JMEE vs IYY
Comparison between JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF (JMEE, ETF) and ISHARES DOW JONES U.S. ETF (IYY, ETF).
JMEE vs IYY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JMEE
$2.90B
Winner
IYY
$3B
Expense Ratio
JMEE
0.24%
Winner
IYY
0.20%
Max Drawdown
Winner
JMEE
26.10%
IYY
56.28%
Sharpe Ratio
Winner
JMEE
1.34
IYY
1.30
5Y Beta
JMEE
0.98
Winner
IYY
0.98
P/E Ratio
JMEE
31.10
Winner
IYY
28.16
Forward P/E
Winner
JMEE
15.43
IYY
20.63
5Y Dividends CAGR
JMEE
N/A
IYY
5.54%
5Y EPS CAGR
JMEE
13.18%
Winner
IYY
27.68%
Debt to Equity
JMEE
63.48%
Winner
IYY
40.66%
P/S Ratio
Winner
JMEE
1.42
IYY
3.40
P/B Ratio
Winner
JMEE
2.39
IYY
5.21
JMEE vs IYY - Holdings Comparison
JMEE and IYY have 229 common holdings. Overlap is 3.25%
JMEE's top 25 holdings weight is 16.49%. IYY's top 25 holdings weight is 45.88%.
| Rank | JMEE | IYY |
|---|---|---|
| #1 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 4.69% | NVIDIA CORP (NVDA) - 7.15% |
| #2 | TWILIO INC CLASS A (TWLO) - 0.74% | APPLE INC (AAPL) - 6.66% |
| #3 | CURTISS-WRIGHT CORP (CW) - 0.72% | MICROSOFT CORP (MSFT) - 4.12% |
| #4 | UNITED THERAPEUTICS CORP (UTHR) - 0.70% | AMAZON.COM INC (AMZN) - 3.45% |
| #5 | NVENT ELECTRIC PLC (NVT) - 0.65% | ALPHABET INC CLASS A (GOOGL) - 3.07% |
| #6 | OKTA INC CLASS A (OKTA) - 0.64% | BROADCOM INC (AVGO) - 2.66% |
| #7 | TECHNIPFMC PLC (n/a) - 0.60% | ALPHABET INC CLASS C (GOOG) - 2.45% |
| #8 | MASTEC INC (MTZ) - 0.58% | META PLATFORMS INC CLASS A (META) - 1.92% |
| #9 | MKS INC (MKSI) - 0.57% | TESLA INC (TSLA) - 1.60% |
| #10 | WOODWARD INC (WWD) - 0.51% | MICRON TECHNOLOGY INC (MU) - 1.55% |
| #11 | US FOODS HOLDING CORP (USFD) - 0.49% | ELI LILLY AND CO (LLY) - 1.39% |
| #12 | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.48% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31% |
| #13 | ATI INC (ATI) - 0.48% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | RBC BEARINGS INC (RBC) - 0.48% | ADVANCED MICRO DEVICES INC (AMD) - 1.22% |
| #15 | RELIANCE INC (RS) - 0.46% | JOHNSON & JOHNSON (JNJ) - 0.92% |
| #16 | HALOZYME THERAPEUTICS INC (HALO) - 0.45% | EXXON MOBIL CORP (XOM) - 0.85% |
| #17 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 0.44% | VISA INC CLASS A (V) - 0.83% |
| #18 | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.44% | INTEL CORP (INTC) - 0.75% |
| #19 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.43% | WALMART INC (WMT) - 0.72% |
| #20 | TTM TECHNOLOGIES INC (TTMI) - 0.42% | APPLIED MATERIALS INC (AMAT) - 0.66% |
| #21 | BRADY CORP CLASS A (BRC) - 0.31% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.27% |
| #22 | FIRST BANCORP (FBP) - 0.31% | WESTERN DIGITAL CORP (WDC) - 0.27% |
| #23 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.30% | VERIZON COMMUNICATIONS INC (VZ) - 0.26% |
| #24 | ITT INC (ITT) - 0.30% | BOEING CO (BA) - 0.26% |
| #25 | ENCOMPASS HEALTH CORP (EHC) - 0.30% | NEXTERA ENERGY INC (NEE) - 0.26% |
| Total Holdings | 617 | 884 |
JMEE vs IYY - Historical Returns
Returns include dividend reinvestment.
1M
JMEE
-0.27%
Winner
IYY
-0.17%
3M
JMEE
+7.82%
Winner
IYY
+8.56%
6M
Winner
JMEE
+12.81%
IYY
+9.37%
1Y
Winner
JMEE
+26.74%
IYY
+21.26%
5Y(CAGR)
Winner
JMEE
+14.15%
IYY
+12.20%
10Y(CAGR)
JMEE
N/A
IYY
+14.67%
Max(CAGR)
Winner
JMEE
+14.15%
IYY
+8.38%
JMEE vs IYY - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | JMEE | IYY |
|---|---|---|
| 2026 | +17.04% | +10.63% |
| 2025 | +7.89% | +17.42% |
| 2024 | +14.18% | +25.12% |
| 2023 | +18.51% | +27.02% |
| 2022 | +1.48% | -19.98% |
| 2021 | N/A | +28.14% |
| 2020 | N/A | +19.15% |
| 2019 | N/A | +30.69% |
| 2018 | N/A | -5.87% |
| 2017 | N/A | +20.44% |
| 2016 | N/A | +13.81% |
| 2015 | N/A | +0.62% |
| 2014 | N/A | +13.91% |
| 2013 | N/A | +29.38% |
| 2012 | N/A | +14.37% |
| 2011 | N/A | +0.06% |
| 2010 | N/A | +14.63% |
| 2009 | N/A | +25.06% |
| 2008 | N/A | -36.28% |
| 2007 | N/A | +5.85% |
| 2006 | N/A | +13.57% |
| 2005 | N/A | +7.14% |
| 2004 | N/A | +12.15% |
| 2003 | N/A | +26.50% |
| 2002 | N/A | -22.31% |
| 2001 | N/A | -8.58% |
| 2000 | N/A | -9.07% |
JMEE vs IYY Drawdown Comparison
The maximum drawdown for JMEE was -25.40%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The maximum drawdown for IYY was -55.16%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The current JMEE drawdown is -2.14%. The current IYY drawdown is -0.72%.
| Rank | JMEE | IYY |
|---|---|---|
| #1 | -25.40% Nov 25, 2024 - Dec 10, 2025 | -55.16% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -16.61% Aug 16, 2022 - Jan 31, 2023 | -48.49% Sep 1, 2000 - Oct 12, 2006 |
| #3 | -14.57% Jun 7, 2022 - Aug 12, 2022 | -34.90% Feb 19, 2020 - Aug 12, 2020 |
| #4 | -13.74% Jul 31, 2023 - Dec 13, 2023 | -25.46% Dec 27, 2021 - Dec 14, 2023 |
| #5 | -12.35% Feb 2, 2023 - Jul 18, 2023 | -19.86% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -8.24% Feb 20, 2026 - Apr 16, 2026 | -19.06% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.89% Jul 16, 2024 - Sep 19, 2024 | -14.48% Jun 23, 2015 - Jun 7, 2016 |
| #8 | -7.21% Mar 28, 2024 - Jul 15, 2024 | -10.01% Apr 2, 2012 - Aug 17, 2012 |
| #9 | -4.44% Dec 27, 2023 - Feb 9, 2024 | -9.56% Jan 26, 2018 - Jul 25, 2018 |
| #10 | -4.37% May 17, 2022 - May 27, 2022 | -9.39% Sep 2, 2020 - Nov 11, 2020 |
| #11 | -4.28% May 6, 2026 - May 26, 2026 | -9.34% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.58% Nov 11, 2024 - Nov 22, 2024 | -8.94% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.57% Oct 17, 2024 - Nov 6, 2024 | -8.53% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.11% Jun 30, 2026 - Jul 8, 2026 | -7.49% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -2.91% Dec 11, 2025 - Jan 6, 2026 | -7.44% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between JMEE and IYY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
JMEE vs IYY dividend yield comparison.
| Year | JMEE | IYY |
|---|---|---|
| 2026 | 0.00% | 0.39% |
| 2025 | 1.13% | 0.95% |
| 2024 | 0.95% | 1.05% |
| 2023 | 1.25% | 1.29% |
| 2022 | 6.63% | 1.48% |
| 2021 | 0.00% | 1.04% |
| 2020 | 0.00% | 1.31% |
| 2019 | 0.00% | 1.80% |
| 2018 | 0.00% | 1.97% |
| 2017 | 0.00% | 1.62% |
| 2016 | 0.00% | 1.81% |
| 2015 | 0.00% | 1.97% |
| 2014 | 0.00% | 1.66% |
| 2013 | 0.00% | 1.62% |
| 2012 | 0.00% | 1.99% |
| 2011 | 0.00% | 1.84% |
| 2010 | 0.00% | 1.62% |
| 2009 | 0.00% | 1.77% |
| 2008 | 0.00% | 2.63% |
| 2007 | 0.00% | 1.57% |
| 2006 | 0.00% | 1.47% |
| 2005 | 0.00% | 1.55% |
| 2004 | 0.00% | 1.59% |
| 2003 | 0.00% | 1.27% |
| 2002 | 0.00% | 1.46% |
| 2001 | 0.00% | 1.07% |
| 2000 | 0.00% | 0.41% |
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