Screener
LVDS vs JMEE
JPMorgan Fundamental Data Science Large Value ETF vs JPMorgan Small & Mid Cap Enhanced Equity ETF
Key differences
Both LVDS and JMEE are equity ETFs. LVDS charges 0.30% a year and JMEE 0.24%. The main difference: LVDS follows a active selection strategy; JMEE uses index enhanced.
- LVDS follows a active selection strategy; JMEE uses index enhanced.
- JMEE costs 0.06% less per year.
- JMEE is much larger than LVDS. 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
| LVDS | JMEE | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.24% |
| Fund size (AUM) | $103M | $2.7B |
| Since | 2003 | 1998 |
| Dividend yield | 1.37% | 0.97% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | N/A | +30.0% |
| CAGR 3Y | N/A | +18.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.83 |
| Volatility 1Y | — | 16.01% |
| Max drawdown | -6.64% | -25.40% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.