Screener
JPUS vs JMEE
JPMorgan Diversified Return U.S. Equity ETF vs JPMorgan Small & Mid Cap Enhanced Equity ETF
Key differences
Both JPUS and JMEE are equity ETFs. JPUS charges 0.18% a year and JMEE 0.24%. The main difference: JPUS follows a active selection strategy; JMEE uses index enhanced.
- JPUS follows a active selection strategy; JMEE uses index enhanced.
- JPUS costs 0.06% less per year.
- JMEE is much larger than JPUS. 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
| JPUS | JMEE | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.24% |
| Fund size (AUM) | $448M | $2.7B |
| Since | 2015 | 1998 |
| Dividend yield | 2.06% | 0.97% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +20.9% | +30.0% |
| CAGR 3Y | +16.9% | +18.5% |
| CAGR 5Y | +9.6% | N/A |
| Sharpe 3Y | 1.03 | 0.83 |
| Volatility 1Y | 10.41% | 16.01% |
| Max drawdown | -38.69% | -25.40% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.