BALQ vs. ROCQ

Last updated Jun 24, 2026

BALQ (iShares Nasdaq Premium Income Active ETF) and ROCQ (JPMorgan Nasdaq Equity Premium Yield ETF) are both Nasdaq-100 funds. Both are actively managed. With a 0.97 correlation, they move nearly in lockstep. Both charge a 0.35% expense ratio.

Performance

BALQ vs. ROCQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Nasdaq Premium Income Active ETF (BALQ) and JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BALQ

• 1D: -3.11%
• 1M: -0.12%
• YTD: 18.59%
• 6M: 17.39%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ROCQ

• 1D: -2.77%
• 1M: -0.19%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BALQ vs. ROCQ - Yearly Performance Comparison

	2026 (YTD)
BALQ iShares Nasdaq Premium Income Active ETF	20.79%
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	15.38%

Correlation

The correlation between BALQ and ROCQ is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 19, 2026	0.97

Return for Risk

BALQ vs. ROCQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Nasdaq Premium Income Active ETF (BALQ) and JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

BALQ vs. ROCQ - Drawdown Comparison

The maximum BALQ drawdown since its inception was -11.79%, which is greater than ROCQ's maximum drawdown of -5.68%. Use the drawdown chart below to compare losses from any high point for BALQ and ROCQ.

Drawdown Indicators

	BALQ	ROCQ	Difference
Max Drawdown Largest peak-to-trough decline	-11.79%	-5.68%	-6.11%
Current Drawdown Current decline from peak	-3.71%	-2.77%	-0.94%
Average Drawdown Average peak-to-trough decline	-2.40%	-0.97%	-1.43%

Volatility

Volatility by Period

	BALQ	ROCQ	Difference
Volatility (1Y) Calculated over the trailing 1-year period	20.62%	19.58%	+1.04%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.62%	19.58%	+1.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.62%	19.58%	+1.04%

BALQ vs. ROCQ - Expense Ratio Comparison

Both BALQ and ROCQ have an expense ratio of 0.35%.

Dividends

BALQ vs. ROCQ - Dividend Comparison

BALQ's dividend yield for the trailing twelve months is around 4.76%, more than ROCQ's 2.07% yield.

Position	TTM	2025
BALQ iShares Nasdaq Premium Income Active ETF	4.76%	0.95%
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	2.07%	0.00%

Frequently Asked Questions

Can I hold both BALQ and ROCQ in my portfolio?

With a correlation of 0.97, BALQ and ROCQ move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, BALQ or ROCQ?

Both ETFs have the same 0.35% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BALQ or ROCQ?

BALQ and ROCQ have the same expense ratio: 0.35% per year.

Which ETF pays a higher dividend yield, BALQ or ROCQ?

BALQ has the higher dividend yield at 4.76%, compared with 2.07% for ROCQ.

What is the main difference between BALQ and ROCQ?

They also come from different issuers: iShares and JPMorgan.