JMEE vs VXUS
JPMorgan Small & Mid Cap Enhanced Equity ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.
Side-by-Side Comparison
| Metric | JMEE | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.05% | |
| AUM | $2.9B | $158.1B | |
| Dividend Yield | 0.95% | 2.59% | |
| Holdings | 655 | 8,747 | |
| YTD Return | +16.75% | +14.51% | |
| 1Y Return | +23.22% | +26.56% | |
| 3Y Return (annualized) | +16.16% | +19.95% | |
| 5Y Return (annualized) | - | +8.87% | |
| Volatility (annualized) | 18.8% | 15.0% | |
| Max Drawdown | -25.4% | -39.9% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 6, 2022 | Jan 26, 2011 |
JMEE vs VXUS Performance
JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) is a ETF from J.P. Morgan Asset Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year JMEE returned +23.22% while VXUS returned +26.56%. Year to date, JMEE is up 16.75% versus a gain of 14.51% for VXUS.
Over three years, JMEE compounded at +16.16% per year against +19.95% for VXUS. Across the full 4-year window we track, JMEE has the edge at +13.59% annualized vs +4.83%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JMEE has been the more volatile fund, with annualized monthly volatility of 18.8% compared with 15.0% for VXUS. 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 -39.9% for VXUS. 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JMEE charges 0.24% per year while VXUS charges 0.05%. On a $10,000 position that is $24 vs $5 annually, a gap of $19 per year that compounds over a long holding period. On income, JMEE currently yields 0.95% against 2.59% for VXUS.
Holdings Overlap
JMEE and VXUS share 9 holdings out of 8734 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JMEE or VXUS?
JMEE has an expense ratio of 0.24% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $19 per year of difference.
Which performed better, JMEE or VXUS?
Over the past year JMEE returned +23.22% vs +26.56% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), JMEE annualized +13.59% vs +4.83% for VXUS. Past performance does not guarantee future results.
Which is riskier, JMEE or VXUS?
JMEE has been the more volatile fund at 18.8% annualized versus 15.0% for VXUS. Worst drawdown: JMEE -25.4% vs VXUS -39.9%.
Should I hold both JMEE and VXUS?
JMEE and VXUS have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JMEE and VXUS?
JMEE and VXUS share 9 common holdings with a 0.1% weight overlap. Combined, they hold 8734 unique securities.
Which pays a higher dividend, JMEE or VXUS?
JMEE yields 0.95% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.
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