JDOC vs ABCS
Comparison between JPMORGAN HEALTHCARE LEADERS ETF (JDOC, ETF) and ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF (ABCS, ETF).
JDOC vs ABCS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JDOC
$11M
Winner
ABCS
$11M
Expense Ratio
JDOC
0.65%
Winner
ABCS
0.42%
Max Drawdown
JDOC
24.92%
Winner
ABCS
21.09%
Sharpe Ratio
JDOC
0.80
Winner
ABCS
1.01
5Y Beta
Winner
JDOC
0.52
ABCS
0.85
P/E Ratio
JDOC
48.77
Winner
ABCS
16.05
Forward P/E
JDOC
16.36
Winner
ABCS
10.61
PEG Ratio
JDOC
0.64
Winner
ABCS
0.17
5Y EPS CAGR
JDOC
5.65%
Winner
ABCS
14.49%
Debt to Equity
Winner
JDOC
65.55%
ABCS
81.28%
P/S Ratio
JDOC
1.23
Winner
ABCS
0.79
P/B Ratio
JDOC
4.68
Winner
ABCS
1.74
JDOC vs ABCS - Holdings Comparison
JDOC and ABCS have 5 common holdings. Overlap is 2.59%
JDOC's top 25 holdings weight is 75.92%. ABCS's top 25 holdings weight is 57.23%.
| Rank | JDOC | ABCS |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 7.71% | VANGUARD SMALL-CAP VALUE ETF (VBR) - 11.05% |
| #2 | ABBVIE INC (ABBV) - 7.19% | VANGUARD MID-CAP VALUE ETF (VOE) - 10.02% |
| #3 | UNITEDHEALTH GROUP INC (UNH) - 6.18% | VANGUARD SMALL-CAP ETF (VB) - 5.41% |
| #4 | JOHNSON & JOHNSON (JNJ) - 4.78% | VANGUARD MID-CAP ETF (VO) - 5.07% |
| #5 | MERCK & CO INC (MRK) - 4.58% | ELEVANCE HEALTH INC (ELV) - 1.90% |
| #6 | ASTRAZENECA PLC (AZN:XLON) - 4.47% | GLOBAL PAYMENTS INC (GPN) - 1.77% |
| #7 | BRISTOL-MYERS SQUIBB CO (BMY) - 3.42% | AMERIPRISE FINANCIAL INC (AMP) - 1.69% |
| #8 | THERMO FISHER SCIENTIFIC INC (TMO) - 2.96% | FISERV INC (FISV) - 1.47% |
| #9 | CVS HEALTH CORP (CVS) - 2.93% | n/a (GEHC) - 1.43% |
| #10 | INTUITIVE SURGICAL INC (ISRG) - 2.80% | U.S. BANCORP (USB) - 1.41% |
| #11 | NOVO NORDISK AS CLASS B (n/a) - 2.74% | ARCH CAPITAL GROUP LTD (ACGL) - 1.26% |
| #12 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 2.72% | ENERGY TRANSFER LP (ET) - 1.22% |
| #13 | ARGENX SE (n/a) - 2.40% | LPL FINANCIAL HOLDINGS INC (LPLA) - 1.22% |
| #14 | UCB SA (n/a) - 2.03% | LITHIA MOTORS INC CLASS A (LAD) - 1.15% |
| #15 | HOYA CORP (n/a) - 1.95% | CORPAY INC (CPAY) - 1.13% |
| #16 | REGENERON PHARMACEUTICALS INC (REGN) - 1.95% | WILLIS TOWERS WATSON PLC (WTW) - 1.06% |
| #17 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.93% | CDW CORP (CDW) - 1.06% |
| #18 | EDWARDS LIFESCIENCES CORP (EW) - 1.90% | TD SYNNEX CORP (SNX) - 1.05% |
| #19 | DANAHER CORP (DHR) - 1.82% | DELTA AIR LINES INC (DAL) - 1.05% |
| #20 | CENCORA INC (COR) - 1.70% | SLM CORP (SLM) - 1.04% |
| #21 | TEVA PHARMACEUTICAL INDUSTRIES LTD (n/a) - 1.68% | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 0.99% |
| #22 | BIOGEN INC (BIIB) - 1.60% | PAYPAL HOLDINGS INC (PYPL) - 0.96% |
| #23 | STRYKER CORP (SYK) - 1.57% | JONES LANG LASALLE INC (JLL) - 0.95% |
| #24 | BOSTON SCIENTIFIC CORP (BSX) - 1.49% | FRONTDOOR INC (FTDR) - 0.94% |
| #25 | CARDINAL HEALTH INC (CAH) - 1.42% | LEAR CORP (LEA) - 0.93% |
| Total Holdings | 63 | 106 |
JDOC vs ABCS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JDOC
+2.91%
ABCS
+2.17%
3M
JDOC
-0.16%
Winner
ABCS
+5.75%
6M
JDOC
-0.98%
Winner
ABCS
+8.07%
1Y
JDOC
+15.36%
Winner
ABCS
+18.21%
Max(CAGR)
JDOC
+8.80%
Winner
ABCS
+13.08%
JDOC vs ABCS - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | JDOC | ABCS |
|---|---|---|
| 2026 | -1.66% | +6.68% |
| 2025 | +15.12% | +8.14% |
| 2024 | -2.23% | +14.63% |
| 2023 | +10.71% | +1.97% |
JDOC vs ABCS Drawdown Comparison
The maximum drawdown for JDOC was -20.85%, occurring on May 14, 2025. This drawdown has not yet recovered.
The maximum drawdown for ABCS was -20.52%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.
The current JDOC drawdown is -4.63%. The current ABCS drawdown is -0.79%.
| Rank | JDOC | ABCS |
|---|---|---|
| #1 | -20.85% Aug 30, 2024 - May 14, 2025 | -20.52% Nov 25, 2024 - Aug 22, 2025 |
| #2 | -5.87% Mar 28, 2024 - Jun 6, 2024 | -8.33% Feb 6, 2026 - Apr 17, 2026 |
| #3 | -3.74% Aug 1, 2024 - Aug 13, 2024 | -7.54% Mar 28, 2024 - Jul 16, 2024 |
| #4 | -2.63% Jan 10, 2024 - Feb 1, 2024 | -7.02% Sep 11, 2025 - Dec 10, 2025 |
| #5 | -2.47% Nov 7, 2023 - Nov 14, 2023 | -6.63% Jul 31, 2024 - Aug 23, 2024 |
| #6 | -2.35% Jul 17, 2024 - Aug 1, 2024 | -6.30% Aug 30, 2024 - Sep 19, 2024 |
| #7 | -2.35% Jun 25, 2024 - Jul 10, 2024 | -4.01% Dec 28, 2023 - Feb 12, 2024 |
| #8 | -1.96% Dec 19, 2023 - Dec 22, 2023 | -2.79% Jul 16, 2024 - Jul 30, 2024 |
| #9 | -1.75% Mar 7, 2024 - Mar 27, 2024 | -2.52% Feb 12, 2024 - Feb 15, 2024 |
| #10 | -1.68% Feb 27, 2024 - Mar 7, 2024 | -2.41% Jan 15, 2026 - Feb 6, 2026 |
| #11 | -1.35% Nov 24, 2023 - Dec 1, 2023 | -2.38% Nov 11, 2024 - Nov 22, 2024 |
| #12 | -1.30% Feb 12, 2024 - Feb 14, 2024 | -2.06% Oct 16, 2024 - Nov 6, 2024 |
| #13 | -1.19% Jun 10, 2024 - Jun 24, 2024 | -2.02% May 6, 2026 - May 22, 2026 |
| #14 | -0.86% Dec 14, 2023 - Dec 19, 2023 | -1.80% Sep 27, 2024 - Oct 11, 2024 |
| #15 | -0.70% Dec 4, 2023 - Dec 12, 2023 | -1.59% Dec 11, 2025 - Jan 5, 2026 |
Correlation
Correlation between JDOC and ABCS is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.40
-101
Dividend Comparison (2023 - 2026)
JDOC vs ABCS dividend yield comparison.
| Year | JDOC | ABCS |
|---|---|---|
| 2026 | 0.00% | 0.13% |
| 2025 | 0.89% | 1.37% |
| 2024 | 5.57% | 1.39% |
| 2023 | 0.15% | 0.02% |
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