JDOC vs ARKG

AJDOC

BARKG

Measures won4–0JDOC wins · of 6 · 5Y

$10,000 · 5Y$6,090ARKG

Lowest cost0.65%JDOC · $65 on $10k

Most income0.77%JDOC · $77 on $10k

Smallest drop−9.7%JDOC · worst fall in 1Y

Held in common4.4%JDOC and ARKG

JDOC

ARKG

JPMorgan Healthcare Leaders ETF · $10MARK Genomic Revolution ETF · $2.2B

[…]3 years · per year[…] · $19,574+25.1%

[…]5 years · per year[…] · $6,090−9.4%

0.65%Expense ratio$65 · $75 on $10k · lower wins0.75%

0.77%12-mo yield$77 · $0 on $10k0.00%

−9.7%Worst dropSmaller wins−27.5%

15.8%VolatilityLower wins46.9%

4–0JDOC wins

$10,000 · 5 yearsOne scale

Shared top holdingsJDOC · ARKG

8.5%LLY4.4%

Held in common4.4%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BARKG	ARK Genomic Revolution ETFRead Desk		0.75%	0.00%	+1.9%	+56.9%	+52.8%	+25.1%	−9.4%	−27.5%	$2.2B
2	AJDOC	JPMorgan Healthcare Leaders ETFRead Desk		0.65%	0.77%	+0.3%	+14.4%	+22.3%	new	new	−9.7%	$10M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BARKG	ARK Genomic Revolution ETFRead Desk		0.75%	0.00%	+1.9%	+56.9%	+52.8%	+25.1%	−9.4%	−27.5%	$2.2B
2	AJDOC	JPMorgan Healthcare Leaders ETFRead Desk		0.65%	0.77%	+0.3%	+14.4%	+22.3%	new	new	−9.7%	$10M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JDOC vs ARKG

JDOC

JPMorgan Healthcare Leaders

[…]

ARKG

ARK Genomic Revolution

$6,090

MeasureJDOCARKG

Fee0.65%0.75%

Cost on $10k a year$65$75

Yield0.77%0.00%

5 years, per year[…]−9.4%

3 years, per year[…]+25.1%

Worst drop · 1Y−9.7%−27.5%

Volatility · 1Y15.8%46.9%

4–0measures won
JDOC first

4.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: JDOC, ARKG

Today

4.4%most shared, JDOC and ARKG

JDOCARKG

JDOC—4.4%

ARKG4.4%—

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

Income After Fees on $10,000

$12most kept, JDOC

JDOC$77 − $65 = $12

ARKG$0 − $75 = −$75

KeptFee

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