JDOC vs. IYH ETF Comparison

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

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 ^*

* may have additional holdings in another (foreign) market

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

$60.74

Average Daily Volume

251,855

Number of Holdings ^*

106

* may have additional holdings in another (foreign) market

Performance

Period	JDOC	IYH
30 Days	-5.08%	-4.41%
60 Days	-8.36%	-6.93%
90 Days	-11.27%	-7.22%
12 Months	10.60%	12.67%

34 Overlapping Holdings

Symbol	Grade	Weight in JDOC	Weight in IYH	Overlap
ABBV	D	4.17%	5.42%	4.17%
ACHC	F	0.41%	0.06%	0.06%
ALNY	D	0.38%	0.55%	0.38%
AMGN	D	0.71%	2.82%	0.71%
APLS	D	0.33%	0.05%	0.05%
BIIB	F	0.46%	0.43%	0.43%
BMRN	D	0.55%	0.22%	0.22%
BMY	B	2.76%	2.11%	2.11%
BSX	B	3.46%	2.37%	2.37%
CI	F	2.46%	1.66%	1.66%
CNC	D	0.83%	0.56%	0.56%
DHR	F	3.86%	2.76%	2.76%
DXCM	D	0.81%	0.56%	0.56%
EXAS	D	0.9%	0.17%	0.17%
HCA	F	1.62%	1.2%	1.2%
HUM	C	0.69%	0.62%	0.62%
IDXX	F	0.2%	0.64%	0.2%
INSP	D	0.69%	0.09%	0.09%
IQV	D	1.19%	0.64%	0.64%
ISRG	A	1.65%	3.46%	1.65%
ITCI	C	0.77%	0.16%	0.16%
JNJ	D	2.36%	6.89%	2.36%
LLY	F	8.8%	11.08%	8.8%
MDT	D	2.54%	2.08%	2.08%
MRK	F	1.6%	4.53%	1.6%
NBIX	C	0.76%	0.22%	0.22%
NTRA	B	0.85%	0.31%	0.31%
REGN	F	3.18%	1.47%	1.47%
SRPT	D	0.59%	0.18%	0.18%
SYK	C	2.77%	2.62%	2.62%
TMO	F	4.58%	3.63%	3.63%
UNH	C	8.71%	10.1%	8.71%
VRTX	F	2.69%	2.23%	2.23%
WST	C	1.0%	0.42%	0.42%

JDOC Overweight 10 Positions Relative to IYH

Symbol	Grade	Weight
MCK	B	2.94%
AGIO	C	0.79%
HALO	F	0.78%
BPMC	C	0.6%
RVMD	C	0.56%
NVS	D	0.55%
TWST	D	0.52%
IRTC	D	0.42%
ARVN	D	0.28%
EVH	F	0.26%

JDOC Underweight 72 Positions Relative to IYH

Symbol	Grade	Weight
ABT	B	-3.72%
PFE	D	-2.61%
GILD	C	-2.05%
ELV	F	-1.73%
ZTS	D	-1.49%
BDX	F	-1.21%
EW	C	-0.75%
GEHC	F	-0.69%
A	D	-0.69%
RMD	C	-0.63%
VEEV	C	-0.58%
CAH	B	-0.54%
ZBH	C	-0.43%
ILMN	D	-0.4%
STE	F	-0.4%
WAT	B	-0.39%
LH	C	-0.37%
COO	D	-0.36%
PODD	C	-0.34%
DGX	A	-0.33%
HOLX	D	-0.33%
MOH	F	-0.32%
ALGN	D	-0.31%
BAX	D	-0.3%
UTHR	C	-0.29%
VTRS	A	-0.28%
THC	D	-0.27%
AVTR	F	-0.26%
RVTY	F	-0.25%
UHS	D	-0.22%
MRNA	F	-0.22%
INCY	C	-0.22%
CTLT	B	-0.2%
RPRX	D	-0.19%
TECH	D	-0.19%
CRL	C	-0.18%
EHC	B	-0.18%
EXEL	B	-0.18%
TFX	F	-0.17%
GMED	A	-0.17%
SOLV	C	-0.17%
PEN	B	-0.16%
HSIC	B	-0.16%
MEDP	D	-0.15%
DVA	B	-0.15%
CHE	D	-0.15%
JAZZ	B	-0.14%
ELAN	D	-0.13%
MASI	A	-0.13%
RGEN	D	-0.13%
DOCS	C	-0.11%
BIO	D	-0.11%
VKTX	F	-0.1%
IONS	F	-0.1%
BRKR	D	-0.1%
ROIV	C	-0.09%
NVST	B	-0.07%
PRGO	B	-0.07%
XRAY	F	-0.07%
OGN	D	-0.07%
RARE	D	-0.07%
ENOV	C	-0.05%
AMED	F	-0.05%
QDEL	F	-0.04%
SHC	F	-0.04%
AZTA	D	-0.04%
RCM	F	-0.04%
PINC	B	-0.04%
TXG	F	-0.03%
FTRE	D	-0.03%
CERT	F	-0.02%
GRAL	C	-0.01%