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JPSV vs JMEE
Jpmorgan Active Small Cap Value ETF vs JPMorgan Small & Mid Cap Enhanced Equity ETF
Key differences
- JMEE costs 0.50% less per year.
- JMEE is significantly larger than JPSV — larger funds tend to be more liquid and less likely to close.
- JPSV follows a active selection strategy; JMEE uses index enhanced.
- Over the last 3 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
| JPSV | JMEE | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.24% |
| Fund size (AUM) | $25M | $2.6B |
| Since | 2023 | 1998 |
| Dividend yield | 1.30% | 1.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +18.1% | +30.9% |
| CAGR 3Y | +12.5% | +17.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.55 | 0.78 |
| Volatility 1Y | 15.77% | 16.02% |
| Max drawdown | -22.78% | -25.40% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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