Screener
PHEQ vs JMEE
Parametric Hedged Equity ETF vs JPMorgan Small & Mid Cap Enhanced Equity ETF
Key differences
PHEQ is an alternative ETF, while JMEE is an equity ETF. PHEQ charges 0.29% a year and JMEE 0.24%.
- PHEQ is an alternative fund, while JMEE is an equity fund. They carry different risk/return profiles.
- PHEQ follows a option income strategy; JMEE uses index enhanced.
- JMEE is much larger than PHEQ. 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
| PHEQ | JMEE | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.24% |
| Fund size (AUM) | $138M | $2.7B |
| Since | 2023 | 1998 |
| Dividend yield | 1.03% | 0.97% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index enhanced |
| CAGR 1Y | +15.5% | +30.0% |
| CAGR 3Y | N/A | +18.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.83 |
| Volatility 1Y | 6.19% | 16.01% |
| Max drawdown | -12.55% | -25.40% |
Similar to PHEQ and JMEE
Explore further