Compare · 2 funds side by side · dividends reinvested

JDOC and XBI

JDOCJ.P. Morgan×XBISPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,100XBI · best of the two

02 / 04

JDOC and XBI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Biotech ETFSectors · Health care0.35%0.34%+30.6%+45.4%+34.9%+5.5%−14.9%29.1%$10.5B1.4

JPMorgan Healthcare Leaders ETFSectors · Health care0.65%0.76%+16.8%+25.1%[…][…]−9.7%15.6%$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 4, 2026 · returns include dividends · since: JDOC 2023 · XBI 2006

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Healthcare Leaders ETF · $10M[…]

JDOC

XBI

State Street SPDR S&P Biotech ETF · $10.5B$13,100

$10,000 five years ago, dividends reinvested · they hold 11.0% in common

JDOCMeasureXBI

+16.8%Year to dateJan 1 → Nov 4+30.6%

+25.1%1 yearTotal return+45.4%

[…]3 years · per year$10,000 became […] · $24,560+34.9%

[…]5 years · per year$10,000 became […] · $13,100+5.5%

0.65%Expense ratio$65 · $35 a year on $10k · lower is better0.35%

0.76%Trailing 12-mo yield$76 · $34 a year on $10k0.34%

−9.7%Worst dropSmaller is better−14.9%

15.6%VolatilityLower is calmer29.1%

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

3–3Level

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 XBI: Top 5 Holdings

Today

JDOC

31.8%in top 5

XBI

in top 59.5%

JDOCStockXBI

8.8%LLYnot top 5

8.3%ABBVnot top 5

5.4%UNHnot top 5

4.6%NOVN.SWnot top 5

4.6%JNJnot top 5

not top 5MRNA2.5%

not top 5EXEL1.8%

not top 5REGN1.8%

not top 5HALO1.8%

not top 5UTHR1.7%

Held in common11.0%

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

JDOC vs XBI Returns, Every Period

J.P. MorganJDOC

+25.1%

past year

XBISPDR

+45.4%

past year

JDOCXBIFaded: behind in that period

0–2XBI wins

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

JDOC vs XBI

YTD

J.P. MorganJDOC

+16.8%

XBISPDR

+30.6%

+16.8%Year to date+30.6%

−9.7%Worst drop · 1Y−14.9%

15.6%Volatility · 1Y29.1%

0.8%Yield0.3%

$9.8MAssets$10.5B

3–1JDOC wins

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

Cost, Income and Risk

Fees: JDOC, XBI

Today

0.35%lowest, XBI

FundExpense ratioFee$10k

XBI0.35%$35

JDOC0.65%$65

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

Yields: JDOC, XBI

0.76%highest, JDOC

FundTrailing yieldYield$10k

JDOC0.76%$76

XBI0.34%$34

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

Income After Fees on $10,000

$11most kept, JDOC

JDOC$76 − $65 = $11

XBI$34 − $35 = −$1

KeptFee

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

Overlap: JDOC, XBI

Today

11.0%most shared, JDOC and XBI

JDOCXBI

JDOC—11.0%

XBI11.0%—

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

Return vs Bumpiness: 2 ETFs

+45.4%XBI, at 29.1% volatility

JDOCWorst drop−9.7%15.6% vol

XBIWorst drop−14.9%29.1% vol

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

Paid More vs Made More

YTD

JDOCXBI

+16.8%Year to date+30.6%

0.8%Yield0.3%

+25.1%Past year+45.4%

0.65%Fee0.35%

3–1XBI 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