JPLD vs. ROCQ

Last updated Aug 4, 2026

JPLD (JPMorgan Limited Duration Bond ETF) and ROCQ (JPMorgan Nasdaq Equity Premium Yield ETF) are both exchange-traded funds - JPLD is a Short-Term Bond fund actively managed by JPMorgan, while ROCQ is a Nasdaq-100 fund actively managed by JPMorgan. Both are actively managed. Their 0.37 correlation means their historical movements had little consistent relationship. JPLD charges 0.24%/yr vs 0.35%/yr for ROCQ.

Performance

JPLD vs. ROCQ - Performance Comparison

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

Returns By Period

JPLD

• 1D: 0.02%
• 1M: 0.17%
• 6M: 1.03%
• YTD: 1.59%
• 1Y: 3.82%
• 3Y*: 5.80%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 5.74%

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)
JPLD JPMorgan Limited Duration Bond ETF	$14.92M	$21.44M	$24.07M
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	$13.13M	$10.74M	$11.66M

JPLD vs. ROCQ - Yearly Performance Comparison

	2026 (YTD)
JPLD JPMorgan Limited Duration Bond ETF	0.93%
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	15.09%

Correlation

The correlation between JPLD and ROCQ is 0.37, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 19, 2026	0.37

Return for Risk

JPLD vs. ROCQ — Risk / Return Rank

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

JPLD

JPLD Risk / Return Rank: 93
JPLD Sharpe Ratio Rank: 94
JPLD Sortino Ratio Rank: 95
JPLD Omega Ratio Rank: 94
JPLD Calmar Ratio Rank: 89
JPLD Martin Ratio Rank: 93

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.

JPLD vs. ROCQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Limited Duration Bond ETF (JPLD) 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.

	JPLD	ROCQ	Difference
Sharpe ratio: Return per unit of total volatility	2.63	—	—
Sortino ratio: Return per unit of downside risk	3.95	—	—
Omega ratio: Gain probability vs. loss probability	1.53	—	—
Calmar ratio: Return relative to maximum drawdown	3.82	—	—
Martin ratio: Return relative to average drawdown	17.37	—	—

Drawdowns

JPLD vs. ROCQ - Drawdown Comparison

The maximum JPLD drawdown since its inception was -1.17%, smaller than the maximum ROCQ drawdown of -8.05%. Use the drawdown chart below to compare losses from any high point for JPLD and ROCQ.

Drawdown Indicators

	JPLD	ROCQ	Difference
Max Drawdown Largest peak-to-trough decline	-1.17%	-8.05%	+6.88%
Max Drawdown (1Y) Largest decline over 1 year	-1.00%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-1.17%	—	—
Current Drawdown Current decline from peak	0.00%	-3.02%	+3.02%
Average Drawdown Average peak-to-trough decline	-0.15%	-1.58%	+1.43%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.22%	—	—

Volatility

Volatility by Period

	JPLD	ROCQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.35%	—	—
Volatility (6M) Calculated over the trailing 6-month period	1.09%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	1.46%	19.99%	-18.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1.82%	19.99%	-18.17%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1.82%	19.99%	-18.17%

JPLD vs. ROCQ - Expense Ratio Comparison

JPLD has a 0.24% expense ratio, which is lower than ROCQ's 0.35% expense ratio.

Dividends

JPLD vs. ROCQ - Dividend Comparison

JPLD's dividend yield for the trailing twelve months is around 4.28%, less than ROCQ's 4.37% yield.

Position	TTM	2025	2024	2023
JPLD JPMorgan Limited Duration Bond ETF	4.28%	4.24%	4.47%	1.83%
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	4.37%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both JPLD and ROCQ in my portfolio?

JPLD and ROCQ have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, JPLD or ROCQ?

On fees, JPLD is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, JPLD or ROCQ?

JPLD is cheaper with a 0.24% expense ratio, compared with 0.35% for ROCQ.

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

ROCQ has the higher dividend yield at 4.37%, compared with 4.28% for JPLD.

What is the main difference between JPLD and ROCQ?

JPLD is categorized as Short-Term Bond, while ROCQ is Nasdaq-100. Their fees differ too: 0.24% for JPLD and 0.35% for ROCQ.