RSPH vs. JDOC
RSPH (Invesco S&P 500 Equal Weight Health Care ETF) and JDOC (Jpmorgan Healthcare Leaders ETF) are both Health & Biotech Equities funds. RSPH is passively managed, while JDOC is actively managed. Over the past year, RSPH returned 25.63% vs 24.19% for JDOC. Their correlation of 0.81 means they have usually moved in the same direction. RSPH charges 0.40%/yr vs 0.65%/yr for JDOC.
Performance
RSPH vs. JDOC - Performance Comparison
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Returns By Period
In the year-to-date period, RSPH achieves a 9.56% return, which is significantly higher than JDOC's 4.82% return.
RSPH
- 1D
- -0.43%
- 1M
- 0.70%
- 6M
- 8.20%
- YTD
- 9.56%
- 1Y
- 25.63%
- 3Y*
- 6.05%
- 5Y*
- 3.14%
- 10Y*
- 8.73%
- ALL TIME*
- 10.98%
JDOC
- 1D
- -1.19%
- 1M
- -2.02%
- 6M
- 3.67%
- YTD
- 4.82%
- 1Y
- 24.19%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 9.77%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $24.05K | $19.89K | $32.65K | |
| $2.33M | $3.63M | $4.82M |
RSPH vs. JDOC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
RSPH Invesco S&P 500 Equal Weight Health Care ETF | 9.56% | 9.52% | -0.94% | 16.39% |
JDOC Jpmorgan Healthcare Leaders ETF | 4.82% | 15.36% | -1.04% | 7.92% |
Correlation
The correlation between RSPH and JDOC is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.79 |
Correlation (All Time) Calculated using the full available price history since Nov 2, 2023 | 0.81 |
The correlation between RSPH and JDOC has been stable across timeframes, ranging from 0.79 to 0.81 - a consistent structural relationship.
RSPH vs. JDOC - Sectors Allocation Comparison
Sectors
RSPH
JDOC
Healthcare
Technology
-
Financial Services
-
Basic Materials
-
-
Communication Services
-
-
Consumer Cyclical
-
-
Consumer Defensive
-
-
Energy
-
-
Industrials
-
-
Real Estate
-
-
Utilities
-
-
Healthcare
RSPH
JDOC
Technology
RSPH
JDOC
-
Financial Services
RSPH
JDOC
-
Basic Materials
RSPH
-
JDOC
-
Communication Services
RSPH
-
JDOC
-
Consumer Cyclical
RSPH
-
JDOC
-
Consumer Defensive
RSPH
-
JDOC
-
Energy
RSPH
-
JDOC
-
Industrials
RSPH
-
JDOC
-
Real Estate
RSPH
-
JDOC
-
Utilities
RSPH
-
JDOC
-
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Return for Risk
RSPH vs. JDOC — Risk / Return Rank
RSPH
JDOC
RSPH vs. JDOC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Equal Weight Health Care ETF (RSPH) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RSPH | JDOC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.08 | ||
| Sortino ratioReturn per unit of downside risk | -0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.29 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | 2.57 | -0.22 |
| Martin ratioReturn relative to average drawdown | 5.96 | 6.57 | -0.61 |
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Drawdowns
RSPH vs. JDOC - Drawdown Comparison
The maximum RSPH drawdown since its inception was -40.49%, which is greater than JDOC's maximum drawdown of -20.87%. Use the drawdown chart below to compare losses from any high point for RSPH and JDOC.
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Drawdown Indicators
| RSPH | JDOC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.49% | -20.87% | -19.62% |
Max Drawdown (1Y)Largest decline over 1 year | -10.87% | -9.68% | -1.19% |
Max Drawdown (3Y)Largest decline over 3 years | -17.13% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -21.95% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -30.44% | — | — |
Current DrawdownCurrent decline from peak | -1.22% | -2.58% | +1.36% |
Average DrawdownAverage peak-to-trough decline | -6.11% | -6.72% | +0.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.27% | 3.77% | +0.50% |
Volatility
RSPH vs. JDOC - Volatility Comparison
Invesco S&P 500 Equal Weight Health Care ETF (RSPH) has a higher volatility of 5.90% compared to Jpmorgan Healthcare Leaders ETF (JDOC) at 5.40%. This indicates that RSPH's price experiences larger fluctuations and is considered to be riskier 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
| RSPH | JDOC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.90% | 5.40% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 11.99% | 11.58% | +0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.35% | 14.95% | +1.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.55% | 14.70% | +1.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.79% | 14.70% | +3.09% |
RSPH vs. JDOC - Expense Ratio Comparison
RSPH has a 0.40% expense ratio, which is lower than JDOC's 0.65% expense ratio.
Dividends
RSPH vs. JDOC - Dividend Comparison
RSPH's dividend yield for the trailing twelve months is around 0.67%, less than JDOC's 0.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JDOC Jpmorgan Healthcare Leaders ETF | 0.84% | 0.89% | 5.57% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RSPH Invesco S&P 500 Equal Weight Health Care ETF | 0.67% | 0.70% | 0.71% | 0.66% | 0.64% | 0.50% | 0.51% | 0.54% | 0.53% | 0.47% | 0.48% | 0.49% |
Frequently Asked Questions
RSPH and JDOC have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RSPH has higher volatility (5.90%) compared to JDOC (5.40%). In terms of maximum drawdown, RSPH dropped -40.49% vs JDOC's -20.87%.
On 1-year performance, RSPH leads with 25.63% vs 24.19% for JDOC. On fees, RSPH is cheaper at 0.40% per year. On volatility, JDOC has been the lower-risk option at 5.40%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, RSPH has performed better with a 25.63% return vs 24.19%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RSPH is cheaper with a 0.40% expense ratio, compared with 0.65% for JDOC.
JDOC has the higher dividend yield at 0.84%, compared with 0.67% for RSPH.
They also come from different issuers: Invesco and JPMorgan. Their fees differ too: 0.40% for RSPH and 0.65% for JDOC.
JDOC currently has the higher Sharpe Ratio (1.68 vs 1.60), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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