ESML vs JMEE
Comparison between ISHARES ESG AWARE MSCI USA SMALL-CAP ETF (ESML, ETF) and JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF (JMEE, ETF).
ESML vs JMEE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESML
$2.90B
JMEE
$2.90B
Expense Ratio
Winner
ESML
0.17%
JMEE
0.24%
Max Drawdown
ESML
41.97%
Winner
JMEE
26.10%
Sharpe Ratio
ESML
1.56
Winner
JMEE
1.63
5Y Beta
ESML
1.06
Winner
JMEE
0.98
P/E Ratio
ESML
46.10
Winner
JMEE
30.74
Forward P/E
ESML
16.52
Winner
JMEE
16.01
5Y Dividends CAGR
ESML
7.10%
JMEE
N/A
5Y EPS CAGR
Winner
ESML
13.10%
JMEE
11.90%
Debt to Equity
ESML
N/A
JMEE
49.05%
P/S Ratio
ESML
1.59
Winner
JMEE
1.47
P/B Ratio
ESML
2.74
Winner
JMEE
2.54
ESML vs JMEE - Holdings Comparison
ESML and JMEE have 426 common holdings. Overlap is 45.00%
ESML's top 25 holdings weight is 12.67%. JMEE's top 25 holdings weight is 16.27%.
| Rank | ESML | JMEE |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 4.22% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 3.86% |
| #2 | US FOODS HOLDING CORP (USFD) - 0.54% | NVENT ELECTRIC PLC (NVT) - 0.68% |
| #3 | USD CASH (n/a) - 0.48% | CURTISS-WRIGHT CORP (CW) - 0.68% |
| #4 | ASSURANT INC (AIZ) - 0.47% | TWILIO INC CLASS A (TWLO) - 0.68% |
| #5 | CARPENTER TECHNOLOGY CORP (CRS) - 0.45% | UNITED THERAPEUTICS CORP (UTHR) - 0.66% |
| #6 | ATI INC (ATI) - 0.40% | TECHNIPFMC PLC (n/a) - 0.65% |
| #7 | NVENT ELECTRIC PLC (NVT) - 0.40% | ILLUMINA INC (ILMN) - 0.65% |
| #8 | STERLING INFRASTRUCTURE INC (STRL) - 0.37% | OKTA INC CLASS A (OKTA) - 0.61% |
| #9 | MODERNA INC (MRNA) - 0.37% | MASTEC INC (MTZ) - 0.57% |
| #10 | WOODWARD INC (WWD) - 0.37% | MKS INC (MKSI) - 0.56% |
| #11 | OVINTIV INC (OVV) - 0.35% | ATI INC (ATI) - 0.51% |
| #12 | MKS INC (MKSI) - 0.34% | WOODWARD INC (WWD) - 0.51% |
| #13 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.34% | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.47% |
| #14 | GUARDANT HEALTH INC (GH) - 0.32% | RELIANCE INC (RS) - 0.47% |
| #15 | ONTO INNOVATION INC (ONTO) - 0.32% | RBC BEARINGS INC (RBC) - 0.47% |
| #16 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.30% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.45% |
| #17 | UNUM GROUP (UNM) - 0.30% | US FOODS HOLDING CORP (USFD) - 0.44% |
| #18 | JONES LANG LASALLE INC (JLL) - 0.30% | TTM TECHNOLOGIES INC (TTMI) - 0.43% |
| #19 | EAST WEST BANCORP INC (EWBC) - 0.30% | BURLINGTON STORES INC (BURL) - 0.43% |
| #20 | AKAMAI TECHNOLOGIES INC (AKAM) - 0.29% | HALOZYME THERAPEUTICS INC (HALO) - 0.43% |
| #21 | HEALTHPEAK PROPERTIES INC (DOC) - 0.29% | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 0.42% |
| #22 | TD SYNNEX CORP (SNX) - 0.29% | CLEAN HARBORS INC (CLH) - 0.41% |
| #23 | UNITED BANKSHARES INC (UBSI) - 0.29% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.41% |
| #24 | BRIXMOR PROPERTY GROUP INC (BRX) - 0.29% | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.41% |
| #25 | ROYAL GOLD INC (RGLD) - 0.28% | XPO INC (XPO) - 0.41% |
| Total Holdings | 911 | 647 |
ESML vs JMEE - Historical Returns
Returns include dividend reinvestment.
1M
ESML
+2.23%
Winner
JMEE
+3.51%
3M
ESML
+7.08%
Winner
JMEE
+7.52%
6M
ESML
+11.65%
Winner
JMEE
+12.29%
1Y
Winner
ESML
+34.04%
JMEE
+33.43%
5Y(CAGR)
ESML
+8.22%
Winner
JMEE
+14.82%
10Y(CAGR)
ESML
+11.07%
JMEE
N/A
Max(CAGR)
ESML
+11.07%
Winner
JMEE
+14.82%
ESML vs JMEE - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | ESML | JMEE |
|---|---|---|
| 2026 | +19.97% | +21.03% |
| 2025 | +10.70% | +7.89% |
| 2024 | +12.55% | +14.18% |
| 2023 | +17.68% | +18.51% |
| 2022 | -18.01% | +1.48% |
| 2021 | +20.80% | N/A |
| 2020 | +19.56% | N/A |
| 2019 | +28.89% | N/A |
| 2018 | -10.88% | N/A |
ESML vs JMEE Drawdown Comparison
The maximum drawdown for ESML was -41.97%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The maximum drawdown for JMEE was -25.40%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The current ESML drawdown is -0.63%.
| Rank | ESML | JMEE |
|---|---|---|
| #1 | -41.97% Jan 16, 2020 - Nov 9, 2020 | -25.40% Nov 25, 2024 - Dec 10, 2025 |
| #2 | -28.61% Nov 8, 2021 - Jul 16, 2024 | -16.61% Aug 16, 2022 - Jan 31, 2023 |
| #3 | -26.68% Nov 25, 2024 - Sep 18, 2025 | -14.57% Jun 7, 2022 - Aug 12, 2022 |
| #4 | -25.31% Aug 29, 2018 - Nov 27, 2019 | -13.74% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -9.04% Feb 26, 2026 - Apr 14, 2026 | -12.35% Feb 2, 2023 - Jul 18, 2023 |
| #6 | -8.34% Jul 16, 2024 - Sep 19, 2024 | -8.24% Feb 20, 2026 - Apr 16, 2026 |
| #7 | -7.95% Mar 15, 2021 - Apr 26, 2021 | -7.89% Jul 16, 2024 - Sep 19, 2024 |
| #8 | -7.83% Jun 8, 2021 - Oct 20, 2021 | -7.21% Mar 28, 2024 - Jul 15, 2024 |
| #9 | -7.16% Oct 27, 2025 - Dec 4, 2025 | -4.44% Dec 27, 2023 - Feb 9, 2024 |
| #10 | -6.29% Apr 28, 2021 - Jun 8, 2021 | -4.37% May 17, 2022 - May 27, 2022 |
| #11 | -5.39% Feb 24, 2021 - Mar 11, 2021 | -4.28% May 6, 2026 - May 26, 2026 |
| #12 | -5.15% Jun 30, 2026 - Jul 29, 2026 | -3.58% Nov 11, 2024 - Nov 22, 2024 |
| #13 | -4.31% Nov 11, 2024 - Nov 25, 2024 | -3.57% Oct 17, 2024 - Nov 6, 2024 |
| #14 | -4.08% Jan 20, 2021 - Feb 4, 2021 | -3.11% Jun 30, 2026 - Aug 4, 2026 |
| #15 | -4.07% May 6, 2026 - May 26, 2026 | -2.91% Dec 11, 2025 - Jan 6, 2026 |
Correlation
Correlation between ESML and JMEE is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2018 - 2026)
ESML vs JMEE dividend yield comparison.
| Year | ESML | JMEE |
|---|---|---|
| 2026 | 0.40% | 0.00% |
| 2025 | 1.08% | 1.13% |
| 2024 | 1.22% | 0.95% |
| 2023 | 1.31% | 1.25% |
| 2022 | 1.46% | 6.63% |
| 2021 | 0.94% | 0.00% |
| 2020 | 0.99% | 0.00% |
| 2019 | 1.10% | 0.00% |
| 2018 | 1.07% | 0.00% |
Select Stocks to Compare
Popular: ESML vs SPYJMEE vs SPY
More Comparisons
Compare with similar stocks