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 0.78 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 4.09% return, which is significantly higher than BBHM's 1.78% return.
TMFX
- 1D
- -0.92%
- 1M
- 5.95%
- YTD
- 4.09%
- 6M
- 4.52%
- 1Y
- 12.73%
- 3Y*
- 13.61%
- 5Y*
- —
- 10Y*
- —
BBHM
- 1D
- -0.35%
- 1M
- -1.65%
- YTD
- 1.78%
- 6M
- -0.32%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TMFX vs. BBHM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
TMFX Motley Fool Next Index ETF | 4.09% | 5.53% |
BBHM BBH Select Mid Cap ETF | 1.78% | 2.74% |
Correlation
The correlation between TMFX and BBHM is 0.78, 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 | 0.78 |
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Return for Risk
TMFX vs. BBHM — Risk / Return Rank
TMFX
BBHM
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.
| TMFX | BBHM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.13 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.92 | — | — |
| Martin ratioReturn relative to average drawdown | 2.93 | — | — |
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
| TMFX | BBHM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.50 | -0.38 |
Drawdowns
TMFX vs. BBHM - Drawdown Comparison
The maximum TMFX drawdown since its inception was -34.30%, 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 | -34.30% | -9.78% | -24.52% |
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 | -1.78% | -5.28% | +3.50% |
Average DrawdownAverage peak-to-trough decline | -14.38% | -2.71% | -11.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.35% | — | — |
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 | 4.11% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 12.33% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.86% | 17.46% | -0.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.39% | 17.46% | +5.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.39% | 17.46% | +5.93% |
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 0.78, 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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