JDOC vs MUNA
Comparison between JPMORGAN HEALTHCARE LEADERS ETF (JDOC, ETF) and NORTHERN TRUST 2030 TAX-EXEMPT DISTRIBUTING LADDER ETF (MUNA, ETF).
JDOC vs MUNA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JDOC
$9M
MUNA
$9M
Expense Ratio
JDOC
0.65%
Winner
MUNA
0.18%
Max Drawdown
JDOC
24.92%
Winner
MUNA
1.24%
Sharpe Ratio
Winner
JDOC
1.19
MUNA
-1.08
5Y Beta
JDOC
0.49
Winner
MUNA
0.04
P/E Ratio
JDOC
56.48
MUNA
N/A
Forward P/E
JDOC
19.07
MUNA
N/A
PEG Ratio
JDOC
0.71
MUNA
N/A
5Y EPS CAGR
JDOC
5.26%
MUNA
N/A
Debt to Equity
JDOC
69.42%
MUNA
N/A
P/S Ratio
JDOC
1.28
MUNA
N/A
P/B Ratio
JDOC
5.02
MUNA
N/A
JDOC vs MUNA - Holdings Comparison
JDOC and MUNA have 1 common holdings. Overlap is 0.00%
JDOC's top 25 holdings weight is 78.15%. MUNA's top 25 holdings weight is 36.08%.
| Rank | JDOC | MUNA |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 8.08% | INDIANA ST FIN AUTH REV 5% (n/a) - 3.51% |
| #2 | ABBVIE INC (ABBV) - 7.88% | n/a (n/a) - 2.65% |
| #3 | UNITEDHEALTH GROUP INC (UNH) - 6.41% | n/a (n/a) - 2.09% |
| #4 | JOHNSON & JOHNSON (JNJ) - 4.91% | JACKSONVILLE FLA SPL REV 5% (n/a) - 2.04% |
| #5 | MERCK & CO INC (MRK) - 4.66% | NEW CASTLE CNTY DEL 5% (n/a) - 2.03% |
| #6 | ASTRAZENECA PLC (AZN:XLON) - 4.09% | TEXAS WTR DEV BRD REV 5% (n/a) - 1.58% |
| #7 | THERMO FISHER SCIENTIFIC INC (TMO) - 3.35% | RACINE CNTY WIS 4% (n/a) - 1.57% |
| #8 | CVS HEALTH CORP (CVS) - 3.15% | HAMILTON CNTY OHIO SALES TAX 5% (n/a) - 1.51% |
| #9 | BRISTOL-MYERS SQUIBB CO (BMY) - 3.10% | MAURY CNTY TENN 5% (n/a) - 1.51% |
| #10 | ABBOTT LABORATORIES (ABT) - 2.72% | MIAMI-DADE CNTY FLA SPL OBLIG 5% (n/a) - 1.42% |
| #11 | NOVO NORDISK AS CLASS B (n/a) - 2.72% | n/a (n/a) - 1.36% |
| #12 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 2.64% | CASH (n/a) - 1.23% |
| #13 | ARGENX SE (n/a) - 2.51% | MANSFIELD TEX WTR & SWR REV 5% (n/a) - 1.15% |
| #14 | GSK PLC (n/a) - 2.44% | OHIO ST ADULT CORRECTIONAL CAP FACS 5% (n/a) - 1.15% |
| #15 | INTUITIVE SURGICAL INC (ISRG) - 2.21% | NORTH SLOPE BORO ALASKA 5% (n/a) - 1.15% |
| #16 | DANAHER CORP (DHR) - 2.16% | CROWN POINT IND MULTI-SCH BLDG CORP 5% (n/a) - 1.11% |
| #17 | STRYKER CORP (SYK) - 2.15% | SEATTLE WASH MUN LT & PWR REV 5% (n/a) - 1.09% |
| #18 | CENCORA INC (COR) - 1.93% | MARYLAND ST 5% (n/a) - 1.06% |
| #19 | EDWARDS LIFESCIENCES CORP (EW) - 1.86% | DELAWARE ST 5% (n/a) - 1.03% |
| #20 | BIOGEN INC (BIIB) - 1.62% | PORT TACOMA WASH 4% (n/a) - 1.01% |
| #21 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.58% | CORAL GABLES FLA CAP IMPT REV 5% (n/a) - 1.01% |
| #22 | CARDINAL HEALTH INC (CAH) - 1.57% | SPANISH FORK CITY UTAH SWR REV 5% (n/a) - 0.99% |
| #23 | IQVIA HOLDINGS INC (IQV) - 1.49% | WPPI ENERGY WIS PWR SUPPLY SYS REV 5% (n/a) - 0.98% |
| #24 | UCB SA (n/a) - 1.47% | IDAHO ENERGY RES AUTH PWR SUPPLY REV 5% (n/a) - 0.95% |
| #25 | CENTENE CORP (CNC) - 1.45% | IDAHO HSG & FIN ASSN SALES TAX REV 5% (n/a) - 0.90% |
| Total Holdings | 60 | 177 |
JDOC vs MUNA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JDOC
+5.57%
MUNA
-0.85%
3M
Winner
JDOC
+8.16%
MUNA
+0.09%
6M
Winner
JDOC
+1.80%
MUNA
+0.43%
1Y
Winner
JDOC
+23.09%
MUNA
+1.55%
Max(CAGR)
Winner
JDOC
+10.74%
MUNA
+1.68%
JDOC vs MUNA - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | JDOC | MUNA |
|---|---|---|
| 2026 | +4.27% | +0.94% |
| 2025 | +15.12% | +0.63% |
| 2024 | -2.23% | N/A |
| 2023 | +10.71% | N/A |
JDOC vs MUNA Drawdown Comparison
The maximum drawdown for JDOC was -20.85%, occurring on May 14, 2025. Recovery took 455 trading sessions.
The maximum drawdown for MUNA was -1.06%, occurring on Jul 17, 2026. This drawdown has not yet recovered.
The current JDOC drawdown is -2.70%. The current MUNA drawdown is -1.06%.
| Rank | JDOC | MUNA |
|---|---|---|
| #1 | -20.85% Aug 30, 2024 - Jun 26, 2026 | -1.06% Jun 11, 2026 - Jul 17, 2026 |
| #2 | -5.87% Mar 28, 2024 - Jun 6, 2024 | -0.91% Sep 16, 2025 - Jan 16, 2026 |
| #3 | -3.79% Jul 7, 2026 - Jul 14, 2026 | -0.74% Mar 9, 2026 - May 6, 2026 |
| #4 | -3.74% Aug 1, 2024 - Aug 13, 2024 | -0.24% Jun 4, 2026 - Jun 11, 2026 |
| #5 | -2.63% Jan 10, 2024 - Feb 1, 2024 | -0.20% Jan 16, 2026 - Jan 21, 2026 |
| #6 | -2.47% Nov 7, 2023 - Nov 14, 2023 | -0.19% Feb 12, 2026 - Mar 4, 2026 |
| #7 | -2.35% Jul 17, 2024 - Aug 1, 2024 | -0.12% May 14, 2026 - May 20, 2026 |
| #8 | -2.35% Jun 25, 2024 - Jul 10, 2024 | -0.11% Feb 5, 2026 - Feb 12, 2026 |
| #9 | -1.96% Dec 19, 2023 - Dec 22, 2023 | -0.07% May 11, 2026 - May 13, 2026 |
| #10 | -1.75% Mar 7, 2024 - Mar 27, 2024 | -0.07% May 6, 2026 - May 11, 2026 |
| #11 | -1.68% Feb 27, 2024 - Mar 7, 2024 | -0.06% May 26, 2026 - May 28, 2026 |
| #12 | -1.35% Nov 24, 2023 - Dec 1, 2023 | -0.06% Mar 4, 2026 - Mar 9, 2026 |
| #13 | -1.30% Feb 12, 2024 - Feb 14, 2024 | -0.06% Aug 28, 2025 - Sep 4, 2025 |
| #14 | -1.19% Jun 10, 2024 - Jun 24, 2024 | -0.05% Jan 23, 2026 - Feb 2, 2026 |
| #15 | -1.04% Jul 2, 2026 - Jul 7, 2026 | -0.05% Aug 19, 2025 - Aug 22, 2025 |
Correlation
Correlation between JDOC and MUNA is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.63
-101
Dividend Comparison (2023 - 2026)
JDOC vs MUNA dividend yield comparison.
| Year | JDOC | MUNA |
|---|---|---|
| 2026 | 0.00% | 1.09% |
| 2025 | 0.89% | 0.76% |
| 2024 | 5.57% | 0.00% |
| 2023 | 0.15% | 0.00% |
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