USSE vs VYM
Segall Bryant & Hamill Select Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. USSE delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | USSE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.04% | |
| AUM | $371M | $81.6B | |
| Dividend Yield | 0.00% | 2.24% | |
| Holdings | 22 | 616 | |
| YTD Return | +22.35% | +15.75% | |
| 1Y Return | +27.27% | +23.85% | |
| 3Y Return (annualized) | +18.17% | +19.14% | |
| 5Y Return (annualized) | - | +12.45% | |
| Volatility (annualized) | 13.7% | 14.6% | |
| Max Drawdown | -22.4% | -58.8% | |
| Fund Family | Segall Bryaant & Hamill Asset management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 29, 2023 | Nov 10, 2006 |
USSE vs VYM Performance
Segall Bryant & Hamill Select Equity ETF (USSE) is a ETF from Segall Bryaant & Hamill Asset management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year USSE returned +27.27% while VYM returned +23.85%. Year to date, USSE is up 22.35% versus a gain of 15.75% for VYM.
Over three years, USSE compounded at +18.17% per year against +19.14% for VYM. Across the full 3-year window we track, USSE has the edge at +18.17% annualized vs +7.06%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.7% 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 -58.8% for VYM. 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.
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
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. On a $10,000 investment, that is $61 per year of difference.
Which performed better, USSE or VYM?
Over the past year USSE returned +27.27% vs +23.85% for VYM, so USSE leads on 1-year performance. Over the longest common window we track (3 years), USSE annualized +18.17% vs +7.06% for VYM. Past performance does not guarantee future results.
Which is riskier, USSE or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 13.7% for USSE. Worst drawdown: USSE -22.4% vs VYM -58.8%.
Should I hold both USSE and VYM?
USSE and VYM have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between USSE and VYM?
USSE and VYM share 2 common holdings with a 4.2% weight overlap. Combined, they hold 621 unique securities.
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.
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