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