JDOC vs. CWS ETF Comparison

Comparison of JPMorgan Healthcare Leaders ETF (JDOC) to AdvisorShares Focused Equity ETF (CWS)
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

$55.98

Average Daily Volume

613

Number of Holdings *

49

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

AdvisorShares Focused Equity ETF

CWS Description The AdvisorShares Focused Equity ETF seeks long-term capital appreciation. CWS aims to achieve its investment objective by investing primarily in a focused group of U.S. exchange-listed equity securities that the portfolio manager believes have favorable fundamental attributes.

Grade (RS Rating)

Last Trade

$70.77

Average Daily Volume

13,976

Number of Holdings *

25

* may have additional holdings in another (foreign) market
Performance
Period JDOC CWS
30 Days -5.08% 2.85%
60 Days -8.36% 3.29%
90 Days -11.27% 5.36%
12 Months 10.60% 29.09%
2 Overlapping Holdings
Symbol Grade Weight in JDOC Weight in CWS Overlap
SYK C 3.25% 4.3% 3.25%
TMO F 2.76% 3.36% 2.76%
JDOC Overweight 47 Positions Relative to CWS
Symbol Grade Weight
UNH C 9.31%
LLY F 8.61%
ABBV D 4.44%
DHR F 4.05%
BSX B 3.78%
BMY B 3.18%
MCK B 3.02%
MDT D 2.98%
REGN F 2.97%
VRTX F 2.59%
JNJ D 2.39%
ISRG A 2.35%
MRK F 1.6%
HCA F 1.47%
CI F 1.24%
IQV D 1.13%
EXAS D 0.99%
NTRA B 0.88%
DXCM D 0.88%
ITCI C 0.77%
AMGN D 0.73%
A D 0.71%
AGIO C 0.69%
VEEV C 0.67%
HALO F 0.6%
BPMC C 0.6%
SRPT D 0.57%
RVMD C 0.57%
WST C 0.47%
TWST D 0.44%
NBIX C 0.42%
CNC D 0.42%
ILMN D 0.41%
HUM C 0.35%
ACHC F 0.3%
INSP D 0.3%
BMRN D 0.29%
NVS D 0.28%
IRTC D 0.23%
BIIB F 0.21%
ALNY D 0.18%
APLS D 0.15%
ARVN D 0.14%
XENE D 0.13%
EVH F 0.12%
ASND D 0.1%
IDXX F 0.09%
JDOC Underweight 23 Positions Relative to CWS
Symbol Grade Weight
FICO B -6.68%
FI A -5.35%
MLR B -5.32%
HEI B -5.2%
APH A -4.89%
AFL B -4.57%
MCO B -4.15%
ICE C -4.12%
COR B -4.02%
SLGN A -3.96%
ROL B -3.86%
INTU C -3.78%
BR A -3.77%
OTIS C -3.73%
AGM C -3.63%
FDS B -3.54%
ABT B -3.54%
AWK D -3.39%
SAIC F -3.38%
MGRC B -3.38%
HSY F -3.28%
PII D -2.38%
CE F -1.6%
Compare ETFs