TMFX vs. BBHM
TMFX (Motley Fool Next Index ETF) and BBHM (BBH Select Mid Cap ETF) are both Mid Cap Growth Equities funds - TMFX tracks the Motley Fool Next Index while BBHM tracks the Actively Managed. Both are passively managed. A 0.79 correlation means they provide meaningful diversification when combined. TMFX charges 0.50%/yr vs 0.81%/yr for BBHM.
Performance
TMFX vs. BBHM - Performance Comparison
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Returns By Period
In the year-to-date period, TMFX achieves a 1.68% return, which is significantly lower than BBHM's 3.11% return.
TMFX
- 1D
- -0.47%
- 1M
- 0.30%
- YTD
- 1.68%
- 6M
- -0.26%
- 1Y
- 10.28%
- 3Y*
- 12.37%
- 5Y*
- —
- 10Y*
- —
BBHM
- 1D
- -0.85%
- 1M
- 2.63%
- YTD
- 3.11%
- 6M
- 1.63%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TMFX vs. BBHM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
TMFX Motley Fool Next Index ETF | 1.68% | 3.45% |
BBHM BBH Select Mid Cap ETF | 3.11% | 0.98% |
Correlation
The correlation between TMFX and BBHM is 0.79, 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 17, 2025 | 0.79 |
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Return for Risk
TMFX vs. BBHM — Risk / Return Rank
TMFX
BBHM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
TMFX vs. BBHM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Motley Fool Next Index ETF (TMFX) 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.
| TMFX | BBHM | Difference | |
|---|---|---|---|
| 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 | 0.74 | — | — |
| Martin ratioReturn relative to average drawdown | 2.34 | — | — |
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Drawdowns
TMFX vs. BBHM - Drawdown Comparison
The maximum TMFX drawdown since its inception was -34.72%, which is greater than BBHM's maximum drawdown of -9.78%. Use the drawdown chart below to compare losses from any high point for TMFX and BBHM.
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Drawdown Indicators
| TMFX | BBHM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.72% | -9.78% | -24.94% |
Max Drawdown (1Y)Largest decline over 1 year | -13.95% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -24.05% | — | — |
Current DrawdownCurrent decline from peak | -4.06% | -4.05% | -0.01% |
Average DrawdownAverage peak-to-trough decline | -14.57% | -2.97% | -11.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.40% | — | — |
Volatility
TMFX vs. BBHM - Volatility Comparison
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Volatility by Period
| TMFX | BBHM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.40% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 12.80% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 17.13% | 18.20% | -1.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.33% | 18.20% | +5.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.33% | 18.20% | +5.13% |
TMFX vs. BBHM - Expense Ratio Comparison
TMFX has a 0.50% expense ratio, which is lower than BBHM's 0.81% expense ratio.
Dividends
TMFX vs. BBHM - Dividend Comparison
TMFX's dividend yield for the trailing twelve months is around 0.05%, while BBHM has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
BBHM BBH Select Mid Cap ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TMFX Motley Fool Next Index ETF | 0.05% | 0.05% | 0.06% | 0.16% | 0.22% |
Frequently Asked Questions
TMFX and BBHM have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TMFX is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TMFX is cheaper with a 0.50% expense ratio, compared with 0.81% for BBHM.
TMFX has the higher dividend yield at 0.05%, compared with 0.00% for BBHM.
TMFX tracks Motley Fool Next Index, while BBHM tracks Actively Managed. They also come from different issuers: Motley Fool and BBH. Their fees differ too: 0.50% for TMFX and 0.81% for BBHM.
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