XLV vs JDOC
YTDYear to date
XLV wins+7.1 pts
Past year
XLV wins+9.1 pts
Fee
XLV winslower fee
Yield
XLV wins+0.6 pts
AUM
XLV5006.3× more
4–0XLV wins
XLV and JDOC · year-to-date · as of Nov 4, 2026 · AUM not scored
JDOC vs S&P 500
YTD$65.53 · +0.2% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+0.2%+9.4%+7.6%+13.3%+20.6%——+43.1%
Peer average+0.6%+4.0%+6.1%+21.0%+29.0%+81.2%+28.9%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
J.P. Morgan JDOC and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
JDOC’s Holdings
TodayLLYEli Lilly And Company8.8%ABBV8.4%UNH5.4%NOVN.SW4.7%JNJ4.7%TMO4.3%AZN.L4.3%MRK3.6%DHR2.8%ISRG2.6%VRTX2.2%BMY2.1%SYK2.1%REGN2.1%COR2.1%IQV2.0%4502.T2.0%ROP.SW1.9%HUM1.8%EW1.7%BIIB1.7%GMAB.CO1.7%32 more
LLYEli Lilly And Company8.8%ABBV8.4%UNH5.4%NOVN.SW4.7%JNJ4.7%TMO4.3%AZN.L4.3%MRK3.6%DHR2.8%ISRG2.6%VRTX2.2%BMY42 more
Drug Manufacturers - GeneralBiotechnologyMedical - DiagnosticsMedical - Healthcare PlansMedical - DevicesDrug Manufacturers - SpecialtyOther
J.P. Morgan JDOC · 54 holdings · tile size = share of the fund · as of Nov 3, 2026
All 39 Health Care ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | XLV | State Street Health Care Select Sector SPDRReadDesk | 0.08% | 1.4% | +20.4% | +20.4% | $49.1B | |
| 2 | VHT | Health CareReadDesk | 0.09% | 1.4% | +19.6% | +19.6% | $19.1B | |
| 3 | XBI | State Street SPDR S&P BiotechReadDesk | 0.35% | 0.4% | +27.2% | +27.2% | $10.5B | |
| 4 | IYH | U.S. HealthcareReadDesk | 0.37% | 1.0% | +19.8% | +19.8% | $4.7B | |
| 5 | IXJ | Global HealthcareReadDesk | 0.38% | 1.3% | +16.0% | +16.0% | $4.6B | |
| 6 | IHI | U.S. Medical DevicesReadDesk | 0.37% | 0.5% | −8.9% | −8.9% | $3.9B | |
| 7 | FHLC | Fidelity MSCI Health CareReadDesk | 0.08% | 1.2% | +19.7% | +19.7% | $3.5B | |
| 8 | ARKG | ARK Genomic RevolutionReadDesk | 0.75% | — | +70.9% | +70.9% | $2.2B | |
| 9 | IHE | U.S. PharmaceuticalsReadDesk | 0.37% | 1.3% | +26.9% | +26.9% | $1.6B | |
| 10 | IHF | U.S. Healthcare ProvidersReadDesk | 0.37% | 0.9% | +24.7% | +24.7% | $1.5B | |
| 11 | PBPH | Portfolio Building Block World Pharma and BiotechReadDesk | 0.13% | 0.1% | +22.5% | +22.5% | $1.2B | |
| 12 | FTXH | First Trust Nasdaq PharmaceuticalsReadDesk | 0.60% | 0.7% | +33.8% | +33.8% | $1.2B | |
| 13 | FXH | First Trust Health Care AlphaDEXReadDesk | 0.61% | 0.5% | +21.8% | +21.8% | $1.2B | |
| 14 | PPH | VanEck PharmaceuticalReadDesk | 0.36% | 1.8% | +17.0% | +17.0% | $1.1B | |
| 15 | PJP | PharmaceuticalsReadDesk | 0.58% | 0.9% | +24.5% | +24.5% | $579M | |
| 16 | BBH | VanEck BiotechReadDesk | 0.35% | 0.4% | +35.0% | +35.0% | $525M |
1–16 of 39Page 1 of 3
Health Care · current AUM · as of Nov 4, 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% | 1.4% | −0.3% | +20.4% | +29.7% | $49.1B | |
| 2 | VHT | Vanguard Health Care ETFReadVersus | 0.09% | 1.4% | −0.1% | +19.6% | +28.1% | $19.1B | |
| 3 | XBI | State Street SPDR S&P Biotech ETFReadVersus | 0.35% | 0.4% | +1.9% | +27.2% | +38.1% | $10.5B | |
| 4 | IYH | iShares U.S. Healthcare ETFReadVersus | 0.37% | 1.0% | −0.4% | +19.8% | +28.6% | $4.7B | |
| 5 | IXJ | iShares Global Healthcare ETFReadVersus | 0.38% | 1.3% | −0.5% | +16.0% | +24.7% | $4.6B | |
| 6 | JDOC | JPMorgan Healthcare Leaders ETFThis fund | 0.65% | 0.8% | +0.2% | +13.3% | +20.6% | $9.8M |
#25 of 33 this year · #32 cheapest of 39 · sorted by assetsOpen the Sectors table →
JDOC and its peer group · total return · as of Nov 4, 2026
Cards for This View
JDOC’s Top 10 Holdings
Today49.7%of JDOC sits in these 10
4NOVN.SNovartis Ag4.69%
J.P. Morgan JDOC · weight in the fund · as of Nov 3, 2026
JDOC’s Holdings
TodayLLYEli Lilly And Company8.8%ABBV8.4%UNH5.4%NOVN.SW4.7%JNJ4.7%TMO4.3%AZN.L4.3%MRK3.6%DHR2.8%ISRG2.6%VRTX2.2%BMY2.1%SYK2.1%REGN2.1%COR2.1%IQV2.0%4502.T2.0%ROP.SW1.9%HUM1.8%EW1.7%BIIB1.7%GMAB.CO1.7%32 more
LLYEli Lilly And Company8.8%ABBV8.4%UNH5.4%NOVN.SW4.7%JNJ4.7%TMO4.3%AZN.L4.3%MRK3.6%DHR2.8%ISRG2.6%VRTX2.2%BMY42 more
Drug Manufacturers - GeneralBiotechnologyMedical - DiagnosticsMedical - Healthcare PlansMedical - DevicesDrug Manufacturers - SpecialtyOther
J.P. Morgan JDOC · 54 holdings · tile size = share of the fund · as of Nov 3, 2026
JDOC vs Peer Average
YTDJDOCAvsBPeer average
1D+0.2%+0.6%
1M+9.4%+4.0%
3M+7.6%+6.1%
YTD+13.3%+21.0%
1Y+20.6%+29.0%
3Y[…]+81.2%
5Y[…]+28.9%
2–3Peer average wins
38 Health care peers · each row scaled to its leader