Compare · 2 funds side by side · dividends reinvested

JDOC and IXJ

JDOCJ.P. Morgan×IXJiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,815IXJ · best of the two

02 / 04

JDOC and IXJ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Healthcare ETFSectors · Health care0.38%1.29%+16.0%+24.7%+14.4%+6.7%−10.8%15.8%$4.6B1.3

JPMorgan Healthcare Leaders ETFSectors · Health care0.65%0.78%+13.3%+20.6%[…][…]−9.7%15.3%$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 3, 2026 · returns include dividends · since: JDOC 2023 · IXJ 2001

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Healthcare Leaders ETF · $10M[…]

JDOC

IXJ

iShares Global Healthcare ETF · $4.6B$13,815

$10,000 five years ago, dividends reinvested · they hold 57.0% in common

JDOCMeasureIXJ

+13.3%Year to dateJan 1 → Nov 3+16.0%

+20.6%1 yearTotal return+24.7%

[…]3 years · per year$10,000 became […] · $14,960+14.4%

[…]5 years · per year$10,000 became […] · $13,815+6.7%

0.65%Expense ratio$65 · $38 a year on $10k · lower is better0.38%

0.78%Trailing 12-mo yield$78 · $129 a year on $10k1.29%

−9.7%Worst dropSmaller is better−10.8%

15.3%VolatilityLower is calmer15.8%

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

2–4IXJ wins

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

More Ways to See the Pairs

JDOC vs IXJ: Top 5 Holdings

Today

JDOC

32.0%in top 5

IXJ

in top 532.0%

JDOCStockIXJ

8.8%LLY11.6%

8.4%ABBV5.3%

4.7%JNJ6.7%

5.4%UNH4.1%

4.7%NOVN.SWnot top 5

not top 5MRK4.2%

Held in common57.0%

End-of-day Nov 3, 2026 · share of each fund

JDOC vs IXJ Returns, Every Period

J.P. MorganJDOC

+20.6%

past year

IXJiShares

+24.7%

past year

JDOCIXJFaded: behind in that period

0–2IXJ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

JDOC vs IXJ

YTD

J.P. MorganJDOC

+13.3%

IXJiShares

+16.0%

+13.3%Year to date+16.0%

−9.7%Worst drop · 1Y−10.8%

15.3%Volatility · 1Y15.8%

0.8%Yield1.3%

$9.8MAssets$4.6B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JDOC, IXJ

Today

0.38%lowest, IXJ

FundExpense ratioFee$10k

IXJ0.38%$38

JDOC0.65%$65

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: JDOC, IXJ

1.29%highest, IXJ

FundTrailing yieldYield$10k

IXJ1.29%$129

JDOC0.78%$78

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$91most kept, IXJ

IXJ$129 − $38 = $91

JDOC$78 − $65 = $13

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: JDOC, IXJ

Today

57.0%most shared, JDOC and IXJ

JDOCIXJ

JDOC—57.0%

IXJ57.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.7%IXJ, at 15.8% volatility

JDOCWorst drop−9.7%15.3% vol

IXJWorst drop−10.8%15.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IXJJDOC

+16.0%Year to date+13.3%

1.3%Yield0.8%

+24.7%Past year+20.6%

0.38%Fee0.65%

4–0IXJ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026