JDOC vs. WRND ETF Comparison

Comparison of JPMorgan Healthcare Leaders ETF (JDOC) to IQ Global Equity R&D Leaders ETF (WRND)

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 ^*

* may have additional holdings in another (foreign) market

WRND

IQ Global Equity R&D Leaders ETF

WRND Description

IQ Global Equity R&D Leaders ETF is an exchange traded fund launched by New York Life Investment Management LLC. The fund is managed by IndexIQ Advisors LLC. It invests in public equity markets of global region. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the IQ Global Equity R&D Leaders Index, by using full replication technique. IQ Global Equity R&D Leaders ETF was formed on December 14, 2021 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$29.08

Average Daily Volume

1,357

Number of Holdings ^*

112

* may have additional holdings in another (foreign) market

Performance

Period	JDOC	WRND
30 Days	-5.08%	-1.90%
60 Days	-8.36%	-1.83%
90 Days	-11.27%	-1.88%
12 Months	10.60%	18.15%

18 Overlapping Holdings

Symbol	Grade	Weight in JDOC	Weight in WRND	Overlap
ABBV	D	4.17%	0.68%	0.68%
ABBV	D	4.17%	0.17%	0.17%
ALNY	D	0.38%	0.1%	0.1%
AMGN	D	0.71%	0.47%	0.47%
BIIB	F	0.46%	0.17%	0.17%
BMY	B	2.76%	1.17%	1.17%
BSX	B	3.46%	0.17%	0.17%
DHR	F	3.86%	0.14%	0.14%
ISRG	A	1.65%	0.12%	0.12%
JNJ	D	2.36%	1.48%	1.48%
LLY	F	8.8%	0.85%	0.85%
MDT	D	2.54%	0.28%	0.28%
MRK	F	1.6%	1.59%	1.59%
NVS	D	0.55%	0.96%	0.55%
REGN	F	3.18%	0.29%	0.29%
SYK	C	2.77%	0.15%	0.15%
TMO	F	4.58%	0.12%	0.12%
VRTX	F	2.69%	0.84%	0.84%

JDOC Overweight 27 Positions Relative to WRND

Symbol	Grade	Weight
UNH	C	8.71%
MCK	B	2.94%
CI	F	2.46%
HCA	F	1.62%
IQV	D	1.19%
WST	C	1.0%
EXAS	D	0.9%
NTRA	B	0.85%
CNC	D	0.83%
DXCM	D	0.81%
AGIO	C	0.79%
HALO	F	0.78%
ITCI	C	0.77%
NBIX	C	0.76%
INSP	D	0.69%
HUM	C	0.69%
BPMC	C	0.6%
SRPT	D	0.59%
RVMD	C	0.56%
BMRN	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%

JDOC Underweight 94 Positions Relative to WRND

Symbol	Grade	Weight
AMZN	C	-6.24%
GOOGL	C	-5.25%
META	D	-4.08%
AAPL	C	-3.25%
MSFT	F	-2.97%
INTC	D	-1.97%
NVDA	C	-1.34%
GM	B	-1.2%
ORCL	B	-1.05%
BABA	D	-0.95%
PFE	D	-0.94%
CSCO	B	-0.93%
QCOM	F	-0.9%
F	C	-0.89%
AVGO	D	-0.86%
TM	D	-0.74%
IBM	C	-0.71%
TSLA	B	-0.67%
SONY	B	-0.66%
STLA	F	-0.66%
CRM	B	-0.66%
HMC	F	-0.65%
GILD	C	-0.64%
AMD	F	-0.57%
ADBE	C	-0.39%
BIDU	F	-0.39%
SQ	B	-0.39%
MU	D	-0.38%
BA	F	-0.36%
NFLX	A	-0.35%
TEAM	A	-0.34%
PYPL	B	-0.34%
UBER	D	-0.31%
AMAT	F	-0.3%
ABT	B	-0.3%
EA	A	-0.3%
INTU	C	-0.3%
RTX	C	-0.3%
INCY	C	-0.29%
WDAY	B	-0.28%
MRNA	F	-0.27%
HPE	B	-0.27%
TCOM	B	-0.27%
NOW	A	-0.26%
CAT	B	-0.24%
NXPI	D	-0.24%
SHOP	B	-0.24%
MRVL	B	-0.24%
DE	A	-0.24%
SPOT	B	-0.22%
PANW	C	-0.22%
LI	F	-0.22%
SNPS	B	-0.22%
MELI	D	-0.21%
TXN	C	-0.21%
PG	A	-0.21%
BGNE	D	-0.2%
SNOW	C	-0.19%
HPQ	B	-0.19%
CMI	A	-0.19%
WDC	D	-0.19%
ABNB	C	-0.19%
NIO	F	-0.19%
HON	B	-0.18%
EXPE	B	-0.18%
GE	D	-0.18%
LRCX	F	-0.18%
RIVN	F	-0.17%
ADSK	A	-0.17%
CDNS	B	-0.17%
EBAY	D	-0.16%
RBLX	C	-0.16%
MMM	D	-0.16%
ACN	C	-0.15%
LMT	D	-0.15%
ADI	D	-0.15%
ILMN	D	-0.14%
DASH	A	-0.14%
CTVA	C	-0.14%
GLW	B	-0.12%
BDX	F	-0.12%
DDOG	A	-0.12%
NOC	D	-0.12%
EW	C	-0.12%
GEHC	F	-0.12%
NTAP	C	-0.11%
LPL	F	-0.11%
JNPR	F	-0.11%
PINS	D	-0.11%
KLAC	D	-0.11%
UL	D	-0.11%
APTV	D	-0.1%
MCHP	D	-0.09%
LCID	F	-0.07%