Compare · 2 funds side by side · dividends reinvested

JDOC and IDNA

JDOCJ.P. Morgan×IDNAiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$8,654IDNA · best of the two

02 / 04

JDOC and IDNA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Genomics Immunology and Healthcare ETFSectors · Health care0.47%0.68%+58.8%+70.0%+33.2%−2.8%−10.6%30.6%$335M1.4

JPMorgan Healthcare Leaders ETFSectors · Health care0.65%0.78%+14.0%+22.0%[…][…]−9.7%15.8%$10M1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: JDOC 2023 · IDNA 2019

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Healthcare Leaders ETF · $10M[…]

JDOC

IDNA

iShares Genomics Immunology and Healthcare ETF · $335M$8,654

$10,000 five years ago, dividends reinvested · they hold 15.3% in common

JDOCMeasureIDNA

+14.0%Year to dateJan 1 → Nov 5+58.8%

+22.0%1 yearTotal return+70.0%

[…]3 years · per year$10,000 became […] · $23,655+33.2%

[…]5 years · per year$10,000 became […] · $8,654−2.8%

0.65%Expense ratio$65 · $47 a year on $10k · lower is better0.47%

0.78%Trailing 12-mo yield$78 · $68 a year on $10k0.68%

−9.7%Worst dropSmaller is better−10.6%

15.8%VolatilityLower is calmer30.6%

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

3–3Level

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

More Ways to See the Pairs

JDOC vs IDNA: Top 5 Holdings

Today

JDOC

31.5%in top 5

IDNA

in top 533.8%

JDOCStockIDNA

not top 5MRNA14.6%

8.6%LLYnot top 5

8.3%ABBVnot top 5

not top 5GMAB.CO5.8%

not top 5TWST5.5%

5.3%UNHnot top 5

4.6%NOVN.SWnot top 5

4.6%JNJnot top 5

not top 5REGN3.9%

not top 5BAYN.DE3.9%

Held in common15.3%

End-of-day Nov 5, 2026 · share of each fund

JDOC vs IDNA Returns, Every Period

J.P. MorganJDOC

+22.0%

past year

IDNAiShares

+70.0%

past year

JDOCIDNAFaded: behind in that period

0–2IDNA wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

JDOC vs IDNA

YTD

J.P. MorganJDOC

+14.0%

IDNAiShares

+58.8%

+14.0%Year to date+58.8%

−9.7%Worst drop · 1Y−10.6%

15.8%Volatility · 1Y30.6%

0.8%Yield0.7%

$10.1MAssets$335M

3–1JDOC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JDOC, IDNA

Today

0.47%lowest, IDNA

FundExpense ratioFee$10k

IDNA0.47%$47

JDOC0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JDOC, IDNA

0.78%highest, JDOC

FundTrailing yieldYield$10k

JDOC0.78%$78

IDNA0.68%$68

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$21most kept, IDNA

IDNA$68 − $47 = $21

JDOC$78 − $65 = $13

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JDOC, IDNA

Today

15.3%most shared, JDOC and IDNA

JDOCIDNA

JDOC—15.3%

IDNA15.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+70.0%IDNA, at 30.6% volatility

JDOCWorst drop−9.7%15.8% vol

IDNAWorst drop−10.6%30.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JDOCIDNA

+14.0%Year to date+58.8%

0.8%Yield0.7%

+22.0%Past year+70.0%

0.65%Fee0.47%

3–1IDNA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026