JDOC vs IXJ

AJDOC

BIXJ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,393IXJ

Lowest cost0.38%IXJ · $38 on $10k

Most income1.25%IXJ · $125 on $10k

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

Held in common56.7%JDOC and IXJ

JDOC

IXJ

JPMorgan Healthcare Leaders ETF · $10MiShares Global Healthcare ETF · $4.6B

[…]3 years · per year[…] · $15,304+15.2%

[…]5 years · per year[…] · $14,393+7.6%

0.65%Expense ratio$65 · $38 on $10k · lower wins0.38%

0.76%12-mo yield$76 · $125 on $10k1.25%

−9.7%Worst dropSmaller wins−10.8%

15.6%VolatilityLower wins16.1%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsJDOC · IXJ

8.8%LLY11.6%

8.3%ABBV5.2%

4.6%JNJ6.6%

5.4%UNH4.1%

Held in common56.7%

End-of-day Nov 4, 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	BIXJ	iShares Global Healthcare ETFRead Desk		0.38%	1.25%	+3.2%	+19.7%	+28.6%	+15.2%	+7.6%	−10.8%	$4.6B
2	AJDOC	JPMorgan Healthcare Leaders ETFRead Desk		0.65%	0.76%	+3.1%	+16.8%	+25.1%	new	new	−9.7%	$10M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIXJ	iShares Global Healthcare ETFRead Desk		0.38%	1.25%	+3.2%	+19.7%	+28.6%	+15.2%	+7.6%	−10.8%	$4.6B
2	AJDOC	JPMorgan Healthcare Leaders ETFRead Desk		0.65%	0.76%	+3.1%	+16.8%	+25.1%	new	new	−9.7%	$10M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JDOC vs IXJ

JDOC

JPMorgan Healthcare Leaders

[…]

IXJ

iShares Global Healthcare

$14,393

MeasureJDOCIXJ

Fee0.65%0.38%

Cost on $10k a year$65$38

Yield0.76%1.25%

5 years, per year[…]+7.6%

3 years, per year[…]+15.2%

Worst drop · 1Y−9.7%−10.8%

Volatility · 1Y15.6%16.1%

2–2measures won
level

56.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: JDOC, IXJ

Today

56.7%most shared, JDOC and IXJ

JDOCIXJ

JDOC—56.7%

IXJ56.7%—

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

Income After Fees on $10,000

$87most kept, IXJ

IXJ$125 − $38 = $87

JDOC$76 − $65 = $11

KeptFee

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