FCUS vs. BBHM
FCUS (Pinnacle Focused Opportunities ETF) and BBHM (BBH Select Mid Cap ETF) are both Mid Cap Growth Equities funds. FCUS is actively managed, while BBHM is passively managed. A 0.51 correlation means they provide meaningful diversification when combined. FCUS charges 0.79%/yr vs 0.81%/yr for BBHM.
Performance
FCUS vs. BBHM - Performance Comparison
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Returns By Period
In the year-to-date period, FCUS achieves a 50.06% return, which is significantly higher than BBHM's 1.78% return.
FCUS
- 1D
- 0.90%
- 1M
- 10.76%
- YTD
- 50.06%
- 6M
- 52.19%
- 1Y
- 96.08%
- 3Y*
- 37.64%
- 5Y*
- —
- 10Y*
- —
BBHM
- 1D
- -0.35%
- 1M
- -1.65%
- YTD
- 1.78%
- 6M
- -0.32%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FCUS vs. BBHM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
FCUS Pinnacle Focused Opportunities ETF | 50.06% | 4.79% |
BBHM BBH Select Mid Cap ETF | 1.78% | 2.74% |
Correlation
The correlation between FCUS and BBHM is 0.51, 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 | 0.51 |
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Return for Risk
FCUS vs. BBHM — Risk / Return Rank
FCUS
BBHM
FCUS vs. BBHM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pinnacle Focused Opportunities ETF (FCUS) and BBH Select Mid Cap ETF (BBHM). 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.
| FCUS | BBHM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.44 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 5.46 | — | — |
| Martin ratioReturn relative to average drawdown | 19.54 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FCUS | BBHM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.85 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.13 | 0.50 | +0.63 |
Drawdowns
FCUS vs. BBHM - Drawdown Comparison
The maximum FCUS drawdown since its inception was -39.89%, which is greater than BBHM's maximum drawdown of -9.78%. Use the drawdown chart below to compare losses from any high point for FCUS and BBHM.
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Drawdown Indicators
| FCUS | BBHM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.89% | -9.78% | -30.11% |
Max Drawdown (1Y)Largest decline over 1 year | -17.70% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -39.89% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -5.28% | +5.28% |
Average DrawdownAverage peak-to-trough decline | -7.55% | -2.71% | -4.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.93% | — | — |
Volatility
FCUS vs. BBHM - Volatility Comparison
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Volatility by Period
| FCUS | BBHM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.14% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 25.37% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 33.92% | 17.46% | +16.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.98% | 17.46% | +12.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.98% | 17.46% | +12.52% |
FCUS vs. BBHM - Expense Ratio Comparison
FCUS has a 0.79% expense ratio, which is lower than BBHM's 0.81% expense ratio.
Dividends
FCUS vs. BBHM - Dividend Comparison
FCUS's dividend yield for the trailing twelve months is around 2.89%, while BBHM has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BBHM BBH Select Mid Cap ETF | 0.00% | 0.00% | 0.00% |
FCUS Pinnacle Focused Opportunities ETF | 2.89% | 4.33% | 11.19% |
Frequently Asked Questions
FCUS and BBHM have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, FCUS is cheaper at 0.79% per year. The better choice depends on whether you care most about return, fees, risk, or income.
FCUS is cheaper with a 0.79% expense ratio, compared with 0.81% for BBHM.
FCUS has the higher dividend yield at 2.89%, compared with 0.00% for BBHM.
They also come from different issuers: Pinnacle and BBH. Their fees differ too: 0.79% for FCUS and 0.81% for BBHM.
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