USSE vs VYM

USSE vs VYM

Which is better, USSE or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. USSE led over 1Y, VYM over 3Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 59.3%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: VYM

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

MetricUSSEVYM
Expense Ratio0.65%0.04%Best
AUM$360M$81.6B
Dividend Yield0.00%2.24%
Holdings21613
YTD Return+20.01%Best+14.33%
1Y Return+23.38%Best+20.01%
3Y Return (annualized)+17.56%+18.43%Best
5Y Return (annualized)-+12.16%
Volatility (annualized)13.5%10.8%Best
Max Drawdown-22.4%-14.5%Best
$10,000 over 3 years$16,037$16,405Best
Top 10 Weight59.3%25.9%Best
Fund FamilySegall Bryaant & Hamill Asset managementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionAug 29, 2023Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Aug 30, 2023 to Sep 8, 2026 (3 years).

USSE vs VYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3 years both funds cover.

USSE vs VYM Performance

Segall Bryant & Hamill Select Equity ETF (USSE) is an ETF from Segall Bryaant & Hamill Asset management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year USSE returned +23.38% while VYM returned +20.01%. Year to date, USSE is up 20.01% versus a gain of 14.33% for VYM.

Over three years, USSE compounded at +17.56% per year against +18.43% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

USSE has been the more volatile fund, with annualized monthly volatility of 13.5% compared with 10.8% for VYM. 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.66. They move together some of the time, and apart the rest.

Fees and Cost Over Time

USSE charges 0.65% per year while VYM charges 0.04%. On a $10,000 position that is $65 vs $4 annually, a gap of $61 per year that compounds over a long holding period. On income, USSE currently yields 0.00% against 2.24% for VYM.

Holdings Overlap

USSE already in VYM8.1%
VYM already in USSE3.4%

8.1% of USSE's money is in holdings VYM also owns. 3.4% of VYM's money is in holdings USSE also owns.

USSE and VYM share little of their money.

The two holdings books were reported 49 days apart, USSE as of Aug 18, 2026 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

2 positions in common, counted across the 20 positions we hold weights for in USSE and 602 in VYM, against full books of 21 and 613.

What only one of them owns

Our book lists 567 positions for VYM that do not appear in our book for USSE (93.8% of the fund), and 17 for USSE that do not appear in VYM (85.4%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in USSEWeight in VYMDifference
JPMJpmorgan Chase & Co.4.65%3.38%1.27%
RGAReinsurance Group Of America Inc3.42%0.06%3.36%

You are not choosing between two funds in isolation.

Whichever of USSE and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

USSEVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, USSE or VYM?

USSE has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option, by $61 a year on a $10,000 investment.

Which performed better, USSE or VYM?

Over the past year USSE returned +23.38% vs +20.01% for VYM, so USSE leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, USSE or VYM?

USSE has been the more volatile fund at 13.5% annualized versus 10.8% for VYM. Worst drawdown: USSE -22.4% vs VYM -14.5%.

Should I hold both USSE and VYM?

USSE and VYM have a monthly-return correlation of 0.66, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between USSE and VYM?

8.1% of USSE's money is in holdings VYM also owns. 3.4% of VYM's is in holdings USSE also owns. They hold 2 positions in common, counted across the 20 positions we hold weights for in USSE and 602 in VYM.

Which pays a higher dividend, USSE or VYM?

USSE yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than USSE?

VYM has a lower expense ratio. USSE led over 1Y, VYM over 3Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 59.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.