JDOC vs. BEEZ ETF Comparison
Comparison of JPMorgan Healthcare Leaders ETF (JDOC) to Honeytree U.S. Equity ETF (BEEZ)
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
$55.75
Average Daily Volume
604
44
BEEZ
Honeytree U.S. Equity ETF
BEEZ Description
The fund is an actively managed exchange-traded fund ("ETF") sub-advised by Honeytree Investment Management Ltd. (the "Sub-Adviser"). The fund does not seek to replicate the performance of a specified index. The fund seeks to achieve its investment objective by investing at least 80% of the fund"s net assets, plus borrowings for investment purposes in a concentrated portfolio of large-cap and mid-cap U.S. listed equity stocks.Grade (RS Rating)
Last Trade
$32.81
Average Daily Volume
601
25
Performance
| Period | JDOC | BEEZ |
|---|---|---|
| 30 Days | -6.59% | 1.11% |
| 60 Days | -9.31% | 2.05% |
| 90 Days | -11.64% | 4.98% |
| 12 Months | 10.13% | 25.00% |
1 Overlapping Holdings
| Symbol | Grade | Weight in JDOC | Weight in BEEZ | Overlap | |
|---|---|---|---|---|---|
| TMO | F | 4.58% | 3.92% | 3.92% |
JDOC Overweight 43 Positions Relative to BEEZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| LLY | F | 8.8% | |
| UNH | B | 8.71% | |
| ABBV | F | 4.17% | |
| DHR | F | 3.86% | |
| BSX | A | 3.46% | |
| REGN | F | 3.18% | |
| MCK | A | 2.94% | |
| SYK | B | 2.77% | |
| BMY | B | 2.76% | |
| VRTX | D | 2.69% | |
| MDT | D | 2.54% | |
| CI | D | 2.46% | |
| JNJ | C | 2.36% | |
| ISRG | A | 1.65% | |
| HCA | F | 1.62% | |
| MRK | D | 1.6% | |
| IQV | F | 1.19% | |
| WST | C | 1.0% | |
| EXAS | D | 0.9% | |
| NTRA | A | 0.85% | |
| CNC | D | 0.83% | |
| DXCM | C | 0.81% | |
| AGIO | C | 0.79% | |
| HALO | F | 0.78% | |
| ITCI | C | 0.77% | |
| NBIX | C | 0.76% | |
| AMGN | F | 0.71% | |
| INSP | D | 0.69% | |
| HUM | C | 0.69% | |
| BPMC | B | 0.6% | |
| SRPT | F | 0.59% | |
| RVMD | C | 0.56% | |
| NVS | D | 0.55% | |
| BMRN | F | 0.55% | |
| TWST | F | 0.52% | |
| BIIB | F | 0.46% | |
| IRTC | C | 0.42% | |
| ACHC | F | 0.41% | |
| ALNY | D | 0.38% | |
| APLS | F | 0.33% | |
| ARVN | F | 0.28% | |
| EVH | F | 0.26% | |
| IDXX | F | 0.2% |
JDOC Underweight 24 Positions Relative to BEEZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| INTU | B | -4.17% | |
| HD | B | -4.13% | |
| ACN | B | -4.11% | |
| COST | A | -4.1% | |
| NOW | A | -4.09% | |
| CMI | A | -4.08% | |
| EW | C | -4.07% | |
| ZTS | D | -4.05% | |
| V | A | -4.04% | |
| FAST | B | -4.03% | |
| ATR | B | -4.02% | |
| WTS | B | -4.02% | |
| MA | B | -4.01% | |
| SHW | B | -3.99% | |
| EQIX | A | -3.98% | |
| ITW | B | -3.98% | |
| APD | A | -3.97% | |
| AMT | C | -3.91% | |
| A | D | -3.9% | |
| MAS | D | -3.87% | |
| TSCO | D | -3.86% | |
| TXN | C | -3.78% | |
| LRCX | F | -3.76% | |
| OLED | F | -3.72% |
JDOC: Top Represented Industries & Keywords
BEEZ: Top Represented Industries & Keywords
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