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QMID vs. BBHM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

QMID vs. BBHM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree U.S. MidCap Quality Growth Fund (QMID) and BBH Select Mid Cap ETF (BBHM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, QMID achieves a 1.24% return, which is significantly lower than BBHM's 3.11% return.


QMID

1D
-0.29%
1M
0.74%
YTD
1.24%
6M
-1.04%
1Y
9.00%
3Y*
5Y*
10Y*

BBHM

1D
-0.85%
1M
2.63%
YTD
3.11%
6M
1.63%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

QMID vs. BBHM - Yearly Performance Comparison


Correlation

The correlation between QMID and BBHM is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 17, 2025

0.87

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Return for Risk

QMID vs. BBHM — Risk / Return Rank

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

QMID
QMID Risk / Return Rank: 1919
Overall Rank
QMID Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
QMID Sortino Ratio Rank: 1919
Sortino Ratio Rank
QMID Omega Ratio Rank: 1717
Omega Ratio Rank
QMID Calmar Ratio Rank: 2020
Calmar Ratio Rank
QMID Martin Ratio Rank: 2424
Martin Ratio Rank

BBHM

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

QMID vs. BBHM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. MidCap Quality Growth Fund (QMID) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


QMIDBBHMDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.11

Calmar ratioReturn relative to maximum drawdown

0.85

Martin ratioReturn relative to average drawdown

2.85

QMID vs. BBHM - Sharpe Ratio Comparison


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Drawdowns

QMID vs. BBHM - Drawdown Comparison

The maximum QMID drawdown since its inception was -24.42%, which is greater than BBHM's maximum drawdown of -9.78%. Use the drawdown chart below to compare losses from any high point for QMID and BBHM.


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Drawdown Indicators


QMIDBBHMDifference

Max Drawdown

Largest peak-to-trough decline

-24.42%

-9.78%

-14.64%

Max Drawdown (1Y)

Largest decline over 1 year

-10.67%

Current Drawdown

Current decline from peak

-2.94%

-4.05%

+1.11%

Average Drawdown

Average peak-to-trough decline

-5.41%

-2.97%

-2.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.16%

Volatility

QMID vs. BBHM - Volatility Comparison


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Volatility by Period


QMIDBBHMDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.95%

Volatility (6M)

Calculated over the trailing 6-month period

10.77%

Volatility (1Y)

Calculated over the trailing 1-year period

15.14%

18.20%

-3.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.43%

18.20%

+0.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.43%

18.20%

+0.23%

QMID vs. BBHM - Expense Ratio Comparison

QMID has a 0.38% expense ratio, which is lower than BBHM's 0.81% expense ratio.


Dividends

QMID vs. BBHM - Dividend Comparison

QMID's dividend yield for the trailing twelve months is around 0.51%, while BBHM has not paid dividends to shareholders.


PositionTTM20252024
BBHM
BBH Select Mid Cap ETF
0.00%0.00%0.00%
QMID
WisdomTree U.S. MidCap Quality Growth Fund
0.51%0.51%1.16%

Frequently Asked Questions


QMID and BBHM have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, QMID is cheaper at 0.38% per year. The better choice depends on whether you care most about return, fees, risk, or income.

QMID is cheaper with a 0.38% expense ratio, compared with 0.81% for BBHM.

QMID has the higher dividend yield at 0.51%, compared with 0.00% for BBHM.

QMID tracks WisdomTree U.S. MidCap Quality Growth Index, while BBHM tracks Actively Managed. They also come from different issuers: WisdomTree and BBH. Their fees differ too: 0.38% for QMID and 0.81% for BBHM.

Portfolio Optimizer

Find the right allocation for QMID and BBHM

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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