JDOC vs RWIN

JDOC vs RWIN

Which is better, JDOC or RWIN?

RWIN costs less.

RWIN has a lower expense ratio. RWIN is less concentrated, with 20.6% of the fund in its ten largest positions against 46.6%.

Lower Fees: RWINLess Concentrated: RWIN

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

MetricJDOCRWIN
Expense Ratio0.65%0.42%Best
AUM$9M$20M
Dividend Yield0.82%0.96%
Holdings64333
YTD Return+3.68%+4.31%Best
1Y Return+12.75%-
3Y Return (annualized)+9.87%-
Top 10 Weight46.6%20.6%Best
Fund FamilyJ.P. Morgan Asset ManagementRayliant Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionNov 1, 2023Apr 8, 2026

Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

JDOC vs RWIN 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare JDOC against instead:JDOC vs SPYJDOC vs QQQJDOC vs VOOJDOC vs VTIRWIN against:RWIN vs VXUS

JDOC vs RWIN Performance

JPMorgan Healthcare Leaders ETF (JDOC) is an ETF from J.P. Morgan Asset Management and Rayliant NxtGen Multifactor International Equity ETF (RWIN) is an ETF from Rayliant Asset Management. Year to date, JDOC is up 3.68% versus a gain of 4.31% for RWIN.

Past performance does not guarantee future results.

Fees and Cost Over Time

JDOC charges 0.65% per year while RWIN charges 0.42%. On a $10,000 position that is $65 vs $42 annually, a gap of $23 per year that compounds over a long holding period. On income, JDOC currently yields 0.82% against 0.96% for RWIN.

Holdings Overlap

JDOC already in RWIN5.3%
RWIN already in JDOC3.7%

5.3% of JDOC's money is in holdings RWIN also owns. 3.7% of RWIN's money is in holdings JDOC also owns.

JDOC and RWIN share little of their money.

2 positions in common, counted across the 56 positions we hold weights for in JDOC and 166 in RWIN, against full books of 64 and 333.

What only one of them owns

Our book lists 2 positions for RWIN that do not appear in our book for JDOC (1.7% of the fund), and 41 for JDOC that do not appear in RWIN (71.9%).

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

StockWeight in JDOCWeight in RWINDifference
ROP:SMRoche Ps Par Ag2.81%2.62%0.19%
GSK:LNGsk Plc Common Stock Gbp2.53%1.04%1.49%

You are not choosing between two funds in isolation.

Whichever of JDOC and RWIN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

JDOCRWIN

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JDOC or RWIN?

JDOC has an expense ratio of 0.65% while RWIN charges 0.42%. RWIN is the cheaper option, by $23 a year on a $10,000 investment.

What is the holdings overlap between JDOC and RWIN?

5.3% of JDOC's money is in holdings RWIN also owns. 3.7% of RWIN's is in holdings JDOC also owns. They hold 2 positions in common, counted across the 56 positions we hold weights for in JDOC and 166 in RWIN.

Which pays a higher dividend, JDOC or RWIN?

JDOC yields 0.82% while RWIN yields 0.96%, so RWIN currently pays the higher dividend yield.

Is RWIN better than JDOC?

RWIN has a lower expense ratio. RWIN is less concentrated, with 20.6% of the fund in its ten largest positions against 46.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.