Compare · 3 funds side by side · dividends reinvested

JDOC, XLV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

JDOC, XLV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.6

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.39%+20.4%+29.7%+16.2%+8.5%−10.5%16.4%$49.1B1.9

JPMorgan Healthcare Leaders ETFSectors · Health care0.65%0.78%+13.3%+20.6%[…][…]−9.7%15.3%$10M2.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: JDOC 2023 · XLV 1998 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Healthcare Leaders ETF · $10M[…]

JDOC

XLV

State Street Health Care Select Sector SPDR ETF · $49.1B$15,068

$10,000 five years ago, dividends reinvested · they hold 54.7% in common

JDOCMeasureXLV

+13.3%Year to dateJan 1 → Nov 3+20.4%

+20.6%1 yearTotal return+29.7%

[…]3 years · per year$10,000 became […] · $15,709+16.2%

[…]5 years · per year$10,000 became […] · $15,068+8.5%

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

0.78%Trailing 12-mo yield$78 · $139 a year on $10k1.39%

−9.7%Worst dropSmaller is better−10.5%

15.3%VolatilityLower is calmer16.4%

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

2–4XLV wins

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

More Ways to See the Pairs

JDOC vs XLV: Top 5 Holdings

Today

JDOC

32.0%in top 5

XLV

in top 545.0%

JDOCStockXLV

8.8%LLY16.5%

4.7%JNJ9.9%

8.4%ABBV7.7%

5.4%UNH5.5%

not top 5MRK5.4%

4.7%NOVN.SWnot top 5

Held in common54.7%

End-of-day Nov 3, 2026 · share of each fund

JDOC vs XLV Returns, Every Period

J.P. MorganJDOC

+20.6%

past year

XLVSPDR

+29.7%

past year

JDOCXLVFaded: behind in that period

0–2XLV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

JDOC vs XLV

YTD

J.P. MorganJDOC

+13.3%

XLVSPDR

+20.4%

+13.3%Year to date+20.4%

−9.7%Worst drop · 1Y−10.5%

15.3%Volatility · 1Y16.4%

0.8%Yield1.4%

$9.8MAssets$49.1B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JDOC, XLV, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XLV0.08%$8

JDOC0.65%$65

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: JDOC, XLV, VOO

1.39%highest, XLV

FundTrailing yieldYield$10k

XLV1.39%$139

VOO1.07%$107

JDOC0.78%$78

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$131most kept, XLV

XLV$139 − $8 = $131

VOO$107 − $3 = $104

JDOC$78 − $65 = $13

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: JDOC, XLV, VOO

Today

54.7%most shared, JDOC and XLV

JDOCXLVVOO

JDOC—54.7%6.8%

XLV54.7%—9.3%

VOO6.8%9.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.7%XLV, at 16.4% volatility

VOOWorst drop−8.9%12.7% vol

JDOCWorst drop−9.7%15.3% vol

XLVWorst drop−10.5%16.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XLVJDOC

+20.4%Year to date+13.3%

1.4%Yield0.8%

+29.7%Past year+20.6%

0.08%Fee0.65%

4–0XLV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026