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BBUS vs JMEE
JPMorgan BetaBuilders U.S. Equity ETF vs JPMorgan Small & Mid Cap Enhanced Equity ETF
Key differences
Both BBUS and JMEE are equity ETFs. BBUS charges 0.02% a year and JMEE 0.24%. The main difference: BBUS follows a index tracking strategy; JMEE uses index enhanced.
- BBUS follows a index tracking strategy; JMEE uses index enhanced.
- BBUS costs 0.22% less per year.
- BBUS is much larger than JMEE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, BBUS has delivered higher annualized returns.
- JMEE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BBUS | JMEE | |
|---|---|---|
| Annual cost (TER) | 0.02% | 0.24% |
| Fund size (AUM) | $8.4B | $2.7B |
| Since | 2019 | 1998 |
| Dividend yield | 0.98% | 0.97% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +24.7% | +30.0% |
| CAGR 3Y | +22.6% | +18.5% |
| CAGR 5Y | +13.1% | N/A |
| Sharpe 3Y | 1.20 | 0.83 |
| Volatility 1Y | 12.18% | 16.01% |
| Max drawdown | -35.35% | -25.40% |
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