IHF vs. JDOC
Compare and contrast key facts about iShares U.S. Healthcare Providers ETF (IHF) and Jpmorgan Healthcare Leaders ETF (JDOC).
IHF and JDOC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IHF is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Health Care Providers Index. It was launched on May 5, 2006. JDOC is an actively managed fund by JPMorgan. It was launched on Nov 1, 2023.
Performance
IHF vs. JDOC - Performance Comparison
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IHF vs. JDOC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IHF iShares U.S. Healthcare Providers ETF | -12.43% | 0.92% | -7.90% | 5.88% |
JDOC Jpmorgan Healthcare Leaders ETF | -3.96% | 15.36% | -1.04% | 10.71% |
Returns By Period
In the year-to-date period, IHF achieves a -12.43% return, which is significantly lower than JDOC's -3.96% return.
IHF
- 1D
- 2.12%
- 1M
- -9.01%
- YTD
- -12.43%
- 6M
- -14.61%
- 1Y
- -19.84%
- 3Y*
- -4.54%
- 5Y*
- -2.75%
- 10Y*
- 6.52%
JDOC
- 1D
- 2.32%
- 1M
- -6.11%
- YTD
- -3.96%
- 6M
- 6.94%
- 1Y
- 5.14%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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IHF vs. JDOC - Expense Ratio Comparison
IHF has a 0.43% expense ratio, which is lower than JDOC's 0.65% expense ratio.
Return for Risk
IHF vs. JDOC — Risk / Return Rank
IHF
JDOC
IHF vs. JDOC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Healthcare Providers ETF (IHF) 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.
| IHF | JDOC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.82 | 0.30 | -1.13 |
Sortino ratioReturn per unit of downside risk | -0.96 | 0.54 | -1.49 |
Omega ratioGain probability vs. loss probability | 0.86 | 1.07 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | -0.76 | 0.54 | -1.30 |
Martin ratioReturn relative to average drawdown | -1.40 | 1.24 | -2.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IHF | JDOC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.82 | 0.30 | -1.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.15 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.59 | -0.25 |
Correlation
The correlation between IHF and JDOC is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IHF vs. JDOC - Dividend Comparison
IHF's dividend yield for the trailing twelve months is around 1.27%, more than JDOC's 0.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IHF iShares U.S. Healthcare Providers ETF | 1.27% | 1.05% | 0.86% | 0.79% | 0.74% | 0.56% | 0.53% | 0.58% | 4.01% | 0.19% | 0.25% | 0.20% |
JDOC Jpmorgan Healthcare Leaders ETF | 0.92% | 0.89% | 5.57% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IHF vs. JDOC - Drawdown Comparison
The maximum IHF drawdown since its inception was -58.42%, which is greater than JDOC's maximum drawdown of -20.87%. Use the drawdown chart below to compare losses from any high point for IHF and JDOC.
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Drawdown Indicators
| IHF | JDOC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.42% | -20.87% | -37.55% |
Max Drawdown (1Y)Largest decline over 1 year | -25.16% | -9.68% | -15.48% |
Max Drawdown (5Y)Largest decline over 5 years | -29.85% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -35.23% | — | — |
Current DrawdownCurrent decline from peak | -27.33% | -6.96% | -20.37% |
Average DrawdownAverage peak-to-trough decline | -10.59% | -7.01% | -3.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.71% | 4.61% | +9.10% |
Volatility
IHF vs. JDOC - Volatility Comparison
The current volatility for iShares U.S. Healthcare Providers ETF (IHF) is 4.94%, while Jpmorgan Healthcare Leaders ETF (JDOC) has a volatility of 5.67%. This indicates that IHF experiences smaller price fluctuations and is considered to be less risky than JDOC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IHF | JDOC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.94% | 5.67% | -0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 15.72% | 10.15% | +5.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.21% | 17.04% | +7.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.90% | 14.33% | +4.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.94% | 14.33% | +6.61% |