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JMEE vs WSMD

JPMorgan Small & Mid Cap Enhanced Equity ETF

JMEEANYSE Arca

Wasatch Small/Mid Cap ETF

WSMDDNYSE Arca

Overlap

Expense ratio

JMEE −0.40pt a year

JMEE0.35%WSMD0.75%

Avg volume · 30D

JMEE 11.8×the volume

JMEE121KWSMD10.2K

JMEE vs WSMD Performance

Jul 31, 2026 – Oct 30, 2026

−2.0%JMEE−2.5%WSMD

Jul 31, 2026 to Oct 30, 2026. JMEE −2.0%. WSMD −2.5%. Use the arrow keys to read each point.0%2%4%Jul 2026Sep 2026Oct 2026
Expense ratio
JMEE 0.35%, better
WSMD 0.75%
Fund size
JMEE $2.94B
WSMD $13M
1Y total return
JMEE +19.6%
WSMD No data
Yield (12M)
JMEE 0.97%
WSMD No data
Holdings
JMEE 676
WSMD 90
Avg volume (30D)
JMEE 121K sh, better
WSMD 10.2K sh
NAV per share
JMEE $74.78
WSMD $24.58
52W range

ETF.net Grade

JMEE: Cost 84, Risk 50, Mission not scored, Tradability 56, Holdings 88, Durability 96. WSMD: Cost 22, Risk 34, Mission not scored, Tradability 41, Holdings 61, Durability 16.
Pillar letters and Scores for JMEE, WSMD, with each pillar’s weight
PillarJMEEWSMD
Cost30% weightA84HigherF22
Mission25% weightNot scoredNot scored
Risk15% weightC50HigherD34
Tradability15% weightB56HigherC41
Holdings10% weightA88HigherB61
Durability5% weightA96HigherF16

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 WSMD 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 WSMD 35th 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 34DGRNJFundstrat Granny Shots US Small- & Mid-Cap ETFScore 36
  7. Rank 35DWSMDWasatch Small/Mid Cap ETFScore 32
  8. Rank 36DEPMBHarbor Mid Cap Core ETF (EPMB)Score 31

Our read on each fund

ETF.net Research

JMEEAJPMorgan Small & Mid Cap Enhanced Equity ETF

WSMDDWasatch Small/Mid Cap 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%.

WSMD No data

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.

WSMD No data

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.

WSMD No data

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.

WSMD No data

Full JMEE profile⁠

Full WSMD profile⁠

JMEE vs WSMD 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 WSMD Cost

Overpaying WSMD vs JMEE

$7,356

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

  • JMEE 0.35%

    $7,126

  • WSMD 0.75%

    $14,482

$10,000
30 years

Cost over time

  • JMEE 0.35%
  • WSMD 0.75%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K051015202530WSMD $14,482JMEE $7,126

Year by year

YearJMEEWSMDOverpaying
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%WSMD
  • Middle half of US Active Small/Mid-Cap funds
  • Median 0.55%

JMEE 7th cheapest of 47 funds

WSMD 34th cheapest of 47 funds

JMEE vs WSMD Dividends

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

No distribution history available.

JMEE vs WSMD 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%WSMD No data
Return per unit of riskSharpe ratio, 3 years
JMEE 0.90WSMD No data
Worst fallMax drawdown, 5 years
JMEE −25.4%since May 2022WSMD No data
Market sensitivityBeta, 5 years
JMEE 1.10WSMD 0.33

JMEE and WSMD in the news

All news⁠

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