AVRE vs JDOC

AVREAAvantis Real Estate ETF

JDOCCJPMorgan Healthcare Leaders ETF

In short

AVRE Landlord exposure at index-fund pricing. AVRE holds roughly 300 REITs and property companies worldwide, measured against the S&P Global REIT Index, for 0.17% a year while the typical fund in its active-equity peer group charges far more.

JDOC Most healthcare ETFs just buy the sector list. JDOC is the stock-picker's version: about 60 names chosen by J.P. Morgan healthcare specialists hunting companies whose future growth the market underrates, with the whole globe in bounds.

Stated mandate

AVRE The fund seeks long-term capital appreciation.

JDOC Seeks long-term capital appreciation by investing primarily in healthcare companies that the adviser considers leaders, particularly where future growth is underappreciated by the market.

Why people hold it

• AVRE 0.17% a year, a fraction of the median expense ratio in its active-equity peer group. Fees are the one part of a real estate return you know in advance.avantisinvestors.com
• Global by design: US and developed-market property owners across roughly 300 names, so no single office tower or mall operator sets the tone.avantisinvestors.com
• Rent shows up on a schedule. The fund distributes quarterly, and its stated objective is long-term capital appreciation rather than a yield target.avantisinvestors.com
• On cost and structure it sits among the strongest implementations in its peer group, with a clean record: no structural flags, no scoring caps.

• JDOC Concentrated by design: about 60 healthcare stocks rather than the full sector roster, so the managers' picks actually shape the portfolio.jpmorgan.com
• The mandate is global, so European and Asian drugmakers and device firms are as eligible as US-listed ones.jpmorgan.com
• Run by J.P. Morgan portfolio managers who specialize in healthcare inside its equity research groups, leaning on the firm's global bench of sector analysts.sec.govjpmorgan.com
• 0.65% a year for specialist active research sits right at the median fee for actively managed US equity ETFs, not a markup for the J.P. Morgan name.

Worth knowing

• AVRE One sector, one story. Real estate reacts hard to interest rates and credit conditions, so this moves on its own schedule versus a broad stock fund.
• Global reach means foreign-currency property markets ride along, adding exchange-rate movement on top of the underlying real estate returns.avantisinvestors.com
• Launched in 2021, so its live history is short next to REIT funds that have been through multiple property cycles.

• JDOC A small fund that trades thinly since its 2023 launch, so spreads can run wider than on the giant healthcare index ETFs and execution matters more.
• One sector, roughly 60 names. Drug pricing rules, patent cliffs and trial outcomes land harder here than in a diversified fund.prnewswire.com
• Broad active core rivals like DFAC and AVLC charge under 0.2% for far wider portfolios. JDOC's fee reflects a narrow specialist mandate, not a core holding's price.

Full AVRE profile⁠

Full JDOC profile⁠