JDOC vs XLV

AJDOC

BXLV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,068XLV

Lowest cost0.08%XLV · $8 on $10k

Most income1.39%XLV · $139 on $10k

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

Held in common54.7%JDOC and XLV

JDOC

XLV

JPMorgan Healthcare Leaders ETF · $10MState Street Health Care Select Sector SPDR ETF · $49.1B

[…]3 years · per year[…] · $15,709+16.2%

[…]5 years · per year[…] · $15,068+8.5%

0.65%Expense ratio$65 · $8 on $10k · lower wins0.08%

0.78%12-mo yield$78 · $139 on $10k1.39%

−9.7%Worst dropSmaller wins−10.5%

15.3%VolatilityLower wins16.4%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsJDOC · XLV

8.8%LLY16.5%

8.4%ABBV7.7%

5.4%UNH5.5%

4.7%JNJ9.9%

Held in common54.7%

End-of-day Nov 3, 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	BXLV	State Street Health Care Select Sector SPDR ETFRead Desk		0.08%	1.39%	−0.3%	+20.4%	+29.7%	+16.2%	+8.5%	−10.5%	$49.1B
2	AJDOC	JPMorgan Healthcare Leaders ETFRead Desk		0.65%	0.78%	+0.2%	+13.3%	+20.6%	new	new	−9.7%	$10M

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

Both

5Y2 funds

#			Trend
1	BXLV	State Street Health Care Select Sector SPDR ETFRead Desk		0.08%	1.39%	−0.3%	+20.4%	+29.7%	+16.2%	+8.5%	−10.5%	$49.1B
2	AJDOC	JPMorgan Healthcare Leaders ETFRead Desk		0.65%	0.78%	+0.2%	+13.3%	+20.6%	new	new	−9.7%	$10M

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

Cards for this view

JDOC vs XLV

JDOC

JPMorgan Healthcare Leaders

[…]

XLV

Health Care Select Sector SPDR

$15,068

MeasureJDOCXLV

Fee0.65%0.08%

Cost on $10k a year$65$8

Yield0.78%1.39%

5 years, per year[…]+8.5%

3 years, per year[…]+16.2%

Worst drop · 1Y−9.7%−10.5%

Volatility · 1Y15.3%16.4%

2–2measures won
level

54.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: JDOC, XLV

Today

54.7%most shared, JDOC and XLV

JDOCXLV

JDOC—54.7%

XLV54.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$131most kept, XLV

XLV$139 − $8 = $131

JDOC$78 − $65 = $13

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee