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JDOC vs. CNCR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JDOC vs. CNCR - Performance Comparison

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

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Returns By Period


JDOC

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

CNCR

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

JDOC vs. CNCR - Yearly Performance Comparison


JDOC vs. CNCR - Sectors Allocation Comparison


Sectors
JDOC
CNCR

Healthcare

100.0%
96.6%

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

3.3%

Industrials

-

-

Real Estate

-

-

Technology

-

-

Utilities

-

-

Healthcare

JDOC
100.0%
CNCR
96.6%

Basic Materials

JDOC

-

CNCR

-

Communication Services

JDOC

-

CNCR

-

Consumer Cyclical

JDOC

-

CNCR

-

Consumer Defensive

JDOC

-

CNCR

-

Energy

JDOC

-

CNCR

-

Financial Services

JDOC

-

CNCR
3.3%

Industrials

JDOC

-

CNCR

-

Real Estate

JDOC

-

CNCR

-

Technology

JDOC

-

CNCR

-

Utilities

JDOC

-

CNCR

-

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Return for Risk

JDOC vs. CNCR — Risk / Return Rank

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

JDOC
JDOC Risk / Return Rank: 2626
Overall Rank
JDOC Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
JDOC Sortino Ratio Rank: 2626
Sortino Ratio Rank
JDOC Omega Ratio Rank: 2424
Omega Ratio Rank
JDOC Calmar Ratio Rank: 2727
Calmar Ratio Rank
JDOC Martin Ratio Rank: 2525
Martin Ratio Rank

CNCR
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.

JDOC vs. CNCR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Jpmorgan Healthcare Leaders ETF (JDOC) and Loncar Cancer Immunotherapy ETF (CNCR). 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.


JDOCCNCRDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.16

Calmar ratioReturn relative to maximum drawdown

1.28

Martin ratioReturn relative to average drawdown

3.34

JDOC vs. CNCR - Sharpe Ratio Comparison


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Sharpe Ratios by Period


JDOCCNCRDifference

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

JDOC vs. CNCR - Drawdown Comparison

The maximum JDOC drawdown since its inception was -20.87%, which is greater than CNCR's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for JDOC and CNCR.


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Drawdown Indicators


JDOCCNCRDifference

Max Drawdown

Largest peak-to-trough decline

-20.87%

0.00%

-20.87%

Max Drawdown (1Y)

Largest decline over 1 year

-9.68%

Current Drawdown

Current decline from peak

-7.47%

0.00%

-7.47%

Average Drawdown

Average peak-to-trough decline

-6.98%

0.00%

-6.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.71%

Volatility

JDOC vs. CNCR - Volatility Comparison


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Volatility by Period


JDOCCNCRDifference

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

14.08%

0.00%

+14.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.32%

0.00%

+14.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.32%

0.00%

+14.32%

JDOC vs. CNCR - Expense Ratio Comparison

JDOC has a 0.65% expense ratio, which is lower than CNCR's 0.79% expense ratio.


Dividends

JDOC vs. CNCR - Dividend Comparison

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


PositionTTM202520242023
CNCR
Loncar Cancer Immunotherapy 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


On fees, JDOC is cheaper at 0.65% per year. The better choice depends on whether you care most about return, fees, risk, or income.

JDOC is cheaper with a 0.65% expense ratio, compared with 0.79% for CNCR.

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

They also come from different issuers: JPMorgan and Exchange Traded Concepts. Their fees differ too: 0.65% for JDOC and 0.79% for CNCR.

Portfolio Optimizer

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