JMEE vs SPY
Comparison between JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF (JMEE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
JMEE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JMEE
$2.40B
Winner
SPY
$652B
Expense Ratio
JMEE
0.24%
Winner
SPY
0.09%
Max Drawdown
Winner
JMEE
26.10%
SPY
56.47%
Sharpe Ratio
JMEE
1.69
Winner
SPY
2.07
5Y Beta
Winner
JMEE
0.99
SPY
1.00
P/E Ratio
JMEE
28.28
Winner
SPY
28.24
Forward P/E
Winner
JMEE
15.46
SPY
21.85
5Y Dividends CAGR
JMEE
N/A
SPY
5.43%
5Y EPS CAGR
JMEE
14.58%
Winner
SPY
25.79%
Debt to Equity
JMEE
N/A
SPY
22.35%
P/S Ratio
Winner
JMEE
1.42
SPY
3.55
P/B Ratio
Winner
JMEE
2.38
SPY
5.29
JMEE vs SPY - Holdings Comparison
JMEE and SPY have 1 common holdings. Overlap is -0.28%
JMEE's top 25 holdings weight is 14.65%. SPY's top 25 holdings weight is 51.32%.
| Rank | JMEE | SPY |
|---|---|---|
| #1 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 2.63% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | TECHNIPFMC PLC (n/a) - 0.75% | APPLE INC (AAPL) - 6.48% |
| #3 | UNITED THERAPEUTICS CORP (UTHR) - 0.75% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | CURTISS-WRIGHT CORP (CW) - 0.71% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | MASTEC INC (MTZ) - 0.70% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | NVENT ELECTRIC PLC (NVT) - 0.70% | BROADCOM INC (AVGO) - 3.09% |
| #7 | WOODWARD INC (WWD) - 0.65% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | FLEX LTD (FLEX) - 0.59% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | TWILIO INC CLASS A (TWLO) - 0.53% | TESLA INC (TSLA) - 1.73% |
| #10 | RBC BEARINGS INC (RBC) - 0.51% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | FABRINET (FN) - 0.49% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | MKS INC (MKSI) - 0.49% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | EAST WEST BANCORP INC (EWBC) - 0.48% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | RELIANCE INC (RS) - 0.47% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | XPO INC (XPO) - 0.45% | WALMART INC (WMT) - 0.91% |
| #16 | US FOODS HOLDING CORP (USFD) - 0.45% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.45% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | CLEAN HARBORS INC (CLH) - 0.44% | VISA INC CLASS A (V) - 0.85% |
| #19 | TTM TECHNOLOGIES INC (TTMI) - 0.43% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.43% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | RESIDEO TECHNOLOGIES INC (REZI) - 0.31% | INTEL CORP (INTC) - 0.65% |
| #22 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.31% | NETFLIX INC (NFLX) - 0.64% |
| #23 | PLEXUS CORP (PLXS) - 0.31% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | FIRST INDUSTRIAL REALTY TRUST INC (FR) - 0.31% | CHEVRON CORP (CVX) - 0.58% |
| #25 | FIRST BANCORP (FBP) - 0.31% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 625 | 505 |
JMEE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
JMEE
+5.92%
Winner
SPY
+9.11%
3M
JMEE
+4.84%
Winner
SPY
+6.59%
6M
Winner
JMEE
+17.86%
SPY
+10.56%
1Y
Winner
JMEE
+32.96%
SPY
+32.04%
5Y(CAGR)
JMEE
N/A
SPY
+13.35%
10Y(CAGR)
JMEE
N/A
SPY
+15.49%
Max(CAGR)
Winner
JMEE
+13.91%
SPY
+8.50%
JMEE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | JMEE | SPY |
|---|---|---|
| 2026 | +13.27% | +8.27% |
| 2025 | +7.89% | +18.00% |
| 2024 | +14.18% | +25.59% |
| 2023 | +18.51% | +26.72% |
| 2022 | +1.48% | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
JMEE vs SPY Drawdown Comparison
The maximum drawdown for JMEE was -25.40%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current JMEE drawdown is -0.78%.
| Rank | JMEE | SPY |
|---|---|---|
| #1 | -25.40% Nov 25, 2024 - Dec 10, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -16.61% Aug 16, 2022 - Jan 31, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -14.57% Jun 7, 2022 - Aug 12, 2022 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -13.74% Jul 31, 2023 - Dec 13, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -12.35% Feb 2, 2023 - Jul 18, 2023 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -8.24% Feb 20, 2026 - Apr 16, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.89% Jul 16, 2024 - Sep 19, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.21% Mar 28, 2024 - Jul 15, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.44% Dec 27, 2023 - Feb 9, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -4.37% May 17, 2022 - May 27, 2022 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -3.58% Nov 11, 2024 - Nov 22, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.57% Oct 17, 2024 - Nov 6, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.91% Dec 11, 2025 - Jan 6, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.62% Feb 12, 2024 - Feb 15, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.16% Jan 22, 2026 - Feb 6, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between JMEE and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
JMEE vs SPY dividend yield comparison.
| Year | JMEE | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 1.13% | 1.07% |
| 2024 | 0.95% | 1.21% |
| 2023 | 1.25% | 1.40% |
| 2022 | 6.63% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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