JMEE vs NULV
Comparison between JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF (JMEE, ETF) and NUVEEN ESG LARGE-CAP VALUE ETF (NULV, ETF).
JMEE vs NULV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JMEE
$2.70B
NULV
$2.70B
Expense Ratio
Winner
JMEE
0.24%
NULV
0.26%
Max Drawdown
Winner
JMEE
26.10%
NULV
36.99%
Sharpe Ratio
JMEE
1.60
Winner
NULV
1.81
5Y Beta
JMEE
0.99
Winner
NULV
0.66
P/E Ratio
JMEE
30.19
Winner
NULV
22.72
Forward P/E
Winner
JMEE
15.40
NULV
17.75
PEG Ratio
JMEE
N/A
NULV
0.58
5Y Dividends CAGR
JMEE
N/A
NULV
10.45%
5Y EPS CAGR
Winner
JMEE
13.40%
NULV
12.66%
Debt to Equity
Winner
JMEE
58.27%
NULV
61.12%
P/S Ratio
Winner
JMEE
1.42
NULV
1.95
P/B Ratio
Winner
JMEE
2.42
NULV
3.52
JMEE vs NULV - Holdings Comparison
JMEE and NULV have 2 common holdings. Overlap is 1.40%
JMEE's top 25 holdings weight is 16.19%. NULV's top 25 holdings weight is 51.66%.
| Rank | JMEE | NULV |
|---|---|---|
| #1 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 3.25% | MICROSOFT CORP (MSFT) - 8.37% |
| #2 | FLEX LTD (FLEX) - 1.02% | META PLATFORMS INC CLASS A (META) - 3.84% |
| #3 | TWILIO INC CLASS A (TWLO) - 0.81% | CISCO SYSTEMS INC (CSCO) - 2.82% |
| #4 | NVENT ELECTRIC PLC (NVT) - 0.75% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.29% |
| #5 | CURTISS-WRIGHT CORP (CW) - 0.69% | MORGAN STANLEY (MS) - 2.10% |
| #6 | UNITED THERAPEUTICS CORP (UTHR) - 0.68% | COCA-COLA CO (KO) - 2.08% |
| #7 | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.64% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.01% |
| #8 | TECHNIPFMC PLC (n/a) - 0.62% | CITIGROUP INC (C) - 2.00% |
| #9 | MASTEC INC (MTZ) - 0.61% | PROCTER & GAMBLE CO (PG) - 1.88% |
| #10 | OKTA INC CLASS A (OKTA) - 0.59% | VERIZON COMMUNICATIONS INC (VZ) - 1.71% |
| #11 | MKS INC (MKSI) - 0.55% | THE GOLDMAN SACHS GROUP INC (GS) - 1.66% |
| #12 | TTM TECHNOLOGIES INC (TTMI) - 0.53% | ANALOG DEVICES INC (ADI) - 1.64% |
| #13 | SANMINA CORP (SANM) - 0.52% | ABBVIE INC (ABBV) - 1.64% |
| #14 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.52% | NXP SEMICONDUCTORS NV (NXPI) - 1.57% |
| #15 | FABRINET (FN) - 0.51% | GILEAD SCIENCES INC (GILD) - 1.56% |
| #16 | BORGWARNER INC (BWA) - 0.50% | EATON CORP PLC (ETN) - 1.55% |
| #17 | RELIANCE INC (RS) - 0.49% | BANK OF NEW YORK MELLON CORP (BNY) - 1.54% |
| #18 | RBC BEARINGS INC (RBC) - 0.47% | DEERE & CO (DE) - 1.54% |
| #19 | ATI INC (ATI) - 0.47% | PFIZER INC (PFE) - 1.53% |
| #20 | STERLING INFRASTRUCTURE INC (STRL) - 0.46% | EQUINIX INC (EQIX) - 1.44% |
| #21 | TOLL BROTHERS INC (TOL) - 0.31% | SALESFORCE INC (CRM) - 1.43% |
| #22 | FIVE BELOW INC (FIVE) - 0.30% | AMERICAN EXPRESS CO (AXP) - 1.39% |
| #23 | BRADY CORP CLASS A (BRC) - 0.30% | BAKER HUGHES CO CLASS A (BKR) - 1.38% |
| #24 | CUBESMART (CUBE) - 0.30% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.35% |
| #25 | RAMBUS INC (RMBS) - 0.30% | PARKER HANNIFIN CORP (PH) - 1.34% |
| Total Holdings | 614 | 101 |
JMEE vs NULV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JMEE
+4.85%
NULV
+1.48%
3M
Winner
JMEE
+16.09%
NULV
+11.05%
6M
Winner
JMEE
+16.84%
NULV
+12.01%
1Y
Winner
JMEE
+32.59%
NULV
+25.10%
5Y(CAGR)
Winner
JMEE
+14.51%
NULV
+8.55%
10Y(CAGR)
JMEE
N/A
NULV
+10.09%
Max(CAGR)
Winner
JMEE
+14.51%
NULV
+10.09%
JMEE vs NULV - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | JMEE | NULV |
|---|---|---|
| 2026 | +17.20% | +11.88% |
| 2025 | +7.89% | +16.57% |
| 2024 | +14.18% | +11.51% |
| 2023 | +18.51% | +7.64% |
| 2022 | +1.48% | -10.14% |
| 2021 | N/A | +25.18% |
| 2020 | N/A | +1.58% |
| 2019 | N/A | +27.01% |
| 2018 | N/A | -5.26% |
| 2017 | N/A | +15.67% |
| 2016 | N/A | +0.04% |
JMEE vs NULV Drawdown Comparison
The maximum drawdown for JMEE was -25.40%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The maximum drawdown for NULV was -36.99%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The current NULV drawdown is -1.23%.
| Rank | JMEE | NULV |
|---|---|---|
| #1 | -25.40% Nov 25, 2024 - Dec 10, 2025 | -36.99% Feb 12, 2020 - Dec 4, 2020 |
| #2 | -16.61% Aug 16, 2022 - Jan 31, 2023 | -21.47% Jan 4, 2022 - Mar 6, 2024 |
| #3 | -14.57% Jun 7, 2022 - Aug 12, 2022 | -16.55% Sep 21, 2018 - Apr 5, 2019 |
| #4 | -13.74% Jul 31, 2023 - Dec 13, 2023 | -15.02% Nov 29, 2024 - Jul 3, 2025 |
| #5 | -12.35% Feb 2, 2023 - Jul 18, 2023 | -11.27% Jan 29, 2018 - Sep 20, 2018 |
| #6 | -8.24% Feb 20, 2026 - Apr 16, 2026 | -7.28% Feb 26, 2026 - Apr 17, 2026 |
| #7 | -7.89% Jul 16, 2024 - Sep 19, 2024 | -6.01% Jul 29, 2019 - Sep 10, 2019 |
| #8 | -7.21% Mar 28, 2024 - Jul 15, 2024 | -5.94% May 3, 2019 - Jun 20, 2019 |
| #9 | -4.44% Dec 27, 2023 - Feb 9, 2024 | -5.79% Mar 28, 2024 - Jul 15, 2024 |
| #10 | -4.37% May 17, 2022 - May 27, 2022 | -5.44% Jul 31, 2024 - Aug 23, 2024 |
| #11 | -4.28% May 6, 2026 - May 26, 2026 | -5.22% Nov 16, 2021 - Dec 16, 2021 |
| #12 | -3.58% Nov 11, 2024 - Nov 22, 2024 | -4.93% Jan 12, 2021 - Feb 17, 2021 |
| #13 | -3.57% Oct 17, 2024 - Nov 6, 2024 | -4.67% May 10, 2021 - Aug 3, 2021 |
| #14 | -2.91% Dec 11, 2025 - Jan 6, 2026 | -4.34% Sep 2, 2021 - Oct 19, 2021 |
| #15 | -2.62% Feb 12, 2024 - Feb 15, 2024 | -3.98% Sep 13, 2019 - Oct 23, 2019 |
Correlation
Correlation between JMEE and NULV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2017 - 2025)
JMEE vs NULV dividend yield comparison.
| Year | JMEE | NULV |
|---|---|---|
| 2025 | 1.13% | 1.64% |
| 2024 | 0.95% | 2.09% |
| 2023 | 1.25% | 2.55% |
| 2022 | 6.63% | 2.12% |
| 2021 | 0.00% | 4.52% |
| 2020 | 0.00% | 1.42% |
| 2019 | 0.00% | 1.47% |
| 2018 | 0.00% | 3.73% |
| 2017 | 0.00% | 1.22% |
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