XLV vs JDOC
YTDYear to date
XLV wins+7.2 pts
Past year
XLV wins+8.4 pts
Fee
XLV winslower fee
Yield
XLV wins+0.6 pts
AUM
XLV5005.8× more
4–0XLV wins
XLV and JDOC · year-to-date · as of Nov 5, 2026 · AUM not scored
JDOC vs XLV
YTD$67.57 · +3.1% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareXLV+ S&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+3.1%+13.0%+10.5%+16.8%+25.1%——+47.6%
Peer average+2.7%+8.5%+8.9%+24.4%+33.4%+84.3%+34.0%—
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
J.P. Morgan JDOC and XLV · total return, dividends in · as of Nov 5, 2026
JDOC’s Holdings
TodayLLYEli Lilly And Company8.8%ABBV8.3%UNH5.4%NOVN.SW4.6%JNJ4.6%TMO4.4%AZN.L4.2%MRK3.6%DHR2.9%ISRG2.7%SYK2.1%REGN2.1%BMY2.1%COR2.1%IQV2.1%4502.T2.0%HUM1.9%ROP.SW1.8%EW1.8%BIIBGMAB.VRTX33 more
LLYEli Lilly And Company8.8%ABBV8.3%UNH5.4%NOVN.SW4.6%JNJ4.6%TMO4.4%AZN.L4.2%MRK3.6%DHR2.9%ISRG2.7%SYKREGN43 more
Drug Manufacturers - GeneralBiotechnologyMedical - DiagnosticsMedical - Healthcare PlansMedical - DevicesDrug Manufacturers - SpecialtyOther
J.P. Morgan JDOC · 55 holdings · tile size = share of the fund · as of Nov 4, 2026
All 39 Health Care ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | XLV | State Street Health Care Select Sector SPDRReadDesk | 0.08% | 1.3% | +24.0% | +24.0% | $49.1B | |
| 2 | VHT | Health CareReadDesk | 0.09% | 1.3% | +23.3% | +23.3% | $19.1B | |
| 3 | XBI | State Street SPDR S&P BiotechReadDesk | 0.35% | 0.3% | +30.6% | +30.6% | $10.6B | |
| 4 | IYH | U.S. HealthcareReadDesk | 0.37% | 1.0% | +23.7% | +23.7% | $4.9B | |
| 5 | IXJ | Global HealthcareReadDesk | 0.38% | 1.2% | +19.7% | +19.7% | $4.7B | |
| 6 | IHI | U.S. Medical DevicesReadDesk | 0.37% | 0.4% | −2.7% | −2.7% | $4.1B | |
| 7 | FHLC | Fidelity MSCI Health CareReadDesk | 0.08% | 1.1% | +23.4% | +23.4% | $3.5B | |
| 8 | ARKG | ARK Genomic RevolutionReadDesk | 0.75% | — | +71.5% | +71.5% | $2.2B | |
| 9 | IHE | U.S. PharmaceuticalsReadDesk | 0.37% | 1.3% | +29.8% | +29.8% | $1.7B | |
| 10 | IHF | U.S. Healthcare ProvidersReadDesk | 0.37% | 0.9% | +27.1% | +27.1% | $1.5B | |
| 11 | PBPH | Portfolio Building Block World Pharma and BiotechReadDesk | 0.13% | 0.1% | +26.0% | +26.0% | $1.2B | |
| 12 | FTXH | First Trust Nasdaq PharmaceuticalsReadDesk | 0.60% | 0.6% | +36.8% | +36.8% | $1.2B | |
| 13 | PPH | VanEck PharmaceuticalReadDesk | 0.36% | 1.8% | +20.4% | +20.4% | $1.2B | |
| 14 | FXH | First Trust Health Care AlphaDEXReadDesk | 0.61% | 0.5% | +26.8% | +26.8% | $1.2B | |
| 15 | PJP | PharmaceuticalsReadDesk | 0.58% | 0.9% | +26.9% | +26.9% | $579M | |
| 16 | BBH | VanEck BiotechReadDesk | 0.35% | 0.4% | +38.2% | +38.2% | $538M |
1–16 of 39Page 1 of 3
Health Care · current AUM · as of Nov 5, 2026
JDOC Payouts by Year
3YLatest payout, Dec 2025
$0.51
a share · once a year
0.8% yield
0.8% yield
3 years added up
$3.41 a share
$3.41 a share
J.P. Morgan JDOC · per-share distributions by ex-date · 2023–2025
JDOC’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | XLV | State Street Health Care Select Sector SPDR ETFReadVersus | 0.08% | 1.3% | +3.1% | +24.0% | +33.5% | $49.1B | |
| 2 | VHT | Vanguard Health Care ETFReadVersus | 0.09% | 1.3% | +3.1% | +23.3% | +32.1% | $19.1B | |
| 3 | XBI | State Street SPDR S&P Biotech ETFReadVersus | 0.35% | 0.3% | +2.7% | +30.6% | +45.4% | $10.6B | |
| 4 | IYH | iShares U.S. Healthcare ETFReadVersus | 0.37% | 1.0% | +3.3% | +23.7% | +32.8% | $4.9B | |
| 5 | IXJ | iShares Global Healthcare ETFReadVersus | 0.38% | 1.2% | +3.2% | +19.7% | +28.6% | $4.7B | |
| 6 | JDOC | JPMorgan Healthcare Leaders ETFThis fund | 0.65% | 0.8% | +3.1% | +16.8% | +25.1% | $9.8M |
#24 of 33 this year · #32 cheapest of 39 · sorted by assetsOpen the Sectors table →
JDOC and its peer group · total return · as of Nov 5, 2026
Cards for This View
JDOC’s Top 10 Holdings
Today49.4%of JDOC sits in these 10
4NOVN.SNovartis Ag4.61%
J.P. Morgan JDOC · weight in the fund · as of Nov 4, 2026
JDOC’s Holdings
TodayLLYEli Lilly And Company8.8%ABBV8.3%UNH5.4%NOVN.SW4.6%JNJ4.6%TMO4.4%AZN.L4.2%MRK3.6%DHR2.9%ISRG2.7%SYK2.1%REGN2.1%BMY2.1%COR2.1%IQV2.1%4502.T2.0%HUM1.9%ROP.SW1.8%EW1.8%BIIBGMAB.VRTX33 more
LLYEli Lilly And Company8.8%ABBV8.3%UNH5.4%NOVN.SW4.6%JNJ4.6%TMO4.4%AZN.L4.2%MRK3.6%DHR2.9%ISRG2.7%SYKREGN43 more
Drug Manufacturers - GeneralBiotechnologyMedical - DiagnosticsMedical - Healthcare PlansMedical - DevicesDrug Manufacturers - SpecialtyOther
J.P. Morgan JDOC · 55 holdings · tile size = share of the fund · as of Nov 4, 2026
JDOC vs Peer Average
YTDJDOCAvsBPeer average
1D+3.1%+2.7%
1M+13.0%+8.5%
3M+10.5%+8.9%
YTD+16.8%+24.4%
1Y+25.1%+33.4%
3Y[…]+84.3%
5Y[…]+34.0%
3–2JDOC wins
38 Health care peers · each row scaled to its leader