IQRA vs JDOC
NYLI CBRE Real Assets ETF vs JPMorgan Healthcare Leaders ETF
Which is better, IQRA or JDOC?
Each has led over a different period.
IQRA led over the full window, JDOC over 1Y. IQRA is less concentrated, with 29.1% of the fund in its ten largest positions against 47.5%.
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 | IQRA | JDOC |
|---|---|---|
| Expense Ratio | 0.65%Tie | 0.65%Tie |
| AUM | $7M | $9M |
| Dividend Yield | 2.65% | 0.85% |
| Holdings | 107 | 64 |
| Volatility (annualized) | 12.3%Best | 13.8% |
| Max Drawdown | -12.6%Best | -20.4% |
| $10,000 over 2.8 years | $14,664Best | $13,903 |
| Top 10 Weight | 29.1%Best | 47.5% |
| Fund Family | IndexIQ Trust | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 10, 2023 | Nov 1, 2023 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).
The two price series end 48 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. IQRA has data through Aug 27, 2026 and JDOC through Oct 14, 2026.
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Nov 2, 2023 to Aug 27, 2026 (2.8 years).
Risk: Volatility and Drawdowns
JDOC has been the more volatile fund, with annualized monthly volatility of 13.8% compared with 12.3% for IQRA. 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 -12.6% for IQRA 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 0.47. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IQRA charges 0.65% per year while JDOC charges 0.65%. On a $10,000 position that is $65 vs $65 annually. On income, IQRA currently yields 2.65% against 0.85% for JDOC.
Holdings Overlap
We hold position weights for 102 holdings in IQRA and 59 in JDOC, totalling 99.8% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
The two holdings books were reported 93 days apart, IQRA as of Jun 30, 2026 and JDOC as of Oct 1, 2026, so some of the difference between them is the time between the two reports rather than the funds.
0 positions in common, counted across the 102 positions we hold weights for in IQRA and 59 in JDOC, against full books of 107 and 64.
What only one of them owns
Our book lists 42 positions for JDOC that do not appear in our book for IQRA (71.1% of the fund), and 51 for IQRA that do not appear in JDOC (63.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of IQRA 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, IQRA or JDOC?
IQRA has an expense ratio of 0.65% while JDOC charges 0.65%. At the precision these are quoted to, they cost the same.
Which is riskier, IQRA or JDOC?
JDOC has been the more volatile fund at 13.8% annualized versus 12.3% for IQRA. Worst drawdown: IQRA -12.6% vs JDOC -20.4%.
Should I hold both IQRA and JDOC?
IQRA and JDOC have a monthly-return correlation of 0.47, 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, IQRA or JDOC?
IQRA yields 2.65% while JDOC yields 0.85%, so IQRA currently pays the higher dividend yield.
Is JDOC better than IQRA?
IQRA led over the full window, JDOC over 1Y. IQRA is less concentrated, with 29.1% of the fund in its ten largest positions against 47.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.