JPIE vs. ROCQ

Last updated Aug 4, 2026

JPIE (JPMorgan Income ETF) and ROCQ (JPMorgan Nasdaq Equity Premium Yield ETF) are both exchange-traded funds - JPIE is a Multisector Bonds fund actively managed by JPMorgan, while ROCQ is a Nasdaq-100 fund actively managed by JPMorgan. Both are actively managed. Their 0.51 correlation means they have sometimes moved together and sometimes differently. JPIE charges 0.40%/yr vs 0.35%/yr for ROCQ.

Performance

JPIE vs. ROCQ - Performance Comparison

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

Returns By Period

JPIE

• 1D: 0.14%
• 1M: 0.03%
• 6M: 1.47%
• YTD: 1.92%
• 1Y: 4.80%
• 3Y*: 6.70%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 3.41%

ROCQ

• 1D: 1.32%
• 1M: -0.30%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
JPIE JPMorgan Income ETF	$68.73M	$65.57M	$68.28M
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	$13.13M	$10.74M	$11.66M

JPIE vs. ROCQ - Yearly Performance Comparison

	2026 (YTD)
JPIE JPMorgan Income ETF	1.50%
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	15.09%

Correlation

The correlation between JPIE and ROCQ is 0.51, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 19, 2026	0.51

Return for Risk

JPIE vs. ROCQ — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

JPIE

JPIE Risk / Return Rank: 95
JPIE Sharpe Ratio Rank: 96
JPIE Sortino Ratio Rank: 96
JPIE Omega Ratio Rank: 96
JPIE Calmar Ratio Rank: 92
JPIE Martin Ratio Rank: 95

ROCQ

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

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

JPIE vs. ROCQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Income ETF (JPIE) 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.

	JPIE	ROCQ	Difference
Sharpe ratio: Return per unit of total volatility	2.96	—	—
Sortino ratio: Return per unit of downside risk	4.44	—	—
Omega ratio: Gain probability vs. loss probability	1.63	—	—
Calmar ratio: Return relative to maximum drawdown	4.20	—	—
Martin ratio: Return relative to average drawdown	20.02	—	—

Drawdowns

JPIE vs. ROCQ - Drawdown Comparison

The maximum JPIE drawdown since its inception was -9.96%, which is greater than ROCQ's maximum drawdown of -8.05%. Use the drawdown chart below to compare losses from any high point for JPIE and ROCQ.

Drawdown Indicators

	JPIE	ROCQ	Difference
Max Drawdown Largest peak-to-trough decline	-9.96%	-8.05%	-1.91%
Max Drawdown (1Y) Largest decline over 1 year	-1.15%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-1.72%	—	—
Current Drawdown Current decline from peak	-0.05%	-3.02%	+2.97%
Average Drawdown Average peak-to-trough decline	-2.03%	-1.58%	-0.45%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.24%	—	—

Volatility

Volatility by Period

	JPIE	ROCQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.48%	—	—
Volatility (6M) Calculated over the trailing 6-month period	1.40%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	1.63%	19.99%	-18.36%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.48%	19.99%	-16.51%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.48%	19.99%	-16.51%

JPIE vs. ROCQ - Expense Ratio Comparison

JPIE has a 0.40% expense ratio, which is higher than ROCQ's 0.35% expense ratio.

Dividends

JPIE vs. ROCQ - Dividend Comparison

JPIE's dividend yield for the trailing twelve months is around 5.64%, more than ROCQ's 4.37% yield.

Position	TTM	2025	2024	2023	2022	2021
JPIE JPMorgan Income ETF	5.64%	5.65%	6.11%	5.70%	4.49%	0.63%
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	4.37%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both JPIE and ROCQ in my portfolio?

JPIE and ROCQ have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, JPIE 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, JPIE or ROCQ?

ROCQ is cheaper with a 0.35% expense ratio, compared with 0.40% for JPIE.

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

JPIE has the higher dividend yield at 5.64%, compared with 4.37% for ROCQ.

What is the main difference between JPIE and ROCQ?

JPIE is categorized as Multisector Bonds, while ROCQ is Nasdaq-100. Their fees differ too: 0.40% for JPIE and 0.35% for ROCQ.