JMEE vs AVSC
Comparison between JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF (JMEE, ETF) and AVANTIS U.S. SMALL CAP EQUITY ETF (AVSC, ETF).
JMEE vs AVSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JMEE
$2.60B
Winner
AVSC
$2.70B
Expense Ratio
Winner
JMEE
0.24%
AVSC
0.25%
Max Drawdown
Winner
JMEE
26.10%
AVSC
28.84%
Sharpe Ratio
JMEE
1.58
Winner
AVSC
1.79
5Y Beta
Winner
JMEE
0.99
AVSC
1.03
P/E Ratio
Winner
JMEE
28.56
AVSC
59.56
Forward P/E
JMEE
15.52
Winner
AVSC
13.73
5Y EPS CAGR
Winner
JMEE
15.34%
AVSC
9.50%
P/S Ratio
JMEE
1.43
Winner
AVSC
1.12
P/B Ratio
JMEE
2.40
Winner
AVSC
1.77
JMEE vs AVSC - Holdings Comparison
JMEE and AVSC have 282 common holdings. Overlap is 19.53%
JMEE's top 25 holdings weight is 15.58%. AVSC's top 25 holdings weight is 8.89%.
| Rank | JMEE | AVSC |
|---|---|---|
| #1 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 3.20% | MYR GROUP INC (MYRG) - 0.59% |
| #2 | NVENT ELECTRIC PLC (NVT) - 0.75% | VIAVI SOLUTIONS INC (VIAV) - 0.51% |
| #3 | MASTEC INC (MTZ) - 0.74% | VIASAT INC (VSAT) - 0.47% |
| #4 | UNITED THERAPEUTICS CORP (UTHR) - 0.73% | DANA INC (DAN) - 0.47% |
| #5 | TECHNIPFMC PLC (n/a) - 0.73% | LIBERTY ENERGY INC CLASS A (LBRT) - 0.43% |
| #6 | CURTISS-WRIGHT CORP (CW) - 0.72% | FORMFACTOR INC (FORM) - 0.40% |
| #7 | TWILIO INC CLASS A (TWLO) - 0.71% | INTERNATIONAL SEAWAYS INC (INSW) - 0.39% |
| #8 | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.67% | DIODES INC (DIOD) - 0.38% |
| #9 | FLEX LTD (FLEX) - 0.63% | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.38% |
| #10 | MKS INC (MKSI) - 0.51% | PATTERSON-UTI ENERGY INC (PTEN) - 0.37% |
| #11 | RBC BEARINGS INC (RBC) - 0.51% | OCEANEERING INTERNATIONAL INC (OII) - 0.34% |
| #12 | FABRINET (FN) - 0.49% | n/a (SPHR) - 0.34% |
| #13 | TTM TECHNOLOGIES INC (TTMI) - 0.48% | TUTOR PERINI CORP (TPC) - 0.34% |
| #14 | WOODWARD INC (WWD) - 0.48% | MATERION CORP (MTRN) - 0.33% |
| #15 | RELIANCE INC (RS) - 0.47% | FIRST BANCORP (FBNC) - 0.33% |
| #16 | EAST WEST BANCORP INC (EWBC) - 0.47% | LIGAND PHARMACEUTICALS INC (LGND) - 0.33% |
| #17 | CLEAN HARBORS INC (CLH) - 0.45% | PLUG POWER INC (PLUG) - 0.32% |
| #18 | US FOODS HOLDING CORP (USFD) - 0.45% | ADEIA INC (ADEA) - 0.32% |
| #19 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.44% | VICTORIA'S SECRET & CO (VSCO) - 0.31% |
| #20 | STERLING INFRASTRUCTURE INC (STRL) - 0.43% | PAR PACIFIC HOLDINGS INC (PARR) - 0.31% |
| #21 | TOLL BROTHERS INC (TOL) - 0.31% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.31% |
| #22 | VIASAT INC (VSAT) - 0.31% | SUPERNUS PHARMACEUTICALS INC (SUPN) - 0.23% |
| #23 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.30% | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.23% |
| #24 | MAXLINEAR INC (MXL) - 0.30% | POWELL INDUSTRIES INC (POWL) - 0.23% |
| #25 | ENCOMPASS HEALTH CORP (EHC) - 0.30% | KNOWLES CORP (KN) - 0.23% |
| Total Holdings | 623 | 1449 |
JMEE vs AVSC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JMEE
+5.39%
AVSC
+4.16%
3M
Winner
JMEE
+4.67%
AVSC
+4.55%
6M
JMEE
+16.31%
Winner
AVSC
+19.03%
1Y
JMEE
+28.08%
Winner
AVSC
+36.84%
5Y(CAGR)
Winner
JMEE
+13.76%
AVSC
+8.89%
Max(CAGR)
Winner
JMEE
+13.76%
AVSC
+8.89%
JMEE vs AVSC - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | JMEE | AVSC |
|---|---|---|
| 2026 | +12.77% | +15.53% |
| 2025 | +7.89% | +9.78% |
| 2024 | +14.18% | +8.20% |
| 2023 | +18.51% | +20.32% |
| 2022 | +1.48% | -11.71% |
JMEE vs AVSC Drawdown Comparison
The maximum drawdown for JMEE was -25.40%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The maximum drawdown for AVSC was -28.40%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.
The current JMEE drawdown is -1.22%. The current AVSC drawdown is -1.25%.
| Rank | JMEE | AVSC |
|---|---|---|
| #1 | -25.40% Nov 25, 2024 - Dec 10, 2025 | -28.40% Nov 25, 2024 - Oct 24, 2025 |
| #2 | -16.61% Aug 16, 2022 - Jan 31, 2023 | -20.42% Jan 14, 2022 - Jul 31, 2023 |
| #3 | -14.57% Jun 7, 2022 - Aug 12, 2022 | -15.92% Jul 31, 2023 - Dec 13, 2023 |
| #4 | -13.74% Jul 31, 2023 - Dec 13, 2023 | -10.69% Jul 26, 2024 - Nov 6, 2024 |
| #5 | -12.35% Feb 2, 2023 - Jul 18, 2023 | -8.54% Mar 28, 2024 - Jul 12, 2024 |
| #6 | -8.24% Feb 20, 2026 - Apr 16, 2026 | -8.09% Dec 27, 2023 - Mar 27, 2024 |
| #7 | -7.89% Jul 16, 2024 - Sep 19, 2024 | -7.89% Feb 9, 2026 - Apr 9, 2026 |
| #8 | -7.21% Mar 28, 2024 - Jul 15, 2024 | -7.73% Oct 24, 2025 - Dec 3, 2025 |
| #9 | -4.44% Dec 27, 2023 - Feb 9, 2024 | -4.71% Nov 11, 2024 - Nov 25, 2024 |
| #10 | -4.37% May 17, 2022 - May 27, 2022 | -3.45% Dec 11, 2025 - Jan 6, 2026 |
| #11 | -3.58% Nov 11, 2024 - Nov 22, 2024 | -2.78% Jan 22, 2026 - Feb 6, 2026 |
| #12 | -3.57% Oct 17, 2024 - Nov 6, 2024 | -2.64% Jul 16, 2024 - Jul 23, 2024 |
| #13 | -2.91% Dec 11, 2025 - Jan 6, 2026 | -1.98% Jul 23, 2024 - Jul 26, 2024 |
| #14 | -2.62% Feb 12, 2024 - Feb 15, 2024 | -1.91% Jan 15, 2026 - Jan 21, 2026 |
| #15 | -2.16% Jan 22, 2026 - Feb 6, 2026 | -1.83% Dec 19, 2023 - Dec 22, 2023 |
Correlation
Correlation between JMEE and AVSC is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2022 - 2026)
JMEE vs AVSC dividend yield comparison.
| Year | JMEE | AVSC |
|---|---|---|
| 2026 | 0.00% | 0.13% |
| 2025 | 1.13% | 1.16% |
| 2024 | 0.95% | 1.17% |
| 2023 | 1.25% | 1.42% |
| 2022 | 6.63% | 1.10% |
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