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USSE vs SPY

Comparison between SEGALL BRYANT & HAMILL SELECT EQUITY ETF (USSE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

USSE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
USSE
$340M
Winner
SPY
$735B
Expense Ratio
USSE
0.65%
Winner
SPY
0.09%
Max Drawdown
Winner
USSE
22.36%
SPY
56.47%
Sharpe Ratio
USSE
1.37
Winner
SPY
1.62
5Y Beta
Winner
USSE
0.98
SPY
1.00
P/E Ratio
USSE
34.27
Winner
SPY
28.99
Forward P/E
USSE
26.63
Winner
SPY
22.37
PEG Ratio
USSE
0.86
SPY
N/A
5Y Dividends CAGR
USSE
N/A
SPY
5.43%
5Y EPS CAGR
Winner
USSE
29.22%
SPY
26.05%
Debt to Equity
USSE
37.29%
Winner
SPY
32.40%
P/S Ratio
USSE
5.17
Winner
SPY
3.74
P/B Ratio
USSE
6.95
Winner
SPY
5.61

USSE vs SPY - Holdings Comparison

USSE and SPY have 16 common holdings. Overlap is 28.63%

USSE's top 25 holdings weight is 98.49%. SPY's top 25 holdings weight is 52.37%.

RankUSSESPY
#1
ALPHABET INC CLASS C (GOOG) - 7.93%
NVIDIA CORP (NVDA) - 8.10%
#2
NVIDIA CORP (NVDA) - 7.54%
APPLE INC (AAPL) - 7.02%
#3
AMAZON.COM INC (AMZN) - 6.31%
MICROSOFT CORP (MSFT) - 4.79%
#4
MICROSOFT CORP (MSFT) - 6.20%
AMAZON.COM INC (AMZN) - 4.02%
#5
ATI INC (ATI) - 5.74%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
QUANTA SERVICES INC (PWR) - 5.45%
BROADCOM INC (AVGO) - 3.10%
#7
PALO ALTO NETWORKS INC (PANW) - 5.43%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
MARVELL TECHNOLOGY INC (MRVL) - 5.24%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
MONOLITHIC POWER SYSTEMS INC (MPWR) - 4.94%
TESLA INC (TSLA) - 1.89%
#10
APPLE INC (AAPL) - 4.73%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 4.55%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
JPMORGAN CHASE & CO (JPM) - 4.14%
ELI LILLY AND CO (LLY) - 1.31%
#13
ARISTA NETWORKS INC (ANET) - 4.10%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
SUNCOR ENERGY INC (n/a) - 4.10%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
GLOBE LIFE INC (GL) - 4.05%
EXXON MOBIL CORP (XOM) - 0.97%
#16
VISA INC CLASS A (V) - 4.00%
INTEL CORP (INTC) - 0.90%
#17
ELI LILLY AND CO (LLY) - 3.73%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
ANALOG DEVICES INC (ADI) - 3.59%
VISA INC CLASS A (V) - 0.85%
#19
REINSURANCE GROUP OF AMERICA INC (RGA) - 3.51%
WALMART INC (WMT) - 0.81%
#20
MOTOROLA SOLUTIONS INC (MSI) - 3.21%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21N/A
COSTCO WHOLESALE CORP (COST) - 0.69%
#22N/A
CATERPILLAR INC (CAT) - 0.66%
#23N/A
MASTERCARD INC CLASS A (MA) - 0.62%
#24N/A
LAM RESEARCH CORP (LRCX) - 0.62%
#25N/A
ABBVIE INC (ABBV) - 0.58%
Total Holdings20505

USSE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
USSE
+3.75%
SPY
+1.90%
3M
Winner
USSE
+13.42%
SPY
+8.55%
6M
Winner
USSE
+17.59%
SPY
+8.18%
1Y
Winner
USSE
+26.11%
SPY
+25.79%
5Y(CAGR)
USSE
N/A
SPY
+13.32%
10Y(CAGR)
USSE
N/A
SPY
+15.19%
Max(CAGR)
Winner
USSE
+17.67%
SPY
+8.47%

USSE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUSSESPY
2026+16.89%+8.26%
2025+2.51%+18.00%
2024+25.20%+25.59%
2023+5.01%+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

USSE vs SPY Drawdown Comparison

The maximum drawdown for USSE was -22.36%, occurring on Apr 8, 2025. Recovery took 193 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current USSE drawdown is -3.70%. The current SPY drawdown is -2.90%.

RankUSSESPY
#1-22.36%
Jan 23, 2025 - Oct 29, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-9.11%
Feb 25, 2026 - Apr 13, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-8.56%
Oct 29, 2025 - Jan 28, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-7.92%
Jul 16, 2024 - Aug 30, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-7.29%
Sep 1, 2023 - Nov 20, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-4.95%
Mar 21, 2024 - May 8, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.83%
Dec 16, 2024 - Jan 22, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.15%
Aug 30, 2024 - Sep 19, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.70%
Jun 4, 2026 - Jun 5, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.75%
May 14, 2026 - May 26, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.43%
May 24, 2024 - Jun 12, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.22%
Feb 9, 2024 - Feb 22, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.19%
Sep 19, 2024 - Oct 11, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.18%
Nov 12, 2024 - Nov 25, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.16%
Oct 29, 2024 - Nov 6, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between USSE and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

USSE vs SPY dividend yield comparison.

YearUSSESPY
20260.00%0.24%
20250.00%1.07%
20240.11%1.21%
20230.13%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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