JMEE vs PRFZ
Comparison between JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF (JMEE, ETF) and INVESCO FTSE RAFI US 1500 SMALL-MID ETF (PRFZ, ETF).
JMEE vs PRFZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JMEE
$2.70B
PRFZ
$2.70B
Expense Ratio
Winner
JMEE
0.24%
PRFZ
0.34%
Max Drawdown
Winner
JMEE
26.10%
PRFZ
63.04%
Sharpe Ratio
Winner
JMEE
1.60
PRFZ
1.42
5Y Beta
Winner
JMEE
0.99
PRFZ
1.05
P/E Ratio
JMEE
30.19
Winner
PRFZ
-22.59
Forward P/E
JMEE
15.40
Winner
PRFZ
14.15
5Y Dividends CAGR
JMEE
N/A
PRFZ
6.33%
5Y EPS CAGR
Winner
JMEE
13.40%
PRFZ
11.08%
Debt to Equity
JMEE
58.27%
Winner
PRFZ
23.58%
P/S Ratio
JMEE
1.42
Winner
PRFZ
1.14
P/B Ratio
JMEE
2.42
Winner
PRFZ
2.04
JMEE vs PRFZ - Holdings Comparison
JMEE and PRFZ have 295 common holdings. Overlap is 19.08%
JMEE's top 25 holdings weight is 16.19%. PRFZ's top 25 holdings weight is 8.24%.
| Rank | JMEE | PRFZ |
|---|---|---|
| #1 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 3.25% | n/a (OPEN) - 1.08% |
| #2 | FLEX LTD (FLEX) - 1.02% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 0.60% |
| #3 | TWILIO INC CLASS A (TWLO) - 0.81% | PRIMORIS SERVICES CORP (PRIM) - 0.42% |
| #4 | NVENT ELECTRIC PLC (NVT) - 0.75% | IONIS PHARMACEUTICALS INC (IONS) - 0.37% |
| #5 | CURTISS-WRIGHT CORP (CW) - 0.69% | PITNEY BOWES INC (PBI) - 0.34% |
| #6 | UNITED THERAPEUTICS CORP (UTHR) - 0.68% | ADTALEM GLOBAL EDUCATION INC (ATGE) - 0.34% |
| #7 | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.64% | MANHATTAN ASSOCIATES INC (MANH) - 0.34% |
| #8 | TECHNIPFMC PLC (n/a) - 0.62% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.31% |
| #9 | MASTEC INC (MTZ) - 0.61% | HECLA MINING CO (HL) - 0.30% |
| #10 | OKTA INC CLASS A (OKTA) - 0.59% | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.30% |
| #11 | MKS INC (MKSI) - 0.55% | CARPENTER TECHNOLOGY CORP (CRS) - 0.30% |
| #12 | TTM TECHNOLOGIES INC (TTMI) - 0.53% | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.29% |
| #13 | SANMINA CORP (SANM) - 0.52% | GRANITE CONSTRUCTION INC (GVA) - 0.29% |
| #14 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.52% | FTAI AVIATION LTD (FTAI) - 0.28% |
| #15 | FABRINET (FN) - 0.51% | INTERDIGITAL INC (IDCC) - 0.28% |
| #16 | BORGWARNER INC (BWA) - 0.50% | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.27% |
| #17 | RELIANCE INC (RS) - 0.49% | COEUR MINING INC (CDE) - 0.26% |
| #18 | RBC BEARINGS INC (RBC) - 0.47% | COMMSCOPE HOLDING CO INC (COMM) - 0.26% |
| #19 | ATI INC (ATI) - 0.47% | ITRON INC (ITRI) - 0.26% |
| #20 | STERLING INFRASTRUCTURE INC (STRL) - 0.46% | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 0.26% |
| #21 | TOLL BROTHERS INC (TOL) - 0.31% | PLUG POWER INC (PLUG) - 0.26% |
| #22 | FIVE BELOW INC (FIVE) - 0.30% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.25% |
| #23 | BRADY CORP CLASS A (BRC) - 0.30% | UMB FINANCIAL CORP (UMBF) - 0.20% |
| #24 | CUBESMART (CUBE) - 0.30% | ONTO INNOVATION INC (ONTO) - 0.19% |
| #25 | RAMBUS INC (RMBS) - 0.30% | TTM TECHNOLOGIES INC (TTMI) - 0.19% |
| Total Holdings | 614 | 1580 |
JMEE vs PRFZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JMEE
+4.85%
PRFZ
+4.60%
3M
JMEE
+16.09%
Winner
PRFZ
+16.15%
6M
Winner
JMEE
+16.84%
PRFZ
+12.58%
1Y
JMEE
+32.59%
Winner
PRFZ
+33.03%
5Y(CAGR)
Winner
JMEE
+14.51%
PRFZ
+8.16%
10Y(CAGR)
JMEE
N/A
PRFZ
+11.92%
Max(CAGR)
Winner
JMEE
+14.51%
PRFZ
+10.02%
JMEE vs PRFZ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | JMEE | PRFZ |
|---|---|---|
| 2026 | +17.20% | +14.84% |
| 2025 | +7.89% | +11.06% |
| 2024 | +14.18% | +13.71% |
| 2023 | +18.51% | +20.63% |
| 2022 | +1.48% | -16.92% |
| 2021 | N/A | +29.77% |
| 2020 | N/A | +11.69% |
| 2019 | N/A | +21.04% |
| 2018 | N/A | -12.17% |
| 2017 | N/A | +12.95% |
| 2016 | N/A | +27.40% |
| 2015 | N/A | -5.03% |
| 2014 | N/A | +5.29% |
| 2013 | N/A | +37.93% |
| 2012 | N/A | +16.23% |
| 2011 | N/A | -7.67% |
| 2010 | N/A | +26.22% |
| 2009 | N/A | +55.38% |
| 2008 | N/A | -38.15% |
| 2007 | N/A | -0.59% |
| 2006 | N/A | +8.00% |
JMEE vs PRFZ Drawdown Comparison
The maximum drawdown for JMEE was -25.40%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The maximum drawdown for PRFZ was -62.42%, occurring on Mar 9, 2009. Recovery took 693 trading sessions.
| Rank | JMEE | PRFZ |
|---|---|---|
| #1 | -25.40% Nov 25, 2024 - Dec 10, 2025 | -62.42% Jul 13, 2007 - Apr 14, 2010 |
| #2 | -16.61% Aug 16, 2022 - Jan 31, 2023 | -44.27% Aug 31, 2018 - Nov 24, 2020 |
| #3 | -14.57% Jun 7, 2022 - Aug 12, 2022 | -29.36% Apr 29, 2011 - Sep 14, 2012 |
| #4 | -13.74% Jul 31, 2023 - Dec 13, 2023 | -26.58% Nov 8, 2021 - Mar 27, 2024 |
| #5 | -12.35% Feb 2, 2023 - Jul 18, 2023 | -26.54% Nov 25, 2024 - Sep 5, 2025 |
| #6 | -8.24% Feb 20, 2026 - Apr 16, 2026 | -24.05% Jun 23, 2015 - Sep 2, 2016 |
| #7 | -7.89% Jul 16, 2024 - Sep 19, 2024 | -22.45% Apr 23, 2010 - Dec 3, 2010 |
| #8 | -7.21% Mar 28, 2024 - Jul 15, 2024 | -12.72% Jul 3, 2014 - Dec 29, 2014 |
| #9 | -4.44% Dec 27, 2023 - Feb 9, 2024 | -10.39% Jan 22, 2026 - Apr 17, 2026 |
| #10 | -4.37% May 17, 2022 - May 27, 2022 | -9.52% Sep 14, 2012 - Dec 20, 2012 |
| #11 | -4.28% May 6, 2026 - May 26, 2026 | -9.44% Jun 8, 2021 - Oct 22, 2021 |
| #12 | -3.58% Nov 11, 2024 - Nov 22, 2024 | -9.42% Jul 31, 2024 - Sep 19, 2024 |
| #13 | -3.57% Oct 17, 2024 - Nov 6, 2024 | -9.27% Jan 23, 2018 - May 17, 2018 |
| #14 | -2.91% Dec 11, 2025 - Jan 6, 2026 | -8.51% Mar 15, 2021 - May 27, 2021 |
| #15 | -2.62% Feb 12, 2024 - Feb 15, 2024 | -8.15% Oct 27, 2025 - Dec 4, 2025 |
Correlation
Correlation between JMEE and PRFZ is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2006 - 2026)
JMEE vs PRFZ dividend yield comparison.
| Year | JMEE | PRFZ |
|---|---|---|
| 2026 | 0.00% | 0.19% |
| 2025 | 1.13% | 0.82% |
| 2024 | 0.95% | 1.45% |
| 2023 | 1.25% | 1.42% |
| 2022 | 6.63% | 1.33% |
| 2021 | 0.00% | 0.93% |
| 2020 | 0.00% | 0.91% |
| 2019 | 0.00% | 1.29% |
| 2018 | 0.00% | 1.37% |
| 2017 | 0.00% | 0.97% |
| 2016 | 0.00% | 1.31% |
| 2015 | 0.00% | 1.39% |
| 2014 | 0.00% | 1.14% |
| 2013 | 0.00% | 0.93% |
| 2012 | 0.00% | 1.73% |
| 2011 | 0.00% | 0.98% |
| 2010 | 0.00% | 0.70% |
| 2009 | 0.00% | 0.71% |
| 2008 | 0.00% | 1.51% |
| 2007 | 0.00% | 0.77% |
| 2006 | 0.00% | 0.26% |
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