JDOC vs VOO
JDOC vs VOO
JPMorgan Healthcare Leaders ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. JDOC delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | JDOC | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.03% | |
| AUM | $9M | $979.0B | |
| Dividend Yield | 0.60% | 1.09% | |
| Holdings | 66 | 509 | |
| YTD Return | +6.67% | +13.80% | |
| 1Y Return | +28.27% | +23.71% | |
| 3Y Return (annualized) | - | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 13.6% | 14.1% | |
| Max Drawdown | -20.4% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 1, 2023 | Sep 7, 2010 |
JDOC vs VOO Performance
JPMorgan Healthcare Leaders ETF (JDOC) is a ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year JDOC returned +28.27% while VOO returned +23.71%. Year to date, JDOC is up 6.67% versus a gain of 13.80% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.6% for JDOC. 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 -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.33. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JDOC charges 0.65% per year while VOO charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, JDOC currently yields 0.60% against 1.09% for VOO.
Holdings Overlap
JDOC and VOO share 25 holdings out of 536 unique holdings combined, representing a 6.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in JDOC | Weight in VOO | Difference |
|---|---|---|---|
| LLY | 8.01% | 1.47% | 6.54% |
| ABBV | 8.03% | 0.69% | 7.34% |
| UNH | 6.33% | 0.59% | 5.74% |
| JNJ | Pro | Pro | Pro |
| MRK | Pro | Pro | Pro |
| TMO | Pro | Pro | Pro |
| BMY | Pro | Pro | Pro |
| CVS | Pro | Pro | Pro |
| ABT | Pro | Pro | Pro |
| SYK | Pro | Pro | Pro |
See all 10 holdings JDOC shares with VOO Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, JDOC or VOO?
JDOC has an expense ratio of 0.65% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, JDOC or VOO?
Over the past year JDOC returned +28.27% vs +23.71% for VOO, so JDOC leads on 1-year performance. Over the longest common window we track (3 years), JDOC annualized +11.70% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, JDOC or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 13.6% for JDOC. Worst drawdown: JDOC -20.4% vs VOO -34.3%.
Should I hold both JDOC and VOO?
JDOC and VOO have a monthly-return correlation of 0.33, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JDOC and VOO?
JDOC and VOO share 25 common holdings with a 6.8% weight overlap. Combined, they hold 536 unique securities.
Which pays a higher dividend, JDOC or VOO?
JDOC yields 0.60% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.