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JMEE vs BKMC
JPMorgan Small & Mid Cap Enhanced Equity ETF vs BNY Mellon US Mid Cap Core Equity ETF
Key differences
Both JMEE and BKMC are equity ETFs. JMEE charges 0.24% a year and BKMC 0.04%. The main difference: JMEE follows a index enhanced strategy; BKMC uses index tracking.
- JMEE follows a index enhanced strategy; BKMC uses index tracking.
- BKMC costs 0.20% less per year.
- JMEE is much larger than BKMC. Larger funds are usually more liquid and less likely to close.
- 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
| JMEE | BKMC | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.04% |
| Fund size (AUM) | $2.7B | $652M |
| Since | 1998 | 2020 |
| Dividend yield | 0.97% | 1.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +30.0% | +21.0% |
| CAGR 3Y | +18.5% | +16.7% |
| CAGR 5Y | N/A | +7.6% |
| Sharpe 3Y | 0.83 | 0.77 |
| Volatility 1Y | 16.01% | 15.28% |
| Max drawdown | -25.40% | -25.02% |
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