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JMEE vs BBSC
JPMorgan Small & Mid Cap Enhanced Equity ETF vs JPMorgan BetaBuilders U.S. Small Cap Equity ETF
Key differences
Both JMEE and BBSC are equity ETFs. JMEE charges 0.24% a year and BBSC 0.09%. The main difference: JMEE follows a index enhanced strategy; BBSC uses index tracking.
- JMEE follows a index enhanced strategy; BBSC uses index tracking.
- BBSC costs 0.15% less per year.
- JMEE is much larger than BBSC. 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
| JMEE | BBSC | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.09% |
| Fund size (AUM) | $2.7B | $733M |
| Since | 1998 | 2020 |
| Dividend yield | 0.97% | 1.03% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +30.0% | +34.3% |
| CAGR 3Y | +18.5% | +18.6% |
| CAGR 5Y | N/A | +6.5% |
| Sharpe 3Y | 0.83 | 0.72 |
| Volatility 1Y | 16.01% | 19.33% |
| Max drawdown | -25.40% | -30.96% |
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