JTEK vs. ROCQ

Last updated Jun 4, 2026

JTEK (JPMorgan U.S. Tech Leaders ETF) and ROCQ (JPMorgan Nasdaq Equity Premium Yield ETF) are both exchange-traded funds - JTEK is a Technology Equities fund actively managed by JPMorgan, while ROCQ is a Nasdaq-100 fund actively managed by JPMorgan. Both are actively managed. Their correlation of 0.88 suggests significant overlap in exposure. JTEK charges 0.65%/yr vs 0.35%/yr for ROCQ.

Performance

JTEK vs. ROCQ - Performance Comparison

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

Returns By Period

JTEK

• 1D: -0.98%
• 1M: 13.34%
• YTD: 22.19%
• 6M: 19.61%
• 1Y: 39.97%
• 3Y*: —
• 5Y*: —
• 10Y*: —

ROCQ

• 1D: -0.12%
• 1M: 6.49%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

JTEK vs. ROCQ - Yearly Performance Comparison

	2026 (YTD)
JTEK JPMorgan U.S. Tech Leaders ETF	32.19%
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	17.62%

Correlation

The correlation between JTEK and ROCQ is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 20, 2026	0.88

Return for Risk

JTEK vs. ROCQ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JTEK

JTEK Risk / Return Rank: 40
JTEK Sharpe Ratio Rank: 47
JTEK Sortino Ratio Rank: 42
JTEK Omega Ratio Rank: 42
JTEK Calmar Ratio Rank: 36
JTEK Martin Ratio Rank: 34

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JTEK vs. ROCQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Tech Leaders ETF (JTEK) 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.

	JTEK	ROCQ	Difference
Sharpe ratio Return per unit of total volatility	1.65	—	—
Sortino ratio Return per unit of downside risk	2.18	—	—
Omega ratio Gain probability vs. loss probability	1.28	—	—
Calmar ratio Return relative to maximum drawdown	1.82	—	—
Martin ratio Return relative to average drawdown	5.31	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	JTEK	ROCQ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.65	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.28	7.49	-6.21

Drawdowns

JTEK vs. ROCQ - Drawdown Comparison

The maximum JTEK drawdown since its inception was -30.61%, which is greater than ROCQ's maximum drawdown of -5.15%. Use the drawdown chart below to compare losses from any high point for JTEK and ROCQ.

Drawdown Indicators

	JTEK	ROCQ	Difference
Max Drawdown Largest peak-to-trough decline	-30.61%	-5.15%	-25.46%
Max Drawdown (1Y) Largest decline over 1 year	-22.02%	—	—
Current Drawdown Current decline from peak	-0.98%	-0.33%	-0.65%
Average Drawdown Average peak-to-trough decline	-5.58%	-0.66%	-4.92%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.54%	—	—

Volatility

Volatility by Period

	JTEK	ROCQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.32%	—	—
Volatility (6M) Calculated over the trailing 6-month period	18.74%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	24.31%	16.13%	+8.18%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.37%	16.13%	+11.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.37%	16.13%	+11.24%

JTEK vs. ROCQ - Expense Ratio Comparison

JTEK has a 0.65% expense ratio, which is higher than ROCQ's 0.35% expense ratio.

Dividends

JTEK vs. ROCQ - Dividend Comparison

JTEK has not paid dividends to shareholders, while ROCQ's dividend yield for the trailing twelve months is around 2.02%.

Position	TTM
JTEK JPMorgan U.S. Tech Leaders ETF	0.00%
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	2.02%

Frequently Asked Questions

Can I hold both JTEK and ROCQ in my portfolio?

JTEK and ROCQ have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, JTEK 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, JTEK or ROCQ?

ROCQ is cheaper with a 0.35% expense ratio, compared with 0.65% for JTEK.

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

ROCQ has the higher dividend yield at 2.02%, compared with 0.00% for JTEK.

What is the main difference between JTEK and ROCQ?

JTEK is categorized as Technology Equities, while ROCQ is Nasdaq-100. Their fees differ too: 0.65% for JTEK and 0.35% for ROCQ.