JDOC: JPMORGAN HEALTHCARE LEADERS ETF
What this ETF is trying to do
The JPMorgan Healthcare Leaders ETF (JDOC) is an exchange-traded fund (ETF). This means it is a collection of different stocks that trade on an exchange like a single stock. This specific ETF focuses on leading companies in the healthcare industry.
What the numbers show
The current price of JDOC is $59.80. Based on data from roughly one year ago, the estimated price was $54.25.
To understand how the fund has performed, we look at two different types of returns:
• One-Year Price Return: This measures only the change in the share price over the last year. The price return was 10.23%.
• One-Year Total Return: This measures the overall return, which includes both the share-price change and any distributions (like dividends) paid out. The total return for the last year was 11.21%.
For this year so far (YTD), both the price return and the total return are 3.36%.
Income and distribution explanation
This ETF has a distribution yield of 0.86%. The distribution yield tells you how much cash the fund pays out relative to its current share price. These distributions happen irregularly or less frequently. It is important for new investors to know that a distribution yield is not the same as total return. A high yield does not automatically mean an investor earned that percentage as their total profit.
NAV erosion explanation
NAV erosion is a term used to describe when the value of the underlying assets in a fund drops over time. StockValueFinder uses an "erosion-risk score" to measure this risk. JDOC has an erosion-score of 100, which is labeled as "good." There is no severe erosion-risk flag for this ETF, meaning the data did not show signs of significant price deterioration or a weak erosion score.
Pros
• The fund showed positive growth in both its share price and total return over the last year.
• It has a "good" rating for its erosion-risk measurement.
Cons
• Distributions are irregular and less frequent, which may not suit investors looking for steady, predictable cash payments.
Portfolio Exposure
This is a partial list of the top holdings for JDOC as of October 7, 2026. These holdings can change over time: 1. AbbVie Inc (8.20%) 2. Eli Lilly and Co (7.78%) 3. Merck & Co Inc (4.96%) 4. Johnson & Johnson (4.85%) 5. Thermo Fisher Scientific Inc (4.60%) 6. Novartis AG Registered Shares (4.06%) 7. AstraZeneca PLC (3.95%) 8. UnitedHealth Group Inc (3.51%) 9. Abbott Laboratories (2.89%) 10. Danaher Corp (2.72%)
Beginner takeaway
JDOC is an ETF that invests in major healthcare companies. Over the last year, its share price went up, and its total return was slightly higher because it also included distributions. While it pays out a small amount of cash as a distribution yield, those payments happen less often. The fund currently shows a good score regarding price stability (NAV erosion risk).
Top Holdings
Structured portfolio holdings supplied by the ETF data provider. These figures are not generated by the AI article.
| # | Holding | Ticker | Weight |
|---|---|---|---|
| 1 | ABBVIE INC | ABBV | 8.20% |
| 2 | ELI LILLY AND CO | LLY | 7.78% |
| 3 | MERCK & CO INC | MRK | 4.96% |
| 4 | JOHNSON & JOHNSON | JNJ | 4.85% |
| 5 | THERMO FISHER SCIENTIFIC INC | TMO | 4.60% |
| 6 | NOVARTIS AG REGISTERED SHARES | n/a | 4.06% |
| 7 | ASTRAZENECA PLC | AZN:XLON | 3.95% |
| 8 | UNITEDHEALTH GROUP INC | UNH | 3.51% |
| 9 | ABBOTT LABORATORIES | ABT | 2.89% |
| 10 | DANAHER CORP | DHR | 2.72% |