FBT vs JMEE
Comparison between FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND (FBT, ETF) and JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF (JMEE, ETF).
FBT vs JMEE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FBT
$2.60B
Winner
JMEE
$2.70B
Expense Ratio
FBT
0.55%
Winner
JMEE
0.24%
Max Drawdown
FBT
40.52%
Winner
JMEE
26.10%
Sharpe Ratio
FBT
1.45
Winner
JMEE
1.60
5Y Beta
Winner
FBT
0.81
JMEE
0.99
P/E Ratio
FBT
96.20
Winner
JMEE
30.19
Forward P/E
FBT
20.22
Winner
JMEE
15.40
5Y EPS CAGR
FBT
10.33%
Winner
JMEE
13.40%
Debt to Equity
FBT
80.88%
Winner
JMEE
58.27%
P/S Ratio
FBT
4.47
Winner
JMEE
1.42
P/B Ratio
FBT
3.67
Winner
JMEE
2.42
FBT vs JMEE - Holdings Comparison
FBT and JMEE have 12 common holdings. Overlap is 1.78%
FBT's top 25 holdings weight is 87.22%. JMEE's top 25 holdings weight is 16.19%.
| Rank | FBT | JMEE |
|---|---|---|
| #1 | CORCEPT THERAPEUTICS INC (CORT) - 5.29% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 3.25% |
| #2 | VERACYTE INC (VCYT) - 4.78% | FLEX LTD (FLEX) - 1.02% |
| #3 | BRUKER CORP (BRKR) - 4.74% | TWILIO INC CLASS A (TWLO) - 0.81% |
| #4 | ILLUMINA INC (ILMN) - 4.18% | NVENT ELECTRIC PLC (NVT) - 0.75% |
| #5 | NEOGENOMICS INC (NEO) - 4.10% | CURTISS-WRIGHT CORP (CW) - 0.69% |
| #6 | AXSOME THERAPEUTICS INC (AXSM) - 3.88% | UNITED THERAPEUTICS CORP (UTHR) - 0.68% |
| #7 | ALKERMES PLC (ALKS) - 3.85% | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.64% |
| #8 | NEUROCRINE BIOSCIENCES INC (NBIX) - 3.74% | TECHNIPFMC PLC (n/a) - 0.62% |
| #9 | KRYSTAL BIOTECH INC (KRYS) - 3.52% | MASTEC INC (MTZ) - 0.61% |
| #10 | NATERA INC (NTRA) - 3.43% | OKTA INC CLASS A (OKTA) - 0.59% |
| #11 | EXELIXIS INC (EXEL) - 3.41% | MKS INC (MKSI) - 0.55% |
| #12 | BIOGEN INC (BIIB) - 3.40% | TTM TECHNOLOGIES INC (TTMI) - 0.53% |
| #13 | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 3.38% | SANMINA CORP (SANM) - 0.52% |
| #14 | REPLIGEN CORP (RGEN) - 3.14% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.52% |
| #15 | ARGENX SE ADR (ARGX) - 3.12% | FABRINET (FN) - 0.51% |
| #16 | HALOZYME THERAPEUTICS INC (HALO) - 3.04% | BORGWARNER INC (BWA) - 0.50% |
| #17 | BIOMARIN PHARMACEUTICAL INC (BMRN) - 3.04% | RELIANCE INC (RS) - 0.49% |
| #18 | VERTEX PHARMACEUTICALS INC (VRTX) - 3.03% | RBC BEARINGS INC (RBC) - 0.47% |
| #19 | INCYTE CORP (INCY) - 2.99% | ATI INC (ATI) - 0.47% |
| #20 | UNITED THERAPEUTICS CORP (UTHR) - 2.94% | STERLING INFRASTRUCTURE INC (STRL) - 0.46% |
| #21 | AMGEN INC (AMGN) - 2.91% | TOLL BROTHERS INC (TOL) - 0.31% |
| #22 | BIONTECH SE ADR (BNTX) - 2.90% | FIVE BELOW INC (FIVE) - 0.30% |
| #23 | GILEAD SCIENCES INC (GILD) - 2.86% | BRADY CORP CLASS A (BRC) - 0.30% |
| #24 | BIO-TECHNE CORP (TECH) - 2.79% | CUBESMART (CUBE) - 0.30% |
| #25 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 2.76% | RAMBUS INC (RMBS) - 0.30% |
| Total Holdings | 33 | 614 |
FBT vs JMEE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FBT
+9.44%
JMEE
+6.08%
3M
Winner
FBT
+16.77%
JMEE
+15.03%
6M
FBT
+9.23%
Winner
JMEE
+17.57%
1Y
Winner
FBT
+39.91%
JMEE
+33.33%
5Y(CAGR)
FBT
+6.04%
Winner
JMEE
+14.41%
10Y(CAGR)
FBT
+9.79%
JMEE
N/A
Max(CAGR)
FBT
+13.12%
Winner
JMEE
+14.41%
FBT vs JMEE - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FBT | JMEE |
|---|---|---|
| 2026 | +9.00% | +16.94% |
| 2025 | +23.89% | +7.89% |
| 2024 | +4.46% | +14.18% |
| 2023 | +2.90% | +18.51% |
| 2022 | -5.48% | +1.48% |
| 2021 | -2.32% | N/A |
| 2020 | +13.34% | N/A |
| 2019 | +19.88% | N/A |
| 2018 | -2.54% | N/A |
| 2017 | +35.28% | N/A |
| 2016 | -17.31% | N/A |
| 2015 | +10.42% | N/A |
| 2014 | +46.91% | N/A |
| 2013 | +45.15% | N/A |
| 2012 | +39.16% | N/A |
| 2011 | -17.13% | N/A |
| 2010 | +35.28% | N/A |
| 2009 | +42.95% | N/A |
| 2008 | -18.38% | N/A |
| 2007 | +3.82% | N/A |
| 2006 | +18.56% | N/A |
FBT vs JMEE Drawdown Comparison
The maximum drawdown for FBT was -40.51%, occurring on Feb 11, 2016. Recovery took 628 trading sessions.
The maximum drawdown for JMEE was -25.40%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The current FBT drawdown is -0.56%. The current JMEE drawdown is -0.37%.
| Rank | FBT | JMEE |
|---|---|---|
| #1 | -40.51% Jul 17, 2015 - Jan 12, 2018 | -25.40% Nov 25, 2024 - Dec 10, 2025 |
| #2 | -39.83% Aug 14, 2008 - Aug 4, 2009 | -16.61% Aug 16, 2022 - Jan 31, 2023 |
| #3 | -34.04% Apr 28, 2011 - Jul 18, 2012 | -14.57% Jun 7, 2022 - Aug 12, 2022 |
| #4 | -32.38% Feb 8, 2021 - Jan 30, 2025 | -13.74% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -28.05% Sep 27, 2018 - May 11, 2020 | -12.35% Feb 2, 2023 - Jul 18, 2023 |
| #6 | -22.02% Oct 15, 2007 - Jul 31, 2008 | -8.24% Feb 20, 2026 - Apr 16, 2026 |
| #7 | -20.88% Mar 23, 2010 - Dec 17, 2010 | -7.89% Jul 16, 2024 - Sep 19, 2024 |
| #8 | -20.05% Feb 5, 2025 - Oct 1, 2025 | -7.21% Mar 28, 2024 - Jul 15, 2024 |
| #9 | -19.74% Feb 25, 2014 - Aug 19, 2014 | -4.44% Dec 27, 2023 - Feb 9, 2024 |
| #10 | -16.48% Jul 20, 2020 - Jan 22, 2021 | -4.37% May 17, 2022 - May 27, 2022 |
| #11 | -14.91% Sep 21, 2009 - Jan 7, 2010 | -4.28% May 6, 2026 - May 26, 2026 |
| #12 | -14.26% Jan 22, 2026 - May 29, 2026 | -3.58% Nov 11, 2024 - Nov 22, 2024 |
| #13 | -13.83% Jan 29, 2018 - Jun 20, 2018 | -3.57% Oct 17, 2024 - Nov 6, 2024 |
| #14 | -13.03% Oct 5, 2012 - Jan 3, 2013 | -2.91% Dec 11, 2025 - Jan 6, 2026 |
| #15 | -11.45% Mar 19, 2015 - Jun 22, 2015 | -2.62% Feb 12, 2024 - Feb 15, 2024 |
Correlation
Correlation between FBT and JMEE is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2008 - 2025)
FBT vs JMEE dividend yield comparison.
| Year | FBT | JMEE |
|---|---|---|
| 2025 | 0.00% | 1.13% |
| 2024 | 0.71% | 0.95% |
| 2023 | 0.00% | 1.25% |
| 2022 | 0.00% | 6.63% |
| 2021 | 1.37% | 0.00% |
| 2015 | 0.12% | 0.00% |
| 2014 | 0.05% | 0.00% |
| 2008 | 1.37% | 0.00% |
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