JDOC vs UTWY
Comparison between JPMORGAN HEALTHCARE LEADERS ETF (JDOC, ETF) and F/M US TREASURY 20 YEAR BOND ETF (UTWY, ETF).
JDOC vs UTWY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JDOC
$8.50M
UTWY
$8.50M
Expense Ratio
JDOC
0.65%
Winner
UTWY
0.15%
Max Drawdown
JDOC
24.92%
Winner
UTWY
19.94%
Sharpe Ratio
Winner
JDOC
0.72
UTWY
0.05
5Y Beta
JDOC
0.52
Winner
UTWY
0.05
P/E Ratio
JDOC
50.22
UTWY
N/A
Forward P/E
JDOC
17.13
UTWY
N/A
PEG Ratio
JDOC
0.67
UTWY
N/A
5Y EPS CAGR
JDOC
5.61%
UTWY
N/A
Debt to Equity
JDOC
65.55%
UTWY
N/A
P/S Ratio
JDOC
1.29
UTWY
N/A
P/B Ratio
JDOC
4.81
UTWY
N/A
JDOC vs UTWY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JDOC
+3.24%
UTWY
+2.41%
3M
Winner
JDOC
+2.12%
UTWY
-0.58%
6M
JDOC
-1.23%
Winner
UTWY
+0.06%
1Y
Winner
JDOC
+13.14%
UTWY
+4.50%
Max(CAGR)
Winner
JDOC
+8.89%
UTWY
-0.74%
JDOC vs UTWY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | JDOC | UTWY |
|---|---|---|
| 2026 | -1.22% | -0.10% |
| 2025 | +15.12% | +4.80% |
| 2024 | -2.23% | -4.49% |
| 2023 | +10.71% | -1.81% |
JDOC vs UTWY 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 UTWY was -18.18%, occurring on Oct 19, 2023. Recovery took 362 trading sessions.
The current JDOC drawdown is -4.21%. The current UTWY drawdown is -5.64%.
| Rank | JDOC | UTWY |
|---|---|---|
| #1 | -20.85% Aug 30, 2024 - May 14, 2025 | -18.18% Apr 6, 2023 - Sep 16, 2024 |
| #2 | -5.87% Mar 28, 2024 - Jun 6, 2024 | -11.88% Sep 16, 2024 - Jan 14, 2025 |
| #3 | -3.74% Aug 1, 2024 - Aug 13, 2024 | -0.18% Mar 28, 2023 - Mar 30, 2023 |
| #4 | -2.63% Jan 10, 2024 - Feb 1, 2024 | N/A |
| #5 | -2.47% Nov 7, 2023 - Nov 14, 2023 | N/A |
| #6 | -2.35% Jul 17, 2024 - Aug 1, 2024 | N/A |
| #7 | -2.35% Jun 25, 2024 - Jul 10, 2024 | N/A |
| #8 | -1.96% Dec 19, 2023 - Dec 22, 2023 | N/A |
| #9 | -1.75% Mar 7, 2024 - Mar 27, 2024 | N/A |
| #10 | -1.68% Feb 27, 2024 - Mar 7, 2024 | N/A |
| #11 | -1.35% Nov 24, 2023 - Dec 1, 2023 | N/A |
| #12 | -1.30% Feb 12, 2024 - Feb 14, 2024 | N/A |
| #13 | -1.19% Jun 10, 2024 - Jun 24, 2024 | N/A |
| #14 | -0.86% Dec 14, 2023 - Dec 19, 2023 | N/A |
| #15 | -0.70% Dec 4, 2023 - Dec 12, 2023 | N/A |
Correlation
Correlation between JDOC and UTWY is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.62
-101
Dividend Comparison (2023 - 2026)
JDOC vs UTWY dividend yield comparison.
| Year | JDOC | UTWY |
|---|---|---|
| 2026 | 0.00% | 1.92% |
| 2025 | 0.89% | 4.62% |
| 2024 | 5.57% | 4.56% |
| 2023 | 0.15% | 2.94% |
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