JDOC vs URTH
JPMorgan Healthcare Leaders ETF vs iShares MSCI World ETF
Which is better, JDOC or URTH?
URTH has been ahead.
URTH has a lower expense ratio. URTH led over 1Y, 3Y and the full window. URTH is less concentrated, with 27.7% 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 | URTH |
|---|---|---|
| Expense Ratio | 0.65% | 0.24%Best |
| AUM | $9M | $8.3B |
| Dividend Yield | 0.85% | 1.38% |
| Holdings | 64 | 1,310 |
| YTD Return | +5.92% | +11.87%Best |
| 1Y Return | +14.84% | +16.36%Best |
| 3Y Return (annualized) | +10.66% | +20.92%Best |
| 5Y Return (annualized) | - | +11.34% |
| Volatility (annualized) | 13.5% | 10.5%Best |
| Max Drawdown | -20.4% | -16.9%Best |
| $10,000 over 2.9 years | $13,414 | $17,662Best |
| Top 10 Weight | 47.5% | 27.7%Best |
| Fund Family | J.P. Morgan Asset Management | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 1, 2023 | Jan 10, 2012 |
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 URTH 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 URTH Performance
JPMorgan Healthcare Leaders ETF (JDOC) is an ETF from J.P. Morgan Asset Management and iShares MSCI World ETF (URTH) is an ETF from iShares by BlackRock (US). Over the past year JDOC returned +14.84% while URTH returned +16.36%. Year to date, JDOC is up 5.92% versus a gain of 11.87% for URTH.
Over three years, JDOC compounded at +10.66% per year against +20.92% for URTH.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JDOC has been the more volatile fund, with annualized monthly volatility of 13.5% compared with 10.5% for URTH. 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 -16.9% for URTH. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.44. They move together some of the time, and apart the rest.
Fees and Cost Over Time
JDOC charges 0.65% per year while URTH charges 0.24%. On a $10,000 position that is $65 vs $24 annually, a gap of $41 per year that compounds over a long holding period. On income, JDOC currently yields 0.85% against 1.38% for URTH.
Holdings Overlap
84.5% of JDOC's money is in holdings URTH also owns. 5.9% of URTH's money is in holdings JDOC also owns.
Most of JDOC is already inside URTH. Owning both mostly buys the same companies twice.
35 positions in common, counted across the 59 positions we hold weights for in JDOC and 1,220 in URTH, against full books of 64 and 1,310.
What only one of them owns
Our book lists 489 positions for URTH that do not appear in our book for JDOC (68.9% of the fund), and 18 for JDOC that do not appear in URTH (8.8%).
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 URTH | Difference |
|---|---|---|---|
| LLYEli Lilly & Co. | 7.78% | 1.02% | 6.76% |
| ABBVAbbvie Inc. | 8.20% | 0.51% | 7.69% |
| JNJJohnson & Johnson - Common | 4.85% | 0.69% | 4.16% |
| MRKMerck & Company Inc | 4.96% | 0.39% | 4.57% |
| TMOThermo Fisherscientific Inc. | 4.60% | 0.27% | 4.33% |
| NOVN:SMNovartis Ag - Common | 4.06% | 0.29% | 3.77% |
| AZN:LNAstraZeneca PLC | 3.95% | 0.27% | 3.68% |
| UNHUnitedhealth Group Incorporated | 3.51% | 0.37% | 3.14% |
| ABTAbbot Laboratories | 2.89% | 0.19% | 2.70% |
| DHRDanaher Corporation | 2.72% | 0.15% | 2.57% |
84.5% of JDOC is already inside URTH.
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 URTH?
JDOC has an expense ratio of 0.65% while URTH charges 0.24%. URTH is the cheaper option, by $41 a year on a $10,000 investment.
Which performed better, JDOC or URTH?
Over the past year JDOC returned +14.84% vs +16.36% for URTH, so URTH leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JDOC or URTH?
JDOC has been the more volatile fund at 13.5% annualized versus 10.5% for URTH. Worst drawdown: JDOC -20.4% vs URTH -16.9%.
Should I hold both JDOC and URTH?
JDOC and URTH have a monthly-return correlation of 0.44, 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 URTH?
84.5% of JDOC's money is in holdings URTH also owns. 5.9% of URTH's is in holdings JDOC also owns. They hold 35 positions in common, counted across the 59 positions we hold weights for in JDOC and 1,220 in URTH.
Which pays a higher dividend, JDOC or URTH?
JDOC yields 0.85% while URTH yields 1.38%, so URTH currently pays the higher dividend yield.
Is URTH better than JDOC?
URTH has a lower expense ratio. URTH led over 1Y, 3Y and the full window. URTH is less concentrated, with 27.7% 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.