IXJ vs. JDOC
Compare and contrast key facts about iShares Global Healthcare ETF (IXJ) and Jpmorgan Healthcare Leaders ETF (JDOC).
IXJ and JDOC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IXJ is a passively managed fund by iShares that tracks the performance of the S&P Global Healthcare Sector Index. It was launched on Nov 13, 2001. JDOC is an actively managed fund by JPMorgan. It was launched on Nov 1, 2023.
Performance
IXJ vs. JDOC - Performance Comparison
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IXJ vs. JDOC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IXJ iShares Global Healthcare ETF | -2.96% | 14.99% | 0.55% | 7.92% |
JDOC Jpmorgan Healthcare Leaders ETF | -3.96% | 15.36% | -1.04% | 10.71% |
Returns By Period
In the year-to-date period, IXJ achieves a -2.96% return, which is significantly higher than JDOC's -3.96% return.
IXJ
- 1D
- 1.05%
- 1M
- -5.74%
- YTD
- -2.96%
- 6M
- 3.71%
- 1Y
- 6.94%
- 3Y*
- 5.79%
- 5Y*
- 5.55%
- 10Y*
- 8.51%
JDOC
- 1D
- 2.32%
- 1M
- -6.11%
- YTD
- -3.96%
- 6M
- 6.94%
- 1Y
- 5.14%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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IXJ vs. JDOC - Expense Ratio Comparison
IXJ has a 0.46% expense ratio, which is lower than JDOC's 0.65% expense ratio.
Return for Risk
IXJ vs. JDOC — Risk / Return Rank
IXJ
JDOC
IXJ vs. JDOC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Healthcare ETF (IXJ) 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.
| IXJ | JDOC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.30 | +0.10 |
Sortino ratioReturn per unit of downside risk | 0.68 | 0.54 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.07 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 0.54 | -0.04 |
Martin ratioReturn relative to average drawdown | 1.37 | 1.24 | +0.13 |
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
| IXJ | JDOC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.30 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.59 | -0.16 |
Correlation
The correlation between IXJ and JDOC is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IXJ vs. JDOC - Dividend Comparison
IXJ's dividend yield for the trailing twelve months is around 1.44%, more than JDOC's 0.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IXJ iShares Global Healthcare ETF | 1.44% | 1.40% | 1.50% | 1.38% | 1.17% | 1.12% | 1.27% | 1.42% | 2.11% | 1.46% | 1.73% | 2.85% |
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
IXJ vs. JDOC - Drawdown Comparison
The maximum IXJ drawdown since its inception was -40.60%, which is greater than JDOC's maximum drawdown of -20.87%. Use the drawdown chart below to compare losses from any high point for IXJ and JDOC.
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Drawdown Indicators
| IXJ | JDOC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.60% | -20.87% | -19.73% |
Max Drawdown (1Y)Largest decline over 1 year | -10.35% | -9.68% | -0.67% |
Max Drawdown (5Y)Largest decline over 5 years | -18.14% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -27.35% | — | — |
Current DrawdownCurrent decline from peak | -7.07% | -6.96% | -0.11% |
Average DrawdownAverage peak-to-trough decline | -6.92% | -7.01% | +0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.78% | 4.61% | -0.83% |
Volatility
IXJ vs. JDOC - Volatility Comparison
The current volatility for iShares Global Healthcare ETF (IXJ) is 5.11%, while Jpmorgan Healthcare Leaders ETF (JDOC) has a volatility of 5.67%. This indicates that IXJ 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
| IXJ | JDOC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.11% | 5.67% | -0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 10.23% | 10.15% | +0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.33% | 17.04% | +0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.08% | 14.33% | -0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.66% | 14.33% | +1.33% |