IXC vs JMEE
Comparison between ISHARES GLOBAL ENERGY ETF (IXC, ETF) and JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF (JMEE, ETF).
IXC vs JMEE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IXC
$2.90B
JMEE
$2.90B
Expense Ratio
IXC
0.37%
Winner
JMEE
0.24%
Max Drawdown
IXC
76.12%
Winner
JMEE
26.10%
Sharpe Ratio
IXC
1.60
Winner
JMEE
1.63
5Y Beta
Winner
IXC
0.43
JMEE
0.98
P/E Ratio
Winner
IXC
17.38
JMEE
30.74
Forward P/E
Winner
IXC
12.14
JMEE
16.01
PEG Ratio
IXC
0.12
JMEE
N/A
5Y Dividends CAGR
IXC
9.91%
JMEE
N/A
5Y EPS CAGR
IXC
N/A
JMEE
11.90%
Debt to Equity
IXC
N/A
JMEE
49.05%
P/S Ratio
Winner
IXC
1.40
JMEE
1.47
P/B Ratio
Winner
IXC
2.38
JMEE
2.54
IXC vs JMEE - Holdings Comparison
IXC and JMEE have 1 common holdings. Overlap is -0.02%
IXC's top 25 holdings weight is 85.11%. JMEE's top 25 holdings weight is 16.27%.
| Rank | IXC | JMEE |
|---|---|---|
| #1 | EXXONMOBIL HOLDINGS CORP (XOM) - 17.50% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 3.86% |
| #2 | CHEVRON CORP (CVX) - 9.96% | NVENT ELECTRIC PLC (NVT) - 0.68% |
| #3 | SHELL PLC (n/a) - 6.80% | CURTISS-WRIGHT CORP (CW) - 0.68% |
| #4 | TOTALENERGIES SE (TTE:XPAR) - 4.91% | TWILIO INC CLASS A (TWLO) - 0.68% |
| #5 | CONOCOPHILLIPS (COP) - 4.02% | UNITED THERAPEUTICS CORP (UTHR) - 0.66% |
| #6 | ENBRIDGE INC (n/a) - 3.52% | TECHNIPFMC PLC (n/a) - 0.65% |
| #7 | BP PLC (n/a) - 3.10% | ILLUMINA INC (ILMN) - 0.65% |
| #8 | WILLIAMS COMPANIES INC (WMB) - 2.66% | OKTA INC CLASS A (OKTA) - 0.61% |
| #9 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.63% | MASTEC INC (MTZ) - 0.57% |
| #10 | VALERO ENERGY CORP (VLO) - 2.56% | MKS INC (MKSI) - 0.56% |
| #11 | MARATHON PETROLEUM CORP (MPC) - 2.53% | ATI INC (ATI) - 0.51% |
| #12 | PHILLIPS 66 (PSX) - 2.32% | WOODWARD INC (WWD) - 0.51% |
| #13 | EOG RESOURCES INC (EOG) - 2.17% | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.47% |
| #14 | SUNCOR ENERGY INC (SU) - 2.12% | RELIANCE INC (RS) - 0.47% |
| #15 | TC ENERGY CORP (TRP) - 2.07% | RBC BEARINGS INC (RBC) - 0.47% |
| #16 | SLB LTD (SLB) - 2.07% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.45% |
| #17 | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 1.99% | US FOODS HOLDING CORP (USFD) - 0.44% |
| #18 | KINDER MORGAN INC CLASS P (KMI) - 1.85% | TTM TECHNOLOGIES INC (TTMI) - 0.43% |
| #19 | TARGA RESOURCES CORP (TRGP) - 1.75% | BURLINGTON STORES INC (BURL) - 0.43% |
| #20 | ONEOK INC (OKE) - 1.70% | HALOZYME THERAPEUTICS INC (HALO) - 0.43% |
| #21 | BAKER HUGHES CO CLASS A (BKR) - 1.67% | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 0.42% |
| #22 | DEVON ENERGY CORP (DVN) - 1.47% | CLEAN HARBORS INC (CLH) - 0.41% |
| #23 | ENI SPA (n/a) - 1.43% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.41% |
| #24 | OCCIDENTAL PETROLEUM CORP (OXY) - 1.16% | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.41% |
| #25 | CAMECO CORP (n/a) - 1.15% | XPO INC (XPO) - 0.41% |
| Total Holdings | 65 | 647 |
IXC vs JMEE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IXC
+5.88%
JMEE
+3.51%
3M
IXC
+1.90%
Winner
JMEE
+7.52%
6M
IXC
+11.17%
Winner
JMEE
+12.29%
1Y
Winner
IXC
+40.00%
JMEE
+33.43%
5Y(CAGR)
Winner
IXC
+21.22%
JMEE
+14.82%
10Y(CAGR)
IXC
+9.74%
JMEE
N/A
Max(CAGR)
IXC
+8.35%
Winner
JMEE
+14.82%
IXC vs JMEE - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IXC | JMEE |
|---|---|---|
| 2026 | +26.92% | +21.03% |
| 2025 | +12.88% | +7.89% |
| 2024 | +1.20% | +14.18% |
| 2023 | +7.37% | +18.51% |
| 2022 | +44.60% | +1.48% |
| 2021 | +40.41% | N/A |
| 2020 | -31.49% | N/A |
| 2019 | +10.53% | N/A |
| 2018 | -16.17% | N/A |
| 2017 | +4.28% | N/A |
| 2016 | +28.34% | N/A |
| 2015 | -22.09% | N/A |
| 2014 | -10.58% | N/A |
| 2013 | +13.54% | N/A |
| 2012 | +0.31% | N/A |
| 2011 | -0.76% | N/A |
| 2010 | +8.40% | N/A |
| 2009 | +18.92% | N/A |
| 2008 | -37.05% | N/A |
| 2007 | +33.58% | N/A |
| 2006 | +16.60% | N/A |
| 2005 | +32.98% | N/A |
| 2004 | +25.83% | N/A |
| 2003 | +26.84% | N/A |
| 2002 | -4.39% | N/A |
| 2001 | +8.39% | N/A |
IXC vs JMEE Drawdown Comparison
The maximum drawdown for IXC was -67.90%, occurring on Mar 18, 2020. Recovery took 1954 trading sessions.
The maximum drawdown for JMEE was -25.40%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The current IXC drawdown is -6.67%.
| Rank | IXC | JMEE |
|---|---|---|
| #1 | -67.90% Jun 23, 2014 - Mar 25, 2022 | -25.40% Nov 25, 2024 - Dec 10, 2025 |
| #2 | -55.80% May 21, 2008 - May 2, 2014 | -16.61% Aug 16, 2022 - Jan 31, 2023 |
| #3 | -24.90% Jun 8, 2022 - Nov 15, 2022 | -14.57% Jun 7, 2022 - Aug 12, 2022 |
| #4 | -24.11% Apr 2, 2002 - Dec 9, 2003 | -13.74% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -19.04% Apr 10, 2024 - Sep 24, 2025 | -12.35% Feb 2, 2023 - Jul 18, 2023 |
| #6 | -16.46% Jan 3, 2008 - Apr 16, 2008 | -8.24% Feb 20, 2026 - Apr 16, 2026 |
| #7 | -15.32% Mar 27, 2026 - Jul 1, 2026 | -7.89% Jul 16, 2024 - Sep 19, 2024 |
| #8 | -15.32% May 10, 2006 - Nov 29, 2006 | -7.21% Mar 28, 2024 - Jul 15, 2024 |
| #9 | -15.18% Jan 26, 2023 - Sep 1, 2023 | -4.44% Dec 27, 2023 - Feb 9, 2024 |
| #10 | -15.05% Sep 29, 2005 - Jan 17, 2006 | -4.37% May 17, 2022 - May 27, 2022 |
| #11 | -14.64% Jul 19, 2007 - Sep 21, 2007 | -4.28% May 6, 2026 - May 26, 2026 |
| #12 | -12.63% Mar 4, 2005 - Jun 17, 2005 | -3.58% Nov 11, 2024 - Nov 22, 2024 |
| #13 | -11.11% Dec 14, 2006 - Apr 12, 2007 | -3.57% Oct 17, 2024 - Nov 6, 2024 |
| #14 | -9.98% Sep 14, 2023 - Mar 15, 2024 | -3.11% Jun 30, 2026 - Aug 4, 2026 |
| #15 | -9.41% Nov 15, 2022 - Jan 26, 2023 | -2.91% Dec 11, 2025 - Jan 6, 2026 |
Correlation
Correlation between IXC and JMEE is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2001 - 2026)
IXC vs JMEE dividend yield comparison.
| Year | IXC | JMEE |
|---|---|---|
| 2026 | 1.35% | 0.00% |
| 2025 | 3.68% | 1.13% |
| 2024 | 4.56% | 0.95% |
| 2023 | 3.45% | 1.25% |
| 2022 | 4.76% | 6.63% |
| 2021 | 3.98% | 0.00% |
| 2020 | 4.86% | 0.00% |
| 2019 | 7.00% | 0.00% |
| 2018 | 3.51% | 0.00% |
| 2017 | 3.05% | 0.00% |
| 2016 | 2.86% | 0.00% |
| 2015 | 3.77% | 0.00% |
| 2014 | 3.02% | 0.00% |
| 2013 | 2.48% | 0.00% |
| 2012 | 2.55% | 0.00% |
| 2011 | 2.30% | 0.00% |
| 2010 | 1.84% | 0.00% |
| 2009 | 2.10% | 0.00% |
| 2008 | 2.69% | 0.00% |
| 2007 | 1.96% | 0.00% |
| 2006 | 1.62% | 0.00% |
| 2005 | 1.18% | 0.00% |
| 2004 | 1.74% | 0.00% |
| 2003 | 1.05% | 0.00% |
| 2002 | 1.99% | 0.00% |
| 2001 | 0.14% | 0.00% |
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