JDOC
JPMorgan Healthcare Leaders ETF
The JPMorgan Healthcare Leaders ETF seeks to provide investors with exposure to publicly traded companies in the healthcare sector that are leaders in innovation and growth.
Global
EQUITY
Active
MANAGEMENT STYLE
$ 9.5 M
ASSETS UNDER MGMT
65 bp
EXPENSES
Fund Basics
| Inception date | Nov 01, 2023 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| ROCHE HOLDING AG COMMON | 2.8 % |
| ELI LILLY & CO | 2.6 % |
| ABBVIE INC | 2.4 % |
| UNITEDHEALTH GROUP INC | 2.1 % |
| JOHNSON & JOHNSON | 1.5 % |
| MERCK & CO. INC. | 1.5 % |
| ASTRAZENECA PLC | 1.3 % |
| THERMO FISHER SCIENTIFIC INC | 1.1 % |
| CVS CAREMARK CORP | 1.0 % |
| BRISTOL-MYERS SQUIBB CO | 1.0 % |
Constituent Breakdown
| Number of holdings | 66 |
| Herfindahl-Hirschman Index | 42 |
| Wgt avg mkt cap (mns) | $75,058 |
| Large cap (>$10bn) | 28.0% |
| Mid cap ($2-10bn) | 2.3% |
| Small cap (<$2bn) | 0.3% |
| Developed mkts. | 30.6% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 23.2 % |
 |
BRITAIN | 2.3 % |
 |
DENMARK | 1.0 % |
 |
JAPAN | 0.9 % |
 |
NETHERLANDS | 0.8 % |
 |
BELGIUM | 0.7 % |
 |
GERMANY | 0.6 % |
 |
SWITZERLAND | 0.5 % |
Historical Performance
Standardized Performance (as of 07/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 4.8% | 23.6% | 0.4% | -- | -- | -- | -- | 8.3% |
| Dividend Yield | 0.0% | 1.1% | 3.1% | -- | -- | -- | -- | 2.5% |
| Total Returns | 4.8% | 24.7% | 3.5% | -- | -- | -- | -- | 10.8% | Ann. Volatility | 16.0% | 14.8% | 15.7% | -- | -- | -- | -- | 14.6% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.41 | 12% |
| MSCI EAFE | 0.47 | 24% |
| MSCI Emg Mkts | 0.13 | 4% |
Liquidity Measures
| Avg. volume (000) | 1 |
| ADV traded (mns) | $0 |
| Turnover | 0.7% |
| Avg. Bid/Ask (% of price) | 0.13% |
Technical Indicators
| 30d moving avg. (EMA) | $60.85 |
| Relative strength (RSI) | 58 |
| MACD/Signal | 0.60/0.58 |
| Bollinger Bands (Upper/Lower) | $62.87/$59.50 |
| Short interest (% of AUM) | 0.6% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. JDOC |
Expenses vs. JDOC |
ALTAR Score™ vs. JDOC |
|---|---|---|---|---|
| IXJ | iShares Global Healthcare ETF | 26.0% | -23 bp | +2.7% |
| FHLC | Fidelity MSCI Health Care Index ETF | 21.7% | -57 bp | +1.6% |
| VHT | Vanguard Health Care ETF | 21.5% | -56 bp | +1.4% |
| XLV | Health Care Select Sector SPDR | 20.5% | -57 bp | +2.8% |
| HRTS | Tema Heart & Health ETF | 19.2% | +10 bp | -0.6% |
| IYH | iShares U.S. Healthcare ETF | 19.2% | -25 bp | +2.0% |
| RSPH | Invesco S&P 500 Equal Weight Health Care ETF | 19.1% | -25 bp | +2.4% |
| PINK | Simplify Health Care ETF | 16.1% | -15 bp | -2.2% |
| BMED | Future Health ETF | 14.9% | +20 bp | -2.9% |
| XT | iShares Exponential Technologies ETF | 14.8% | -19 bp | +0.9% |
Risk and Returns: JDOC vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 8/24/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
3.6%
ALTAR SCORE™
39th
PERCENTILE
UNDERWEIGHT
ETFRC RATING
There are 735 funds in the Global Equity category with an average
ALTAR Score™ of 4.3% and a standard deviation
of 2.5%. JDOC's ALTAR Score™ is approximately -0.3 standard
deviations above the category average. This places JDOC in the 39th percentile
among funds in the category.
Sell-Side Consensus
$67.45
PRICE TARGET
+5.1%
UPSIDE