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BBMC vs JMEE
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF vs JPMorgan Small & Mid Cap Enhanced Equity ETF
Key differences
Both BBMC and JMEE are equity ETFs. BBMC charges 0.07% a year and JMEE 0.24%. The main difference: BBMC follows a index tracking strategy; JMEE uses index enhanced.
- BBMC follows a index tracking strategy; JMEE uses index enhanced.
- BBMC costs 0.17% less per year.
- Over the last three years, BBMC has delivered higher annualized returns.
- JMEE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BBMC | JMEE | |
|---|---|---|
| Annual cost (TER) | 0.07% | 0.24% |
| Fund size (AUM) | $2.1B | $2.7B |
| Since | 2020 | 1998 |
| Dividend yield | 1.10% | 0.97% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +29.4% | +30.0% |
| CAGR 3Y | +20.0% | +18.5% |
| CAGR 5Y | +7.8% | N/A |
| Sharpe 3Y | 0.88 | 0.83 |
| Volatility 1Y | 16.56% | 16.01% |
| Max drawdown | -30.11% | -25.40% |
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