RECI vs USSE

RECI vs USSE

Which is better, RECI or USSE?

RECI costs less.

RECI has a lower expense ratio.

Lower Fees: RECI

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

MetricRECIUSSE
Expense Ratio0.30%Best0.65%
AUM$10M$372M
Dividend Yield0.67%0.00%
Holdings71542
YTD Return+2.97%+22.80%Best
1Y Return-+25.31%
3Y Return (annualized)-+18.49%
Fund FamilyColumbia Threadneedle InvestmentsSegall Bryaant & Hamill Asset management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJul 14, 2026Aug 29, 2023

Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

RECI 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare RECI against instead:RECI vs SPYRECI vs QQQRECI vs VOORECI vs VTIUSSE against:USSE vs VXUS

RECI vs USSE Performance

Columbia Research Enhanced Core Premium Income ETF (RECI) is an ETF from Columbia Threadneedle Investments and Segall Bryant & Hamill Select Equity ETF (USSE) is an ETF from Segall Bryaant & Hamill Asset management. Year to date, RECI is up 2.97% versus a gain of 22.80% for USSE.

Past performance does not guarantee future results.

Fees and Cost Over Time

RECI charges 0.30% per year while USSE charges 0.65%. On a $10,000 position that is $30 vs $65 annually, a gap of $35 per year that compounds over a long holding period. On income, RECI currently yields 0.67% against 0.00% for USSE.

Holdings Overlap

USSE already in RECI38.2%

At least 38.2% of USSE's money is in holdings RECI also owns.

Stated as a floor: for RECI, our book for it covers 80.1% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

8 positions in common, counted across the 354 positions we hold weights for in RECI and 20 in USSE, against full books of 715 and 42.

Top Shared Holdings

StockWeight in RECIWeight in USSEDifference
NVDANvidia Corp10.27%7.48%2.79%
AAPLApple, Inc9.59%4.67%4.92%
METAMeta Platforms Inc3.76%3.68%0.08%
ANETArista Networks Inc.0.39%5.81%5.42%
PANWPalo Alto Networks, Inc0.60%5.05%4.45%
APHAmphenol Corp. Class A0.36%4.15%3.79%
RGAReinsurance Group of America, Incorporated0.07%3.74%3.67%
MSIMotorola Solutions, Inc0.14%3.63%3.49%

38.2% of USSE is already inside RECI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

RECIUSSE

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RECI or USSE?

RECI has an expense ratio of 0.30% while USSE charges 0.65%. RECI is the cheaper option, by $35 a year on a $10,000 investment.

What is the holdings overlap between RECI and USSE?

At least 38.2% of USSE's money is in holdings RECI also owns. Our book for RECI is partial, so the real figure is this or higher. They hold 8 positions in common, counted across the 354 positions we hold weights for in RECI and 20 in USSE.

Which pays a higher dividend, RECI or USSE?

RECI yields 0.67% while USSE yields 0.00%, so RECI currently pays the higher dividend yield.

Is USSE better than RECI?

RECI has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.