BBUS vs. ROCQ
BBUS (JPMorgan BetaBuilders U.S. Equity ETF) and ROCQ (JPMorgan Nasdaq Equity Premium Yield ETF) are both exchange-traded funds - BBUS is a Large Cap Blend Equities fund tracking the Morningstar US Target Market Exposure Index, while ROCQ is a Nasdaq-100 fund actively managed by JPMorgan. BBUS is passively managed, while ROCQ is actively managed. Their correlation of 0.91 means they have usually moved in the same direction. BBUS charges 0.02%/yr vs 0.35%/yr for ROCQ.
Performance
BBUS vs. ROCQ - Performance Comparison
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Returns By Period
BBUS
- 1D
- 1.46%
- 1M
- 1.67%
- 6M
- 9.38%
- YTD
- 11.30%
- 1Y
- 22.56%
- 3Y*
- 20.79%
- 5Y*
- 12.56%
- 10Y*
- —
- ALL TIME*
- 15.98%
ROCQ
- 1D
- 1.32%
- 1M
- -0.30%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $26.15M | $23.57M | $29.57M | |
| $13.13M | $10.74M | $11.66M |
BBUS vs. ROCQ - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
BBUS JPMorgan BetaBuilders U.S. Equity ETF | 15.12% |
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF | 15.09% |
Correlation
The correlation between BBUS and ROCQ is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Mar 19, 2026 | 0.91 |
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Return for Risk
BBUS vs. ROCQ — Risk / Return Rank
BBUS
ROCQ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BBUS vs. ROCQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders U.S. Equity ETF (BBUS) 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.
| BBUS | ROCQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.32 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.46 | — | — |
| Martin ratioReturn relative to average drawdown | 10.36 | — | — |
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Drawdowns
BBUS vs. ROCQ - Drawdown Comparison
The maximum BBUS drawdown since its inception was -35.35%, which is greater than ROCQ's maximum drawdown of -8.05%. Use the drawdown chart below to compare losses from any high point for BBUS and ROCQ.
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Drawdown Indicators
| BBUS | ROCQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.35% | -8.05% | -27.30% |
Max Drawdown (1Y)Largest decline over 1 year | -9.21% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -19.01% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -25.46% | — | — |
Current DrawdownCurrent decline from peak | -0.12% | -3.02% | +2.90% |
Average DrawdownAverage peak-to-trough decline | -5.38% | -1.58% | -3.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.18% | — | — |
Volatility
BBUS vs. ROCQ - Volatility Comparison
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Volatility by Period
| BBUS | ROCQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.82% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.23% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.87% | 19.99% | -7.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.17% | 19.99% | -2.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.50% | 19.99% | -0.49% |
BBUS vs. ROCQ - Expense Ratio Comparison
BBUS has a 0.02% expense ratio, which is lower than ROCQ's 0.35% expense ratio.
Dividends
BBUS vs. ROCQ - Dividend Comparison
BBUS's dividend yield for the trailing twelve months is around 1.00%, less than ROCQ's 4.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BBUS JPMorgan BetaBuilders U.S. Equity ETF | 1.00% | 1.07% | 1.21% | 1.38% | 1.57% | 1.11% | 1.43% | 1.37% |
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF | 4.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.91, BBUS 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.
On fees, BBUS is cheaper at 0.02% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBUS is cheaper with a 0.02% expense ratio, compared with 0.35% for ROCQ.
ROCQ has the higher dividend yield at 4.37%, compared with 1.00% for BBUS.
BBUS is categorized as Large Cap Blend Equities, while ROCQ is Nasdaq-100. Their fees differ too: 0.02% for BBUS and 0.35% for ROCQ.
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