IYH vs. JDOC ETF Comparison

Comparison of iShares U.S. Healthcare ETF (IYH) to JPMorgan Healthcare Leaders ETF (JDOC)
IYH

iShares U.S. Healthcare ETF

IYH Description

The investment seeks to track the investment results of an index composed of U.S. equities in the healthcare sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Health Care Index (the "underlying index"), which measures the performance of the healthcare sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$64.50

Average Daily Volume

247,779

Number of Holdings *

106

* may have additional holdings in another (foreign) market
JDOC

JPMorgan Healthcare Leaders ETF

JDOC Description The fund will invest primarily in equity securities issued by pharmaceutical, biotechnology, healthcare services, healthcare technology, medical technology and life sciences companies which the adviser believes are leaders and where the magnitude and/or duration of future growth for these companies is underappreciated by the market. Under normal circumstances, the fund invests at least 80% of its assets in the equity securities of healthcare companies.

Grade (RS Rating)

Last Trade

$60.22

Average Daily Volume

494

Number of Holdings *

8

* may have additional holdings in another (foreign) market
Performance
Period IYH JDOC
30 Days -2.48% -5.16%
60 Days 2.20% -0.07%
90 Days 7.37% 4.48%
12 Months 22.23%
7 Overlapping Holdings
Symbol Grade Weight in IYH Weight in JDOC Overlap
ABBV A 5.98% 4.83% 4.83%
BSX A 2.12% 2.9% 2.12%
DHR C 3.04% 3.92% 3.04%
LLY D 12.14% 9.87% 9.87%
REGN D 1.88% 4.26% 1.88%
TMO C 4.01% 4.72% 4.01%
UNH B 9.2% 9.18% 9.18%
IYH Overweight 99 Positions Relative to JDOC
Symbol Grade Weight
JNJ D 6.7%
MRK F 4.99%
ABT B 3.37%
AMGN D 2.95%
ISRG A 2.94%
PFE D 2.79%
SYK C 2.22%
VRTX D 2.08%
ELV F 2.04%
MDT B 1.98%
BMY B 1.84%
GILD A 1.8%
CI D 1.66%
ZTS C 1.52%
HCA B 1.31%
BDX B 1.2%
A B 0.74%
IQV F 0.71%
IDXX D 0.7%
GEHC C 0.69%
CNC F 0.67%
EW F 0.67%
ALNY C 0.6%
RMD C 0.59%
HUM F 0.58%
VEEV C 0.52%
BIIB F 0.48%
CAH B 0.46%
DXCM F 0.45%
STE D 0.4%
ZBH F 0.38%
WST D 0.37%
WAT B 0.36%
COO C 0.36%
ILMN B 0.35%
MRNA F 0.35%
MOH D 0.34%
LH D 0.32%
HOLX D 0.32%
BAX D 0.32%
ALGN D 0.31%
AVTR D 0.3%
DGX B 0.29%
PODD C 0.28%
THC C 0.27%
UTHR C 0.27%
RVTY B 0.26%
NTRA A 0.25%
BMRN F 0.23%
VTRS D 0.23%
UHS D 0.22%
TECH C 0.21%
EXAS C 0.21%
TFX C 0.2%
INCY B 0.19%
CTLT A 0.19%
SRPT F 0.19%
RPRX B 0.19%
NBIX F 0.19%
CRL F 0.17%
HSIC D 0.16%
SOLV C 0.16%
EHC B 0.16%
MEDP F 0.15%
CHE C 0.15%
GMED D 0.14%
RGEN F 0.14%
DVA C 0.14%
BRKR D 0.13%
ITCI D 0.13%
EXEL B 0.13%
JAZZ F 0.12%
PEN D 0.12%
ELAN D 0.12%
IONS F 0.11%
INSP B 0.11%
VKTX C 0.11%
BIO B 0.11%
ACHC F 0.1%
MASI B 0.1%
RARE C 0.09%
XRAY D 0.09%
DOCS A 0.09%
OGN F 0.08%
ROIV D 0.08%
NVST D 0.06%
PRGO F 0.06%
APLS F 0.05%
AMED D 0.05%
TXG F 0.04%
RCM B 0.04%
ENOV F 0.04%
QDEL D 0.04%
SHC C 0.04%
AZTA F 0.04%
FTRE F 0.03%
PINC F 0.03%
CERT F 0.02%
GRAL F 0.01%
IYH Underweight 1 Positions Relative to JDOC
Symbol Grade Weight
NVO F -5.75%
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