HDLB vs. JDOC ETF Comparison
Comparison of ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B due September 30, 2044 (HDLB) to JPMorgan Healthcare Leaders ETF (JDOC)
HDLB
ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B due September 30, 2044
HDLB Description
The investment seeks to provide two times leveraged long exposure to the compounded monthly performance of the Solactive US High Dividend Low Volatility Index. The index is designed to measure the performance of 40 dividend yielding, relatively lower volatility Index Constituent Securities from the universe of the largest 1,000 U.S. listed stocks by market capitalization, as described herein. The Securities seek to approximate the monthly returns that might be available to investors through a leveraged “long” investment in the index constituent securities.
Grade (RS Rating)
Last Trade
$11.52
Average Daily Volume
1,651
37
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
$56.66
Average Daily Volume
518
9
Performance
| Period | HDLB | JDOC |
|---|---|---|
| 30 Days | -3.61% | -1.03% |
| 60 Days | 3.33% | -1.81% |
| 90 Days | 4.55% | 2.01% |
| 12 Months | 15.60% |
1 Overlapping Holdings
| Symbol | Grade | Weight in HDLB | Weight in JDOC | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 9.8% | 5.0% | 5.0% |
HDLB Overweight 36 Positions Relative to JDOC
| Symbol | Grade | Weight | |
|---|---|---|---|
| PFE | D | 13.4% | |
| VZ | D | 9.25% | |
| T | C | 8.79% | |
| GILD | F | 5.14% | |
| IBM | D | 5.12% | |
| PM | A | 3.83% | |
| DUK | A | 3.27% | |
| MO | A | 3.18% | |
| SO | A | 2.94% | |
| D | A | 2.76% | |
| AEP | A | 2.58% | |
| O | B | 2.51% | |
| VICI | D | 1.93% | |
| KHC | B | 1.93% | |
| ED | A | 1.85% | |
| ETR | A | 1.73% | |
| SRE | B | 1.71% | |
| PPL | A | 1.48% | |
| K | B | 1.47% | |
| NLY | A | 1.43% | |
| FE | A | 1.42% | |
| EIX | A | 1.34% | |
| IP | D | 1.22% | |
| MPW | C | 1.04% | |
| AGNC | B | 1.03% | |
| NI | A | 0.91% | |
| PNW | B | 0.78% | |
| WPC | C | 0.76% | |
| WU | C | 0.73% | |
| ARCC | A | 0.46% | |
| GLPI | F | 0.44% | |
| OGE | A | 0.43% | |
| STAG | D | 0.4% | |
| FSK | B | 0.25% | |
| KD | D | 0.14% | |
| ONL | D | 0.07% |
HDLB: Top Represented Industries & Keywords
JDOC: Top Represented Industries & Keywords
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