JMEE vs SPUS
Comparison between JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF (JMEE, ETF) and SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF (SPUS, ETF).
JMEE vs SPUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JMEE
$2.70B
SPUS
$2.70B
Expense Ratio
Winner
JMEE
0.24%
SPUS
0.45%
Max Drawdown
Winner
JMEE
26.10%
SPUS
30.80%
Sharpe Ratio
JMEE
1.60
Winner
SPUS
1.75
5Y Beta
Winner
JMEE
0.99
SPUS
1.12
P/E Ratio
Winner
JMEE
30.19
SPUS
33.52
Forward P/E
Winner
JMEE
15.40
SPUS
23.78
PEG Ratio
JMEE
N/A
SPUS
0.33
5Y Dividends CAGR
JMEE
N/A
SPUS
1.14%
5Y EPS CAGR
JMEE
13.40%
Winner
SPUS
32.08%
Debt to Equity
JMEE
58.27%
Winner
SPUS
44.76%
P/S Ratio
Winner
JMEE
1.42
SPUS
5.49
P/B Ratio
Winner
JMEE
2.42
SPUS
9.34
JMEE vs SPUS - Holdings Comparison
JMEE and SPUS have 1 common holdings. Overlap is -0.30%
JMEE's top 25 holdings weight is 16.19%. SPUS's top 25 holdings weight is 70.39%.
| Rank | JMEE | SPUS |
|---|---|---|
| #1 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 3.25% | NVIDIA CORP (NVDA) - 13.79% |
| #2 | FLEX LTD (FLEX) - 1.02% | APPLE INC (AAPL) - 11.63% |
| #3 | TWILIO INC CLASS A (TWLO) - 0.81% | MICROSOFT CORP (MSFT) - 8.16% |
| #4 | NVENT ELECTRIC PLC (NVT) - 0.75% | ALPHABET INC CLASS A (GOOGL) - 5.78% |
| #5 | CURTISS-WRIGHT CORP (CW) - 0.69% | BROADCOM INC (AVGO) - 5.07% |
| #6 | UNITED THERAPEUTICS CORP (UTHR) - 0.68% | TESLA INC (TSLA) - 3.02% |
| #7 | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.64% | MICRON TECHNOLOGY INC (MU) - 2.85% |
| #8 | TECHNIPFMC PLC (n/a) - 0.62% | ELI LILLY AND CO (LLY) - 2.46% |
| #9 | MASTEC INC (MTZ) - 0.61% | ADVANCED MICRO DEVICES INC (AMD) - 2.10% |
| #10 | OKTA INC CLASS A (OKTA) - 0.59% | EXXON MOBIL CORP (XOM) - 1.69% |
| #11 | MKS INC (MKSI) - 0.55% | JOHNSON & JOHNSON (JNJ) - 1.55% |
| #12 | TTM TECHNOLOGIES INC (TTMI) - 0.53% | CISCO SYSTEMS INC (CSCO) - 1.29% |
| #13 | SANMINA CORP (SANM) - 0.52% | LAM RESEARCH CORP (LRCX) - 1.11% |
| #14 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.52% | ABBVIE INC (ABBV) - 1.08% |
| #15 | FABRINET (FN) - 0.51% | APPLIED MATERIALS INC (AMAT) - 1.07% |
| #16 | BORGWARNER INC (BWA) - 0.50% | ORACLE CORP (ORCL) - 0.96% |
| #17 | RELIANCE INC (RS) - 0.49% | PROCTER & GAMBLE CO (PG) - 0.94% |
| #18 | RBC BEARINGS INC (RBC) - 0.47% | THE HOME DEPOT INC (HD) - 0.87% |
| #19 | ATI INC (ATI) - 0.47% | MERCK & CO INC (MRK) - 0.80% |
| #20 | STERLING INFRASTRUCTURE INC (STRL) - 0.46% | KLA CORP (KLAC) - 0.77% |
| #21 | TOLL BROTHERS INC (TOL) - 0.31% | TEXAS INSTRUMENTS INC (TXN) - 0.72% |
| #22 | FIVE BELOW INC (FIVE) - 0.30% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.70% |
| #23 | BRADY CORP CLASS A (BRC) - 0.30% | GE VERNOVA INC (GEV) - 0.68% |
| #24 | CUBESMART (CUBE) - 0.30% | LINDE PLC (LIN) - 0.67% |
| #25 | RAMBUS INC (RMBS) - 0.30% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.63% |
| Total Holdings | 614 | 216 |
JMEE vs SPUS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JMEE
+4.85%
SPUS
+0.79%
3M
Winner
JMEE
+16.09%
SPUS
+14.49%
6M
Winner
JMEE
+16.84%
SPUS
+11.90%
1Y
Winner
JMEE
+32.59%
SPUS
+32.23%
5Y(CAGR)
JMEE
+14.51%
Winner
SPUS
+16.26%
Max(CAGR)
JMEE
+14.51%
Winner
SPUS
+18.55%
JMEE vs SPUS - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | JMEE | SPUS |
|---|---|---|
| 2026 | +17.20% | +11.07% |
| 2025 | +7.89% | +19.94% |
| 2024 | +14.18% | +27.91% |
| 2023 | +18.51% | +35.56% |
| 2022 | +1.48% | -23.12% |
| 2021 | N/A | +37.94% |
| 2020 | N/A | +23.99% |
| 2019 | N/A | +0.81% |
JMEE vs SPUS Drawdown Comparison
The maximum drawdown for JMEE was -25.40%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The maximum drawdown for SPUS was -30.80%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current SPUS drawdown is -4.64%.
| Rank | JMEE | SPUS |
|---|---|---|
| #1 | -25.40% Nov 25, 2024 - Dec 10, 2025 | -30.80% Feb 19, 2020 - Jul 6, 2020 |
| #2 | -16.61% Aug 16, 2022 - Jan 31, 2023 | -28.06% Dec 27, 2021 - Dec 12, 2023 |
| #3 | -14.57% Jun 7, 2022 - Aug 12, 2022 | -22.82% Jan 23, 2025 - Jul 2, 2025 |
| #4 | -13.74% Jul 31, 2023 - Dec 13, 2023 | -11.46% Jul 10, 2024 - Oct 14, 2024 |
| #5 | -12.35% Feb 2, 2023 - Jul 18, 2023 | -10.66% Jan 28, 2026 - Apr 15, 2026 |
| #6 | -8.24% Feb 20, 2026 - Apr 16, 2026 | -9.94% Sep 2, 2020 - Dec 8, 2020 |
| #7 | -7.89% Jul 16, 2024 - Sep 19, 2024 | -8.19% Feb 12, 2021 - Apr 5, 2021 |
| #8 | -7.21% Mar 28, 2024 - Jul 15, 2024 | -6.91% Jun 2, 2026 - Jun 10, 2026 |
| #9 | -4.44% Dec 27, 2023 - Feb 9, 2024 | -6.71% Sep 3, 2021 - Oct 26, 2021 |
| #10 | -4.37% May 17, 2022 - May 27, 2022 | -6.56% Mar 22, 2024 - May 15, 2024 |
| #11 | -4.28% May 6, 2026 - May 26, 2026 | -5.74% Oct 29, 2025 - Jan 27, 2026 |
| #12 | -3.58% Nov 11, 2024 - Nov 22, 2024 | -4.76% Apr 23, 2021 - Jun 10, 2021 |
| #13 | -3.57% Oct 17, 2024 - Nov 6, 2024 | -4.50% Dec 16, 2024 - Jan 23, 2025 |
| #14 | -2.91% Dec 11, 2025 - Jan 6, 2026 | -3.69% Jan 26, 2021 - Feb 4, 2021 |
| #15 | -2.62% Feb 12, 2024 - Feb 15, 2024 | -3.59% Nov 19, 2021 - Dec 8, 2021 |
Correlation
Correlation between JMEE and SPUS is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2020 - 2026)
JMEE vs SPUS dividend yield comparison.
| Year | JMEE | SPUS |
|---|---|---|
| 2026 | 0.00% | 0.23% |
| 2025 | 1.13% | 0.60% |
| 2024 | 0.95% | 0.70% |
| 2023 | 1.25% | 0.87% |
| 2022 | 6.63% | 1.21% |
| 2021 | 0.00% | 1.15% |
| 2020 | 0.00% | 1.04% |
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