Compare · 2 funds side by side · dividends reinvested

JDOC and XLF

JDOCJ.P. Morgan×XLFSPDR×

Versus in desk

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

02 / 04

JDOC 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%$55.5B1.4

JPMorgan Healthcare Leaders ETFSectors · Health care0.65%0.77%+14.4%+22.3%[…][…]−9.7%15.8%$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 6, 2026 · returns include dividends · since: JDOC 2023 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Healthcare Leaders ETF · $10M[…]

JDOC

XLF

State Street Financial Select Sector SPDR ETF · $55.5B$15,474

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

JDOCMeasureXLF

+14.4%Year to dateJan 1 → Nov 6+5.7%

+22.3%1 yearTotal return+10.4%

[…]3 years · per year$10,000 became […] · $18,391+22.5%

[…]5 years · per year$10,000 became […] · $15,474+9.1%

0.65%Expense ratio$65 · $8 a year on $10k · lower is better0.08%

0.77%Trailing 12-mo yield$77 · $144 a year on $10k1.44%

−9.7%Worst dropSmaller is better−14.8%

15.8%VolatilityLower is calmer15.3%

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

3–3Level

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 XLF: Top 5 Holdings

Today

JDOC

31.5%in top 5

XLF

in top 543.7%

JDOCStockXLF

not top 5BRK-B13.2%

not top 5JPM11.1%

not top 5V8.9%

8.5%LLYnot top 5

8.4%ABBVnot top 5

not top 5MA6.5%

5.3%UNHnot top 5

4.7%NOVN.SWnot top 5

4.7%JNJnot top 5

not top 5BAC4.0%

Held in common0.0%

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

JDOC vs XLF Returns, Every Period

J.P. MorganJDOC

+22.3%

past year

XLFSPDR

+10.4%

past year

JDOCXLFFaded: behind in that period

2–0JDOC 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, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

JDOC0.65%$65

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

Yields: JDOC, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

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

JDOC$77 − $65 = $12

KeptFee

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

Overlap: JDOC, XLF

Today

0.0%most shared, JDOC and XLF

JDOCXLF

JDOC—0.0%

XLF0.0%—

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

Return vs Bumpiness: 2 ETFs

+22.3%JDOC, at 15.8% volatility

XLFWorst drop−14.8%15.3% vol

JDOCWorst drop−9.7%15.8% vol

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

Paid More vs Made More

YTD

XLFJDOC

+5.7%Year to date+14.4%

1.4%Yield0.8%

+10.4%Past year+22.3%

0.08%Fee0.65%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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