GDV vs JMEE
Comparison between Gabelli Dividend & Income Trust (GDV, ETF) and JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF (JMEE, ETF).
GDV vs JMEE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GDV
$2.90B
JMEE
$2.90B
Expense Ratio
GDV
N/A
JMEE
0.24%
Max Drawdown
GDV
73.33%
Winner
JMEE
26.10%
Sharpe Ratio
GDV
1.29
Winner
JMEE
1.34
5Y Beta
Winner
GDV
0.76
JMEE
0.98
P/E Ratio
GDV
N/A
JMEE
31.10
Forward P/E
GDV
N/A
JMEE
15.43
5Y Dividends CAGR
GDV
4.00%
JMEE
N/A
5Y EPS CAGR
GDV
N/A
JMEE
13.18%
Debt to Equity
GDV
N/A
JMEE
63.48%
P/S Ratio
GDV
N/A
JMEE
1.42
P/B Ratio
GDV
N/A
JMEE
2.39
GDV vs JMEE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GDV
+2.05%
JMEE
-0.27%
3M
GDV
+5.18%
Winner
JMEE
+7.82%
6M
GDV
+8.67%
Winner
JMEE
+12.81%
1Y
GDV
+19.44%
Winner
JMEE
+26.74%
5Y(CAGR)
GDV
+8.87%
Winner
JMEE
+14.15%
10Y(CAGR)
GDV
+10.91%
JMEE
N/A
Max(CAGR)
GDV
+8.66%
Winner
JMEE
+14.15%
GDV vs JMEE - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | GDV | JMEE |
|---|---|---|
| 2026 | +11.05% | +17.04% |
| 2025 | +22.91% | +7.89% |
| 2024 | +18.64% | +14.18% |
| 2023 | +11.63% | +18.51% |
| 2022 | -19.09% | +1.48% |
| 2021 | +35.21% | N/A |
| 2020 | +4.02% | N/A |
| 2019 | +26.19% | N/A |
| 2018 | -17.09% | N/A |
| 2017 | +23.45% | N/A |
| 2016 | +19.57% | N/A |
| 2015 | -8.54% | N/A |
| 2014 | +6.24% | N/A |
| 2013 | +40.03% | N/A |
| 2012 | +10.49% | N/A |
| 2011 | +5.74% | N/A |
| 2010 | +21.68% | N/A |
| 2009 | +31.91% | N/A |
| 2008 | -44.37% | N/A |
| 2007 | +6.34% | N/A |
| 2006 | +27.58% | N/A |
| 2005 | +4.16% | N/A |
| 2004 | -4.13% | N/A |
| 2003 | +0.00% | N/A |
GDV vs JMEE Drawdown Comparison
The maximum drawdown for GDV was -68.82%, occurring on Mar 9, 2009. Recovery took 956 trading sessions.
The maximum drawdown for JMEE was -25.40%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The current JMEE drawdown is -2.14%.
| Rank | GDV | JMEE |
|---|---|---|
| #1 | -68.82% Jul 13, 2007 - Apr 28, 2011 | -25.40% Nov 25, 2024 - Dec 10, 2025 |
| #2 | -53.05% Jan 17, 2020 - Dec 2, 2020 | -16.61% Aug 16, 2022 - Jan 31, 2023 |
| #3 | -28.61% Sep 21, 2018 - Jan 16, 2020 | -14.57% Jun 7, 2022 - Aug 12, 2022 |
| #4 | -28.33% Nov 16, 2021 - Jul 12, 2024 | -13.74% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -26.21% Jun 23, 2014 - Aug 12, 2016 | -12.35% Feb 2, 2023 - Jul 18, 2023 |
| #6 | -22.59% Jul 7, 2011 - Mar 16, 2012 | -8.24% Feb 20, 2026 - Apr 16, 2026 |
| #7 | -16.69% Dec 17, 2003 - Jun 16, 2005 | -7.89% Jul 16, 2024 - Sep 19, 2024 |
| #8 | -16.07% Feb 19, 2025 - May 20, 2025 | -7.21% Mar 28, 2024 - Jul 15, 2024 |
| #9 | -11.99% Jan 25, 2018 - Aug 9, 2018 | -4.44% Dec 27, 2023 - Feb 9, 2024 |
| #10 | -11.85% May 1, 2012 - Aug 10, 2012 | -4.37% May 17, 2022 - May 27, 2022 |
| #11 | -11.65% Oct 17, 2012 - Jan 4, 2013 | -4.28% May 6, 2026 - May 26, 2026 |
| #12 | -9.76% Feb 17, 2026 - Apr 17, 2026 | -3.58% Nov 11, 2024 - Nov 22, 2024 |
| #13 | -9.24% May 21, 2013 - Jul 17, 2013 | -3.57% Oct 17, 2024 - Nov 6, 2024 |
| #14 | -9.08% Aug 23, 2016 - Nov 23, 2016 | -3.11% Jun 30, 2026 - Jul 8, 2026 |
| #15 | -8.03% Dec 27, 2013 - Mar 4, 2014 | -2.91% Dec 11, 2025 - Jan 6, 2026 |
Correlation
Correlation between GDV and JMEE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2004 - 2026)
GDV vs JMEE dividend yield comparison.
| Year | GDV | JMEE |
|---|---|---|
| 2026 | 3.01% | 0.00% |
| 2025 | 6.05% | 1.13% |
| 2024 | 5.47% | 0.95% |
| 2023 | 6.10% | 1.25% |
| 2022 | 6.84% | 6.63% |
| 2021 | 5.11% | 0.00% |
| 2020 | 6.15% | 0.00% |
| 2019 | 6.01% | 0.00% |
| 2018 | 7.21% | 0.00% |
| 2017 | 5.64% | 0.00% |
| 2016 | 6.59% | 0.00% |
| 2015 | 6.72% | 0.00% |
| 2014 | 6.23% | 0.00% |
| 2013 | 4.65% | 0.00% |
| 2012 | 5.93% | 0.00% |
| 2011 | 5.84% | 0.00% |
| 2010 | 4.95% | 0.00% |
| 2009 | 7.55% | 0.00% |
| 2008 | 12.62% | 0.00% |
| 2007 | 8.03% | 0.00% |
| 2006 | 5.96% | 0.00% |
| 2005 | 7.26% | 0.00% |
| 2004 | 6.69% | 0.00% |
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