BLCR vs USSE
iShares Large Cap Core Active ETF vs Segall Bryant & Hamill Select Equity ETF
Which is better, BLCR or USSE?
BLCR has been ahead.
BLCR has a lower expense ratio. BLCR led over 1Y, 3Y and the full window. BLCR is less concentrated, with 48.6% of the fund in its ten largest positions against 58.1%.
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
| Metric | BLCR | USSE |
|---|---|---|
| Expense Ratio | 0.36%Best | 0.65% |
| AUM | $9.8B | $372M |
| Dividend Yield | 0.32% | 0.00% |
| Holdings | 52 | 42 |
| YTD Return | +16.18% | +22.80%Best |
| 1Y Return | +25.71%Best | +25.31% |
| 3Y Return (annualized) | +27.24%Best | +18.49% |
| Volatility (annualized) | 15.7% | 13.2%Best |
| Max Drawdown | -21.3%Best | -22.4% |
| $10,000 over 3 years | $20,600Best | $17,637 |
| Top 10 Weight | 48.6%Best | 58.1% |
| Fund Family | BlackRock, Inc. (US) | Segall Bryaant & Hamill Asset management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 24, 2023 | Aug 29, 2023 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Oct 26, 2023 to Oct 14, 2026 (3 years).
BLCR vs USSE 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.
BLCR vs USSE Performance
iShares Large Cap Core Active ETF (BLCR) is an ETF from BlackRock, Inc. (US) and Segall Bryant & Hamill Select Equity ETF (USSE) is an ETF from Segall Bryaant & Hamill Asset management. Over the past year BLCR returned +25.71% while USSE returned +25.31%. Year to date, BLCR is up 16.18% versus a gain of 22.80% for USSE.
Over three years, BLCR compounded at +27.24% per year against +18.49% for USSE.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BLCR has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 13.2% 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 -21.3% for BLCR and -22.4% for USSE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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
BLCR charges 0.36% per year while USSE charges 0.65%. On a $10,000 position that is $36 vs $65 annually, a gap of $29 per year that compounds over a long holding period. On income, BLCR currently yields 0.32% against 0.00% for USSE.
Holdings Overlap
37.3% of BLCR's money is in holdings USSE also owns. 42.7% of USSE's money is in holdings BLCR also owns.
The two portfolios partly overlap.
8 positions in common, counted across the 53 positions we hold weights for in BLCR and 20 in USSE, against full books of 52 and 42.
What only one of them owns
Our book lists 11 positions for USSE that do not appear in our book for BLCR (51.0% of the fund), and 43 for BLCR that do not appear in USSE (60.4%).
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
42.7% of USSE is already inside BLCR.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BLCR or USSE?
BLCR has an expense ratio of 0.36% while USSE charges 0.65%. BLCR is the cheaper option, by $29 a year on a $10,000 investment.
Which performed better, BLCR or USSE?
Over the past year BLCR returned +25.71% vs +25.31% for USSE, so BLCR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BLCR or USSE?
BLCR has been the more volatile fund at 15.7% annualized versus 13.2% for USSE. Worst drawdown: BLCR -21.3% vs USSE -22.4%.
Should I hold both BLCR and USSE?
BLCR and USSE have a monthly-return correlation of 0.87, 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 BLCR and USSE?
42.7% of USSE's money is in holdings BLCR also owns. 42.7% of USSE's is in holdings BLCR also owns. They hold 8 positions in common, counted across the 53 positions we hold weights for in BLCR and 20 in USSE.
Which pays a higher dividend, BLCR or USSE?
BLCR yields 0.32% while USSE yields 0.00%, so BLCR currently pays the higher dividend yield.
Is USSE better than BLCR?
BLCR has a lower expense ratio. BLCR led over 1Y, 3Y and the full window. BLCR is less concentrated, with 48.6% of the fund in its ten largest positions against 58.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.