QQQ vs USSE
Invesco QQQ Trust, Series 1 vs Segall Bryant & Hamill Select Equity ETF
Quick Verdict
QQQ has a lower expense ratio. USSE delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | QQQ | USSE | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.65% | |
| AUM | $496.3B | $371M | |
| Dividend Yield | 0.44% | 0.00% | |
| Holdings | 108 | 22 | |
| YTD Return | +16.23% | +19.73% | |
| 1Y Return | +26.23% | +26.58% | |
| 3Y Return (annualized) | +25.75% | +17.28% | |
| 5Y Return (annualized) | +14.78% | - | |
| Volatility (annualized) | 30.6% | 13.6% | |
| Max Drawdown | -83.0% | -22.4% | |
| Fund Family | Invesco (US) | Segall Bryaant & Hamill Asset management | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Aug 29, 2023 |
QQQ vs USSE Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Segall Bryant & Hamill Select Equity ETF (USSE) is a ETF from Segall Bryaant & Hamill Asset management. Over the past year QQQ returned +26.23% while USSE returned +26.58%. Year to date, QQQ is up 16.23% versus a gain of 19.73% for USSE.
Over three years, QQQ compounded at +25.75% per year against +17.28% for USSE. Across the full 3-year window we track, USSE has the edge at +17.28% annualized vs +13.02%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 13.6% 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 -83.0% for QQQ and -22.4% for USSE. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QQQ charges 0.18% per year while USSE charges 0.65%. On a $10,000 position that is $18 vs $65 annually, a gap of $47 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.00% for USSE.
Holdings Overlap
QQQ and USSE share 9 holdings out of 113 unique holdings combined, representing a 29.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QQQ or USSE?
QQQ has an expense ratio of 0.18% while USSE charges 0.65%. QQQ is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, QQQ or USSE?
Over the past year QQQ returned +26.23% vs +26.58% for USSE, so USSE leads on 1-year performance. Over the longest common window we track (3 years), QQQ annualized +13.02% vs +17.28% for USSE. Past performance does not guarantee future results.
Which is riskier, QQQ or USSE?
QQQ has been the more volatile fund at 30.6% annualized versus 13.6% for USSE. Worst drawdown: QQQ -83.0% vs USSE -22.4%.
Should I hold both QQQ and USSE?
QQQ and USSE have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and USSE?
QQQ and USSE share 9 common holdings with a 29.2% weight overlap. Combined, they hold 113 unique securities.
Which pays a higher dividend, QQQ or USSE?
QQQ yields 0.44% while USSE yields 0.00%, so QQQ currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.