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JMEE vs LCDS
JPMorgan Small & Mid Cap Enhanced Equity ETF vs JPMorgan Fundamental Data Science Large Core ETF
Key differences
- JMEE costs 0.06% less per year.
- JMEE is significantly larger than LCDS — larger funds tend to be more liquid and less likely to close.
- JMEE follows a index enhanced strategy; LCDS uses index tracking.
- JMEE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JMEE | LCDS | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.30% |
| Fund size (AUM) | $2.6B | $15M |
| Since | 1998 | 2024 |
| Dividend yield | 1.00% | 0.92% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +30.9% | +28.6% |
| CAGR 3Y | +17.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.78 | N/A |
| Volatility 1Y | 16.02% | 11.81% |
| Max drawdown | -25.40% | -17.83% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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