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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
$2.70B
Winner
SPY
$784B
Expense Ratio
JMEE
0.24%
Winner
SPY
0.09%
Max Drawdown
Winner
JMEE
26.10%
SPY
56.47%
Sharpe Ratio
Winner
JMEE
1.63
SPY
1.54
5Y Beta
Winner
JMEE
0.98
SPY
1.00
P/E Ratio
JMEE
30.20
Winner
SPY
27.62
Forward P/E
Winner
JMEE
15.65
SPY
21.11
5Y Dividends CAGR
JMEE
N/A
SPY
6.00%
5Y EPS CAGR
JMEE
13.41%
Winner
SPY
25.30%
Debt to Equity
JMEE
56.66%
Winner
SPY
31.11%
P/S Ratio
Winner
JMEE
1.43
SPY
3.49
P/B Ratio
Winner
JMEE
2.45
SPY
5.30

JMEE vs SPY - Holdings Comparison

JMEE and SPY have 1 common holdings. Overlap is -0.03%

JMEE's top 25 holdings weight is 16.59%. SPY's top 25 holdings weight is 51.24%.

RankJMEESPY
#1
JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 3.91%
NVIDIA CORP (NVDA) - 7.81%
#2
FLEX LTD (FLEX) - 0.92%
APPLE INC (AAPL) - 6.81%
#3
NVENT ELECTRIC PLC (NVT) - 0.74%
MICROSOFT CORP (MSFT) - 4.53%
#4
CURTISS-WRIGHT CORP (CW) - 0.74%
AMAZON.COM INC (AMZN) - 3.72%
#5
UNITED THERAPEUTICS CORP (UTHR) - 0.69%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
TWILIO INC CLASS A (TWLO) - 0.66%
BROADCOM INC (AVGO) - 2.77%
#7
MASTEC INC (MTZ) - 0.62%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
MKS INC (MKSI) - 0.61%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
TTM TECHNOLOGIES INC (TTMI) - 0.60%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
TECHNIPFMC PLC (n/a) - 0.59%
TESLA INC (TSLA) - 1.76%
#11
DIGITALOCEAN HOLDINGS INC (DOCN) - 0.58%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
WOODWARD INC (WWD) - 0.56%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
ATI INC (ATI) - 0.52%
ELI LILLY AND CO (LLY) - 1.38%
#14
RBC BEARINGS INC (RBC) - 0.51%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
RELIANCE INC (RS) - 0.50%
EXXON MOBIL CORP (XOM) - 0.92%
#16
OKTA INC CLASS A (OKTA) - 0.49%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.49%
VISA INC CLASS A (V) - 0.87%
#18
US FOODS HOLDING CORP (USFD) - 0.45%
INTEL CORP (INTC) - 0.85%
#19
SANMINA CORP (SANM) - 0.45%
WALMART INC (WMT) - 0.82%
#20
STERLING INFRASTRUCTURE INC (STRL) - 0.44%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
WESCO INTERNATIONAL INC (WCC) - 0.31%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
UNUM GROUP (UNM) - 0.31%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
BENCHMARK ELECTRONICS INC (BHE) - 0.30%
CATERPILLAR INC (CAT) - 0.68%
#24
CROWN HOLDINGS INC (CCK) - 0.30%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
CAVA GROUP INC (CAVA) - 0.30%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings618505

JMEE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JMEE
+3.51%
SPY
-1.37%
3M
Winner
JMEE
+14.60%
SPY
+12.22%
6M
Winner
JMEE
+15.84%
SPY
+7.20%
1Y
Winner
JMEE
+31.93%
SPY
+23.58%
5Y(CAGR)
Winner
JMEE
+14.25%
SPY
+13.19%
10Y(CAGR)
JMEE
N/A
SPY
+15.12%
Max(CAGR)
Winner
JMEE
+14.25%
SPY
+8.44%

JMEE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJMEESPY
2026+16.57%+7.95%
2025+7.89%+18.00%
2024+14.18%+25.59%
2023+18.51%+26.72%
2022+1.48%-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/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 -0.87%. The current SPY drawdown is -3.18%.

RankJMEESPY
#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
#11-4.28%
May 6, 2026 - May 26, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.58%
Nov 11, 2024 - Nov 22, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.57%
Oct 17, 2024 - Nov 6, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.91%
Dec 11, 2025 - Jan 6, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.62%
Feb 12, 2024 - Feb 15, 2024		-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.

YearJMEESPY
20260.00%0.50%
20251.13%1.07%
20240.95%1.21%
20231.25%1.40%
20226.63%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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