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IPDP vs. ROCY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IPDP vs. ROCY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dividend Performers ETF (IPDP) and JPMorgan Equity Premium Yield ETF (ROCY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IPDP

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*

ROCY

1D
-0.29%
1M
3.76%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IPDP vs. ROCY - Yearly Performance Comparison


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Return for Risk

IPDP vs. ROCY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dividend Performers ETF (IPDP) and JPMorgan Equity Premium Yield ETF (ROCY). 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.


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

IPDP vs. ROCY - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IPDPROCYDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

6.00

Drawdowns

IPDP vs. ROCY - Drawdown Comparison

The maximum IPDP drawdown since its inception was 0.00%, smaller than the maximum ROCY drawdown of -3.35%. Use the drawdown chart below to compare losses from any high point for IPDP and ROCY.


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Drawdown Indicators


IPDPROCYDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-3.35%

+3.35%

Current Drawdown

Current decline from peak

0.00%

-0.29%

+0.29%

Average Drawdown

Average peak-to-trough decline

0.00%

-0.34%

+0.34%

Volatility

IPDP vs. ROCY - Volatility Comparison


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Volatility by Period


IPDPROCYDifference

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

10.96%

-10.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

10.96%

-10.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

10.96%

-10.96%

IPDP vs. ROCY - Expense Ratio Comparison

IPDP has a 1.52% expense ratio, which is higher than ROCY's 0.35% expense ratio.


Dividends

IPDP vs. ROCY - Dividend Comparison

IPDP has not paid dividends to shareholders, while ROCY's dividend yield for the trailing twelve months is around 1.62%.


Frequently Asked Questions


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

ROCY is cheaper with a 0.35% expense ratio, compared with 1.52% for IPDP.

ROCY has the higher dividend yield at 1.62%, compared with 0.00% for IPDP.

They also come from different issuers: Innovative Portfolios and JPMorgan. Their fees differ too: 1.52% for IPDP and 0.35% for ROCY.

Portfolio Optimizer

Find the right allocation for IPDP and ROCY

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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