JDOC vs. IXJ
Compare and contrast key facts about Jpmorgan Healthcare Leaders ETF (JDOC) and iShares Global Healthcare ETF (IXJ).
JDOC and IXJ 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. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JDOC or IXJ.
Correlation
The correlation between JDOC and IXJ 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.
Performance
JDOC vs. IXJ - Performance Comparison
Key characteristics
JDOC:
0.02
IXJ:
0.19
JDOC:
0.11
IXJ:
0.34
JDOC:
1.01
IXJ:
1.04
JDOC:
0.02
IXJ:
0.14
JDOC:
0.04
IXJ:
0.33
JDOC:
6.83%
IXJ:
6.33%
JDOC:
11.93%
IXJ:
11.19%
JDOC:
-16.11%
IXJ:
-40.60%
JDOC:
-10.73%
IXJ:
-9.77%
Returns By Period
In the year-to-date period, JDOC achieves a 6.30% return, which is significantly higher than IXJ's 5.53% return.
JDOC
6.30%
3.55%
-9.18%
-1.02%
N/A
N/A
IXJ
5.53%
4.19%
-7.90%
0.96%
6.67%
7.25%
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JDOC vs. IXJ - Expense Ratio Comparison
JDOC has a 0.65% expense ratio, which is higher than IXJ's 0.46% expense ratio.
Risk-Adjusted Performance
JDOC vs. IXJ — Risk-Adjusted Performance Rank
JDOC
IXJ
JDOC vs. IXJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Jpmorgan Healthcare Leaders ETF (JDOC) and iShares Global Healthcare ETF (IXJ). 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. IXJ - Dividend Comparison
JDOC's dividend yield for the trailing twelve months is around 5.24%, more than IXJ's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JDOC Jpmorgan Healthcare Leaders ETF | 5.24% | 5.57% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IXJ iShares Global Healthcare ETF | 1.42% | 1.50% | 1.38% | 1.17% | 1.12% | 1.27% | 1.42% | 2.11% | 1.47% | 1.73% | 2.85% | 1.38% |
Drawdowns
JDOC vs. IXJ - Drawdown Comparison
The maximum JDOC drawdown since its inception was -16.11%, smaller than the maximum IXJ drawdown of -40.60%. Use the drawdown chart below to compare losses from any high point for JDOC and IXJ. For additional features, visit the drawdowns tool.
Volatility
JDOC vs. IXJ - Volatility Comparison
The current volatility for Jpmorgan Healthcare Leaders ETF (JDOC) is 3.80%, while iShares Global Healthcare ETF (IXJ) has a volatility of 4.30%. This indicates that JDOC experiences smaller price fluctuations and is considered to be less risky than IXJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.