HEAL vs JPSV

Comparison between GLOBAL X HEALTHTECH ETF (HEAL, ETF) and JPMORGAN ACTIVE SMALL CAP VALUE ETF (JPSV, ETF).

HEAL vs JPSV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HEAL(ETF)	JPSV(ETF)
Net Assets	$25M	$25M
Expense Ratio	0.50%	0.74%
Max Drawdown	65.87%	23.70%
Sharpe Ratio	-1.08	0.90
5Y Beta	0.95	0.80
P/E Ratio	569.02	20.53
Forward P/E	28.00	13.11
5Y Dividends CAGR	38.09%	N/A
5Y EPS CAGR	N/A	11.04%
Debt to Equity	46.91%	177.24%
P/S Ratio	2.04	1.16
P/B Ratio	4.05	1.66

Net Assets

HEAL

$25M

JPSV

$25M

Expense Ratio

Winner

HEAL

0.50%

JPSV

0.74%

Max Drawdown

HEAL

65.87%

Winner

JPSV

23.70%

Sharpe Ratio

HEAL

-1.08

Winner

JPSV

0.90

5Y Beta

HEAL

0.95

Winner

JPSV

0.80

P/E Ratio

HEAL

569.02

Winner

JPSV

20.53

Forward P/E

HEAL

28.00

Winner

JPSV

13.11

5Y Dividends CAGR

HEAL

38.09%

JPSV

N/A

5Y EPS CAGR

HEAL

N/A

JPSV

11.04%

Debt to Equity

Winner

HEAL

46.91%

JPSV

177.24%

P/S Ratio

HEAL

2.04

Winner

JPSV

1.16

P/B Ratio

HEAL

4.05

Winner

JPSV

1.66

HEAL vs JPSV - Holdings Comparison

HEAL and JPSV have 1 common holdings. Overlap is 0.00%

HEAL's top 25 holdings weight is 83.31%. JPSV's top 25 holdings weight is 36.23%.

Rank	HEAL	JPSV
#1	DEXCOM INC (DXCM) - 4.88%	INSIGHT ENTERPRISES INC (NSIT) - 1.98%
#2	OSCAR HEALTH INC CLASS A (OSCR) - 4.64%	RALLIANT CORP (RAL) - 1.69%
#3	GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 4.39%	JOHN WILEY & SONS INC CLASS A (WLY) - 1.68%
#4	IQVIA HOLDINGS INC (IQV) - 4.29%	CARS.COM INC (CARS) - 1.68%
#5	KONINKLIJKE PHILIPS NV (n/a) - 4.25%	OLD NATIONAL BANCORP (ONB) - 1.66%
#6	RESMED INC (RMD) - 4.22%	SCANSOURCE INC (SCSC) - 1.63%
#7	MASIMO CORP (MASI) - 4.17%	KODIAK GAS SERVICES INC (KGS) - 1.62%
#8	INTUITIVE SURGICAL INC (ISRG) - 3.97%	SANMINA CORP (SANM) - 1.59%
#9	PRO MEDICUS LTD (n/a) - 3.88%	LIVANOVA PLC (LIVN) - 1.58%
#10	VEEVA SYSTEMS INC CLASS A (VEEV) - 3.84%	STAGWELL INC ORDINARY SHARES CLASS A (STGW) - 1.56%
#11	INSULET CORP (PODD) - 3.67%	MEDIAALPHA INC ORDINARY SHARES CLASS A (MAX) - 1.52%
#12	HIMS & HERS HEALTH INC ORDINARY SHARES CLASS A (HIMS) - 3.64%	SELECTIVE INSURANCE GROUP INC (SIGI) - 1.46%
#13	IRHYTHM HOLDINGS INC (IRTC) - 3.60%	PROVIDENT FINANCIAL SERVICES INC (PFS) - 1.41%
#14	TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 3.54%	MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 1.37%
#15	WAYSTAR HOLDING CORP (WAY) - 3.17%	QCR HOLDINGS INC (QCRH) - 1.33%
#16	DEMANT AS (n/a) - 3.09%	RADIAN GROUP INC (RDN) - 1.32%
#17	ALIBABA HEALTH INFORMATION TECHNOLOGY LTD (n/a) - 2.91%	n/a (WFRD) - 1.30%
#18	ALIGNMENT HEALTHCARE INC (ALHC) - 2.90%	MATADOR RESOURCES CO (MTDR) - 1.28%
#19	TRANSMEDICS GROUP INC (TMDX) - 2.62%	SIMMONS FIRST NATIONAL CORP CLASS A (SFNC) - 1.26%
#20	PRIVIA HEALTH GROUP INC (PRVA) - 2.43%	H.B. FULLER CO (FUL) - 1.25%
#21	DOXIMITY INC CLASS A (DOCS) - 2.39%	INGRAM MICRO HOLDING CORP (INGM) - 1.25%
#22	HEARTFLOW INC (HTFL) - 1.87%	COLUMBIA BANKING SYSTEM INC (COLB) - 1.24%
#23	HINGE HEALTH INC ORDINARY SHARES CLASS A (HNGE) - 1.71%	ENPRO INC (NPO) - 1.23%
#24	OMNICELL INC (OMCL) - 1.62%	WSFS FINANCIAL CORP (WSFS) - 1.19%
#25	NURIX THERAPEUTICS INC ORDINARY SHARES (NRIX) - 1.62%	SOUTHSTATE BANK CORP (SSB) - 1.15%
Total Holdings	43	109

HEAL vs JPSV - Historical Returns

Returns include dividend reinvestment.

Period	HEAL	JPSV
1 month	+0.42%	+2.08%
3 months	-3.41%	+5.41%
6 months	-19.04%	+10.31%
1 year	-21.00%	+18.22%
5 years(CAGR)	-14.32%	N/A
Max(CAGR)	-9.95%	+9.22%

HEAL

+0.42%

Winner

JPSV

+2.08%

HEAL

-3.41%

Winner

JPSV

+5.41%

HEAL

-19.04%

Winner

JPSV

+10.31%

HEAL

-21.00%

Winner

JPSV

+18.22%

5Y(CAGR)

HEAL

-14.32%

JPSV

N/A

Max(CAGR)

HEAL

-9.95%

Winner

JPSV

+9.22%

HEAL vs JPSV - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	HEAL	JPSV
2026	-13.92%	+10.95%
2025	-0.82%	+1.44%
2024	-1.50%	+9.24%
2023	-12.76%	+9.70%
2022	-29.86%	N/A
2021	-13.99%	N/A
2020	+23.87%	N/A

HEAL vs JPSV Drawdown Comparison

The maximum drawdown for HEAL was -65.76%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for JPSV was -22.78%, occurring on Apr 8, 2025. Recovery took 299 trading sessions.

The current HEAL drawdown is -62.73%. The current JPSV drawdown is -0.87%.

Rank	HEAL	JPSV
#1	-65.76% Feb 12, 2021 - Mar 30, 2026	-22.78% Nov 25, 2024 - Feb 6, 2026
#2	-8.95% Oct 13, 2020 - Nov 20, 2020	-11.02% Aug 7, 2023 - Dec 13, 2023
#3	-8.29% Sep 2, 2020 - Oct 5, 2020	-9.34% Mar 8, 2023 - Jul 13, 2023
#4	-6.44% Jan 25, 2021 - Feb 8, 2021	-9.02% Feb 6, 2026 - Apr 17, 2026
#5	-4.34% Aug 6, 2020 - Aug 20, 2020	-8.80% Jul 31, 2024 - Nov 6, 2024
#6	-2.64% Dec 23, 2020 - Jan 7, 2021	-6.75% Mar 28, 2024 - May 15, 2024
#7	-1.48% Aug 20, 2020 - Aug 31, 2020	-6.15% Dec 26, 2023 - Mar 21, 2024
#8	-1.37% Dec 10, 2020 - Dec 17, 2020	-5.28% May 15, 2024 - Jul 11, 2024
#9	-1.30% Dec 1, 2020 - Dec 8, 2020	-3.11% Nov 11, 2024 - Nov 25, 2024
#10	-1.25% Nov 23, 2020 - Nov 27, 2020	-2.57% May 8, 2026 - May 22, 2026
#11	-0.89% Jan 8, 2021 - Jan 12, 2021	-2.33% Jul 17, 2024 - Jul 25, 2024
#12	-0.68% Jan 14, 2021 - Jan 19, 2021	-2.00% Apr 28, 2026 - May 8, 2026
#13	-0.65% Jan 20, 2021 - Jan 22, 2021	-1.47% Mar 21, 2024 - Mar 27, 2024
#14	-0.54% Dec 8, 2020 - Dec 10, 2020	-1.33% May 27, 2026 - Jun 3, 2026
#15	-0.32% Feb 9, 2021 - Feb 11, 2021	-1.30% Apr 20, 2026 - Apr 28, 2026

Correlation

Correlation between HEAL and JPSV is -0.36 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.36

-101