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. JDOC's top 3 sector exposures are Health Care and Consumer Discretionary. In contrast, XLV's top sector exposures are Health Care JDOC is more expensive with a Total Expense Ratio (TER) of 0.65%, versus 0.08% for XLV. JDOC is down -5.74% year-to-date (YTD) with +$3M in YTD flows. XLV performs worse with -7.37% YTD performance, and +$904M 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 04/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JDOC XLV | +0.62%-0.71% | -6.80%-6.82% | -5.74%-7.37% | +6.79%+4.34% | n/a+11.78% | n/a+27.17% |
| Flows | JDOC XLV | +$1M-$209M | +$3M-$416M | +$3M+$904M | +$3M+$716M | --$4.50B | -+$7.16B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JDOC XLV | +15.10%+14.91% | +14.83%+15.81% | n/a+13.69% | n/a+14.58% |
| Max drawdown | JDOC XLV | -8.98%-10.51% | -9.66%-10.51% | n/a-17.05% | n/a-17.05% |
| Max drawdown duration | JDOC XLV | 59d59d | 97d59d | n/a444d | n/a444d |
Trading data
JDOC | XLV | |
Last sale 4/29/2026 at 2:12 PM | $54.19 | $146.05 |
| Previous close 04/29/2026 | $54.71 | $142.84 |
| Consolidated volume 04/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 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 4/29/2026 at 2:12 PM
Live
Closed
JDOC | XLV | |
|---|---|---|
| Last price | $54.19 | $146.05 |
| 1D performance | -0.95% | +2.25% |
| AuM | $10.91 M | $37.43 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 | 51 | 56 |
| 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
72.64%
Other
27.36%
XLV
USA
97.26%
Other
2.74%
Sectors
JDOC
Health Care
91.04%
Other
8.96%
XLV
Health Care
98.29%
Other
1.71%
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Diversification
JDOC
Total weight of top 15 holdings out of 15
59.93%
XLV
Total weight of top 15 holdings out of 15
70.96%
Top 15 holdings
Data as of March 31, 2026
JDOC
JOHNSON&JOHNSON
9.06%
ABBVIE
6.94%
LILLY
6.62%
MERCK & CO INC
5.08%
ASTRAZENECA
4.89%
UNITEDHEALTH GRP
3.71%
BRISTOL-MYERS SQUIBB
3.49%
MEDTRONIC PLC
3.06%
CH1499059983
2.72%
DANAHER
2.54%
EDWARDS LIFESCIENCES
2.46%
BOSTON SCIENTIFIC
2.40%
REGENERON PHARMACEUTICALS
2.36%
CVS HEALTH CORP
2.35%
MCKESSON
2.25%
XLV
LILLY
13.74%
JOHNSON&JOHNSON
11.10%
ABBVIE
7.25%
MERCK & CO INC
5.63%
UNITEDHEALTH GRP
4.62%
AMGEN-T
3.57%
THERMO FISHER SCIENTIFIC
3.48%
ABBOTT LABS
3.37%
GILEAD SCIENCES
3.26%
INTUITIVE SURGICAL
3.09%
PFIZER
3.01%
BRISTOL-MYERS SQUIBB
2.33%
DANAHER
2.25%
VERTEX PHARMACEUTICALS
2.14%
STRYKER
2.13%
Frequently asked questions about JDOC and XLV
How have the JDOC and XLV ETFs performed in 2026?
As of April 29, 2026, JDOC is down -5.74% year-to-date (YTD), while XLV has lost -7.37%. That puts JDOC better performer ahead so far this year.
Which ETF is attracting more investor money: JDOC or XLV?
Year-to-date, the JDOC ETF saw +$3M in flows, compared to +$904M for XLV.
Which ETF is more volatile: JDOC or XLV?
Over the past year, JDOC had a volatility of 14.83%, while XLV experienced 15.81%.
Which ETF is bigger: JDOC or XLV?
As of April 29, 2026, JDOC holds $10.91 M in assets under management (AUM), while XLV manages $37.43 B.
What sectors do the JDOC and XLV ETFs invest in?
JDOC leans toward sectors like Health Care. Meanwhile, XLV focuses on Health Care.
What are the top holdings of the JDOC ETF and XLV ETF?
JDOC top holdings include JOHNSON&JOHNSON, ABBVIE and LILLY. XLV holds in its top three: LILLY, JOHNSON&JOHNSON and ABBVIE.
Which ETF is more diversified: JDOC or XLV?
JDOC holds 61 securities with 59.93% of its assets in the top 15. XLV has 59 securities and a top 15 weight of 70.96%.
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