Compare · 2 funds side by side · dividends reinvested

JDOC and IYH

JDOCJ.P. Morgan×IYHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,917IYH · best of the two

02 / 04

JDOC and IYH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Healthcare ETFSectors · Health care0.37%1.00%+23.7%+32.8%+17.0%+8.3%−10.6%16.7%$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: JDOC 2023 · IYH 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Healthcare Leaders ETF · $10M[…]

JDOC

IYH

iShares U.S. Healthcare ETF · $4.7B$14,917

$10,000 five years ago, dividends reinvested · they hold 52.6% in common

JDOCMeasureIYH

+16.8%Year to dateJan 1 → Nov 4+23.7%

+25.1%1 yearTotal return+32.8%

[…]3 years · per year$10,000 became […] · $16,005+17.0%

[…]5 years · per year$10,000 became […] · $14,917+8.3%

0.65%Expense ratio$65 · $37 a year on $10k · lower is better0.37%

0.76%Trailing 12-mo yield$76 · $100 a year on $10k1.00%

−9.7%Worst dropSmaller is better−10.6%

15.6%VolatilityLower is calmer16.7%

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

2–4IYH wins

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

More Ways to See the Pairs

JDOC vs IYH: Top 5 Holdings

Today

JDOC

31.8%in top 5

IYH

in top 543.7%

JDOCStockIYH

8.8%LLY16.4%

4.6%JNJ9.4%

8.3%ABBV7.4%

5.4%UNH5.3%

not top 5MRK5.2%

4.6%NOVN.SWnot top 5

Held in common52.6%

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

JDOC vs IYH Returns, Every Period

J.P. MorganJDOC

+25.1%

past year

IYHiShares

+32.8%

past year

JDOCIYHFaded: behind in that period

0–2IYH wins

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

JDOC vs IYH

YTD

J.P. MorganJDOC

+16.8%

IYHiShares

+23.7%

+16.8%Year to date+23.7%

−9.7%Worst drop · 1Y−10.6%

15.6%Volatility · 1Y16.7%

0.8%Yield1.0%

$9.8MAssets$4.7B

2–2level

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

Cost, Income and Risk

Fees: JDOC, IYH

Today

0.37%lowest, IYH

FundExpense ratioFee$10k

IYH0.37%$37

JDOC0.65%$65

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

Yields: JDOC, IYH

1.00%highest, IYH

FundTrailing yieldYield$10k

IYH1.00%$100

JDOC0.76%$76

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

Income After Fees on $10,000

$63most kept, IYH

IYH$100 − $37 = $63

JDOC$76 − $65 = $11

KeptFee

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

Overlap: JDOC, IYH

Today

52.6%most shared, JDOC and IYH

JDOCIYH

JDOC—52.6%

IYH52.6%—

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

Return vs Bumpiness: 2 ETFs

+32.8%IYH, at 16.7% volatility

JDOCWorst drop−9.7%15.6% vol

IYHWorst drop−10.6%16.7% vol

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

Paid More vs Made More

YTD

IYHJDOC

+23.7%Year to date+16.8%

1.0%Yield0.8%

+32.8%Past year+25.1%

0.37%Fee0.65%

4–0IYH 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026