JMEE vs VOO
JMEE vs VOO
JPMorgan Small & Mid Cap Enhanced Equity ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. JMEE delivered stronger 1-year returns. JMEE offers more diversification with 638 holdings.
Side-by-Side Comparison
| Metric | JMEE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.03% | |
| AUM | $2.9B | $979.0B | |
| Dividend Yield | 0.91% | 1.09% | |
| Holdings | 664 | 509 | |
| YTD Return | +19.70% | +13.31% | |
| 1Y Return | +31.51% | +24.01% | |
| 3Y Return (annualized) | +15.75% | +21.17% | |
| 5Y Return (annualized) | - | +13.34% | |
| Volatility (annualized) | 19.0% | 14.1% | |
| Max Drawdown | -25.4% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 6, 2022 | Sep 7, 2010 |
JMEE vs VOO Performance
JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) is a ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year JMEE returned +31.51% while VOO returned +24.01%. Year to date, JMEE is up 19.70% versus a gain of 13.31% for VOO.
Over three years, JMEE compounded at +15.75% per year against +21.17% for VOO. Across the full 4-year window we track, JMEE has the edge at +14.52% annualized vs +13.55%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JMEE has been the more volatile fund, with annualized monthly volatility of 19.0% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -25.4% for JMEE and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JMEE charges 0.24% per year while VOO charges 0.03%. On a $10,000 position that is $24 vs $3 annually, a gap of $21 per year that compounds over a long holding period. On income, JMEE currently yields 0.91% against 1.09% for VOO.
Holdings Overlap
JMEE and VOO share 1 holdings out of 1142 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in JMEE | Weight in VOO | Difference |
|---|---|---|---|
| FLEX:SI | 0.61% | 0.09% | 0.52% |
Frequently Asked Questions
Which is cheaper, JMEE or VOO?
JMEE has an expense ratio of 0.24% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $21 per year of difference.
Which performed better, JMEE or VOO?
Over the past year JMEE returned +31.51% vs +24.01% for VOO, so JMEE leads on 1-year performance. Over the longest common window we track (4 years), JMEE annualized +14.52% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, JMEE or VOO?
JMEE has been the more volatile fund at 19.0% annualized versus 14.1% for VOO. Worst drawdown: JMEE -25.4% vs VOO -34.3%.
Should I hold both JMEE and VOO?
JMEE and VOO have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JMEE and VOO?
JMEE and VOO share 1 common holdings with a 0.1% weight overlap. Combined, they hold 1142 unique securities.
Which pays a higher dividend, JMEE or VOO?
JMEE yields 0.91% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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