JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) is a ETF from J.P. Morgan Asset Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year JMEE returned +31.51% while VTI returned +24.23%. Year to date, JMEE is up 19.70% versus a gain of 13.57% for VTI.

Over three years, JMEE compounded at +15.75% per year against +20.73% for VTI. Across the full 4-year window we track, JMEE has the edge at +14.52% annualized vs +8.12%. Past performance does not guarantee future results.

JMEE has been the more volatile fund, with annualized monthly volatility of 19.0% compared with 15.3% for VTI. 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 -56.6% for VTI. 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 0.89. They usually move together, but the gap leaves some room for diversification.

JMEE charges 0.24% per year while VTI 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 1.07% for VTI.