SFYX vs. BBHM

Last updated Jun 4, 2026

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

Performance

SFYX vs. BBHM - Performance Comparison

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

Returns By Period

SFYX

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

BBHM

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

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

SFYX vs. BBHM - Yearly Performance Comparison

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

Correlation

The correlation between SFYX and BBHM 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

SFYX vs. BBHM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Next 500 ETF (SFYX) 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.

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

Sharpe Ratios by Period

	SFYX	BBHM	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.50	—

Drawdowns

Drawdown Indicators

	SFYX	BBHM	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

	SFYX	BBHM	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%	—

SFYX vs. BBHM - Expense Ratio Comparison

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

Dividends

SFYX vs. BBHM - Dividend Comparison

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

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 SFYX and BBHM in my portfolio?

SFYX and BBHM 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, SFYX or BBHM?

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, SFYX or BBHM?

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

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

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

What is the main difference between SFYX and BBHM?

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