JDOCvsXLVETF Comparison
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JPMorgan Healthcare Leaders ETF (JDOC) belongs to the Global Blended Cap segment. State Street Health Care Select Sector SPDR ETF (XLV) is part of the US Health Care segment. Both ETFs have the same top 2 sector exposures: Healthcare and Consumer Non-Cyclicals. JDOC is more expensive with a Total Expense Ratio (TER) of 0.65%, versus 0.08% for XLV. JDOC is up 10.6% year-to-date (YTD) with -$34K in YTD flows. XLV performs better with 17.48% YTD performance, and +$1.26B in YTD flows. Run a side-by-side ETF comparison of JDOC and XLV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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JDOC vs XLV performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JDOC XLV | +4.30%+4.91% | +2.92%+7.84% | +10.60%+17.48% | +16.91%+25.58% | +33.69%+52.48% | n/a+46.95% |
| Flows | JDOC XLV | -+$1.05B | -+$909M | -$34K+$1.26B | -$34K+$1.88B | +$7M-$3.23B | -+$4.09B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JDOC XLV | +15.74%+17.02% | +15.54%+16.33% | +14.83%+14.93% | n/a+15.24% |
| Max drawdown | JDOC XLV | -7.92%-5.81% | -9.66%-10.51% | -24.04%-17.05% | n/a-17.05% |
| Max drawdown duration | JDOC XLV | 64d56d | 154d116d | 704d444d | n/a444d |
Trading data
JDOC | XLV | |
Last sale 10/29/2026 at 1:30 PM | $65.34 | $184.04 |
| Previous close 10/28/2026 | $64.05 | $179.72 |
| Consolidated volume 10/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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JDOC
is actively managed and doesn’t replicate an indexJDOC | XLV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/29/2026 at 1:30 PM
Live
Closed
JDOC | XLV | |
|---|---|---|
| Last price | $65.34 | $184.04 |
| 1D performance | +2.03% | +2.40% |
| AuM | $9.60 M | $47.30 B |
| E/R | 0.65% | 0.08% |
Characteristics
JDOC | XLV | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | J.P. Morgan Asset Management | State Street Investment Management |
| Benchmark | - | S&P Health Care Select Sector Index |
| N° of holdings | 57 | 59 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 1, 2023 | December 16, 1998 |
| ESG | No | No |
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Exposure
Countries
JDOC
USA
73.86%
Other
26.14%
XLV
USA
97.52%
Other
2.48%
Sectors
JDOC
Healthcare
96.33%
Other
3.67%
XLV
Healthcare
97.84%
Other
2.16%
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Diversification
JDOC
Total weight of top 15 holdings out of 15
59.39%
XLV
Total weight of top 15 holdings out of 15
71.32%
Top 15 holdings
Data as of August 31, 2026
JDOC
AbbVie, Inc.
7.91%
Eli Lilly & Co.
7.63%
Merck & Co., Inc.
5.32%
Johnson & Johnson
4.80%
Thermo Fisher Scientific, Inc.
4.15%
UnitedHealth Group, Inc.
3.64%
Bristol Myers Squibb Co.
3.52%
AstraZeneca PLC
3.48%
Abbott Laboratories
3.15%
Novo Nordisk A/S
2.95%
Roche Holding AG
2.80%
argenx SE
2.79%
Danaher Corp.
2.56%
GSK Plc
2.47%
CVS Health Corp.
2.24%
XLV
Eli Lilly & Co.
14.88%
Johnson & Johnson
10.41%
AbbVie, Inc.
7.37%
Merck & Co., Inc.
5.93%
UnitedHealth Group, Inc.
5.75%
Amgen, Inc.
3.77%
Thermo Fisher Scientific, Inc.
3.73%
Abbott Laboratories
3.13%
Gilead Sciences, Inc.
2.95%
Pfizer Inc.
2.64%
Vertex Pharmaceuticals, Inc.
2.25%
Bristol Myers Squibb Co.
2.22%
Danaher Corp.
2.19%
Intuitive Surgical, Inc.
2.17%
CVS Health Corp.
1.95%
Frequently asked questions about JDOC and XLV
How have the JDOC and XLV ETFs performed in 2026?
As of October 28, 2026, JDOC is up 10.6% year-to-date (YTD), while XLV has returned 17.48%. That puts XLV better performer ahead so far this year.
Which ETF is attracting more investor money: JDOC or XLV?
Year-to-date, the JDOC ETF saw -$34K in flows, compared to +$1.26B for XLV.
Which ETF is more volatile: JDOC or XLV?
Over the past year, JDOC had a volatility of 15.54%, while XLV experienced 16.33%.
Which ETF is bigger: JDOC or XLV?
As of October 28, 2026, JDOC holds $9.60 M in assets under management (AUM), while XLV manages $47.30 B.
What sectors do the JDOC and XLV ETFs invest in?
JDOC leans toward sectors like Healthcare. Meanwhile, XLV focuses on Healthcare.
What are the top holdings of the JDOC ETF and XLV ETF?
JDOC top holdings include AbbVie, Inc., Eli Lilly & Co. and Merck & Co., Inc.. XLV holds in its top three: Eli Lilly & Co., Johnson & Johnson and AbbVie, Inc..
Which ETF is more diversified: JDOC or XLV?
JDOC holds 58 securities with 59.39% of its assets in the top 15. XLV has 59 securities and a top 15 weight of 71.32%.
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