JMEE vs IVV

AJMEE

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · VTI $16,543

Lowest cost0.03%IVV · $3 on $10k

Most income1.10%IVV · $110 on $10k

Smallest drop−8.8%JMEE · worst fall in 1Y

Held in common0.0%JMEE and IVV

JPMorgan Small & Mid Cap Enhanced Equity ETF · $3.0BiShares Core S&P 500 ETF · $879B

+17.5%3 years · per year$16,217 · $18,019+21.7%

[…]5 years · per year[…] · $17,398+11.7%

0.34%Expense ratio$34 · $3 on $10k · lower wins0.03%

0.97%12-mo yield$97 · $110 on $10k1.10%

Cards for this view

JMEE

JPMorgan Small & Mid Cap Enhanced Equity

[…]

IVV

iShares Core S&P 500

$17,398

MeasureJMEEIVV

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield0.97%1.10%

5 years, per year[…]+11.7%

3 years, per year+17.5%+21.7%

Worst drop · 1Y−8.8%−8.9%

Volatility · 1Y15.8%

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	AJMEE	JPMorgan Small & Mid Cap Enhanced Equity ETFRead Desk	0.34%	0.97%	−1.2%	+16.1%	+18.2%	+17.5%	new	−8.8%	$3.0B

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	AJMEE	JPMorgan Small & Mid Cap Enhanced Equity ETFRead Desk	0.34%	0.97%	−1.2%	+16.1%	+18.2%	+17.5%	new	−8.8%	$3.0B

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