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JMEE vs BBIN

JPMorgan Small & Mid Cap Enhanced Equity ETF vs JPMorgan BetaBuilders International Equity ETF

JMEE

JPMorgan Small & Mid Cap Enhanced Equity ETF

Annual cost

0.24%

Fund size

$2.7B

BBIN

JPMorgan BetaBuilders International Equity ETF

Annual cost

0.07%

Fund size

$6.5B

Key differences

Both JMEE and BBIN are equity ETFs. JMEE charges 0.24% a year and BBIN 0.07%. The main difference: JMEE follows a index enhanced strategy; BBIN uses index tracking.

  • JMEE follows a index enhanced strategy; BBIN uses index tracking.
  • JMEE covers North America; BBIN covers global markets excluding the US.
  • BBIN costs 0.17% 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

JMEEBBIN
Annual cost (TER)0.24%0.07%
Fund size (AUM)$2.7B$6.5B
Since19982019
Dividend yield0.97%3.61%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex enhancedindex tracking
CAGR 1Y+30.0%+18.9%
CAGR 3Y+18.5%+17.2%
CAGR 5YN/A+8.4%
Sharpe 3Y0.830.87
Volatility 1Y16.01%15.75%
Max drawdown-25.40%-33.37%

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