JDOC vs. VOT ETF Comparison

Comparison of JPMorgan Healthcare Leaders ETF (JDOC) to Vanguard Mid-Cap Growth ETF - DNQ (VOT)
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

$54.93

Average Daily Volume

591

Number of Holdings *

44

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

Vanguard Mid-Cap Growth ETF - DNQ

VOT Description The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization growth stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Growth Index, a broadly diversified index of growth stocks of mid-size U.S. companies. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Grade (RS Rating)

Last Trade

$259.09

Average Daily Volume

147,292

Number of Holdings *

135

* may have additional holdings in another (foreign) market
Performance
Period JDOC VOT
30 Days -9.10% 2.97%
60 Days -10.64% 7.72%
90 Days -12.35% 9.93%
12 Months 9.19% 29.47%
6 Overlapping Holdings
Symbol Grade Weight in JDOC Weight in VOT Overlap
ALNY D 0.38% 0.94% 0.38%
BMRN F 0.55% 0.36% 0.36%
DXCM C 0.81% 0.72% 0.72%
IDXX F 0.2% 1.11% 0.2%
IQV F 1.19% 1.1% 1.1%
WST D 1.0% 0.58% 0.58%
JDOC Overweight 38 Positions Relative to VOT
Symbol Grade Weight
LLY F 8.8%
UNH C 8.71%
TMO F 4.58%
ABBV F 4.17%
DHR D 3.86%
BSX A 3.46%
REGN F 3.18%
MCK A 2.94%
SYK A 2.77%
BMY A 2.76%
VRTX D 2.69%
MDT D 2.54%
CI D 2.46%
JNJ D 2.36%
ISRG A 1.65%
HCA F 1.62%
MRK F 1.6%
EXAS D 0.9%
NTRA A 0.85%
CNC F 0.83%
AGIO C 0.79%
HALO F 0.78%
ITCI B 0.77%
NBIX C 0.76%
AMGN D 0.71%
INSP F 0.69%
HUM D 0.69%
BPMC C 0.6%
SRPT F 0.59%
RVMD B 0.56%
NVS D 0.55%
TWST F 0.52%
BIIB F 0.46%
IRTC C 0.42%
ACHC F 0.41%
APLS F 0.33%
ARVN F 0.28%
EVH F 0.26%
JDOC Underweight 129 Positions Relative to VOT
Symbol Grade Weight
CEG C -2.19%
APH B -2.09%
WELL A -2.08%
TDG D -2.03%
PLTR B -2.02%
MSI B -2.0%
CTAS B -1.88%
O C -1.47%
APO A -1.33%
TTD B -1.31%
DASH A -1.24%
WCN A -1.23%
GWW B -1.22%
FICO A -1.21%
CPRT B -1.21%
PWR A -1.17%
A F -1.16%
MSCI A -1.16%
MPWR F -1.14%
VST A -1.09%
FAST B -1.09%
HWM A -1.09%
AME A -1.06%
YUM D -1.05%
RCL A -1.04%
VRSK B -1.02%
EXR C -1.02%
ODFL B -1.02%
HES B -1.01%
IT C -0.99%
SQ A -0.99%
EFX F -0.97%
RMD C -0.96%
VRT A -0.95%
COIN A -0.92%
DDOG A -0.91%
XYL D -0.88%
FANG D -0.88%
MLM B -0.88%
VMC B -0.88%
MTD F -0.85%
TSCO D -0.84%
CSGP F -0.83%
ON F -0.83%
MRVL B -0.83%
LULU C -0.82%
VEEV C -0.81%
HSY F -0.76%
HLT A -0.76%
ANSS B -0.74%
ARES A -0.73%
AZO C -0.72%
VLTO C -0.7%
SBAC D -0.69%
HUBS A -0.69%
FSLR D -0.68%
TEAM A -0.68%
TTWO A -0.68%
CHD A -0.68%
BR B -0.67%
TYL B -0.66%
DVN F -0.65%
RBLX B -0.64%
BRO B -0.63%
FTNT B -0.63%
MRNA F -0.62%
NET B -0.62%
STX D -0.61%
GDDY A -0.59%
TER F -0.58%
WAT C -0.57%
MCHP F -0.57%
TDY B -0.55%
INVH D -0.55%
CPAY A -0.55%
SMCI F -0.55%
ILMN C -0.55%
MOH F -0.54%
IR B -0.53%
EW C -0.53%
PINS F -0.52%
APTV F -0.51%
ULTA F -0.5%
MDB C -0.5%
EXPE B -0.49%
LVS C -0.49%
ALGN D -0.48%
FDS B -0.47%
GEV A -0.47%
CCL A -0.47%
LYV A -0.47%
SNOW C -0.46%
LPLA A -0.46%
BURL A -0.45%
CTRA B -0.45%
SUI C -0.45%
TRGP A -0.43%
VRSN F -0.42%
ROK B -0.41%
HEI A -0.41%
ZS B -0.41%
ENPH F -0.39%
APP A -0.39%
ROL B -0.39%
MSTR A -0.39%
JBHT C -0.38%
NVR D -0.38%
TW A -0.38%
IBKR A -0.38%
STE D -0.32%
OKTA D -0.32%
HAL C -0.31%
DPZ C -0.31%
SNAP D -0.3%
HEI A -0.29%
EQT A -0.29%
TRU D -0.27%
MKL A -0.26%
TPL A -0.23%
BSY D -0.22%
PODD B -0.22%
MRO A -0.2%
TRMB B -0.2%
POOL D -0.18%
INCY C -0.14%
WMG C -0.11%
UDR D -0.1%
RKT F -0.07%
ALB B -0.07%
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