VHT vs JDOC

AVHT

BJDOC

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,317VHT

Lowest cost0.09%VHT · $9 on $10k

Most income1.35%VHT · $135 on $10k

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

Held in common50.5%VHT and JDOC

VHT

JDOC

Vanguard Health Care ETF · $19.1BJPMorgan Healthcare Leaders ETF · $10M

+16.5%3 years · per year$15,815 · […][…]

+7.4%5 years · per year$14,317 · […][…]

0.09%Expense ratio$9 · $65 on $10k · lower wins0.65%

1.35%12-mo yield$135 · $78 on $10k0.78%

−10.4%Worst dropSmaller wins−9.7%

16.3%VolatilityLower wins15.8%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsVHT · JDOC

12.9%LLY8.6%

6.5%ABBV8.3%

4.7%UNH5.3%

8.8%JNJ4.6%

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	AVHT	Vanguard Health Care ETFRead Desk		0.09%	1.35%	−2.9%	+19.7%	+28.0%	+16.5%	+7.4%	−10.4%	$19.1B
2	BJDOC	JPMorgan Healthcare Leaders ETFRead Desk		0.65%	0.78%	−2.4%	+14.0%	+22.0%	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	AVHT	Vanguard Health Care ETFRead Desk		0.09%	1.35%	−2.9%	+19.7%	+28.0%	+16.5%	+7.4%	−10.4%	$19.1B
2	BJDOC	JPMorgan Healthcare Leaders ETFRead Desk		0.65%	0.78%	−2.4%	+14.0%	+22.0%	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

VHT vs JDOC

VHT

Vanguard Health Care

$14,317

JDOC

JPMorgan Healthcare Leaders

[…]

MeasureVHTJDOC

Fee0.09%0.65%

Cost on $10k a year$9$65

Yield1.35%0.78%

5 years, per year+7.4%[…]

3 years, per year+16.5%[…]

Worst drop · 1Y−10.4%−9.7%

Volatility · 1Y16.3%15.8%

2–2measures won
level

50.5%

holdings shared

Nov 5, 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VHT, JDOC

Today

50.5%most shared, VHT and JDOC

VHTJDOC

VHT—50.5%

JDOC50.5%—

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

Income After Fees on $10,000

$126most kept, VHT

VHT$135 − $9 = $126

JDOC$78 − $65 = $13

KeptFee

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