HEAT vs JDOC
Touchstone Climate Transition ETF vs JPMorgan Healthcare Leaders ETF
Which is better, HEAT or JDOC?
Each has led over a different period.
JDOC has a lower expense ratio. HEAT led over the full window, JDOC over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | HEAT | JDOC |
|---|---|---|
| Expense Ratio | 0.69% | 0.65%Best |
| AUM | $14M | $9M |
| Dividend Yield | 0.53% | 0.85% |
| Holdings | 64 | 64 |
| Volatility (annualized) | 13.2%Best | 14.4% |
| Max Drawdown | -19.4%Best | -20.4% |
| $10,000 over 2.1 years | $13,712Best | $12,597 |
| Fund Family | Touchstone Investments | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Apr 28, 2023 | Nov 1, 2023 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 299 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. HEAT has data through Dec 19, 2025 and JDOC through Oct 14, 2026.
Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Nov 2, 2023 to Dec 19, 2025 (2.1 years).
Risk: Volatility and Drawdowns
JDOC has been the more volatile fund, with annualized monthly volatility of 14.4% compared with 13.2% for HEAT. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -19.4% for HEAT and -20.4% for JDOC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.29. They move largely independently of each other.
Fees and Cost Over Time
HEAT charges 0.69% per year while JDOC charges 0.65%. On a $10,000 position that is $69 vs $65 annually, a gap of $4 per year that compounds over a long holding period. On income, HEAT currently yields 0.53% against 0.85% for JDOC.
You are not choosing between two funds in isolation.
Whichever of HEAT and JDOC you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HEAT or JDOC?
HEAT has an expense ratio of 0.69% while JDOC charges 0.65%. JDOC is the cheaper option, by $4 a year on a $10,000 investment.
Which is riskier, HEAT or JDOC?
JDOC has been the more volatile fund at 14.4% annualized versus 13.2% for HEAT. Worst drawdown: HEAT -19.4% vs JDOC -20.4%.
Should I hold both HEAT and JDOC?
HEAT and JDOC have a monthly-return correlation of 0.29, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, HEAT or JDOC?
HEAT yields 0.53% while JDOC yields 0.85%, so JDOC currently pays the higher dividend yield.
Is JDOC better than HEAT?
JDOC has a lower expense ratio. HEAT led over the full window, JDOC over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.