JDOC vs MOTO
JPMorgan Healthcare Leaders ETF vs Guinness Atkinson Smart Transportation & Technology ETF
Which is better, JDOC or MOTO?
MOTO has been ahead.
JDOC has a lower expense ratio. MOTO led over 1Y, 3Y and the full window. MOTO is less concentrated, with 45.1% 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 | JDOC | MOTO |
|---|---|---|
| Expense Ratio | 0.65%Best | 0.68% |
| AUM | $9M | $9M |
| Dividend Yield | 0.85% | 0.92% |
| Holdings | 64 | 76 |
| YTD Return | +5.92% | +10.57%Best |
| 1Y Return | +14.84% | +18.81%Best |
| 3Y Return (annualized) | +10.66% | +16.70%Best |
| 5Y Return (annualized) | - | +7.08% |
| Volatility (annualized) | 13.5%Best | 19.0% |
| Max Drawdown | -20.4%Best | -26.4% |
| $10,000 over 2.9 years | $13,414 | $16,976Best |
| Top 10 Weight | 47.5% | 45.1%Best |
| Fund Family | J.P. Morgan Asset Management | SmartETFs |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 1, 2023 | Nov 15, 2019 |
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Nov 2, 2023 to Oct 14, 2026 (2.9 years).
JDOC vs MOTO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.9 years both funds cover.
JDOC vs MOTO Performance
JPMorgan Healthcare Leaders ETF (JDOC) is an ETF from J.P. Morgan Asset Management and Guinness Atkinson Smart Transportation & Technology ETF (MOTO) is an ETF from SmartETFs. Over the past year JDOC returned +14.84% while MOTO returned +18.81%. Year to date, JDOC is up 5.92% versus a gain of 10.57% for MOTO.
Over three years, JDOC compounded at +10.66% per year against +16.70% for MOTO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MOTO has been the more volatile fund, with annualized monthly volatility of 19.0% compared with 13.5% for JDOC. 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 -20.4% for JDOC and -26.4% for MOTO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.18. They move largely independently of each other.
Fees and Cost Over Time
JDOC charges 0.65% per year while MOTO charges 0.68%. On a $10,000 position that is $65 vs $68 annually, a gap of $3 per year that compounds over a long holding period. On income, JDOC currently yields 0.85% against 0.92% for MOTO.
Holdings Overlap
We hold position weights for 59 holdings in JDOC and 38 in MOTO, totalling 99.5% and 97.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 59 positions we hold weights for in JDOC and 38 in MOTO, against full books of 64 and 76.
What only one of them owns
Our book lists 19 positions for MOTO that do not appear in our book for JDOC (54.9% of the fund), and 42 for JDOC that do not appear in MOTO (71.1%).
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 JDOC and MOTO 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, JDOC or MOTO?
JDOC has an expense ratio of 0.65% while MOTO charges 0.68%. JDOC is the cheaper option, by $3 a year on a $10,000 investment.
Which performed better, JDOC or MOTO?
Over the past year JDOC returned +14.84% vs +18.81% for MOTO, so MOTO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JDOC or MOTO?
MOTO has been the more volatile fund at 19.0% annualized versus 13.5% for JDOC. Worst drawdown: JDOC -20.4% vs MOTO -26.4%.
Should I hold both JDOC and MOTO?
JDOC and MOTO have a monthly-return correlation of 0.18, 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, JDOC or MOTO?
JDOC yields 0.85% while MOTO yields 0.92%, so MOTO currently pays the higher dividend yield.
Is MOTO better than JDOC?
JDOC has a lower expense ratio. MOTO led over 1Y, 3Y and the full window. MOTO is less concentrated, with 45.1% 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.