JMEE vs VRP

Comparison between JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF (JMEE, ETF) and INVESCO VARIABLE RATE PREFERRED ETF (VRP, ETF).

JMEE vs VRP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JMEE(ETF)	VRP(ETF)
Net Assets	$2.40B	$2.40B
Expense Ratio	0.24%	0.50%
Max Drawdown	26.10%	46.22%
Sharpe Ratio	1.69	1.57
5Y Beta	0.99	0.16
P/E Ratio	28.28	N/A
Forward P/E	15.46	N/A
5Y Dividends CAGR	N/A	6.90%
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

VRP

$2.40B

Expense Ratio

Winner

JMEE

0.24%

VRP

0.50%

Max Drawdown

Winner

JMEE

26.10%

VRP

46.22%

Sharpe Ratio

Winner

JMEE

1.69

VRP

1.57

5Y Beta

JMEE

0.99

Winner

VRP

0.16

P/E Ratio

JMEE

28.28

VRP

N/A

Forward P/E

JMEE

15.46

VRP

N/A

5Y Dividends CAGR

JMEE

N/A

VRP

6.90%

5Y EPS CAGR

JMEE

14.58%

VRP

N/A

P/S Ratio

JMEE

1.42

VRP

N/A

P/B Ratio

JMEE

2.38

VRP

N/A

JMEE vs VRP - Historical Returns

Returns include dividend reinvestment.

Period	JMEE	VRP
1 month	+5.92%	+0.71%
3 months	+4.84%	+0.89%
6 months	+17.86%	+2.61%
1 year	+32.96%	+8.40%
5 years(CAGR)	N/A	+4.46%
10 years(CAGR)	N/A	+5.46%
Max(CAGR)	+13.91%	+5.11%

Winner

JMEE

+5.92%

VRP

+0.71%

Winner

JMEE

+4.84%

VRP

+0.89%

Winner

JMEE

+17.86%

VRP

+2.61%

Winner

JMEE

+32.96%

VRP

+8.40%

5Y(CAGR)

JMEE

N/A

VRP

+4.46%

10Y(CAGR)

JMEE

N/A

VRP

+5.46%

Max(CAGR)

Winner

JMEE

+13.91%

VRP

+5.11%

JMEE vs VRP - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	JMEE	VRP
2026	+13.27%	+1.68%
2025	+7.89%	+7.07%
2024	+14.18%	+11.29%
2023	+18.51%	+10.49%
2022	+1.48%	-9.00%
2021	N/A	+4.93%
2020	N/A	+4.79%
2019	N/A	+18.32%
2018	N/A	-6.37%
2017	N/A	+8.94%
2016	N/A	+6.93%
2015	N/A	+2.65%
2014	N/A	+1.81%

JMEE vs VRP Drawdown Comparison

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

The maximum drawdown for VRP was -46.04%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.

The current JMEE drawdown is -0.78%.

Rank	JMEE	VRP
#1	-25.40% Nov 25, 2024 - Dec 10, 2025	-46.04% Feb 12, 2020 - Nov 16, 2020
#2	-16.61% Aug 16, 2022 - Jan 31, 2023	-13.76% Sep 22, 2021 - Jan 10, 2024
#3	-14.57% Jun 7, 2022 - Aug 12, 2022	-9.04% Aug 31, 2018 - Mar 1, 2019
#4	-13.74% Jul 31, 2023 - Dec 13, 2023	-7.54% Apr 24, 2015 - Apr 22, 2016
#5	-12.35% Feb 2, 2023 - Jul 18, 2023	-5.38% Sep 6, 2016 - Feb 7, 2017
#6	-8.24% Feb 20, 2026 - Apr 16, 2026	-4.26% Feb 28, 2025 - May 16, 2025
#7	-7.89% Jul 16, 2024 - Sep 19, 2024	-2.89% Feb 24, 2026 - Apr 20, 2026
#8	-7.21% Mar 28, 2024 - Jul 15, 2024	-2.43% Oct 23, 2017 - Aug 31, 2018
#9	-4.44% Dec 27, 2023 - Feb 9, 2024	-1.88% Jul 18, 2024 - Aug 15, 2024
#10	-4.37% May 17, 2022 - May 27, 2022	-1.72% Mar 22, 2024 - May 2, 2024
#11	-3.58% Nov 11, 2024 - Nov 22, 2024	-1.71% Aug 29, 2014 - Jan 26, 2015
#12	-3.57% Oct 17, 2024 - Nov 6, 2024	-1.67% Feb 9, 2021 - Mar 31, 2021
#13	-2.91% Dec 11, 2025 - Jan 6, 2026	-1.55% Jan 3, 2025 - Feb 5, 2025
#14	-2.62% Feb 12, 2024 - Feb 15, 2024	-1.41% Feb 27, 2017 - Mar 30, 2017
#15	-2.16% Jan 22, 2026 - Feb 6, 2026	-1.41% Aug 3, 2017 - Oct 23, 2017

Correlation

Correlation between JMEE and VRP is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2014 - 2026)

JMEE vs VRP dividend yield comparison.

Year	JMEE	VRP
2026	0.00%	1.63%
2025	1.13%	6.53%
2024	0.95%	5.78%
2023	1.25%	6.61%
2022	6.63%	5.38%
2021	0.00%	4.25%
2020	0.00%	4.17%
2019	0.00%	4.71%
2018	0.00%	5.28%
2017	0.00%	4.69%
2016	0.00%	5.10%
2015	0.00%	5.02%
2014	0.00%	3.04%