JDOC vs VTI
JPMorgan Healthcare Leaders ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, JDOC or VTI?
Each has led over a different period.
VTI has a lower expense ratio. JDOC led over 1Y, VTI over the full window.
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
| Metric | JDOC | VTI |
|---|---|---|
| Expense Ratio | 0.65% | 0.03%Best |
| AUM | $9M | $666.9B |
| Dividend Yield | 0.85% | 1.07% |
| Holdings | 64 | 3,543 |
| YTD Return | +8.63% | +13.59%Best |
| 1Y Return | +22.53%Best | +20.00% |
| 3Y Return (annualized) | - | +20.95% |
| 5Y Return (annualized) | - | +11.81% |
| Volatility (annualized) | 13.4% | 12.1%Best |
| Max Drawdown | -20.4% | -19.3%Best |
| $10,000 over 2.8 years | $13,765 | $18,321Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 1, 2023 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Nov 2, 2023 to Sep 4, 2026 (2.8 years).
JDOC vs VTI 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 covers the 2.8 years both funds cover.
JDOC vs VTI Performance
JPMorgan Healthcare Leaders ETF (JDOC) is an ETF from J.P. Morgan Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year JDOC returned +22.53% while VTI returned +20.00%. Year to date, JDOC is up 8.63% versus a gain of 13.59% for VTI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JDOC has been the more volatile fund, with annualized monthly volatility of 13.4% compared with 12.1% for VTI. 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 -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.36. They move together some of the time, and apart the rest.
Fees and Cost Over Time
JDOC charges 0.65% per year while VTI 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 0.85% against 1.07% for VTI.
Holdings Overlap
At least 71.2% of JDOC's money is in holdings VTI also owns.
Stated as a floor: for VTI, our book for it covers 92.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
Most of JDOC is already inside VTI. Owning both mostly buys the same companies twice.
36 positions in common, counted across the 56 positions we hold weights for in JDOC and 2,787 in VTI, against full books of 64 and 3,543.
Top Shared Holdings
| Stock | Weight in JDOC | Weight in VTI | Difference |
|---|---|---|---|
| LLYEli Lilly & Co. | 8.00% | 1.40% | 6.60% |
| ABBVAbbvie Inc. | 7.60% | 0.61% | 6.99% |
| JNJJohnson & Johnson - Common | 4.73% | 0.84% | 3.89% |
| MRKMerck & Company Inc | 4.66% | 0.44% | 4.22% |
| UNHUnitedhealth Group Incorporated | 3.77% | 0.52% | 3.25% |
| TMOThermo Fisherscientific Inc. | 3.86% | 0.26% | 3.60% |
| BMYBristol-Myers Squibb Co. | 3.41% | 0.16% | 3.25% |
| ABTAbbott Laboratories | 3.07% | 0.22% | 2.85% |
| DHRDanaher Corporation | 2.48% | 0.17% | 2.31% |
| CVSCvs Health Corp. | 2.30% | 0.18% | 2.12% |
71.2% of JDOC is already inside VTI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JDOC or VTI?
JDOC has an expense ratio of 0.65% while VTI charges 0.03%. VTI is the cheaper option, by $62 a year on a $10,000 investment.
Which performed better, JDOC or VTI?
Over the past year JDOC returned +22.53% vs +20.00% for VTI, so JDOC leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JDOC or VTI?
JDOC has been the more volatile fund at 13.4% annualized versus 12.1% for VTI. Worst drawdown: JDOC -20.4% vs VTI -19.3%.
Should I hold both JDOC and VTI?
JDOC and VTI have a monthly-return correlation of 0.36, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between JDOC and VTI?
At least 71.2% of JDOC's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 36 positions in common, counted across the 56 positions we hold weights for in JDOC and 2,787 in VTI.
Which pays a higher dividend, JDOC or VTI?
JDOC yields 0.85% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
Is VTI better than JDOC?
VTI has a lower expense ratio. JDOC led over 1Y, VTI over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.