JDOC vs ROPE
Comparison between JPMORGAN HEALTHCARE LEADERS ETF (JDOC, ETF) and COASTAL COMPASS 100 ETF (ROPE, ETF).
JDOC vs ROPE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JDOC
$8.50M
ROPE
$8.50M
Expense Ratio
Winner
JDOC
0.65%
ROPE
0.81%
Max Drawdown
JDOC
24.92%
Winner
ROPE
14.77%
Sharpe Ratio
JDOC
0.72
Winner
ROPE
1.56
5Y Beta
Winner
JDOC
0.52
ROPE
0.52
P/E Ratio
JDOC
50.22
Winner
ROPE
17.69
Forward P/E
JDOC
17.13
Winner
ROPE
14.43
PEG Ratio
JDOC
0.67
Winner
ROPE
0.64
5Y EPS CAGR
JDOC
5.61%
Winner
ROPE
6.70%
Debt to Equity
Winner
JDOC
65.55%
ROPE
105.71%
P/S Ratio
Winner
JDOC
1.29
ROPE
1.45
P/B Ratio
JDOC
4.81
Winner
ROPE
3.01
JDOC vs ROPE - Holdings Comparison
JDOC and ROPE have 7 common holdings. Overlap is 10.03%
JDOC's top 25 holdings weight is 75.92%. ROPE's top 25 holdings weight is 73.63%.
| Rank | JDOC | ROPE |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 7.71% | EXXON MOBIL CORP (XOM) - 5.75% |
| #2 | ABBVIE INC (ABBV) - 7.19% | TARGET CORP (TGT) - 5.70% |
| #3 | UNITEDHEALTH GROUP INC (UNH) - 6.18% | CONOCOPHILLIPS (COP) - 5.61% |
| #4 | JOHNSON & JOHNSON (JNJ) - 4.78% | PHILIP MORRIS INTERNATIONAL INC (PM) - 5.47% |
| #5 | MERCK & CO INC (MRK) - 4.58% | SIMON PROPERTY GROUP INC (SPG) - 5.31% |
| #6 | ASTRAZENECA PLC (AZN:XLON) - 4.47% | CVS HEALTH CORP (CVS) - 5.26% |
| #7 | BRISTOL-MYERS SQUIBB CO (BMY) - 3.42% | BRISTOL-MYERS SQUIBB CO (BMY) - 5.04% |
| #8 | THERMO FISHER SCIENTIFIC INC (TMO) - 2.96% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 4.61% |
| #9 | CVS HEALTH CORP (CVS) - 2.93% | U.S. BANCORP (USB) - 4.57% |
| #10 | INTUITIVE SURGICAL INC (ISRG) - 2.80% | COMCAST CORP CLASS A (CMCSA) - 4.32% |
| #11 | NOVO NORDISK AS CLASS B (n/a) - 2.74% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.74% |
| #12 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 2.72% | CISCO SYSTEMS INC (CSCO) - 1.78% |
| #13 | ARGENX SE (n/a) - 2.40% | CATERPILLAR INC (CAT) - 1.63% |
| #14 | UCB SA (n/a) - 2.03% | QUALCOMM INC (QCOM) - 1.54% |
| #15 | HOYA CORP (n/a) - 1.95% | FEDEX CORP (FDX) - 1.47% |
| #16 | REGENERON PHARMACEUTICALS INC (REGN) - 1.95% | COCA-COLA CO (KO) - 1.34% |
| #17 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.93% | COLGATE-PALMOLIVE CO (CL) - 1.32% |
| #18 | EDWARDS LIFESCIENCES CORP (EW) - 1.90% | UNION PACIFIC CORP (UNP) - 1.31% |
| #19 | DANAHER CORP (DHR) - 1.82% | BANK OF NEW YORK MELLON CORP (BNY) - 1.31% |
| #20 | CENCORA INC (COR) - 1.70% | HONEYWELL INTERNATIONAL INC (HON) - 1.29% |
| #21 | TEVA PHARMACEUTICAL INDUSTRIES LTD (n/a) - 1.68% | STARBUCKS CORP (SBUX) - 1.29% |
| #22 | BIOGEN INC (BIIB) - 1.60% | JOHNSON & JOHNSON (JNJ) - 1.27% |
| #23 | STRYKER CORP (SYK) - 1.57% | GILEAD SCIENCES INC (GILD) - 1.25% |
| #24 | BOSTON SCIENTIFIC CORP (BSX) - 1.49% | MERCK & CO INC (MRK) - 1.24% |
| #25 | CARDINAL HEALTH INC (CAH) - 1.42% | DEERE & CO (DE) - 1.21% |
| Total Holdings | 63 | 53 |
JDOC vs ROPE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JDOC
+3.24%
ROPE
+2.97%
3M
JDOC
+2.12%
Winner
ROPE
+5.88%
6M
JDOC
-1.23%
Winner
ROPE
+10.46%
1Y
JDOC
+13.14%
Winner
ROPE
+20.91%
Max(CAGR)
JDOC
+8.89%
Winner
ROPE
+17.12%
JDOC vs ROPE - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | JDOC | ROPE |
|---|---|---|
| 2026 | -1.22% | +9.75% |
| 2025 | +15.12% | +14.24% |
| 2024 | -2.23% | +0.34% |
| 2023 | +10.71% | N/A |
JDOC vs ROPE 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 ROPE was -14.34%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current JDOC drawdown is -4.21%. The current ROPE drawdown is -0.71%.
| Rank | JDOC | ROPE |
|---|---|---|
| #1 | -20.85% Aug 30, 2024 - May 14, 2025 | -14.34% Feb 19, 2025 - Jul 3, 2025 |
| #2 | -5.87% Mar 28, 2024 - Jun 6, 2024 | -6.72% Feb 6, 2026 - Jun 11, 2026 |
| #3 | -3.74% Aug 1, 2024 - Aug 13, 2024 | -3.96% Jul 3, 2025 - Aug 20, 2025 |
| #4 | -2.63% Jan 10, 2024 - Feb 1, 2024 | -3.29% Dec 26, 2024 - Jan 17, 2025 |
| #5 | -2.47% Nov 7, 2023 - Nov 14, 2023 | -3.19% Oct 3, 2025 - Oct 27, 2025 |
| #6 | -2.35% Jul 17, 2024 - Aug 1, 2024 | -3.07% Nov 12, 2025 - Nov 26, 2025 |
| #7 | -2.35% Jun 25, 2024 - Jul 10, 2024 | -2.78% Oct 27, 2025 - Nov 12, 2025 |
| #8 | -1.96% Dec 19, 2023 - Dec 22, 2023 | -1.94% Aug 22, 2025 - Oct 1, 2025 |
| #9 | -1.75% Mar 7, 2024 - Mar 27, 2024 | -1.74% Jan 15, 2026 - Jan 22, 2026 |
| #10 | -1.68% Feb 27, 2024 - Mar 7, 2024 | -1.15% Jan 6, 2026 - Jan 8, 2026 |
| #11 | -1.35% Nov 24, 2023 - Dec 1, 2023 | -0.85% Dec 15, 2025 - Dec 22, 2025 |
| #12 | -1.30% Feb 12, 2024 - Feb 14, 2024 | -0.81% Nov 28, 2025 - Dec 3, 2025 |
| #13 | -1.19% Jun 10, 2024 - Jun 24, 2024 | -0.78% Jan 22, 2026 - Jan 29, 2026 |
| #14 | -0.86% Dec 14, 2023 - Dec 19, 2023 | -0.73% Feb 6, 2025 - Feb 11, 2025 |
| #15 | -0.70% Dec 4, 2023 - Dec 12, 2023 | -0.72% Dec 3, 2025 - Dec 10, 2025 |
Correlation
Correlation between JDOC and ROPE is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2023 - 2026)
JDOC vs ROPE dividend yield comparison.
| Year | JDOC | ROPE |
|---|---|---|
| 2026 | 0.00% | 0.15% |
| 2025 | 0.89% | 2.40% |
| 2024 | 5.57% | 0.03% |
| 2023 | 0.15% | 0.00% |
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