JPST vs. ROCQ
JPST (JPMorgan Ultra-Short Income ETF) and ROCQ (JPMorgan Nasdaq Equity Premium Yield ETF) are both exchange-traded funds - JPST is a Ultrashort Bond fund actively managed by JPMorgan, while ROCQ is a Nasdaq-100 fund actively managed by JPMorgan. Both are actively managed. Their 0.35 correlation means their historical movements had little consistent relationship. JPST charges 0.18%/yr vs 0.35%/yr for ROCQ.
Performance
JPST vs. ROCQ - Performance Comparison
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Returns By Period
JPST
- 1D
- 0.06%
- 1M
- 0.30%
- 6M
- 1.62%
- YTD
- 2.01%
- 1Y
- 3.96%
- 3Y*
- 5.07%
- 5Y*
- 3.72%
- 10Y*
- —
- ALL TIME*
- 2.99%
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) |
|---|---|---|---|
| $283.32M | $279.21M | $317.05M | |
| $13.13M | $10.74M | $11.66M |
JPST vs. ROCQ - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
JPST JPMorgan Ultra-Short Income ETF | 1.39% |
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF | 15.09% |
Correlation
The correlation between JPST and ROCQ is 0.35, 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 | 0.35 |
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Return for Risk
JPST vs. ROCQ — Risk / Return Rank
JPST
ROCQ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
JPST vs. ROCQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Ultra-Short Income ETF (JPST) 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.
| JPST | ROCQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 3.51 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 26.75 | — | — |
| Martin ratioReturn relative to average drawdown | 126.55 | — | — |
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Drawdowns
JPST vs. ROCQ - Drawdown Comparison
The maximum JPST drawdown since its inception was -3.28%, smaller than the maximum ROCQ drawdown of -8.05%. Use the drawdown chart below to compare losses from any high point for JPST and ROCQ.
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Drawdown Indicators
| JPST | ROCQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.28% | -8.05% | +4.77% |
Max Drawdown (1Y)Largest decline over 1 year | -0.15% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -0.30% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -0.79% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -3.02% | +3.02% |
Average DrawdownAverage peak-to-trough decline | -0.08% | -1.58% | +1.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.03% | — | — |
Volatility
JPST vs. ROCQ - Volatility Comparison
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Volatility by Period
| JPST | ROCQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.14% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 0.39% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 0.52% | 19.99% | -19.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.58% | 19.99% | -19.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.93% | 19.99% | -19.06% |
JPST vs. ROCQ - Expense Ratio Comparison
JPST has a 0.18% expense ratio, which is lower than ROCQ's 0.35% expense ratio.
Dividends
JPST vs. ROCQ - Dividend Comparison
JPST's dividend yield for the trailing twelve months is around 4.20%, less than ROCQ's 4.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
JPST JPMorgan Ultra-Short Income ETF | 4.20% | 4.43% | 5.16% | 4.79% | 1.83% | 0.73% | 1.43% | 2.69% | 2.07% | 0.96% |
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF | 4.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
JPST and ROCQ have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JPST is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JPST is cheaper with a 0.18% expense ratio, compared with 0.35% for ROCQ.
ROCQ has the higher dividend yield at 4.37%, compared with 4.20% for JPST.
JPST is categorized as Ultrashort Bond, while ROCQ is Nasdaq-100. Their fees differ too: 0.18% for JPST and 0.35% for ROCQ.
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