JDOC vs UTRE
Comparison between JPMORGAN HEALTHCARE LEADERS ETF (JDOC, ETF) and F/M US TREASURY 3 YEAR NOTE ETF (UTRE, ETF).
JDOC vs UTRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JDOC
$9M
Winner
UTRE
$9.10M
Expense Ratio
JDOC
0.65%
Winner
UTRE
0.15%
Max Drawdown
JDOC
24.92%
Winner
UTRE
4.36%
Sharpe Ratio
Winner
JDOC
1.19
UTRE
-0.72
5Y Beta
JDOC
0.49
Winner
UTRE
-0.02
P/E Ratio
JDOC
56.48
UTRE
N/A
Forward P/E
JDOC
19.07
UTRE
N/A
PEG Ratio
JDOC
0.71
UTRE
N/A
5Y EPS CAGR
JDOC
5.26%
UTRE
N/A
Debt to Equity
JDOC
69.42%
UTRE
N/A
P/S Ratio
JDOC
1.28
UTRE
N/A
P/B Ratio
JDOC
5.02
UTRE
N/A
JDOC vs UTRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JDOC
+5.57%
UTRE
+0.20%
3M
Winner
JDOC
+8.16%
UTRE
-0.35%
6M
Winner
JDOC
+1.80%
UTRE
+0.11%
1Y
Winner
JDOC
+23.09%
UTRE
+2.20%
Max(CAGR)
Winner
JDOC
+10.74%
UTRE
+3.23%
JDOC vs UTRE - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | JDOC | UTRE |
|---|---|---|
| 2026 | +4.27% | -0.01% |
| 2025 | +15.12% | +5.76% |
| 2024 | -2.23% | +3.19% |
| 2023 | +10.71% | +2.16% |
JDOC vs UTRE Drawdown Comparison
The maximum drawdown for JDOC was -20.85%, occurring on May 14, 2025. Recovery took 455 trading sessions.
The maximum drawdown for UTRE was -2.80%, occurring on Jul 6, 2023. Recovery took 154 trading sessions.
The current JDOC drawdown is -2.70%. The current UTRE drawdown is -1.00%.
| Rank | JDOC | UTRE |
|---|---|---|
| #1 | -20.85% Aug 30, 2024 - Jun 26, 2026 | -2.80% May 4, 2023 - Dec 13, 2023 |
| #2 | -5.87% Mar 28, 2024 - Jun 6, 2024 | -1.86% Sep 16, 2024 - Feb 26, 2025 |
| #3 | -3.79% Jul 7, 2026 - Jul 14, 2026 | -1.63% Feb 1, 2024 - Jun 13, 2024 |
| #4 | -3.74% Aug 1, 2024 - Aug 13, 2024 | -1.44% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -2.63% Jan 10, 2024 - Feb 1, 2024 | -1.21% Apr 30, 2025 - Jun 25, 2025 |
| #6 | -2.47% Nov 7, 2023 - Nov 14, 2023 | -0.97% Apr 5, 2023 - Apr 25, 2023 |
| #7 | -2.35% Jul 17, 2024 - Aug 1, 2024 | -0.89% Apr 4, 2025 - Apr 28, 2025 |
| #8 | -2.35% Jun 25, 2024 - Jul 10, 2024 | -0.62% Apr 25, 2023 - May 3, 2023 |
| #9 | -1.96% Dec 19, 2023 - Dec 22, 2023 | -0.58% Jan 12, 2024 - Feb 1, 2024 |
| #10 | -1.75% Mar 7, 2024 - Mar 27, 2024 | -0.49% Jun 30, 2025 - Aug 1, 2025 |
| #11 | -1.68% Feb 27, 2024 - Mar 7, 2024 | -0.46% Aug 2, 2024 - Aug 21, 2024 |
| #12 | -1.35% Nov 24, 2023 - Dec 1, 2023 | -0.45% Sep 8, 2025 - Oct 10, 2025 |
| #13 | -1.30% Feb 12, 2024 - Feb 14, 2024 | -0.45% Oct 16, 2025 - Nov 21, 2025 |
| #14 | -1.19% Jun 10, 2024 - Jun 24, 2024 | -0.41% Dec 27, 2023 - Jan 11, 2024 |
| #15 | -1.04% Jul 2, 2026 - Jul 7, 2026 | -0.40% Nov 25, 2025 - Dec 16, 2025 |
Correlation
Correlation between JDOC and UTRE is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.41
-101
Dividend Comparison (2023 - 2026)
JDOC vs UTRE dividend yield comparison.
| Year | JDOC | UTRE |
|---|---|---|
| 2026 | 0.00% | 1.77% |
| 2025 | 0.89% | 3.60% |
| 2024 | 5.57% | 4.01% |
| 2023 | 0.15% | 3.14% |
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