Screener
BKSE vs JMEE
BNY Mellon US Small Cap Core Equity ETF vs JPMorgan Small & Mid Cap Enhanced Equity ETF
Key differences
Both BKSE and JMEE are equity ETFs. BKSE charges 0.04% a year and JMEE 0.24%. The main difference: BKSE follows a index tracking strategy; JMEE uses index enhanced.
- BKSE follows a index tracking strategy; JMEE uses index enhanced.
- BKSE costs 0.20% less per year.
- JMEE is much larger than BKSE. 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
| BKSE | JMEE | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.24% |
| Fund size (AUM) | $83M | $2.7B |
| Since | 2020 | 1998 |
| Dividend yield | 1.16% | 0.97% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +31.4% | +30.0% |
| CAGR 3Y | +18.6% | +18.5% |
| CAGR 5Y | +6.7% | N/A |
| Sharpe 3Y | 0.77 | 0.83 |
| Volatility 1Y | 17.72% | 16.01% |
| Max drawdown | -29.08% | -25.40% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.