See what your fund actually adds

JPMorgan Healthcare Leaders ETF JDOC

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

JDOC compared with its replication portfolio
MeasureJDOCReplication
Annualized growth9.6%13.1%
Annualized volatility14.9%14.1%
Sharpe ratio0.690.94
Maximum drawdown18.8%14.1%
Replication fit (R²)0.93 · Tracking error 3.8%

Replication portfolio

The published portfolio below is the investable basket used to model JDOC’s historical return behavior.

JDOC replication basket weights
TickerBuilding blockWeight
XLVSector · Healthcare87.2%
EFGIntl · Growth9.0%
IWCMicro Cap3.8%