Compare · 2 funds side by side · dividends reinvested

IXJ and JDOC

IXJiShares×JDOCJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,393IXJ · best of the two

02 / 04

IXJ and JDOC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Healthcare ETFSectors · Health care0.38%1.25%+19.7%+28.6%+15.2%+7.6%−10.8%16.1%$4.7B1.3

JPMorgan Healthcare Leaders ETFSectors · Health care0.65%0.76%+16.8%+25.1%[…][…]−9.7%15.6%$10M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IXJ 2001 · JDOC 2023

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Healthcare ETF · $4.7B$14,393

IXJ

JDOC

JPMorgan Healthcare Leaders ETF · $10M[…]

$10,000 five years ago, dividends reinvested · they hold 56.7% in common

IXJMeasureJDOC

+19.7%Year to dateJan 1 → Nov 4+16.8%

+28.6%1 yearTotal return+25.1%

+15.2%3 years · per year$10,000 became $15,304 · […][…]

+7.6%5 years · per year$10,000 became $14,393 · […][…]

0.38%Expense ratio$38 · $65 a year on $10k · lower is better0.65%

1.25%Trailing 12-mo yield$125 · $76 a year on $10k0.76%

−10.8%Worst dropSmaller is better−9.7%

16.1%VolatilityLower is calmer15.6%

IXJJDOC Winner of the row, in its colourEach row: the bigger of the two fills its side

4–2IXJ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IXJ vs JDOC: Top 5 Holdings

Today

IXJ

31.6%in top 5

JDOC

in top 531.8%

IXJStockJDOC

11.6%LLY8.8%

5.2%ABBV8.3%

6.6%JNJ4.6%

4.1%UNH5.4%

not top 5NOVN.SW4.6%

4.0%MRKnot top 5

Held in common56.7%

End-of-day Nov 4, 2026 · share of each fund

IXJ vs JDOC Returns, Every Period

iSharesIXJ

+28.6%

past year

JDOCJ.P. Morgan

+25.1%

past year

IXJJDOCFaded: behind in that period

2–0IXJ wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IXJ vs JDOC

YTD

iSharesIXJ

+19.7%

JDOCJ.P. Morgan

+16.8%

+19.7%Year to date+16.8%

−10.8%Worst drop · 1Y−9.7%

16.1%Volatility · 1Y15.6%

1.2%Yield0.8%

$4.7BAssets$9.8M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IXJ, JDOC

Today

0.38%lowest, IXJ

FundExpense ratioFee$10k

IXJ0.38%$38

JDOC0.65%$65

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IXJ, JDOC

1.25%highest, IXJ

FundTrailing yieldYield$10k

IXJ1.25%$125

JDOC0.76%$76

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$87most kept, IXJ

IXJ$125 − $38 = $87

JDOC$76 − $65 = $11

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IXJ, JDOC

Today

56.7%most shared, IXJ and JDOC

IXJJDOC

IXJ—56.7%

JDOC56.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.6%IXJ, at 16.1% volatility

JDOCWorst drop−9.7%15.6% vol

IXJWorst drop−10.8%16.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IXJJDOC

+19.7%Year to date+16.8%

1.2%Yield0.8%

+28.6%Past year+25.1%

0.38%Fee0.65%

4–0IXJ wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026