Compare · 2 funds side by side · dividends reinvested

JDOC and VHT

JDOCJ.P. Morgan×VHTVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,317VHT · best of the two

02 / 04

JDOC and VHT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Health Care ETFSectors · Health care0.09%1.35%+19.7%+28.0%+16.5%+7.4%−10.4%16.3%$19.1B1.3

JPMorgan Healthcare Leaders ETFSectors · Health care0.65%0.78%+14.0%+22.0%[…][…]−9.7%15.8%$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 5, 2026 · returns include dividends · since: JDOC 2023 · VHT 2004

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Healthcare Leaders ETF · $10M[…]

JDOC

VHT

Vanguard Health Care ETF · $19.1B$14,317

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

JDOCMeasureVHT

+14.0%Year to dateJan 1 → Nov 5+19.7%

+22.0%1 yearTotal return+28.0%

[…]3 years · per year$10,000 became […] · $15,815+16.5%

[…]5 years · per year$10,000 became […] · $14,317+7.4%

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

0.78%Trailing 12-mo yield$78 · $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 5, 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

8.6%LLY12.9%

4.6%JNJ8.8%

8.3%ABBV6.5%

5.3%UNH4.7%

not top 5MRK5.0%

4.6%NOVN.SWnot top 5

Held in common50.5%

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

JDOC vs VHT Returns, Every Period

J.P. MorganJDOC

+22.0%

past year

VHTVanguard

+28.0%

past year

JDOCVHTFaded: behind in that period

0–2VHT wins

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

JDOC vs VHT

YTD

J.P. MorganJDOC

+14.0%

VHTVanguard

+19.7%

+14.0%Year to date+19.7%

−9.7%Worst drop · 1Y−10.4%

15.8%Volatility · 1Y16.3%

0.8%Yield1.4%

$9.8MAssets$19.1B

2–2level

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

Cost, Income and Risk

Fees: JDOC, VHT

Today

0.09%lowest, VHT

FundExpense ratioFee$10k

VHT0.09%$9

JDOC0.65%$65

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

Yields: JDOC, VHT

1.35%highest, VHT

FundTrailing yieldYield$10k

VHT1.35%$135

JDOC0.78%$78

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

Income After Fees on $10,000

$126most kept, VHT

VHT$135 − $9 = $126

JDOC$78 − $65 = $13

KeptFee

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

Overlap: JDOC, VHT

Today

50.5%most shared, JDOC and VHT

JDOCVHT

JDOC—50.5%

VHT50.5%—

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

Return vs Bumpiness: 2 ETFs

+28.0%VHT, at 16.3% volatility

JDOCWorst drop−9.7%15.8% vol

VHTWorst drop−10.4%16.3% vol

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

Paid More vs Made More

YTD

VHTJDOC

+19.7%Year to date+14.0%

1.4%Yield0.8%

+28.0%Past year+22.0%

0.09%Fee0.65%

4–0VHT 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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026