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MCDS vs JMEE
JPMorgan Fundamental Data Science Mid Core ETF vs JPMorgan Small & Mid Cap Enhanced Equity ETF
Key differences
Both MCDS and JMEE are equity ETFs. MCDS charges 0.35% a year and JMEE 0.24%. The main difference: MCDS follows a active selection strategy; JMEE uses index enhanced.
- MCDS follows a active selection strategy; JMEE uses index enhanced.
- JMEE costs 0.11% less per year.
- JMEE is much larger than MCDS. 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
| MCDS | JMEE | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.24% |
| Fund size (AUM) | $8M | $2.7B |
| Since | 2024 | 1998 |
| Dividend yield | 1.08% | 0.97% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +20.1% | +30.0% |
| CAGR 3Y | N/A | +18.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.83 |
| Volatility 1Y | 13.34% | 16.01% |
| Max drawdown | -20.53% | -25.40% |
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