Compare · 2 funds side by side · dividends reinvested

JMEE and IWR

JMEEJ.P. Morgan×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,220IWR · best of the two

02 / 04

JMEE and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.6%+16.7%+21.0%+7.3%−8.2%13.4%$58.2B1.3

JPMorgan Small & Mid Cap Enhanced Equity ETFUS Stock Styles · Mid cap0.34%0.96%+17.0%+20.4%+19.8%[…]−8.2%15.0%$3.0B1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: JMEE 1998 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

JMEE

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,220

$10,000 five years ago, dividends reinvested · they hold 20.6% in common

JMEEMeasureIWR

+17.0%Year to dateJan 1 → Nov 3+15.6%

+20.4%1 yearTotal return+16.7%

+19.8%3 years · per year$10,000 became $17,205 · $17,698+21.0%

[…]5 years · per year$10,000 became […] · $14,220+7.3%

0.34%Expense ratio$34 · $18 a year on $10k · lower is better0.18%

0.96%Trailing 12-mo yield$96 · $115 a year on $10k1.15%

−8.2%Worst dropSmaller is better−8.2%

15.0%VolatilityLower is calmer13.4%

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

2–4IWR wins

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

More Ways to See the Pairs

JMEE vs IWR: Top 5 Holdings

Today

JMEE

3.4%in top 5

IWR

in top 53.8%

JMEEStockIWR

not top 5MPC1.0%

0.9%OKTAnot top 5

not top 5PSX0.8%

0.8%UTHRnot top 5

not top 5SNOW0.8%

not top 5NET0.7%

0.6%FTInot top 5

not top 5MRNA0.6%

0.6%HALOnot top 5

0.6%NVTnot top 5

Held in common20.6%

End-of-day Nov 3, 2026 · share of each fund

JMEE vs IWR Returns, Every Period

J.P. MorganJMEE

+20.4%

past year

IWRiShares

+16.7%

past year

JMEEIWRFaded: behind in that period

2–1JMEE wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

JMEE vs IWR

YTD

J.P. MorganJMEE

+17.0%

IWRiShares

+15.6%

+17.0%Year to date+15.6%

−8.2%Worst drop · 1Y−8.2%

15.0%Volatility · 1Y13.4%

1.0%Yield1.2%

$3.0BAssets$58.2B

2–1IWR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JMEE, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

JMEE0.34%$34

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: JMEE, IWR

1.15%highest, IWR

FundTrailing yieldYield$10k

IWR1.15%$115

JMEE0.96%$96

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$97most kept, IWR

IWR$115 − $18 = $97

JMEE$96 − $34 = $62

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: JMEE, IWR

Today

20.6%most shared, JMEE and IWR

JMEEIWR

JMEE—20.6%

IWR20.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.4%JMEE, at 15.0% volatility

IWRWorst drop−8.2%13.4% vol

JMEEWorst drop−8.2%15.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWRJMEE

+15.6%Year to date+17.0%

1.2%Yield1.0%

+16.7%Past year+20.4%

0.18%Fee0.34%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026