BTEC vs. JDOC

Last updated Jun 4, 2026

BTEC (Principal Healthcare Innovators Index ETF) and JDOC (Jpmorgan Healthcare Leaders ETF) are both Health & Biotech Equities funds. BTEC is passively managed, while JDOC is actively managed. BTEC charges 0.42%/yr vs 0.65%/yr for JDOC.

Performance

BTEC vs. JDOC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Principal Healthcare Innovators Index ETF (BTEC) and Jpmorgan Healthcare Leaders ETF (JDOC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BTEC

• 1D: 0.00%
• 1M: 0.00%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

JDOC

• 1D: 0.50%
• 1M: 0.16%
• YTD: -4.49%
• 6M: -4.39%
• 1Y: 12.36%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BTEC vs. JDOC - Yearly Performance Comparison

	2026 (YTD)
BTEC Principal Healthcare Innovators Index ETF	0.00%
JDOC Jpmorgan Healthcare Leaders ETF	-6.20%

BTEC vs. JDOC - Sectors Allocation Comparison

Sectors	BTEC	JDOC
Healthcare	99.4%	100.0%
Industrials	0.6%	-
Basic Materials	-	-
Communication Services	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	-
Financial Services	-	-
Real Estate	-	-
Technology	-	-
Utilities	-	-

Return for Risk

BTEC vs. JDOC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JDOC

JDOC Risk / Return Rank: 26
JDOC Sharpe Ratio Rank: 25
JDOC Sortino Ratio Rank: 26
JDOC Omega Ratio Rank: 24
JDOC Calmar Ratio Rank: 27
JDOC Martin Ratio Rank: 25

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BTEC vs. JDOC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Principal Healthcare Innovators Index ETF (BTEC) and Jpmorgan Healthcare Leaders ETF (JDOC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BTEC	JDOC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.88	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.53	—

Drawdowns

BTEC vs. JDOC - Drawdown Comparison

The maximum BTEC drawdown since its inception was 0.00%, smaller than the maximum JDOC drawdown of -20.87%. Use the drawdown chart below to compare losses from any high point for BTEC and JDOC.

Drawdown Indicators

	BTEC	JDOC	Difference
Max Drawdown Largest peak-to-trough decline	0.00%	-20.87%	+20.87%
Max Drawdown (1Y) Largest decline over 1 year	—	-9.68%	—
Current Drawdown Current decline from peak	0.00%	-7.47%	+7.47%
Average Drawdown Average peak-to-trough decline	0.00%	-6.98%	+6.98%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.71%	—

Volatility

Volatility by Period

	BTEC	JDOC	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.97%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.97%	—
Volatility (1Y) Calculated over the trailing 1-year period	0.00%	14.08%	-14.08%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	0.00%	14.32%	-14.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	0.00%	14.32%	-14.32%

BTEC vs. JDOC - Expense Ratio Comparison

BTEC has a 0.42% expense ratio, which is lower than JDOC's 0.65% expense ratio.

Dividends

BTEC vs. JDOC - Dividend Comparison

BTEC has not paid dividends to shareholders, while JDOC's dividend yield for the trailing twelve months is around 0.93%.

Position	TTM	2025	2024	2023
BTEC Principal Healthcare Innovators Index ETF	0.00%	0.00%	0.00%	0.00%
JDOC Jpmorgan Healthcare Leaders ETF	0.93%	0.89%	5.57%	0.15%

Frequently Asked Questions

Which ETF is better, BTEC or JDOC?

On fees, BTEC is cheaper at 0.42% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BTEC or JDOC?

BTEC is cheaper with a 0.42% expense ratio, compared with 0.65% for JDOC.

Which ETF pays a higher dividend yield, BTEC or JDOC?

JDOC has the higher dividend yield at 0.93%, compared with 0.00% for BTEC.

What is the main difference between BTEC and JDOC?

They also come from different issuers: Principal and JPMorgan. Their fees differ too: 0.42% for BTEC and 0.65% for JDOC.