IWVL.L vs. JDOC
Compare and contrast key facts about iShares Edge MSCI World Value Factor UCITS ETF USD (Acc) (IWVL.L) and Jpmorgan Healthcare Leaders ETF (JDOC).
IWVL.L and JDOC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IWVL.L is a passively managed fund by iShares that tracks the performance of the MSCI World Enhanced Value Index. It was launched on Oct 3, 2014. JDOC is an actively managed fund by JPMorgan. It was launched on Nov 1, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IWVL.L or JDOC.
Correlation
The correlation between IWVL.L and JDOC is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IWVL.L vs. JDOC - Performance Comparison
Key characteristics
IWVL.L:
1.00
JDOC:
0.02
IWVL.L:
1.36
JDOC:
0.10
IWVL.L:
1.18
JDOC:
1.01
IWVL.L:
1.37
JDOC:
0.01
IWVL.L:
4.12
JDOC:
0.03
IWVL.L:
3.06%
JDOC:
6.86%
IWVL.L:
12.58%
JDOC:
11.92%
IWVL.L:
-39.30%
JDOC:
-16.11%
IWVL.L:
-0.45%
JDOC:
-10.19%
Returns By Period
The year-to-date returns for both stocks are quite close, with IWVL.L having a 7.30% return and JDOC slightly lower at 6.95%.
IWVL.L
7.30%
4.74%
5.63%
12.45%
7.63%
5.81%
JDOC
6.95%
4.18%
-9.01%
0.08%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IWVL.L vs. JDOC - Expense Ratio Comparison
IWVL.L has a 0.25% expense ratio, which is lower than JDOC's 0.65% expense ratio.
Risk-Adjusted Performance
IWVL.L vs. JDOC — Risk-Adjusted Performance Rank
IWVL.L
JDOC
IWVL.L vs. JDOC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Value Factor UCITS ETF USD (Acc) (IWVL.L) 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.
Dividends
IWVL.L vs. JDOC - Dividend Comparison
IWVL.L has not paid dividends to shareholders, while JDOC's dividend yield for the trailing twelve months is around 5.21%.
| TTM | 2024 | 2023 | |
|---|---|---|---|
IWVL.L iShares Edge MSCI World Value Factor UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% |
JDOC Jpmorgan Healthcare Leaders ETF | 5.21% | 5.57% | 0.15% |
Drawdowns
IWVL.L vs. JDOC - Drawdown Comparison
The maximum IWVL.L drawdown since its inception was -39.30%, which is greater than JDOC's maximum drawdown of -16.11%. Use the drawdown chart below to compare losses from any high point for IWVL.L and JDOC. For additional features, visit the drawdowns tool.
Volatility
IWVL.L vs. JDOC - Volatility Comparison
The current volatility for iShares Edge MSCI World Value Factor UCITS ETF USD (Acc) (IWVL.L) is 3.03%, while Jpmorgan Healthcare Leaders ETF (JDOC) has a volatility of 3.21%. This indicates that IWVL.L 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.