USCL vs JMEE
Comparison between ISHARES CLIMATE CONSCIOUS & TRANSITION MSCI USA ETF (USCL, ETF) and JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF (JMEE, ETF).
USCL vs JMEE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USCL
$2.50B
Winner
JMEE
$2.60B
Expense Ratio
Winner
USCL
0.08%
JMEE
0.24%
Max Drawdown
Winner
USCL
19.23%
JMEE
26.10%
Sharpe Ratio
USCL
1.49
Winner
JMEE
1.58
5Y Beta
Winner
USCL
0.95
JMEE
0.99
P/E Ratio
Winner
USCL
27.63
JMEE
28.56
Forward P/E
USCL
21.96
Winner
JMEE
15.52
5Y EPS CAGR
Winner
USCL
23.88%
JMEE
15.34%
Debt to Equity
USCL
16.10%
JMEE
N/A
P/S Ratio
USCL
4.18
Winner
JMEE
1.43
P/B Ratio
USCL
5.34
Winner
JMEE
2.40
USCL vs JMEE - Holdings Comparison
USCL and JMEE have 9 common holdings. Overlap is 0.07%
USCL's top 25 holdings weight is 55.11%. JMEE's top 25 holdings weight is 15.58%.
| Rank | USCL | JMEE |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 5.93% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 3.20% |
| #2 | NVIDIA CORP (NVDA) - 5.75% | NVENT ELECTRIC PLC (NVT) - 0.75% |
| #3 | AMAZON.COM INC (AMZN) - 5.20% | MASTEC INC (MTZ) - 0.74% |
| #4 | MICROSOFT CORP (MSFT) - 4.56% | UNITED THERAPEUTICS CORP (UTHR) - 0.73% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.41% | TECHNIPFMC PLC (n/a) - 0.73% |
| #6 | META PLATFORMS INC CLASS A (META) - 3.31% | CURTISS-WRIGHT CORP (CW) - 0.72% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.82% | TWILIO INC CLASS A (TWLO) - 0.71% |
| #8 | TESLA INC (TSLA) - 2.77% | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.67% |
| #9 | JPMORGAN CHASE & CO (JPM) - 2.12% | FLEX LTD (FLEX) - 0.63% |
| #10 | ELI LILLY AND CO (LLY) - 2.00% | MKS INC (MKSI) - 0.51% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 1.78% | RBC BEARINGS INC (RBC) - 0.51% |
| #12 | EXXON MOBIL CORP (XOM) - 1.64% | FABRINET (FN) - 0.49% |
| #13 | WALMART INC (WMT) - 1.44% | TTM TECHNOLOGIES INC (TTMI) - 0.48% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.37% | WOODWARD INC (WWD) - 0.48% |
| #15 | VISA INC CLASS A (V) - 1.36% | RELIANCE INC (RS) - 0.47% |
| #16 | CISCO SYSTEMS INC (CSCO) - 1.15% | EAST WEST BANCORP INC (EWBC) - 0.47% |
| #17 | MASTERCARD INC CLASS A (MA) - 1.06% | CLEAN HARBORS INC (CLH) - 0.45% |
| #18 | CATERPILLAR INC (CAT) - 1.06% | US FOODS HOLDING CORP (USFD) - 0.45% |
| #19 | ORACLE CORP (ORCL) - 0.98% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.44% |
| #20 | n/a (PLTR) - 0.96% | STERLING INFRASTRUCTURE INC (STRL) - 0.43% |
| #21 | NETFLIX INC (NFLX) - 0.94% | TOLL BROTHERS INC (TOL) - 0.31% |
| #22 | ABBVIE INC (ABBV) - 0.91% | VIASAT INC (VSAT) - 0.31% |
| #23 | BANK OF AMERICA CORP (BAC) - 0.91% | PERFORMANCE FOOD GROUP CO (PFGC) - 0.30% |
| #24 | PROCTER & GAMBLE CO (PG) - 0.85% | MAXLINEAR INC (MXL) - 0.30% |
| #25 | UNITEDHEALTH GROUP INC (UNH) - 0.83% | ENCOMPASS HEALTH CORP (EHC) - 0.30% |
| Total Holdings | 273 | 623 |
USCL vs JMEE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USCL
+7.79%
JMEE
+5.39%
3M
Winner
USCL
+5.51%
JMEE
+4.67%
6M
USCL
+4.11%
Winner
JMEE
+16.31%
1Y
USCL
+20.37%
Winner
JMEE
+28.08%
5Y(CAGR)
USCL
N/A
JMEE
+13.76%
Max(CAGR)
Winner
USCL
+20.13%
JMEE
+13.76%
USCL vs JMEE - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | USCL | JMEE |
|---|---|---|
| 2026 | +4.73% | +12.77% |
| 2025 | +14.58% | +7.89% |
| 2024 | +27.52% | +14.18% |
| 2023 | +12.72% | +18.51% |
| 2022 | N/A | +1.48% |
USCL vs JMEE Drawdown Comparison
The maximum drawdown for USCL was -18.99%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for JMEE was -25.40%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The current USCL drawdown is -0.08%. The current JMEE drawdown is -1.22%.
| Rank | USCL | JMEE |
|---|---|---|
| #1 | -18.99% Feb 19, 2025 - Jun 30, 2025 | -25.40% Nov 25, 2024 - Dec 10, 2025 |
| #2 | -10.24% Jan 12, 2026 - Apr 17, 2026 | -16.61% Aug 16, 2022 - Jan 31, 2023 |
| #3 | -10.00% Jul 31, 2023 - Nov 30, 2023 | -14.57% Jun 7, 2022 - Aug 12, 2022 |
| #4 | -8.58% Jul 16, 2024 - Sep 19, 2024 | -13.74% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -5.61% Oct 28, 2025 - Dec 24, 2025 | -12.35% Feb 2, 2023 - Jul 18, 2023 |
| #6 | -5.42% Mar 28, 2024 - May 15, 2024 | -8.24% Feb 20, 2026 - Apr 16, 2026 |
| #7 | -4.69% Dec 11, 2024 - Jan 30, 2025 | -7.89% Jul 16, 2024 - Sep 19, 2024 |
| #8 | -2.57% Oct 8, 2025 - Oct 24, 2025 | -7.21% Mar 28, 2024 - Jul 15, 2024 |
| #9 | -2.45% Jun 15, 2023 - Jun 30, 2023 | -4.44% Dec 27, 2023 - Feb 9, 2024 |
| #10 | -2.44% Jul 25, 2025 - Aug 13, 2025 | -4.37% May 17, 2022 - May 27, 2022 |
| #11 | -2.39% Oct 18, 2024 - Nov 6, 2024 | -3.58% Nov 11, 2024 - Nov 22, 2024 |
| #12 | -2.19% Nov 11, 2024 - Nov 26, 2024 | -3.57% Oct 17, 2024 - Nov 6, 2024 |
| #13 | -1.82% Jan 29, 2024 - Feb 2, 2024 | -2.91% Dec 11, 2025 - Jan 6, 2026 |
| #14 | -1.81% Dec 28, 2023 - Jan 10, 2024 | -2.62% Feb 12, 2024 - Feb 15, 2024 |
| #15 | -1.68% Sep 22, 2025 - Oct 6, 2025 | -2.16% Jan 22, 2026 - Feb 6, 2026 |
Correlation
Correlation between USCL and JMEE is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2022 - 2026)
USCL vs JMEE dividend yield comparison.
| Year | USCL | JMEE |
|---|---|---|
| 2026 | 0.28% | 0.00% |
| 2025 | 1.10% | 1.13% |
| 2024 | 1.18% | 0.95% |
| 2023 | 0.85% | 1.25% |
| 2022 | 0.00% | 6.63% |
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