WTV vs JMEE
Comparison between WISDOMTREE U.S. VALUE FUND (WTV, ETF) and JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF (JMEE, ETF).
WTV vs JMEE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WTV
$2.90B
JMEE
$2.90B
Expense Ratio
Winner
WTV
0.12%
JMEE
0.24%
Max Drawdown
WTV
42.18%
Winner
JMEE
26.10%
Sharpe Ratio
Winner
WTV
1.47
JMEE
1.36
5Y Beta
Winner
WTV
0.79
JMEE
0.98
P/E Ratio
Winner
WTV
21.30
JMEE
31.95
Forward P/E
Winner
WTV
14.17
JMEE
15.90
PEG Ratio
WTV
0.44
JMEE
N/A
5Y Dividends CAGR
WTV
19.62%
JMEE
N/A
5Y EPS CAGR
Winner
WTV
16.66%
JMEE
12.90%
Debt to Equity
Winner
WTV
19.65%
JMEE
58.78%
P/S Ratio
WTV
1.56
Winner
JMEE
1.47
P/B Ratio
WTV
2.66
Winner
JMEE
2.53
WTV vs JMEE - Holdings Comparison
WTV and JMEE have 18 common holdings. Overlap is 3.20%
WTV's top 25 holdings weight is 39.76%. JMEE's top 25 holdings weight is 16.27%.
| Rank | WTV | JMEE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 3.19% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 3.86% |
| #2 | n/a (DELL) - 2.89% | NVENT ELECTRIC PLC (NVT) - 0.68% |
| #3 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.61% | CURTISS-WRIGHT CORP (CW) - 0.68% |
| #4 | CISCO SYSTEMS INC (CSCO) - 1.92% | TWILIO INC CLASS A (TWLO) - 0.68% |
| #5 | SOUTHWEST AIRLINES CO (LUV) - 1.82% | UNITED THERAPEUTICS CORP (UTHR) - 0.66% |
| #6 | CITIGROUP INC (C) - 1.81% | TECHNIPFMC PLC (n/a) - 0.65% |
| #7 | ZOOM COMMUNICATIONS INC (ZM) - 1.72% | ILLUMINA INC (ILMN) - 0.65% |
| #8 | SALESFORCE INC (CRM) - 1.70% | OKTA INC CLASS A (OKTA) - 0.61% |
| #9 | DAVITA INC (DVA) - 1.69% | MASTEC INC (MTZ) - 0.57% |
| #10 | TARGET CORP (TGT) - 1.60% | MKS INC (MKSI) - 0.56% |
| #11 | VIATRIS INC (VTRS) - 1.47% | ATI INC (ATI) - 0.51% |
| #12 | MORGAN STANLEY (MS) - 1.40% | WOODWARD INC (WWD) - 0.51% |
| #13 | BALL CORP (BALL) - 1.38% | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.47% |
| #14 | MERCK & CO INC (MRK) - 1.37% | RELIANCE INC (RS) - 0.47% |
| #15 | ALTRIA GROUP INC (MO) - 1.33% | RBC BEARINGS INC (RBC) - 0.47% |
| #16 | META PLATFORMS INC CLASS A (META) - 1.30% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.45% |
| #17 | HEALTHPEAK PROPERTIES INC (DOC) - 1.28% | US FOODS HOLDING CORP (USFD) - 0.44% |
| #18 | EDISON INTERNATIONAL (EIX) - 1.22% | TTM TECHNOLOGIES INC (TTMI) - 0.43% |
| #19 | RYDER SYSTEM INC (R) - 1.21% | BURLINGTON STORES INC (BURL) - 0.43% |
| #20 | THE KRAFT HEINZ CO (KHC) - 1.20% | HALOZYME THERAPEUTICS INC (HALO) - 0.43% |
| #21 | ADOBE INC (ADBE) - 1.18% | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 0.42% |
| #22 | THERMO FISHER SCIENTIFIC INC (TMO) - 1.17% | CLEAN HARBORS INC (CLH) - 0.41% |
| #23 | UNITEDHEALTH GROUP INC (UNH) - 1.12% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.41% |
| #24 | VERIZON COMMUNICATIONS INC (VZ) - 1.10% | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.41% |
| #25 | REGIONS FINANCIAL CORP (RF) - 1.08% | XPO INC (XPO) - 0.41% |
| Total Holdings | 124 | 647 |
WTV vs JMEE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WTV
+3.69%
JMEE
-0.78%
3M
Winner
WTV
+8.85%
JMEE
+5.84%
6M
WTV
+12.05%
Winner
JMEE
+12.69%
1Y
WTV
+22.41%
Winner
JMEE
+26.80%
5Y(CAGR)
WTV
+14.14%
Winner
JMEE
+14.15%
10Y(CAGR)
WTV
+13.75%
JMEE
N/A
Max(CAGR)
WTV
+13.75%
Winner
JMEE
+14.15%
WTV vs JMEE - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | WTV | JMEE |
|---|---|---|
| 2026 | +14.07% | +17.60% |
| 2025 | +14.03% | +7.89% |
| 2024 | +23.99% | +14.18% |
| 2023 | +22.85% | +18.51% |
| 2022 | -8.18% | +1.48% |
| 2021 | +31.79% | N/A |
| 2020 | +5.42% | N/A |
| 2019 | +29.11% | N/A |
| 2018 | -8.58% | N/A |
| 2017 | +1.14% | N/A |
WTV vs JMEE Drawdown Comparison
The maximum drawdown for WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.
The maximum drawdown for JMEE was -25.40%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The current JMEE drawdown is -1.68%.
| Rank | WTV | JMEE |
|---|---|---|
| #1 | -42.18% Jan 16, 2020 - Nov 23, 2020 | -25.40% Nov 25, 2024 - Dec 10, 2025 |
| #2 | -20.53% Sep 21, 2018 - Apr 5, 2019 | -16.61% Aug 16, 2022 - Jan 31, 2023 |
| #3 | -19.31% Jan 4, 2022 - Feb 1, 2023 | -14.57% Jun 7, 2022 - Aug 12, 2022 |
| #4 | -18.49% Nov 29, 2024 - Jul 23, 2025 | -13.74% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -13.67% Feb 2, 2023 - Jul 12, 2023 | -12.35% Feb 2, 2023 - Jul 18, 2023 |
| #6 | -10.43% Aug 1, 2023 - Dec 1, 2023 | -8.24% Feb 20, 2026 - Apr 16, 2026 |
| #7 | -9.69% Jan 26, 2018 - Aug 27, 2018 | -7.89% Jul 16, 2024 - Sep 19, 2024 |
| #8 | -9.24% May 3, 2019 - Jul 24, 2019 | -7.21% Mar 28, 2024 - Jul 15, 2024 |
| #9 | -7.88% Jul 26, 2019 - Oct 24, 2019 | -4.44% Dec 27, 2023 - Feb 9, 2024 |
| #10 | -7.15% Feb 10, 2026 - May 8, 2026 | -4.37% May 17, 2022 - May 27, 2022 |
| #11 | -6.91% Jul 31, 2024 - Aug 23, 2024 | -4.28% May 6, 2026 - May 26, 2026 |
| #12 | -6.24% Mar 28, 2024 - Jul 16, 2024 | -3.58% Nov 11, 2024 - Nov 22, 2024 |
| #13 | -6.10% Nov 16, 2021 - Dec 29, 2021 | -3.57% Oct 17, 2024 - Nov 6, 2024 |
| #14 | -4.91% Oct 27, 2025 - Dec 3, 2025 | -3.11% Jun 30, 2026 - Jul 8, 2026 |
| #15 | -4.66% May 10, 2021 - Aug 3, 2021 | -2.91% Dec 11, 2025 - Jan 6, 2026 |
Correlation
Correlation between WTV and JMEE is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2017 - 2026)
WTV vs JMEE dividend yield comparison.
| Year | WTV | JMEE |
|---|---|---|
| 2026 | 1.04% | 0.00% |
| 2025 | 1.59% | 1.13% |
| 2024 | 1.54% | 0.95% |
| 2023 | 1.62% | 1.25% |
| 2022 | 2.08% | 6.63% |
| 2021 | 1.55% | 0.00% |
| 2020 | 1.63% | 0.00% |
| 2019 | 1.44% | 0.00% |
| 2018 | 1.94% | 0.00% |
| 2017 | 0.41% | 0.00% |
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