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BBSC vs JMEE
JPMorgan BetaBuilders U.S. Small Cap Equity ETF vs JPMorgan Small & Mid Cap Enhanced Equity ETF
Key differences
Both BBSC and JMEE are equity ETFs. BBSC charges 0.09% a year and JMEE 0.24%. The main difference: BBSC follows a index tracking strategy; JMEE uses index enhanced.
- BBSC follows a index tracking strategy; JMEE uses index enhanced.
- BBSC costs 0.15% less per year.
- JMEE is much larger than BBSC. Larger funds are usually more liquid and less likely to close.
- JMEE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BBSC | JMEE | |
|---|---|---|
| Annual cost (TER) | 0.09% | 0.24% |
| Fund size (AUM) | $733M | $2.7B |
| Since | 2020 | 1998 |
| Dividend yield | 1.03% | 0.97% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +34.3% | +30.0% |
| CAGR 3Y | +18.6% | +18.5% |
| CAGR 5Y | +6.5% | N/A |
| Sharpe 3Y | 0.72 | 0.83 |
| Volatility 1Y | 19.33% | 16.01% |
| Max drawdown | -30.96% | -25.40% |
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