JDOC vs IYH

AJDOC

BIYH

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,222IYH

Lowest cost0.37%IYH · $37 on $10k

Most income1.03%IYH · $103 on $10k

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

Held in common52.5%JDOC and IYH

JDOC

IYH

JPMorgan Healthcare Leaders ETF · $10MiShares U.S. Healthcare ETF · $4.7B

[…]3 years · per year[…] · $15,470+15.7%

[…]5 years · per year[…] · $14,381+7.5%

0.65%Expense ratio$65 · $37 on $10k · lower wins0.37%

0.78%12-mo yield$78 · $103 on $10k1.03%

−9.7%Worst dropSmaller wins−10.6%

15.8%VolatilityLower wins16.9%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsJDOC · IYH

8.6%LLY16.0%

8.3%ABBV7.4%

5.3%UNH5.2%

4.6%JNJ9.4%

Held in common52.5%

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	BIYH	iShares U.S. Healthcare ETFRead Desk		0.37%	1.03%	−2.8%	+20.3%	+28.8%	+15.7%	+7.5%	−10.6%	$4.7B
2	AJDOC	JPMorgan Healthcare Leaders ETFRead Desk		0.65%	0.78%	−2.4%	+14.0%	+22.0%	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	BIYH	iShares U.S. Healthcare ETFRead Desk		0.37%	1.03%	−2.8%	+20.3%	+28.8%	+15.7%	+7.5%	−10.6%	$4.7B
2	AJDOC	JPMorgan Healthcare Leaders ETFRead Desk		0.65%	0.78%	−2.4%	+14.0%	+22.0%	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 IYH

JDOC

JPMorgan Healthcare Leaders

[…]

IYH

iShares U.S. Healthcare

$14,381

MeasureJDOCIYH

Fee0.65%0.37%

Cost on $10k a year$65$37

Yield0.78%1.03%

5 years, per year[…]+7.5%

3 years, per year[…]+15.7%

Worst drop · 1Y−9.7%−10.6%

Volatility · 1Y15.8%16.9%

2–2measures won
level

52.5%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: JDOC, IYH

Today

52.5%most shared, JDOC and IYH

JDOCIYH

JDOC—52.5%

IYH52.5%—

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

Income After Fees on $10,000

$66most kept, IYH

IYH$103 − $37 = $66

JDOC$78 − $65 = $13

KeptFee

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