Which returned more over the last year, JMEE or SCHM?

In the year to Oct 20, 2026, with distributions reinvested, JMEE returned +17.9% and SCHM +17.6%.

Which is cheaper, JMEE or SCHM?

SCHM is cheaper, by 0.21 percentage points a year. That is about $21 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do JMEE and SCHM overlap with the S&P 500?

By their latest filed holdings, 0% of JMEE and 30% of SCHM by weight is stocks the S&P 500 already holds.

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JMEE vs SCHM: Differences, Returns & Fees

JMEE and SCHM hold 44% of their weight in the same names. Net assets: $2.9bn on Oct 20, 2026 for JPMorgan Small & Mid Cap Enhanced Equity ETF, and $14.6bn on May 31, 2026 for Schwab U.S. Mid-Cap ETF.

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Answers cite the figures on this page.

SCHM costs 0.21 points a year less; their one-year returns differ by 0.3 points.

JMEE vs SCHM: Differences, Returns & Fees
	JMEE	SCHM
Expense ratio	0.24%	0.03%
Net assets, JMEE as of Oct 20, 2026 and SCHM as of May 31, 2026	$2.9bn	$14.6bn
Total return, 1 year	+17.9%	+17.6%
What it tracks	No index, actively managed	Dow Jones U.S. Mid-Cap Total Stock Market Index
Holdings in common	44%
Top ten holdings, share of the fund	5.8%	13.3%
Below its high	7.1%, high on Aug 14, 2026	5.8%, high on Jun 30, 2026

Holdings in common uses holdings dated May 31, 2026 and Oct 20, 2026.

+17.9%

JMEE total return, 1 year

+17.6%

SCHM total return, 1 year

0.24%

JMEE expense ratio

0.03%

SCHM expense ratio

What they hold in common

By the books each fund has filed, JMEE and SCHM hold 44% of their money in the same securities at the same weight. Holdings dated May 31, 2026 and Oct 20, 2026.

50%

half

44% in common

Positions both hold, largest shared weight first

Holding JMEE SCHM

TECHNIPFMC PLC COMMON 0.63% 0.51%

NVENT ELECTRIC PLC 0.62% 0.50%

CURTISS-WRIGHT CORP 0.49% 0.51%

UNITED THERAPEUTICS CORP 0.71% 0.45%

ATI INC COMMON STOCK USD 0.50% 0.44%

MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 0.42% 0.44%

OKTA INC COMMON STOCK 0.81% 0.39%

WOODWARD INC COMMON 0.43% 0.39%

XPO INC COMMON STOCK USD 0.37% 0.47%

RELIANCE INC COMMON 0.51% 0.37%

TD SYNNEX CORP COMMON 0.41% 0.36%

RBC BEARINGS INC COMMON 0.42% 0.34%

Only in JMEE

PROTAGONIST THERAPEUTICS 0.40%

DIGITALOCEAN HOLDINGS 0.37%

IRIDIUM COMMUNICATIONS 0.33%

SHARKNINJA INC COMMON 0.33%

ALARM.COM HOLDINGS INC 0.31%

ENERSYS COMMON STOCK USD 0.31%

HAEMONETICS CORP COMMON 0.30%

BRADY CORP COMMON STOCK 0.29%

Only in SCHM

Sandisk Corp 4.64%

Ciena Corp 1.51%

Bloom Energy Corp 1.36%

Coherent Corp 1.26%

Lumentum Holdings Inc 1.13%

Flex Ltd 1.03%

Steel Dynamics Inc 0.66%

Revolution Medicines Inc 0.57%

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On the same fields

JMEE

JPMorgan Small & Mid Cap Enhanced Equity ETF

SCHM

Schwab U.S. Mid-Cap ETF

Where it sits Stock ETF Stock ETF

Issuer JPMorgan Schwab

What it is Actively managed Tracks an index

Total return, 1 year +17.9% +17.6%

Its benchmark over the same days not measured +15.9% (VOO)

Gap to its benchmark not measured +1.7 pts vs VOO

Expense ratio 0.24% 0.03%

Already in the S&P 500 0.0% 30.3%

Holdings 679 496

Net assets, JMEE as of Oct 20, 2026 and SCHM as of May 31, 2026 $2.9bn $14.6bn

JMEE and SCHM on the fields both publish, as of Oct 20, 2026. Source: ETFIQ.

About JMEE

JMEE is actively managed and tracks no index. Over the year to Oct 20, 2026 it returned +17.9% with distributions reinvested. The prospectus expense ratio is 0.24% a year. By its holdings published by its issuer for Oct 20, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 679 positions, with the top ten at 5.8%. It sat 7.1% below its high of Aug 14, 2026 on Oct 20, 2026.

About SCHM

SCHM tracks an index. Over the year to Oct 20, 2026 it returned +17.6% with distributions reinvested, against +15.9% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.03% a year. By its holdings filed for May 31, 2026, 30% of the fund by weight is stocks the S&P 500 also holds, across 496 positions, with the top ten at 13.3%. It sat 5.8% below its high of Jun 30, 2026 on Oct 20, 2026.

Questions people ask

Which returned more over the last year, JMEE or SCHM?: In the year to Oct 20, 2026, with distributions reinvested, JMEE returned +17.9% and SCHM +17.6%.
Which is cheaper, JMEE or SCHM?: SCHM is cheaper, by 0.21 percentage points a year. That is about $21 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do JMEE and SCHM overlap with the S&P 500?: By their latest filed holdings, 0% of JMEE and 30% of SCHM by weight is stocks the S&P 500 already holds.

Other comparisons

JMEE vs MOAT JMEE vs SPMD JMEE vs MDY JMEE vs XMMO MDYG vs SCHM PRFZ vs SCHM KOMP vs SCHM CGMM vs SCHM

JMEE on its own →SCHM on its own →Hold both: look the portfolio through →Rankings →JMEE dividend history →JMEE holdings →SCHM dividend history →SCHM holdings →Standards and sources →

Where these figures came from

JMEE filings on SEC EDGAR ↗JMEE prospectus with the expense ratio (SEC) ↗JPMorgan website ↗SCHM filings on SEC EDGAR ↗SCHM prospectus with the expense ratio (SEC) ↗Schwab website ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

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ETFIQ, JMEE against SCHM, data as of Oct 20, 2026. https://etfiq.com/compare/any/jmee-vs-schm

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Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.