JDOC vs. IWVL.L
Compare and contrast key facts about Jpmorgan Healthcare Leaders ETF (JDOC) and iShares Edge MSCI World Value Factor UCITS ETF USD (Acc) (IWVL.L).
JDOC and IWVL.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JDOC is an actively managed fund by JPMorgan. It was launched on Nov 1, 2023. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JDOC or IWVL.L.
Correlation
The correlation between JDOC and IWVL.L 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
JDOC vs. IWVL.L - Performance Comparison
Key characteristics
JDOC:
-0.01
IWVL.L:
0.89
JDOC:
0.06
IWVL.L:
1.22
JDOC:
1.01
IWVL.L:
1.16
JDOC:
-0.01
IWVL.L:
1.21
JDOC:
-0.02
IWVL.L:
3.65
JDOC:
6.92%
IWVL.L:
3.06%
JDOC:
11.93%
IWVL.L:
12.57%
JDOC:
-16.11%
IWVL.L:
-39.30%
JDOC:
-10.41%
IWVL.L:
-0.26%
Returns By Period
In the year-to-date period, JDOC achieves a 6.69% return, which is significantly lower than IWVL.L's 7.51% return.
JDOC
6.69%
1.81%
-9.85%
-1.23%
N/A
N/A
IWVL.L
7.51%
4.67%
4.49%
11.68%
7.66%
5.74%
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JDOC vs. IWVL.L - Expense Ratio Comparison
JDOC has a 0.65% expense ratio, which is higher than IWVL.L's 0.25% expense ratio.
Risk-Adjusted Performance
JDOC vs. IWVL.L — Risk-Adjusted Performance Rank
JDOC
IWVL.L
JDOC vs. IWVL.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Jpmorgan Healthcare Leaders ETF (JDOC) and iShares Edge MSCI World Value Factor UCITS ETF USD (Acc) (IWVL.L). 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
JDOC vs. IWVL.L - Dividend Comparison
JDOC's dividend yield for the trailing twelve months is around 5.22%, while IWVL.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | |
|---|---|---|---|
JDOC Jpmorgan Healthcare Leaders ETF | 5.22% | 5.57% | 0.15% |
IWVL.L iShares Edge MSCI World Value Factor UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% |
Drawdowns
JDOC vs. IWVL.L - Drawdown Comparison
The maximum JDOC drawdown since its inception was -16.11%, smaller than the maximum IWVL.L drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for JDOC and IWVL.L. For additional features, visit the drawdowns tool.
Volatility
JDOC vs. IWVL.L - Volatility Comparison
Jpmorgan Healthcare Leaders ETF (JDOC) and iShares Edge MSCI World Value Factor UCITS ETF USD (Acc) (IWVL.L) have volatilities of 3.13% and 3.00%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.