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BKLC vs JMEE
BNY Mellon US Large Cap Core Equity ETF vs JPMorgan Small & Mid Cap Enhanced Equity ETF
Key differences
Both BKLC and JMEE are equity ETFs. BKLC charges 0.00% a year and JMEE 0.24%. The main difference: BKLC follows a index tracking strategy; JMEE uses index enhanced.
- BKLC follows a index tracking strategy; JMEE uses index enhanced.
- BKLC costs 0.24% less per year.
- Over the last three years, BKLC has delivered higher annualized returns.
- JMEE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BKLC | JMEE | |
|---|---|---|
| Annual cost (TER) | 0.00% | 0.24% |
| Fund size (AUM) | $5.4B | $2.7B |
| Since | 2020 | 1998 |
| Dividend yield | 1.01% | 0.97% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +25.0% | +30.0% |
| CAGR 3Y | +23.3% | +18.5% |
| CAGR 5Y | +13.9% | N/A |
| Sharpe 3Y | 1.23 | 0.83 |
| Volatility 1Y | 12.44% | 16.01% |
| Max drawdown | -26.14% | -25.40% |
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