JDOC vs VHT

AJDOC

BVHT

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,474XLF · VHT $14,205

Lowest cost0.08%XLF · $8 on $10k

Most income1.44%XLF · $144 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[…] · $15,781+16.4%

[…]5 years · per year[…] · $14,205+7.3%

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

0.77%12-mo yield$77 · $135 on $10k1.35%

−9.7%Worst dropSmaller wins−10.4%

15.8%VolatilityLower wins16.3%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJDOC · VHT

8.5%LLY12.9%

8.4%ABBV6.5%

4.7%JNJ8.8%

5.3%UNH4.7%

Held in common50.5%

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	BVHT	Vanguard Health Care ETFRead Desk	0.09%	1.35%	0.0%	+19.8%	+27.4%	+16.4%	+7.3%	−10.4%	$19.1B
3	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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	BVHT	Vanguard Health Care ETFRead Desk	0.09%	1.35%	0.0%	+19.8%	+27.4%	+16.4%	+7.3%	−10.4%	$19.1B
3	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 VHT

JDOC

JPMorgan Healthcare Leaders

[…]

VHT

Vanguard Health Care

$14,205

MeasureJDOCVHT

Fee0.65%0.09%

Cost on $10k a year$65$9

Yield0.77%1.35%

5 years, per year[…]+7.3%

3 years, per year[…]+16.4%

Worst drop · 1Y−9.7%−10.4%

Volatility · 1Y15.8%16.3%

2–2measures won
level

50.5%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: JDOC, VHT, XLF

Today

50.5%most shared, JDOC and VHT

JDOCVHTXLF

JDOC—50.5%0.0%

VHT50.5%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

VHT$135 − $9 = $126

JDOC$77 − $65 = $12

KeptFee

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