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JAVA vs JMEE
JPMorgan Active Value ETF vs JPMorgan Small & Mid Cap Enhanced Equity ETF
Key differences
Both JAVA and JMEE are equity ETFs. JAVA charges 0.44% a year and JMEE 0.24%. The main difference: JAVA follows a active selection strategy; JMEE uses index enhanced.
- JAVA follows a active selection strategy; JMEE uses index enhanced.
- JMEE costs 0.20% less per year.
- Over the last three years, JMEE has delivered higher annualized returns.
- JMEE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JAVA | JMEE | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.24% |
| Fund size (AUM) | $6.5B | $2.7B |
| Since | 2021 | 1998 |
| Dividend yield | 1.25% | 0.97% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +23.4% | +30.0% |
| CAGR 3Y | +17.2% | +18.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.02 | 0.83 |
| Volatility 1Y | 11.33% | 16.01% |
| Max drawdown | -16.54% | -25.40% |
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