JMOM vs USSE
JPMorgan US Momentum Factor ETF vs Segall Bryant & Hamill Select Equity ETF
Which is better, JMOM or USSE?
Each has led over a different period.
JMOM has a lower expense ratio. JMOM led over 3Y and the full window, USSE over 1Y. The two have moved almost in lockstep, correlation 0.90. JMOM is less concentrated, with 19.1% 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 | JMOM | USSE |
|---|---|---|
| Expense Ratio | 0.12%Best | 0.65% |
| AUM | $2.8B | $372M |
| Dividend Yield | 0.75% | 0.00% |
| Holdings | 594 | 42 |
| YTD Return | +20.05% | +22.80%Best |
| 1Y Return | +22.67% | +25.31%Best |
| 3Y Return (annualized) | +26.39%Best | +18.49% |
| 5Y Return (annualized) | +13.72% | - |
| Volatility (annualized) | 15.0% | 13.3%Best |
| Max Drawdown | -19.5%Best | -22.4% |
| $10,000 over 3.1 years | $19,564Best | $16,412 |
| Top 10 Weight | 19.1%Best | 58.1% |
| Fund Family | J.P. Morgan Asset Management | Segall Bryaant & Hamill Asset management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 8, 2017 | Aug 29, 2023 |
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Aug 30, 2023 to Oct 14, 2026 (3.1 years).
JMOM 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 3.1 years both funds cover.
JMOM vs USSE Performance
JPMorgan US Momentum Factor ETF (JMOM) is an ETF from J.P. Morgan Asset Management and Segall Bryant & Hamill Select Equity ETF (USSE) is an ETF from Segall Bryaant & Hamill Asset management. Over the past year JMOM returned +22.67% while USSE returned +25.31%. Year to date, JMOM is up 20.05% versus a gain of 22.80% for USSE.
Over three years, JMOM compounded at +26.39% per year against +18.49% for USSE.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JMOM has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 13.3% 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 -19.5% for JMOM 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
JMOM charges 0.12% per year while USSE charges 0.65%. On a $10,000 position that is $12 vs $65 annually, a gap of $53 per year that compounds over a long holding period. On income, JMOM currently yields 0.75% against 0.00% for USSE.
Holdings Overlap
11.2% of JMOM's money is in holdings USSE also owns. 61.5% of USSE's money is in holdings JMOM also owns.
The two portfolios partly overlap.
12 positions in common, counted across the 285 positions we hold weights for in JMOM and 20 in USSE, against full books of 594 and 42.
What only one of them owns
Our book lists 7 positions for USSE that do not appear in our book for JMOM (32.1% of the fund), and 260 for JMOM that do not appear in USSE (85.0%).
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
| Stock | Weight in JMOM | Weight in USSE | Difference |
|---|---|---|---|
| NVDANvidia Corp | 1.97% | 7.48% | 5.51% |
| MSFTMicrosoft Corp | 2.02% | 7.22% | 5.20% |
| AAPLApple, Inc | 2.03% | 4.67% | 2.64% |
| AMZNAmazon.Com Inc | 0.56% | 5.61% | 5.05% |
| ATIAti Inc | 0.24% | 5.92% | 5.68% |
| PANWPalo Alto Networks, Inc | 1.03% | 5.05% | 4.02% |
| MRVLMarvell Technology Inc | 0.82% | 4.75% | 3.93% |
| PWRQuanta Services Inc | 0.43% | 4.63% | 4.20% |
| LLYEli Lilly & Co. | 0.89% | 4.02% | 3.13% |
| APHAmphenol Corp. Class A | 0.73% | 4.15% | 3.42% |
61.5% of USSE is already inside JMOM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, JMOM or USSE?
JMOM has an expense ratio of 0.12% while USSE charges 0.65%. JMOM is the cheaper option, by $53 a year on a $10,000 investment.
Which performed better, JMOM or USSE?
Over the past year JMOM returned +22.67% vs +25.31% for USSE, so USSE leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JMOM or USSE?
JMOM has been the more volatile fund at 15.0% annualized versus 13.3% for USSE. Worst drawdown: JMOM -19.5% vs USSE -22.4%.
Should I hold both JMOM and USSE?
JMOM and USSE have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between JMOM and USSE?
61.5% of USSE's money is in holdings JMOM also owns. 61.5% of USSE's is in holdings JMOM also owns. They hold 12 positions in common, counted across the 285 positions we hold weights for in JMOM and 20 in USSE.
Which pays a higher dividend, JMOM or USSE?
JMOM yields 0.75% while USSE yields 0.00%, so JMOM currently pays the higher dividend yield.
Is USSE better than JMOM?
JMOM has a lower expense ratio. JMOM led over 3Y and the full window, USSE over 1Y. The two have moved almost in lockstep, correlation 0.90. JMOM is less concentrated, with 19.1% 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.