JDOC vs EAOM

Comparison between JPMORGAN HEALTHCARE LEADERS ETF (JDOC, ETF) and ISHARES ESG AWARE 40/60 MODERATE ALLOCATION ETF (EAOM, ETF).

JDOC vs EAOM - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	JDOC(ETF)	EAOM(ETF)
Net Assets	$8.50M	$8.60M
Expense Ratio	0.65%	0.18%
Max Drawdown	24.92%	22.10%
Sharpe Ratio	0.76	1.35
5Y Beta	0.52	0.39
P/E Ratio	50.22	N/A
Forward P/E	17.13	N/A
PEG Ratio	0.67	N/A
5Y Dividends CAGR	N/A	29.85%
5Y EPS CAGR	5.61%	N/A
Debt to Equity	65.55%	N/A
P/S Ratio	1.29	N/A
P/B Ratio	4.81	N/A

Net Assets

JDOC

$8.50M

Winner

EAOM

$8.60M

Expense Ratio

JDOC

0.65%

Winner

EAOM

0.18%

Max Drawdown

JDOC

24.92%

Winner

EAOM

22.10%

Sharpe Ratio

JDOC

0.76

Winner

EAOM

1.35

5Y Beta

JDOC

0.52

Winner

EAOM

0.39

P/E Ratio

JDOC

50.22

EAOM

N/A

Forward P/E

JDOC

17.13

EAOM

N/A

PEG Ratio

JDOC

0.67

EAOM

N/A

5Y Dividends CAGR

JDOC

N/A

EAOM

29.85%

5Y EPS CAGR

JDOC

5.61%

EAOM

N/A

Debt to Equity

JDOC

65.55%

EAOM

N/A

P/S Ratio

JDOC

1.29

EAOM

N/A

P/B Ratio

JDOC

4.81

EAOM

N/A

JDOC vs EAOM - Historical Returns

Returns include dividend reinvestment.

Period	JDOC	EAOM
1 month	+3.23%	+0.98%
3 months	+3.08%	+5.18%
6 months	+0.33%	+5.18%
1 year	+13.63%	+12.96%
5 years(CAGR)	N/A	+4.10%
Max(CAGR)	+9.21%	+5.87%

Winner

JDOC

+3.23%

EAOM

+0.98%

JDOC

+3.08%

Winner

EAOM

+5.18%

JDOC

+0.33%

Winner

EAOM

+5.18%

Winner

JDOC

+13.63%

EAOM

+12.96%

5Y(CAGR)

JDOC

N/A

EAOM

+4.10%

Max(CAGR)

Winner

JDOC

+9.21%

EAOM

+5.87%

JDOC vs EAOM - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	JDOC	EAOM
2026	-0.54%	+4.52%
2025	+15.12%	+12.96%
2024	-2.23%	+8.15%
2023	+10.71%	+11.58%
2022	N/A	-15.31%
2021	N/A	+6.75%
2020	N/A	+10.30%

JDOC vs EAOM 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 EAOM was -20.74%, occurring on Oct 14, 2022. Recovery took 694 trading sessions.

The current JDOC drawdown is -3.55%. The current EAOM drawdown is -0.79%.

Rank	JDOC	EAOM
#1	-20.85% Aug 30, 2024 - May 14, 2025	-20.74% Nov 9, 2021 - Aug 15, 2024
#2	-5.87% Mar 28, 2024 - Jun 6, 2024	-7.06% Dec 6, 2024 - May 16, 2025
#3	-3.74% Aug 1, 2024 - Aug 13, 2024	-5.17% Feb 25, 2026 - Apr 17, 2026
#4	-2.63% Jan 10, 2024 - Feb 1, 2024	-3.86% Sep 2, 2020 - Nov 11, 2020
#5	-2.47% Nov 7, 2023 - Nov 14, 2023	-3.16% Feb 12, 2021 - Apr 13, 2021
#6	-2.35% Jul 17, 2024 - Aug 1, 2024	-2.65% Sep 2, 2021 - Nov 4, 2021
#7	-2.35% Jun 25, 2024 - Jul 10, 2024	-2.60% Sep 27, 2024 - Dec 4, 2024
#8	-1.96% Dec 19, 2023 - Dec 22, 2023	-2.49% Oct 28, 2025 - Dec 24, 2025
#9	-1.75% Mar 7, 2024 - Mar 27, 2024	-2.17% Jun 2, 2026 - Jun 10, 2026
#10	-1.68% Feb 27, 2024 - Mar 7, 2024	-2.07% May 7, 2021 - Jun 1, 2021
#11	-1.35% Nov 24, 2023 - Dec 1, 2023	-1.65% Jan 25, 2021 - Feb 8, 2021
#12	-1.30% Feb 12, 2024 - Feb 14, 2024	-1.56% May 6, 2026 - May 26, 2026
#13	-1.19% Jun 10, 2024 - Jun 24, 2024	-1.27% Jun 23, 2020 - Jul 1, 2020
#14	-0.86% Dec 14, 2023 - Dec 19, 2023	-1.22% Aug 23, 2024 - Sep 12, 2024
#15	-0.70% Dec 4, 2023 - Dec 12, 2023	-1.14% Oct 8, 2025 - Oct 17, 2025