JCTR vs USSE
JPMorgan Carbon Transition US Equity ETF vs Segall Bryant & Hamill Select Equity ETF
Which is better, JCTR or USSE?
Each has led over a different period.
JCTR has a lower expense ratio. JCTR led over the full window, USSE over 1Y. The two have moved almost in lockstep, correlation 0.91.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | JCTR | USSE |
|---|---|---|
| Expense Ratio | 0.15%Best | 0.65% |
| AUM | $7M | $372M |
| Dividend Yield | 0.94% | 0.00% |
| Holdings | 405 | 42 |
| Volatility (annualized) | 13.0% | 12.3%Best |
| Max Drawdown | -19.6%Best | -22.4% |
| $10,000 over 2.1 years | $15,112Best | $13,221 |
| Fund Family | J.P. Morgan Asset Management | Segall Bryaant & Hamill Asset management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 9, 2020 | Aug 29, 2023 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 376 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. JCTR has data through Oct 3, 2025 and USSE through Oct 14, 2026.
Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Aug 30, 2023 to Oct 3, 2025 (2.1 years).
Risk: Volatility and Drawdowns
JCTR has been the more volatile fund, with annualized monthly volatility of 13.0% compared with 12.3% for USSE. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -19.6% for JCTR and -22.4% for USSE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
JCTR charges 0.15% per year while USSE charges 0.65%. On a $10,000 position that is $15 vs $65 annually, a gap of $50 per year that compounds over a long holding period. On income, JCTR currently yields 0.94% against 0.00% for USSE.
You are not choosing between two funds in isolation.
Whichever of JCTR and USSE you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JCTR or USSE?
JCTR has an expense ratio of 0.15% while USSE charges 0.65%. JCTR is the cheaper option, by $50 a year on a $10,000 investment.
Which is riskier, JCTR or USSE?
JCTR has been the more volatile fund at 13.0% annualized versus 12.3% for USSE. Worst drawdown: JCTR -19.6% vs USSE -22.4%.
Should I hold both JCTR and USSE?
JCTR and USSE have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, JCTR or USSE?
JCTR yields 0.94% while USSE yields 0.00%, so JCTR currently pays the higher dividend yield.
Is USSE better than JCTR?
JCTR has a lower expense ratio. JCTR led over the full window, USSE over 1Y. The two have moved almost in lockstep, correlation 0.91. Which one suits a particular account depends on what it is for. This is information, not a recommendation.