Skip to content
etf.net

JMEE vs PCSG

JPMorgan Small & Mid Cap Enhanced Equity ETF

JMEEANYSE Arca

Polen 5Perspectives Small-Mid Growth ETF

PCSGFNYSE Arca

Overlap

7.8%by weight

Expense ratio

JMEE −0.40pt a year

JMEE0.35%PCSG0.75%

Avg volume · 30D

JMEE 154.8×the volume

JMEE121KPCSG779

JMEE vs PCSG Performance

Jul 31, 2026 – Oct 30, 2026

−2.0%JMEE−7.1%PCSG

Jul 31, 2026 to Oct 30, 2026. JMEE −2.0%. PCSG −7.1%. Use the arrow keys to read each point.−10%−5%0%5%Jul 2026Sep 2026Oct 2026
Expense ratio
JMEE 0.35%, better
PCSG 0.75%
Fund size
JMEE $2.94B
PCSG $3M
1Y total return
JMEE +19.6%
PCSG No data
Yield (12M)
JMEE 0.97%
PCSG No data
Holdings
JMEE 676
PCSG 85
Avg volume (30D)
JMEE 121K sh, better
PCSG 779 sh
NAV per share
JMEE $74.78
PCSG $21.44
52W range

ETF.net Grade

JMEE: Cost 84, Risk 50, Mission not scored, Tradability 56, Holdings 88, Durability 96. PCSG: Cost 22, Risk 1, Mission not scored, Tradability 27, Holdings 51, Durability 25.
Pillar letters and Scores for JMEE, PCSG, with each pillar’s weight
PillarJMEEPCSG
Cost30% weightA84HigherF22
Mission25% weightNot scoredNot scored
Risk15% weightC50HigherF1
Tradability15% weightB56HigherD27
Holdings10% weightA88HigherC51
Durability5% weightA96HigherD25

Rank among US Active Small/Mid-Cap funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. JMEE and PCSG are both graded against the same 47 US Active Small/Mid-Cap funds, so their Grades compare head to head.

US Active Small/Mid-Cap⁠

Category · 47 funds
See all 47 ›

JMEE ranks 4th and PCSG 43rd of 47 funds in the US Active Small/Mid-Cap Category.

  1. Rank 1AAVMCAvantis U.S. Mid Cap Equity ETFScore 89
  2. Rank 2AFEMVFidelity Enhanced Mid Cap Value ETFScore 79
  3. Rank 3ADFMCU.S. Micro Cap Portfolio ETFScore 76
  4. Rank 4AJMEEJPMorgan Small & Mid Cap Enhanced Equity ETFScore 72
  5. Rank 5AREMCColumbia Research Enhanced Mid Cap ETFScore 70
  6. Rank 42FKMIDVirtus KAR Mid-Cap ETFScore 23
  7. Rank 43FPCSGPolen 5Perspectives Small-Mid Growth ETFScore 22
  8. Rank 44FBCSMBaron SMID Cap ETFScore 21
  9. AEMCNot yet graded
  10. AEMVNot yet graded
  11. PJSMNot yet graded

Our read on each fund

ETF.net Research

JMEEAJPMorgan Small & Mid Cap Enhanced Equity ETF

PCSGFPolen 5Perspectives Small-Mid Growth ETF

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%.

PCSG A 20-year-old small/mid growth strategy in a new wrapper. Drew Cupps has run 5Perspectives since 2005; PCSG brings that focused, theme-driven book to an ETF at 0.75%, with no fee waiver in play.

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.

PCSG The Fund seeks long-term growth of capital.

Why people hold it

  • JMEE Index shape, active edges. Sector weights stay broadly in line with the S&P 1000 while proprietary rankings and fundamental analysis pick the stocks, spread over roughly 700 names.jpmorgan.com
  • 0.35% with no waiver holding it there, below the median for active small/mid-cap funds. Cheaper than DFMC at 0.43%; AVMC (0.18%) and FEMV (0.23%) undercut it.
  • Not a 2020s startup: the strategy dates to 1998 and runs a multi-billion-dollar book, so the research process has been through a few full market cycles.
  • One of the strongest implementations in the active small/mid-cap group.
  • PCSG The fund is new, the strategy isn't: Drew Cupps has run 5Perspectives Small-Mid Growth since its 2005 start, landing with it at Polen in 2025.polencapital.comsec.gov
  • Truly active and focused: a concentrated book of innovative small- and mid-cap growers built around AI, electrification, aerospace and genomics.polencapital.commanilatimes.net
  • Flat 0.75% fee with no waiver propping it up, so there is no step-up date to diary.

Worth knowing

  • JMEE Active, not a replicator. There is no index to copy, so results ride on JPMorgan's stock rankings rather than a published rulebook.
  • Benchmark-like sector weights mean it moves with the small and mid-cap market. This is a tilt on that exposure, not a cushion against it.
  • Distributions land once or twice a year, and it trades moderately rather than heavily, so spreads matter more than in the biggest index funds.
  • PCSG At 0.75% it prices above the SMID category median; systematic peers run cheaper, like AVMC at 0.18% and JMEE at 0.35%.
  • Launched May 2026, so the fund's own record is short; the strategy's longer history was built in separate accounts, a different vehicle.polencapital.com
  • Thinly traded so far, so limit orders matter, and no distributions since launch: growth, not income.

Full JMEE profile⁠

Full PCSG profile⁠

JMEE vs PCSG Holdings

How JMEE and PCSG differ

Overlap by weight

7.8%

Shared holdings make up 41.6% of PCSG and 8.0% of JMEE.

Level by level

  • Holdings36 in both7.8%
  • Countryby domicile93.4%
  • Asset classEquity100%

Sector

No Sector split for PCSG.

Country, concentration and asset class

Country by domicile

Country weights in JMEE and PCSG, widest gap first
CountryMore in JMEEMore in PCSG
United StatesJMEE +5.6 points
BrazilPCSG +2.6 points
CanadaPCSG +2.1 points
MexicoPCSG +1.8 points
United KingdomJMEE +0.8 points
Other countries (4)JMEE +0.3 points

Concentration

Weight in the 10 largest Holdings

  • JMEE9.7%
  • PCSG25.1%

Securities held

  • JMEE674
  • PCSG85

Asset class

JMEE
Equity
PCSG
Equity

Holdings

  • Only in JMEE638
  • In both36
  • Only in PCSG49

Only in JMEE

638 securities, 91.8% of JMEE by weight

  • JPMorgan Prime Money4.47%
  • Okta Inc Common Stock0.86%
  • United Therapeutics Corp0.77%

Only in PCSG

49 securities, 58.4% of PCSG by weight

  • Twist Bioscience Corp USD 0.000012.96%
  • Embraer S A Npv Adr2.93%
  • Rubrik Inc USD 0.0000252.87%

Weight gaps

All 36 Holdings in both funds, largest gap first.

Holding weights in JMEE and PCSG, widest gap first
HoldingMore in JMEEMore in PCSG
Littelfuse Inc CommonLFUSPCSG +2.21 points
Glaukos Corp Common StockGKOSPCSG +2.06 points
Bwx Technologies IncBWXTPCSG +1.91 points
Digitalocean HoldingsDOCNPCSG +1.74 points
Semtech Corp CommonSMTCPCSG +1.72 points
Macom TechnologyMTSIPCSG +1.63 points
Life Time Group HoldingsLTHPCSG +1.49 points
Ringcentral Inc CommonRNGPCSG +1.45 points

All 674 JMEE holdings⁠All PCSG 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.

JMEE vs PCSG Cost

Overpaying PCSG vs JMEE

$7,356

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • JMEE 0.35%

    $7,126

  • PCSG 0.75%

    $14,482

$10,000
30 years

Cost over time

  • JMEE 0.35%
  • PCSG 0.75%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K051015202530PCSG $14,482JMEE $7,126

Year by year

YearJMEEPCSGOverpaying
10$634$1,336$702
20$2,454$5,078$2,624
30$7,126$14,482$7,356

Expense ratio

  • 0.35%JMEE, cheaper
  • 0.75%PCSG
  • Middle half of US Active Small/Mid-Cap funds
  • Median 0.55%

JMEE 7th cheapest of 47 funds

PCSG 34th cheapest of 47 funds

JMEE vs PCSG Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
JMEE 0.97%
PCSG No data
Payout (12M)
JMEE $0.72
PCSG None
Last payment
JMEE $0.72
PCSG No data
Ex-dividend
JMEE Dec 16, 2025
PCSG No data
Paid on
JMEE Dec 18, 2025
PCSG No data
Frequency
JMEE Annual
PCSG No data

Distribution history

Per share, 2022 to 2026, same scale for both

JMEEAnnual · 4 paymentsAll JMEE payments⁠
One bar per payment. 4 payments from 2022 to 2026 YTD. Dec 20, 2022 $0.66; Dec 19, 2023 $0.67; Dec 24, 2024 $0.57; Dec 16, 2025 $0.72. Use the arrow keys to read each point.$0$0.5020232026YTD
PCSGAll PCSG payments⁠

No distribution history available.

JMEE vs PCSG Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
JMEE 15.8%PCSG No data
Return per unit of riskSharpe ratio, 3 years
JMEE 0.90PCSG No data
Worst fallMax drawdown, 5 years
JMEE −25.4%since May 2022PCSG No data
Market sensitivityBeta, 5 years
JMEE 1.10PCSG 0.67

JMEE and PCSG in the news

All news⁠

Popular comparisons

  • JMEEAvsAVMCA

    JPMorgan Small & Mid Cap Enhanced Equity ETF · Avantis U.S. Mid Cap Equity ETF

    Expense ratio
    0.35% · 0.18%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • PCSGFvsAVMCA

    Polen 5Perspectives Small-Mid Growth ETF · Avantis U.S. Mid Cap Equity ETF

    Expense ratio
    0.75% · 0.18%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • JMEEAvsFEMVA

    JPMorgan Small & Mid Cap Enhanced Equity ETF · Fidelity Enhanced Mid Cap Value ETF

    Expense ratio
    0.35% · 0.23%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • PCSGFvsFEMVA

    Polen 5Perspectives Small-Mid Growth ETF · Fidelity Enhanced Mid Cap Value ETF

    Expense ratio
    0.75% · 0.23%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • JMEEAvsDFMCA

    JPMorgan Small & Mid Cap Enhanced Equity ETF · U.S. Micro Cap Portfolio ETF

    Expense ratio
    0.35% · 0.43%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • PCSGFvsDFMCA

    Polen 5Perspectives Small-Mid Growth ETF · U.S. Micro Cap Portfolio ETF

    Expense ratio
    0.75% · 0.43%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.