FXH vs. JDOC ETF Comparison

Comparison of First Trust Health Care AlphaDEX (FXH) to JPMorgan Healthcare Leaders ETF (JDOC)
FXH

First Trust Health Care AlphaDEX

FXH Description

The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the StrataQuant(R) Health Care Index. The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by NYSE Euronext to objectively identify and select stocks from the Russell 1000(R) Index in the health care sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) selection methodology. It is non-diversified.

Grade (RS Rating)

Last Trade

$109.44

Average Daily Volume

32,011

Number of Holdings *

77

* may have additional holdings in another (foreign) market
JDOC

JPMorgan Healthcare Leaders ETF

JDOC Description The fund will invest primarily in equity securities issued by pharmaceutical, biotechnology, healthcare services, healthcare technology, medical technology and life sciences companies which the adviser believes are leaders and where the magnitude and/or duration of future growth for these companies is underappreciated by the market. Under normal circumstances, the fund invests at least 80% of its assets in the equity securities of healthcare companies.

Grade (RS Rating)

Last Trade

$55.98

Average Daily Volume

613

Number of Holdings *

44

* may have additional holdings in another (foreign) market
Performance
Period FXH JDOC
30 Days 1.11% -5.08%
60 Days -2.43% -8.36%
90 Days -3.23% -11.27%
12 Months 13.91% 10.60%
25 Overlapping Holdings
Symbol Grade Weight in FXH Weight in JDOC Overlap
ABBV D 0.74% 4.17% 0.74%
ALNY D 2.14% 0.38% 0.38%
AMGN D 0.79% 0.71% 0.71%
BIIB F 1.46% 0.46% 0.46%
BMRN D 0.4% 0.55% 0.4%
CI F 1.6% 2.46% 1.6%
CNC D 1.78% 0.83% 0.83%
DHR F 0.37% 3.86% 0.37%
EXAS D 1.02% 0.9% 0.9%
HCA F 1.94% 1.62% 1.62%
HUM C 1.53% 0.69% 0.69%
INSP D 1.12% 0.69% 0.69%
IQV D 0.73% 1.19% 0.73%
ISRG A 1.87% 1.65% 1.65%
ITCI C 1.64% 0.77% 0.77%
JNJ D 1.28% 2.36% 1.28%
LLY F 1.22% 8.8% 1.22%
MDT D 1.31% 2.54% 1.31%
NTRA B 2.72% 0.85% 0.85%
REGN F 1.02% 3.18% 1.02%
SYK C 0.91% 2.77% 0.91%
TMO F 0.74% 4.58% 0.74%
UNH C 1.74% 8.71% 1.74%
VRTX F 0.89% 2.69% 0.89%
WST C 0.96% 1.0% 0.96%
FXH Overweight 52 Positions Relative to JDOC
Symbol Grade Weight
DOCS C 2.73%
PINC B 2.6%
PODD C 2.56%
JAZZ B 2.55%
UTHR C 2.46%
EXEL B 2.31%
ROIV C 2.3%
THC D 2.23%
RMD C 2.16%
DVA B 2.15%
UHS D 2.0%
RARE D 1.96%
CAH B 1.88%
VTRS A 1.86%
ZBH C 1.73%
DGX A 1.73%
CRL C 1.71%
INCY C 1.61%
RPRX D 1.55%
MOH F 1.52%
GEHC F 1.51%
ENOV C 1.45%
EHC B 1.43%
PRGO B 1.41%
OGN D 1.37%
EW C 1.37%
ELV F 1.34%
HOLX D 1.3%
CHE D 1.28%
HSIC B 1.25%
LH C 0.91%
WAT B 0.9%
ABT B 0.86%
BDX F 0.81%
AMED F 0.8%
ZTS D 0.77%
A D 0.75%
BRKR D 0.68%
TFX F 0.66%
MASI A 0.51%
PEN B 0.51%
VEEV C 0.47%
MEDP D 0.43%
RCM F 0.43%
TECH D 0.39%
RVTY F 0.39%
STE F 0.39%
ALGN D 0.37%
BAX D 0.36%
AVTR F 0.35%
XRAY F 0.28%
TXG F 0.27%
FXH Underweight 19 Positions Relative to JDOC
Symbol Grade Weight
BSX B -3.46%
MCK B -2.94%
BMY B -2.76%
MRK F -1.6%
DXCM D -0.81%
AGIO C -0.79%
HALO F -0.78%
NBIX C -0.76%
BPMC C -0.6%
SRPT D -0.59%
RVMD C -0.56%
NVS D -0.55%
TWST D -0.52%
IRTC D -0.42%
ACHC F -0.41%
APLS D -0.33%
ARVN D -0.28%
EVH F -0.26%
IDXX F -0.2%
Compare ETFs