JMEE ranks 4th and BBHM 41st of 47 funds in the US Active Small/Mid-Cap Category.
BBHM vs JMEE
JMEE −0.46pt a year
0.81%0.35%
BBHM 1.03×the volume
124K121K
BBHM vs JMEE Performance
+3.8%+16.2%
- BBHM 0.81%
- JMEE 0.35%, better
- BBHM $363M
- JMEE $2.94B
- BBHM
- JMEE +19.6%
- BBHM
- JMEE 0.97%
- BBHM 31
- JMEE 676
- BBHM 124K sh, better
- JMEE 121K sh
- BBHM $11.72
- JMEE $74.78
ETF.net Grade
| Pillar | BBHM | JMEE |
|---|---|---|
| Cost | F9 | A84Higher |
| Mission | ||
| Risk | D31 | C50Higher |
| Tradability | C52 | B56Higher |
| Holdings | F24 | A88Higher |
| Durability | B67 | A96Higher |
Rank among US Active Small/Mid-Cap funds
Same Category. BBHM and JMEE are both graded against the same 47 US Active Small/Mid-Cap funds, so their Grades compare head to head.
Our read on each fund
BBHMD
JMEEA
In short
JMEE Enhanced indexing, not index hugging for its own sake: JMEE keeps sector weights close to the S&P 1000, then lets proprietary stock rankings pick the names. Roughly 700 holdings at 0.35%.
Stated mandate
JMEE The fund seeks returns above the S&P 1000 Index by using proprietary stock rankings and fundamental analysis, while maintaining broadly similar sector weights.
Why people hold it
Worth knowing
BBHM vs JMEE Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
BBHM vs JMEE Cost
Overpaying BBHM vs JMEE
$8,392
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
BBHM 0.81%
$15,518
JMEE 0.35%
$7,126
Cost over time
Year by year
| Year | BBHM | JMEE | Overpaying |
|---|---|---|---|
| 10 | $1,439 | $634 | $805 |
| 20 | $5,456 | $2,454 | $3,002 |
| 30 | $15,518 | $7,126 | $8,392 |
- 0.81%BBHM
- 0.35%JMEE, cheaper
- Middle half of US Active Small/Mid-Cap funds
- Median 0.55%
JMEE 7th cheapest of 47 funds
BBHM 43rd cheapest of 47 funds
BBHM vs JMEE Dividends
- BBHM
- JMEE 0.97%
- BBHM None
- JMEE $0.72
- BBHM
- JMEE $0.72
- BBHM
- JMEE Dec 16, 2025
- BBHM
- JMEE Dec 18, 2025
- BBHM
- JMEE Annual
Distribution history
BBHM vs JMEE Risk
Fall from peak · 5 years
Risk facts
- Volatility
- BBHM JMEE 15.8%
- Return per unit of risk
- BBHM JMEE 0.90
- Worst fall
- BBHM JMEE −25.4%
- Market sensitivity
- BBHM 0.63JMEE 1.10
BBHM and JMEE in the news
Popular comparisons
- 0.81% · 0.18%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.35% · 0.18%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.81% · 0.23%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.35% · 0.23%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.81% · 0.43%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.35% · 0.43%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.


