT Calmar Ratio Rank: 1717
Calmar Ratio Rank
VOT Martin Ratio Rank: 1919
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. VOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BBH Select Mid Cap ETF (BBHM) and Vanguard Mid-Cap Growth ETF (VOT). 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. VOT - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BBHMVOTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.72

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.58

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.45

+0.05

Drawdowns

BBHM vs. VOT - Drawdown Comparison

The maximum BBHM drawdown since its inception was -9.78%, smaller than the maximum VOT drawdown of -60.16%. Use the drawdown chart below to compare losses from any high point for BBHM and VOT.


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Drawdown Indicators


BBHMVOTDifference

Max Drawdown

Largest peak-to-trough decline

-9.78%

-60.16%

+50.38%

Max Drawdown (1Y)

Largest decline over 1 year

-15.96%

Max Drawdown (3Y)

Largest decline over 3 years

-21.77%

Max Drawdown (5Y)

Largest decline over 5 years

-37.19%

Max Drawdown (10Y)

Largest decline over 10 years

-37.19%

Current Drawdown

Current decline from peak

-5.28%

-0.83%

-4.45%

Average Drawdown

Average peak-to-trough decline

-2.71%

-9.96%

+7.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.32%

Volatility

BBHM vs. VOT - Volatility Comparison


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Volatility by Period


BBHMVOTDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.37%

Volatility (6M)

Calculated over the trailing 6-month period

12.36%

Volatility (1Y)

Calculated over the trailing 1-year period

17.46%

15.81%

+1.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.46%

21.36%

-3.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.46%

20.99%

-3.53%

BBHM vs. VOT - Expense Ratio Comparison

BBHM has a 0.81% expense ratio, which is higher than VOT's 0.07% expense ratio.


Dividends

BBHM vs. VOT - Dividend Comparison

BBHM has not paid dividends to shareholders, while VOT's dividend yield for the trailing twelve months is around 0.61%.


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%
VOT
Vanguard Mid-Cap Growth ETF
0.61%0.64%0.67%0.71%0.78%0.34%0.56%0.78%0.84%0.72%0.81%0.81%

Frequently Asked Questions


BBHM and VOT have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VOT is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VOT is cheaper with a 0.07% expense ratio, compared with 0.81% for BBHM.

VOT has the higher dividend yield at 0.61%, compared with 0.00% for BBHM.

BBHM tracks Actively Managed, while VOT tracks CRSP US Mid Cap Growth Index. They also come from different issuers: BBH and Vanguard. Their fees differ too: 0.81% for BBHM and 0.07% for VOT.

Portfolio Optimizer

Find the right allocation for BBHM and VOT

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

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