JMEE vs TSPA
Comparison between JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF (JMEE, ETF) and T. ROWE PRICE U.S. EQUITY RESEARCH ETF (TSPA, ETF).
JMEE vs TSPA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JMEE
$2.60B
TSPA
$2.60B
Expense Ratio
Winner
JMEE
0.24%
TSPA
0.34%
Max Drawdown
JMEE
26.10%
Winner
TSPA
24.72%
Sharpe Ratio
JMEE
1.58
Winner
TSPA
1.98
5Y Beta
JMEE
0.99
Winner
TSPA
0.97
P/E Ratio
Winner
JMEE
28.56
TSPA
29.92
Forward P/E
Winner
JMEE
15.52
TSPA
22.42
PEG Ratio
JMEE
N/A
TSPA
0.59
5Y EPS CAGR
JMEE
15.34%
Winner
TSPA
28.25%
Debt to Equity
JMEE
N/A
TSPA
44.08%
P/S Ratio
Winner
JMEE
1.43
TSPA
3.67
P/B Ratio
Winner
JMEE
2.40
TSPA
5.50
JMEE vs TSPA - Holdings Comparison
JMEE and TSPA have 16 common holdings. Overlap is 0.75%
JMEE's top 25 holdings weight is 15.58%. TSPA's top 25 holdings weight is 48.99%.
| Rank | JMEE | TSPA |
|---|---|---|
| #1 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 3.20% | NVIDIA CORP (NVDA) - 7.73% |
| #2 | NVENT ELECTRIC PLC (NVT) - 0.75% | APPLE INC (AAPL) - 6.96% |
| #3 | MASTEC INC (MTZ) - 0.74% | MICROSOFT CORP (MSFT) - 4.96% |
| #4 | UNITED THERAPEUTICS CORP (UTHR) - 0.73% | AMAZON.COM INC (AMZN) - 3.77% |
| #5 | TECHNIPFMC PLC (n/a) - 0.73% | ALPHABET INC CLASS C (GOOG) - 3.17% |
| #6 | CURTISS-WRIGHT CORP (CW) - 0.72% | BROADCOM INC (AVGO) - 2.80% |
| #7 | TWILIO INC CLASS A (TWLO) - 0.71% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #8 | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.67% | ALPHABET INC CLASS A (GOOGL) - 2.36% |
| #9 | FLEX LTD (FLEX) - 0.63% | TESLA INC (TSLA) - 1.77% |
| #10 | MKS INC (MKSI) - 0.51% | ELI LILLY AND CO (LLY) - 1.38% |
| #11 | RBC BEARINGS INC (RBC) - 0.51% | JPMORGAN CHASE & CO (JPM) - 1.35% |
| #12 | FABRINET (FN) - 0.49% | EXXON MOBIL CORP (XOM) - 1.12% |
| #13 | TTM TECHNOLOGIES INC (TTMI) - 0.48% | VISA INC CLASS A (V) - 1.05% |
| #14 | WOODWARD INC (WWD) - 0.48% | T-MOBILE US INC (TMUS) - 1.03% |
| #15 | RELIANCE INC (RS) - 0.47% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.01% |
| #16 | EAST WEST BANCORP INC (EWBC) - 0.47% | WALMART INC (WMT) - 0.99% |
| #17 | CLEAN HARBORS INC (CLH) - 0.45% | NETFLIX INC (NFLX) - 0.98% |
| #18 | US FOODS HOLDING CORP (USFD) - 0.45% | JOHNSON & JOHNSON (JNJ) - 0.95% |
| #19 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.44% | CHEVRON CORP (CVX) - 0.82% |
| #20 | STERLING INFRASTRUCTURE INC (STRL) - 0.43% | MASTERCARD INC CLASS A (MA) - 0.80% |
| #21 | TOLL BROTHERS INC (TOL) - 0.31% | ABBOTT LABORATORIES (ABT) - 0.32% |
| #22 | VIASAT INC (VSAT) - 0.31% | AMPHENOL CORP CLASS A (APH) - 0.32% |
| #23 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.30% | CSX CORP (CSX) - 0.32% |
| #24 | MAXLINEAR INC (MXL) - 0.30% | NORTHROP GRUMMAN CORP (NOC) - 0.32% |
| #25 | ENCOMPASS HEALTH CORP (EHC) - 0.30% | ALLSTATE CORP (ALL) - 0.31% |
| Total Holdings | 623 | 272 |
JMEE vs TSPA - Historical Returns
Returns include dividend reinvestment.
1M
JMEE
+5.39%
Winner
TSPA
+9.08%
3M
JMEE
+4.67%
Winner
TSPA
+7.63%
6M
Winner
JMEE
+16.31%
TSPA
+9.65%
1Y
JMEE
+28.08%
Winner
TSPA
+28.54%
5Y(CAGR)
JMEE
+13.76%
Winner
TSPA
+14.38%
Max(CAGR)
JMEE
+13.76%
Winner
TSPA
+14.38%
JMEE vs TSPA - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | JMEE | TSPA |
|---|---|---|
| 2026 | +12.77% | +9.21% |
| 2025 | +7.89% | +16.49% |
| 2024 | +14.18% | +27.28% |
| 2023 | +18.51% | +30.41% |
| 2022 | +1.48% | -19.11% |
| 2021 | N/A | +13.72% |
JMEE vs TSPA Drawdown Comparison
The maximum drawdown for JMEE was -25.40%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The maximum drawdown for TSPA was -24.72%, occurring on Oct 12, 2022. Recovery took 478 trading sessions.
The current JMEE drawdown is -1.22%.
| Rank | JMEE | TSPA |
|---|---|---|
| #1 | -25.40% Nov 25, 2024 - Dec 10, 2025 | -24.72% Dec 29, 2021 - Nov 22, 2023 |
| #2 | -16.61% Aug 16, 2022 - Jan 31, 2023 | -19.04% Feb 19, 2025 - Jun 27, 2025 |
| #3 | -14.57% Jun 7, 2022 - Aug 12, 2022 | -9.24% Jan 29, 2026 - Apr 14, 2026 |
| #4 | -13.74% Jul 31, 2023 - Dec 13, 2023 | -8.90% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -12.35% Feb 2, 2023 - Jul 18, 2023 | -5.49% Mar 28, 2024 - May 14, 2024 |
| #6 | -8.24% Feb 20, 2026 - Apr 16, 2026 | -5.40% Oct 29, 2025 - Dec 11, 2025 |
| #7 | -7.89% Jul 16, 2024 - Sep 19, 2024 | -4.78% Aug 30, 2021 - Oct 19, 2021 |
| #8 | -7.21% Mar 28, 2024 - Jul 15, 2024 | -4.16% Nov 16, 2021 - Dec 23, 2021 |
| #9 | -4.44% Dec 27, 2023 - Feb 9, 2024 | -3.91% Dec 6, 2024 - Jan 22, 2025 |
| #10 | -4.37% May 17, 2022 - May 27, 2022 | -2.97% Oct 8, 2025 - Oct 24, 2025 |
| #11 | -3.58% Nov 11, 2024 - Nov 22, 2024 | -2.82% Jul 12, 2021 - Jul 23, 2021 |
| #12 | -3.57% Oct 17, 2024 - Nov 6, 2024 | -2.77% Dec 11, 2025 - Dec 23, 2025 |
| #13 | -2.91% Dec 11, 2025 - Jan 6, 2026 | -2.64% Oct 14, 2024 - Nov 6, 2024 |
| #14 | -2.62% Feb 12, 2024 - Feb 15, 2024 | -2.59% Jan 12, 2026 - Jan 27, 2026 |
| #15 | -2.16% Jan 22, 2026 - Feb 6, 2026 | -2.36% Nov 11, 2024 - Nov 26, 2024 |
Correlation
Correlation between JMEE and TSPA is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2021 - 2025)
JMEE vs TSPA dividend yield comparison.
| Year | JMEE | TSPA |
|---|---|---|
| 2025 | 1.13% | 0.62% |
| 2024 | 0.95% | 0.50% |
| 2023 | 1.25% | 0.41% |
| 2022 | 6.63% | 1.16% |
| 2021 | 0.00% | 0.43% |
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