JDOC vs RGLO
JPMorgan Healthcare Leaders ETF vs Russell Investments Global Equity ETF
Which is better, JDOC or RGLO?
RGLO has been ahead.
RGLO has a lower expense ratio. RGLO led over 1Y and the full window. RGLO is less concentrated, with 26.2% 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 | RGLO |
|---|---|---|
| Expense Ratio | 0.65% | 0.49%Best |
| AUM | $9M | $368M |
| Dividend Yield | 0.85% | 0.57% |
| Holdings | 64 | 384 |
| YTD Return | +5.92% | +11.84%Best |
| 1Y Return | +14.84% | +18.24%Best |
| 3Y Return (annualized) | +10.66% | - |
| Volatility (annualized) | 12.4% | 10.0%Best |
| Max Drawdown | -9.7% | -9.6%Best |
| $10,000 over 1.4 years | $12,558 | $13,219Best |
| Top 10 Weight | 47.5% | 26.2%Best |
| Fund Family | J.P. Morgan Asset Management | Russell Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 1, 2023 | May 29, 2025 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: May 30, 2025 to Oct 14, 2026 (1.4 years).
JDOC vs RGLO 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 1.4 years both funds cover.
JDOC vs RGLO Performance
JPMorgan Healthcare Leaders ETF (JDOC) is an ETF from J.P. Morgan Asset Management and Russell Investments Global Equity ETF (RGLO) is an ETF from Russell Investments. Over the past year JDOC returned +14.84% while RGLO returned +18.24%. Year to date, JDOC is up 5.92% versus a gain of 11.84% for RGLO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JDOC has been the more volatile fund, with annualized monthly volatility of 12.4% compared with 10.0% for RGLO. 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 -9.7% for JDOC and -9.6% for RGLO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.32. They move together some of the time, and apart the rest.
Fees and Cost Over Time
JDOC charges 0.65% per year while RGLO charges 0.49%. On a $10,000 position that is $65 vs $49 annually, a gap of $16 per year that compounds over a long holding period. On income, JDOC currently yields 0.85% against 0.57% for RGLO.
Holdings Overlap
47.5% of JDOC's money is in holdings RGLO also owns. 4.5% of RGLO's money is in holdings JDOC also owns.
The two portfolios partly overlap.
13 positions in common, counted across the 59 positions we hold weights for in JDOC and 346 in RGLO, against full books of 64 and 384.
What only one of them owns
Our book lists 102 positions for RGLO that do not appear in our book for JDOC (48.1% of the fund), and 34 for JDOC that do not appear in RGLO (37.4%).
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.
Top Shared Holdings
| Stock | Weight in JDOC | Weight in RGLO | Difference |
|---|---|---|---|
| LLYEli Lilly & Co. | 7.78% | 0.98% | 6.80% |
| ABBVAbbvie Inc. | 8.20% | 0.37% | 7.83% |
| JNJJohnson & Johnson - Common | 4.85% | 0.64% | 4.21% |
| MRKMerck & Company Inc | 4.96% | 0.46% | 4.50% |
| UNHUnitedhealth Group Incorporated | 3.51% | 0.71% | 2.80% |
| AZN:LNAstraZeneca PLC | 3.95% | 0.23% | 3.72% |
| NOVN:SMNovartis Ag - Common | 4.06% | 0.06% | 4.00% |
| ARGX:ASArgenx | 2.63% | 0.20% | 2.43% |
| CVSCvs Health Corp | 2.14% | 0.07% | 2.07% |
| 4502:JPTakeda Pharmaceutical Co. Ltd. Com Stk | 1.85% | 0.15% | 1.70% |
47.5% of JDOC is already inside RGLO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JDOC or RGLO?
JDOC has an expense ratio of 0.65% while RGLO charges 0.49%. RGLO is the cheaper option, by $16 a year on a $10,000 investment.
Which performed better, JDOC or RGLO?
Over the past year JDOC returned +14.84% vs +18.24% for RGLO, so RGLO leads on 1-year performance. Over the longest common window we track (1 years), JDOC annualized +17.67% vs +22.06% for RGLO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JDOC or RGLO?
JDOC has been the more volatile fund at 12.4% annualized versus 10.0% for RGLO. Worst drawdown: JDOC -9.7% vs RGLO -9.6%.
Should I hold both JDOC and RGLO?
JDOC and RGLO have a monthly-return correlation of 0.32, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between JDOC and RGLO?
47.5% of JDOC's money is in holdings RGLO also owns. 4.5% of RGLO's is in holdings JDOC also owns. They hold 13 positions in common, counted across the 59 positions we hold weights for in JDOC and 346 in RGLO.
Which pays a higher dividend, JDOC or RGLO?
JDOC yields 0.85% while RGLO yields 0.57%, so JDOC currently pays the higher dividend yield.
Is RGLO better than JDOC?
RGLO has a lower expense ratio. RGLO led over 1Y and the full window. RGLO is less concentrated, with 26.2% 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.