BBHM vs IWR5YBBHMBBHMAvsBIWRIWRBBH Trust - BBH Select Mid Cap ETF · $369MiShares Russell Mid-Cap ETF · $58.7BReturns · dividends in[…]3 years · per year[…] · $16,816+18.9%[…]5 years · per year[…] · $13,996+7.0%Cost and income0.81%Expense ratio$81 · $18 on $10k · lower wins0.18%0.00%12-mo yield$0 · $115 on $10k1.15%Risk · 1 year
Overlap: BBHM, IWR, VUGToday7.0%most shared, IWR and VUGBBHMIWRVUGBBHM—3.7%1.1%IWR3.7%—7.0%VUG1.1%7.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
BBHM vs IWR5YABBHMBBH Trust - BBH Select Mid Cap[…]vsIWRBiShares Russell Mid-Cap$13,996MeasureBBHMIWRFee0.81%0.18%Cost on $10k a year$81$18Yield0.00%1.15%5 years, per year[…]+7.0%3 years, per year[…]+18.9%Worst drop · 1Y[…]−8.2%Volatility · 1Y[…]14.1%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2BIWRiShares Russell Mid-Cap ETFReadDesk0.18%1.15%0.0%+15.8%+15.9%+18.9%+7.0%−8.2%$58.7B3ABBHMBBH Trust - BBH Select Mid Cap ETFReadDesk0.81%0.00%−0.2%+7.1%newnewnew[…]$369MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2BIWRiShares Russell Mid-Cap ETFReadDesk0.18%1.15%0.0%+15.8%+15.9%+18.9%+7.0%−8.2%$58.7B3ABBHMBBH Trust - BBH Select Mid Cap ETFReadDesk0.81%0.00%−0.2%+7.1%newnewnew[…]$369MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: BBHM, IWR, VUGToday7.0%most shared, IWR and VUGBBHMIWRVUGBBHM—3.7%1.1%IWR3.7%—7.0%VUG1.1%7.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$97most kept, IWRIWR$115 − $18 = $97VUG$41 − $3 = $38BBHM$0 − $81 = −$81KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee