EDGQ vs. ROCQ

Last updated Jul 2, 2026

EDGQ (Global X Nasdaq-100 Income Edge ETF) and ROCQ (JPMorgan Nasdaq Equity Premium Yield ETF) are both exchange-traded funds - EDGQ is a Derivative Income fund actively managed by Global X, while ROCQ is a Nasdaq-100 fund actively managed by JPMorgan. Both are actively managed. With a 0.97 correlation, they move nearly in lockstep. EDGQ charges 0.53%/yr vs 0.35%/yr for ROCQ.

Performance

EDGQ vs. ROCQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Nasdaq-100 Income Edge ETF (EDGQ) and JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

EDGQ

• 1D: -1.17%
• 1M: -2.01%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ROCQ

• 1D: -1.17%
• 1M: -1.30%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

EDGQ vs. ROCQ - Yearly Performance Comparison

	2026 (YTD)
EDGQ Global X Nasdaq-100 Income Edge ETF	18.09%
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	17.10%

Correlation

The correlation between EDGQ 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

EDGQ vs. ROCQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Nasdaq-100 Income Edge ETF (EDGQ) 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

EDGQ vs. ROCQ - Drawdown Comparison

The maximum EDGQ drawdown since its inception was -7.87%, which is greater than ROCQ's maximum drawdown of -5.68%. Use the drawdown chart below to compare losses from any high point for EDGQ and ROCQ.

Drawdown Indicators

	EDGQ	ROCQ	Difference
Max Drawdown Largest peak-to-trough decline	-7.87%	-5.68%	-2.19%
Current Drawdown Current decline from peak	-2.43%	-1.32%	-1.11%
Average Drawdown Average peak-to-trough decline	-1.64%	-1.05%	-0.59%

Volatility

Volatility by Period

	EDGQ	ROCQ	Difference
Volatility (1Y) Calculated over the trailing 1-year period	19.79%	19.39%	+0.40%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.79%	19.39%	+0.40%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.79%	19.39%	+0.40%

EDGQ vs. ROCQ - Expense Ratio Comparison

EDGQ has a 0.53% expense ratio, which is higher than ROCQ's 0.35% expense ratio.

Dividends

EDGQ vs. ROCQ - Dividend Comparison

EDGQ's dividend yield for the trailing twelve months is around 4.45%, more than ROCQ's 2.99% yield.

Position	TTM
EDGQ Global X Nasdaq-100 Income Edge ETF	4.45%
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	2.99%

Frequently Asked Questions

Can I hold both EDGQ and ROCQ in my portfolio?

With a correlation of 0.97, EDGQ 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, EDGQ or ROCQ?

On fees, ROCQ is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, EDGQ or ROCQ?

ROCQ is cheaper with a 0.35% expense ratio, compared with 0.53% for EDGQ.

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

EDGQ has the higher dividend yield at 4.45%, compared with 2.99% for ROCQ.

What is the main difference between EDGQ and ROCQ?

EDGQ is categorized as Derivative Income, while ROCQ is Nasdaq-100. They also come from different issuers: Global X and JPMorgan. Their fees differ too: 0.53% for EDGQ and 0.35% for ROCQ.