JMEE vs SLQD

Comparison between JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF (JMEE, ETF) and ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (SLQD, ETF).

JMEE vs SLQD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JMEE(ETF)	SLQD(ETF)
Net Assets	$2.40B	$2.40B
Expense Ratio	0.24%	0.06%
Max Drawdown	26.10%	12.69%
Sharpe Ratio	1.69	0.73
5Y Beta	0.99	0.03
P/E Ratio	28.28	N/A
Forward P/E	15.46	N/A
5Y Dividends CAGR	N/A	16.24%
5Y EPS CAGR	14.58%	N/A
P/S Ratio	1.42	N/A
P/B Ratio	2.38	N/A

Net Assets

JMEE

$2.40B

SLQD

$2.40B

Expense Ratio

JMEE

0.24%

Winner

SLQD

0.06%

Max Drawdown

JMEE

26.10%

Winner

SLQD

12.69%

Sharpe Ratio

Winner

JMEE

1.69

SLQD

0.73

5Y Beta

JMEE

0.99

Winner

SLQD

0.03

P/E Ratio

JMEE

28.28

SLQD

N/A

Forward P/E

JMEE

15.46

SLQD

N/A

5Y Dividends CAGR

JMEE

N/A

SLQD

16.24%

5Y EPS CAGR

JMEE

14.58%

SLQD

N/A

P/S Ratio

JMEE

1.42

SLQD

N/A

P/B Ratio

JMEE

2.38

SLQD

N/A

JMEE vs SLQD - Historical Returns

Returns include dividend reinvestment.

Period	JMEE	SLQD
1 month	+5.92%	+0.30%
3 months	+4.84%	+0.30%
6 months	+17.86%	+1.63%
1 year	+32.96%	+5.00%
5 years(CAGR)	N/A	+2.53%
10 years(CAGR)	N/A	+2.66%
Max(CAGR)	+13.91%	+2.53%

Winner

JMEE

+5.92%

SLQD

+0.30%

Winner

JMEE

+4.84%

SLQD

+0.30%

Winner

JMEE

+17.86%

SLQD

+1.63%

Winner

JMEE

+32.96%

SLQD

+5.00%

5Y(CAGR)

JMEE

N/A

SLQD

+2.53%

10Y(CAGR)

JMEE

N/A

SLQD

+2.66%

Max(CAGR)

Winner

JMEE

+13.91%

SLQD

+2.53%

JMEE vs SLQD - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	JMEE	SLQD
2026	+13.27%	+0.83%
2025	+7.89%	+6.23%
2024	+14.18%	+5.15%
2023	+18.51%	+5.87%
2022	+1.48%	-4.27%
2021	N/A	-0.53%
2020	N/A	+4.70%
2019	N/A	+6.05%
2018	N/A	+1.15%
2017	N/A	+2.17%
2016	N/A	+1.81%
2015	N/A	+1.23%
2014	N/A	+1.65%
2013	N/A	+0.49%

JMEE vs SLQD Drawdown Comparison

The maximum drawdown for JMEE was -25.40%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.

The maximum drawdown for SLQD was -12.69%, occurring on Mar 19, 2020. Recovery took 53 trading sessions.

The current JMEE drawdown is -0.78%. The current SLQD drawdown is -0.04%.

Rank	JMEE	SLQD
#1	-25.40% Nov 25, 2024 - Dec 10, 2025	-12.69% Mar 4, 2020 - May 19, 2020
#2	-16.61% Aug 16, 2022 - Jan 31, 2023	-7.63% Aug 2, 2021 - Dec 20, 2023
#3	-14.57% Jun 7, 2022 - Aug 12, 2022	-1.52% Aug 24, 2016 - Apr 11, 2017
#4	-13.74% Jul 31, 2023 - Dec 13, 2023	-1.16% Sep 8, 2017 - Aug 13, 2018
#5	-12.35% Feb 2, 2023 - Jul 18, 2023	-1.06% Feb 27, 2026 - Mar 26, 2026
#6	-8.24% Feb 20, 2026 - Apr 16, 2026	-1.05% Oct 27, 2015 - Mar 16, 2016
#7	-7.89% Jul 16, 2024 - Sep 19, 2024	-0.96% Apr 15, 2015 - Oct 14, 2015
#8	-7.21% Mar 28, 2024 - Jul 15, 2024	-0.92% Apr 3, 2025 - Apr 25, 2025
#9	-4.44% Dec 27, 2023 - Feb 9, 2024	-0.87% Dec 31, 2020 - May 25, 2021
#10	-4.37% May 17, 2022 - May 27, 2022	-0.82% Sep 27, 2024 - Dec 6, 2024
#11	-3.58% Nov 11, 2024 - Nov 22, 2024	-0.77% Jan 30, 2015 - Mar 18, 2015
#12	-3.57% Oct 17, 2024 - Nov 6, 2024	-0.77% Oct 15, 2014 - Jan 9, 2015
#13	-2.91% Dec 11, 2025 - Jan 6, 2026	-0.76% Mar 27, 2024 - May 3, 2024
#14	-2.62% Feb 12, 2024 - Feb 15, 2024	-0.74% Sep 4, 2019 - Oct 1, 2019
#15	-2.16% Jan 22, 2026 - Feb 6, 2026	-0.67% Aug 19, 2014 - Oct 8, 2014

Correlation

Correlation between JMEE and SLQD is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2013 - 2026)

JMEE vs SLQD dividend yield comparison.

Year	JMEE	SLQD
2026	0.00%	1.44%
2025	1.13%	4.15%
2024	0.95%	3.71%
2023	1.25%	2.99%
2022	6.63%	2.00%
2021	0.00%	1.67%
2020	0.00%	2.34%
2019	0.00%	2.89%
2018	0.00%	2.55%
2017	0.00%	1.98%
2016	0.00%	1.81%
2015	0.00%	1.43%
2014	0.00%	1.23%
2013	0.00%	0.23%