JDOC vs VHT

AJDOC

BVHT

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,317VHT

Lowest cost0.09%VHT · $9 on $10k

Most income1.31%VHT · $131 on $10k

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

Held in common50.5%JDOC and VHT

JDOC

VHT

JPMorgan Healthcare Leaders ETF · $10MVanguard Health Care ETF · $19.1B

[…]3 years · per year[…] · $16,391+17.9%

[…]5 years · per year[…] · $14,891+8.3%

0.65%Expense ratio$65 · $9 on $10k · lower wins0.09%

0.76%12-mo yield$76 · $131 on $10k1.31%

−9.7%Worst dropSmaller wins−10.4%

15.6%VolatilityLower wins16.0%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsJDOC · VHT

8.6%LLY12.9%

8.3%ABBV6.5%

5.3%UNH4.7%

4.6%JNJ8.8%

Held in common50.5%

End-of-day Nov 5, 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	BVHT	Vanguard Health Care ETFRead Desk		0.09%	1.31%	+3.1%	+23.3%	+32.1%	+17.9%	+8.3%	−10.4%	$19.1B
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVHT	Vanguard Health Care ETFRead Desk		0.09%	1.31%	+3.1%	+23.3%	+32.1%	+17.9%	+8.3%	−10.4%	$19.1B
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JDOC vs VHT

JDOC

JPMorgan Healthcare Leaders

[…]

VHT

Vanguard Health Care

$14,891

MeasureJDOCVHT

Fee0.65%0.09%

Cost on $10k a year$65$9

Yield0.76%1.31%

5 years, per year[…]+8.3%

3 years, per year[…]+17.9%

Worst drop · 1Y−9.7%−10.4%

Volatility · 1Y15.6%16.0%

2–2measures won
level

50.5%

holdings shared

Nov 5, 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: JDOC, VHT

Today

50.5%most shared, JDOC and VHT

JDOCVHT

JDOC—50.5%

VHT50.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$122most kept, VHT

VHT$131 − $9 = $122

JDOC$76 − $65 = $11

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee