Compare · 2 funds side by side · dividends reinvested

JMEE and IJH

JMEEJ.P. Morgan×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,620IJH · best of the two

02 / 04

JMEE and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Small & Mid Cap Enhanced Equity ETFUS Stock Styles · Mid cap0.34%0.96%+17.8%+21.1%+19.8%[…]−8.2%15.1%$3.0B1.4

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: JMEE 1998 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Small & Mid Cap Enhanced Equity ETF · $3.0B[…]

JMEE

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,620

$10,000 five years ago, dividends reinvested · they hold 58.7% in common

JMEEMeasureIJH

+17.8%Year to dateJan 1 → Nov 4+13.9%

+21.1%1 yearTotal return+16.4%

+19.8%3 years · per year$10,000 became $17,191 · $16,594+18.4%

[…]5 years · per year$10,000 became […] · $14,620+7.9%

0.34%Expense ratio$34 · $5 a year on $10k · lower is better0.05%

0.96%Trailing 12-mo yield$96 · $121 a year on $10k1.21%

−8.2%Worst dropSmaller is better−8.8%

15.1%VolatilityLower is calmer15.0%

JMEEIJH Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3JMEE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JMEE vs IJH: Top 5 Holdings

Today

JMEE

3.3%in top 5

IJH

in top 53.6%

JMEEStockIJH

0.8%OKTAnot top 5

0.8%UTHR0.7%

0.6%FTI0.8%

not top 5ATI0.7%

not top 5ENTG0.7%

not top 5RS0.7%

0.6%NVTnot top 5

0.6%HALOnot top 5

Held in common58.7%

End-of-day Nov 4, 2026 · share of each fund

JMEE vs IJH Returns, Every Period

J.P. MorganJMEE

+21.1%

past year

IJHiShares

+16.4%

past year

JMEEIJHFaded: behind in that period

3–0JMEE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

JMEE vs IJH

YTD

J.P. MorganJMEE

+17.8%

IJHiShares

+13.9%

+17.8%Year to date+13.9%

−8.2%Worst drop · 1Y−8.8%

15.1%Volatility · 1Y15.0%

1.0%Yield1.2%

$3.0BAssets$125B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JMEE, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

JMEE0.34%$34

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: JMEE, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

JMEE0.96%$96

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

JMEE$96 − $34 = $62

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JMEE, IJH

Today

58.7%most shared, JMEE and IJH

JMEEIJH

JMEE—58.7%

IJH58.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.1%JMEE, at 15.1% volatility

IJHWorst drop−8.8%15.0% vol

JMEEWorst drop−8.2%15.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IJHJMEE

+13.9%Year to date+17.8%

1.2%Yield1.0%

+16.4%Past year+21.1%

0.05%Fee0.34%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026