USSE vs VOO
Segall Bryant & Hamill Select Equity ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. USSE delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | USSE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.03% | |
| AUM | $371M | $997.4B | |
| Dividend Yield | 0.00% | 1.08% | |
| Holdings | 22 | 509 | |
| YTD Return | +21.24% | +13.20% | |
| 1Y Return | +27.74% | +21.62% | |
| 3Y Return (annualized) | +17.79% | +22.16% | |
| 5Y Return (annualized) | - | +13.42% | |
| Volatility (annualized) | 13.6% | 14.1% | |
| Max Drawdown | -22.4% | -34.3% | |
| Fund Family | Segall Bryaant & Hamill Asset management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 29, 2023 | Sep 7, 2010 |
USSE vs VOO Performance
Segall Bryant & Hamill Select Equity ETF (USSE) is a ETF from Segall Bryaant & Hamill Asset management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year USSE returned +27.74% while VOO returned +21.62%. Year to date, USSE is up 21.24% versus a gain of 13.20% for VOO.
Over three years, USSE compounded at +17.79% per year against +22.16% for VOO. Across the full 3-year window we track, USSE has the edge at +17.79% annualized vs +13.51%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% 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 -22.4% for USSE and -34.3% for VOO. 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
USSE charges 0.65% per year while VOO charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, USSE currently yields 0.00% against 1.08% for VOO.
Holdings Overlap
USSE and VOO share 17 holdings out of 508 unique holdings combined, representing a 28.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, USSE or VOO?
USSE has an expense ratio of 0.65% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, USSE or VOO?
Over the past year USSE returned +27.74% vs +21.62% for VOO, so USSE leads on 1-year performance. Over the longest common window we track (3 years), USSE annualized +17.79% vs +13.51% for VOO. Past performance does not guarantee future results.
Which is riskier, USSE or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 13.6% for USSE. Worst drawdown: USSE -22.4% vs VOO -34.3%.
Should I hold both USSE and VOO?
USSE and VOO have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between USSE and VOO?
USSE and VOO share 17 common holdings with a 28.7% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, USSE or VOO?
USSE yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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