Screener
LCDS vs JMEE
JPMorgan Fundamental Data Science Large Core ETF vs JPMorgan Small & Mid Cap Enhanced Equity ETF
Key differences
Both LCDS and JMEE are equity ETFs. LCDS charges 0.30% a year and JMEE 0.24%. The main difference: LCDS follows a index tracking strategy; JMEE uses index enhanced.
- LCDS follows a index tracking strategy; JMEE uses index enhanced.
- JMEE costs 0.06% less per year.
- JMEE is much larger than LCDS. 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
| LCDS | JMEE | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.24% |
| Fund size (AUM) | $16M | $2.7B |
| Since | 2024 | 1998 |
| Dividend yield | 0.88% | 0.97% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +24.8% | +30.0% |
| CAGR 3Y | N/A | +18.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.83 |
| Volatility 1Y | 11.93% | 16.01% |
| Max drawdown | -17.83% | -25.40% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.