WDNA vs. JDOC

Last updated Apr 1, 2026

Compare and contrast key facts about WisdomTree BioRevolution Fund (WDNA) and Jpmorgan Healthcare Leaders ETF (JDOC).

WDNA and JDOC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WDNA is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree BioRevolution Index. It was launched on Jun 3, 2021. JDOC is an actively managed fund by JPMorgan. It was launched on Nov 1, 2023.

Performance

WDNA vs. JDOC - Performance Comparison

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

WDNA vs. JDOC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
WDNA WisdomTree BioRevolution Fund	2.99%	22.68%	-14.18%	20.74%
JDOC Jpmorgan Healthcare Leaders ETF	-3.96%	15.36%	-1.04%	10.71%

Returns By Period

In the year-to-date period, WDNA achieves a 2.99% return, which is significantly higher than JDOC's -3.96% return.

WDNA

• 1D: 4.08%
• 1M: -4.89%
• YTD: 2.99%
• 6M: 14.31%
• 1Y: 41.33%
• 3Y*: 2.41%
• 5Y*: —
• 10Y*: —

JDOC

• 1D: 2.32%
• 1M: -6.11%
• YTD: -3.96%
• 6M: 6.94%
• 1Y: 5.14%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

WDNA vs. JDOC - Expense Ratio Comparison

WDNA has a 0.45% expense ratio, which is lower than JDOC's 0.65% expense ratio.

JDOC

Jpmorgan Healthcare Leaders ETF

WDNA

WisdomTree BioRevolution Fund

Return for Risk

WDNA vs. JDOC — Risk / Return Rank

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

WDNA

WDNA Risk / Return Rank: 78
WDNA Sharpe Ratio Rank: 77
WDNA Sortino Ratio Rank: 80
WDNA Omega Ratio Rank: 67
WDNA Calmar Ratio Rank: 91
WDNA Martin Ratio Rank: 73

JDOC

JDOC Risk / Return Rank: 21
JDOC Sharpe Ratio Rank: 20
JDOC Sortino Ratio Rank: 20
JDOC Omega Ratio Rank: 19
JDOC Calmar Ratio Rank: 24
JDOC Martin Ratio Rank: 20

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.

WDNA vs. JDOC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree BioRevolution Fund (WDNA) 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.

	WDNA	JDOC	Difference
Sharpe ratio Return per unit of total volatility	1.40	0.30	+1.10
Sortino ratio Return per unit of downside risk	2.06	0.54	+1.53
Omega ratio Gain probability vs. loss probability	1.25	1.07	+0.18
Calmar ratio Return relative to maximum drawdown	3.20	0.54	+2.66
Martin ratio Return relative to average drawdown	7.58	1.24	+6.34
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WDNA vs. JDOC - Sharpe Ratio Comparison

The current WDNA Sharpe Ratio is 1.40, which is higher than the JDOC Sharpe Ratio of 0.30. The chart below compares the historical Sharpe Ratios of WDNA and JDOC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	WDNA	JDOC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.40	0.30	+1.10
Sharpe Ratio (All Time) Calculated using the full available price history	-0.24	0.59	-0.83

Correlation

The correlation between WDNA and JDOC is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

WDNA vs. JDOC - Dividend Comparison

WDNA's dividend yield for the trailing twelve months is around 4.43%, more than JDOC's 0.92% yield.

	TTM	2025	2024	2023	2022	2021
WDNA WisdomTree BioRevolution Fund	4.43%	4.57%	0.75%	0.80%	0.38%	0.10%
JDOC Jpmorgan Healthcare Leaders ETF	0.92%	0.89%	5.57%	0.15%	0.00%	0.00%

Drawdowns

WDNA vs. JDOC - Drawdown Comparison

The maximum WDNA drawdown since its inception was -58.87%, which is greater than JDOC's maximum drawdown of -20.87%. Use the drawdown chart below to compare losses from any high point for WDNA and JDOC.

Drawdown Indicators

	WDNA	JDOC	Difference
Max Drawdown Largest peak-to-trough decline	-58.87%	-20.87%	-38.00%
Max Drawdown (1Y) Largest decline over 1 year	-11.70%	-9.68%	-2.02%
Current Drawdown Current decline from peak	-33.71%	-6.96%	-26.75%
Average Drawdown Average peak-to-trough decline	-35.79%	-7.01%	-28.78%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.20%	4.61%	+0.59%

Volatility

WDNA vs. JDOC - Volatility Comparison

WisdomTree BioRevolution Fund (WDNA) has a higher volatility of 8.88% compared to Jpmorgan Healthcare Leaders ETF (JDOC) at 5.67%. This indicates that WDNA'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.

Volatility by Period

	WDNA	JDOC	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.88%	5.67%	+3.21%
Volatility (6M) Calculated over the trailing 6-month period	18.59%	10.15%	+8.44%
Volatility (1Y) Calculated over the trailing 1-year period	29.63%	17.04%	+12.59%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.17%	14.33%	+10.84%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.17%	14.33%	+10.84%