Compare · 3 funds side by side · dividends reinvested

JDOC, VHT and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,474XLF · best of the three

02 / 04

JDOC, VHT and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B1.8

Vanguard Health Care ETFSectors · Health care0.09%1.35%+19.8%+27.4%+16.4%+7.3%−10.4%16.3%$19.1B1.9

JPMorgan Healthcare Leaders ETFSectors · Health care0.65%0.77%+14.4%+22.3%[…][…]−9.7%15.8%$10M2.2

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: JDOC 2023 · VHT 2004 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Healthcare Leaders ETF · $10M[…]

JDOC

VHT

Vanguard Health Care ETF · $19.1B$14,205

$10,000 five years ago, dividends reinvested · they hold 50.5% in common

JDOCMeasureVHT

+14.4%Year to dateJan 1 → Nov 6+19.8%

+22.3%1 yearTotal return+27.4%

[…]3 years · per year$10,000 became […] · $15,781+16.4%

[…]5 years · per year$10,000 became […] · $14,205+7.3%

0.65%Expense ratio$65 · $9 a year on $10k · lower is better0.09%

0.77%Trailing 12-mo yield$77 · $135 a year on $10k1.35%

−9.7%Worst dropSmaller is better−10.4%

15.8%VolatilityLower is calmer16.3%

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

2–4VHT wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JDOC vs VHT: Top 5 Holdings

Today

JDOC

31.5%in top 5

VHT

in top 537.8%

JDOCStockVHT

8.5%LLY12.9%

4.7%JNJ8.8%

8.4%ABBV6.5%

5.3%UNH4.7%

not top 5MRK5.0%

4.7%NOVN.SWnot top 5

Held in common50.5%

End-of-day Nov 6, 2026 · share of each fund

JDOC vs VHT Returns, Every Period

J.P. MorganJDOC

+22.3%

past year

VHTVanguard

+27.4%

past year

JDOCVHTFaded: behind in that period

0–2VHT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

JDOC vs XLF

YTD

J.P. MorganJDOC

+14.4%

XLFSPDR

+5.7%

+14.4%Year to date+5.7%

−9.7%Worst drop · 1Y−14.8%

15.8%Volatility · 1Y15.3%

0.8%Yield1.4%

$10.1MAssets$55.5B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JDOC, VHT, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

VHT0.09%$9

JDOC0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JDOC, VHT, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

VHT1.35%$135

JDOC0.77%$77

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

VHT$135 − $9 = $126

JDOC$77 − $65 = $12

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JDOC, VHT, XLF

Today

50.5%most shared, JDOC and VHT

JDOCVHTXLF

JDOC—50.5%0.0%

VHT50.5%—0.0%

XLF0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.4%VHT, at 16.3% volatility

XLFWorst drop−14.8%15.3% vol

JDOCWorst drop−9.7%15.8% vol

VHTWorst drop−10.4%16.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLFVHT

+5.7%Year to date+19.8%

1.4%Yield1.4%

+10.4%Past year+27.4%

0.08%Fee0.09%

2–1VHT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026