JDOC vs HOLD
Comparison between JPMORGAN HEALTHCARE LEADERS ETF (JDOC, ETF) and HARBOR ALPHA LAYERING ETF (HOLD, ETF).
JDOC vs HOLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JDOC
$8.50M
Winner
HOLD
$8.60M
Expense Ratio
JDOC
0.65%
HOLD
N/A
Max Drawdown
Winner
JDOC
24.92%
HOLD
70.46%
Sharpe Ratio
Winner
JDOC
0.76
HOLD
-0.78
5Y Beta
Winner
JDOC
0.52
HOLD
0.78
P/E Ratio
JDOC
50.22
HOLD
N/A
Forward P/E
JDOC
17.13
HOLD
N/A
PEG Ratio
JDOC
0.67
HOLD
N/A
5Y Dividends CAGR
JDOC
N/A
HOLD
7.97%
5Y EPS CAGR
JDOC
5.61%
HOLD
N/A
Debt to Equity
JDOC
65.55%
HOLD
N/A
P/S Ratio
JDOC
1.29
HOLD
N/A
P/B Ratio
JDOC
4.81
HOLD
N/A
JDOC vs HOLD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JDOC
+3.23%
HOLD
-2.65%
3M
JDOC
+3.08%
Winner
HOLD
+5.13%
6M
JDOC
+0.33%
Winner
HOLD
+8.43%
1Y
JDOC
+13.63%
Winner
HOLD
+18.12%
5Y(CAGR)
JDOC
N/A
HOLD
-18.07%
10Y(CAGR)
JDOC
N/A
HOLD
-8.84%
Max(CAGR)
Winner
JDOC
+9.21%
HOLD
-7.12%
JDOC vs HOLD - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | JDOC | HOLD |
|---|---|---|
| 2026 | -0.54% | +8.32% |
| 2025 | +15.12% | +8.52% |
| 2024 | -2.23% | N/A |
| 2023 | +10.71% | +1.16% |
| 2022 | N/A | +0.40% |
| 2021 | N/A | +0.15% |
| 2020 | N/A | +0.69% |
| 2019 | N/A | +3.06% |
| 2018 | N/A | +1.82% |
| 2017 | N/A | +1.30% |
| 2016 | N/A | +1.34% |
| 2015 | N/A | +0.16% |
| 2014 | N/A | -0.21% |
JDOC vs HOLD 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 HOLD was -69.65%, occurring on Aug 20, 2025. This drawdown has not yet recovered.
The current JDOC drawdown is -3.55%. The current HOLD drawdown is -63.80%.
| Rank | JDOC | HOLD |
|---|---|---|
| #1 | -20.85% Aug 30, 2024 - May 14, 2025 | -69.65% Mar 23, 2023 - Aug 20, 2025 |
| #2 | -5.87% Mar 28, 2024 - Jun 6, 2024 | -5.23% Feb 25, 2020 - Dec 31, 2020 |
| #3 | -3.74% Aug 1, 2024 - Aug 13, 2024 | -1.59% Jul 23, 2021 - Jan 12, 2023 |
| #4 | -2.63% Jan 10, 2024 - Feb 1, 2024 | -0.54% Oct 28, 2014 - Jul 20, 2015 |
| #5 | -2.47% Nov 7, 2023 - Nov 14, 2023 | -0.49% Jul 20, 2015 - Mar 29, 2016 |
| #6 | -2.35% Jul 17, 2024 - Aug 1, 2024 | -0.37% Dec 31, 2020 - Jul 23, 2021 |
| #7 | -2.35% Jun 25, 2024 - Jul 10, 2024 | -0.35% Jul 7, 2016 - Oct 12, 2016 |
| #8 | -1.96% Dec 19, 2023 - Dec 22, 2023 | -0.34% Apr 13, 2018 - May 25, 2018 |
| #9 | -1.75% Mar 7, 2024 - Mar 27, 2024 | -0.28% May 17, 2017 - Jun 29, 2017 |
| #10 | -1.68% Feb 27, 2024 - Mar 7, 2024 | -0.28% Feb 2, 2023 - Feb 17, 2023 |
| #11 | -1.35% Nov 24, 2023 - Dec 1, 2023 | -0.24% Jan 11, 2017 - Feb 10, 2017 |
| #12 | -1.30% Feb 12, 2024 - Feb 14, 2024 | -0.24% Aug 5, 2014 - Sep 25, 2014 |
| #13 | -1.19% Jun 10, 2024 - Jun 24, 2024 | -0.21% Mar 14, 2023 - Mar 16, 2023 |
| #14 | -0.86% Dec 14, 2023 - Dec 19, 2023 | -0.21% Mar 16, 2023 - Mar 20, 2023 |
| #15 | -0.70% Dec 4, 2023 - Dec 12, 2023 | -0.21% Feb 20, 2019 - Feb 25, 2019 |
Correlation
Correlation between JDOC and HOLD is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.57
-101
Dividend Comparison (2014 - 2025)
JDOC vs HOLD dividend yield comparison.
| Year | JDOC | HOLD |
|---|---|---|
| 2025 | 0.89% | 7.32% |
| 2024 | 5.57% | 0.00% |
| 2023 | 0.15% | 0.75% |
| 2022 | 0.00% | 1.51% |
| 2021 | 0.00% | 0.55% |
| 2020 | 0.00% | 1.42% |
| 2019 | 0.00% | 2.33% |
| 2018 | 0.00% | 1.96% |
| 2017 | 0.00% | 1.30% |
| 2016 | 0.00% | 0.97% |
| 2015 | 0.00% | 0.39% |
| 2014 | 0.00% | 0.67% |
Select Stocks to Compare
Popular: JDOC vs SPYHOLD vs SPY
More Comparisons
Compare with similar stocks