JTEK vs. ROCY

Last updated Aug 5, 2026

JTEK (JPMorgan U.S. Tech Leaders ETF) and ROCY (JPMorgan Equity Premium Yield ETF) are both exchange-traded funds - JTEK is a Technology Equities fund actively managed by JPMorgan, while ROCY is a Derivative Income fund actively managed by JPMorgan. Both are actively managed. Their correlation of 0.80 means they have usually moved in the same direction. JTEK charges 0.65%/yr vs 0.35%/yr for ROCY.

Performance

JTEK vs. ROCY - Performance Comparison

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

Returns By Period

JTEK

• 1D: 4.04%
• 1M: -2.56%
• 6M: 17.78%
• YTD: 12.11%
• 1Y: 19.44%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 28.46%

ROCY

• 1D: 0.84%
• 1M: 3.46%
• 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)
JTEK JPMorgan U.S. Tech Leaders ETF	$31.60M	$34.29M	$30.79M
ROCY JPMorgan Equity Premium Yield ETF	$21.63M	$12.59M	$8.54M

JTEK vs. ROCY - Yearly Performance Comparison

	2026 (YTD)
JTEK JPMorgan U.S. Tech Leaders ETF	21.66%
ROCY JPMorgan Equity Premium Yield ETF	14.32%

Correlation

The correlation between JTEK and ROCY is 0.80, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 19, 2026	0.80

Return for Risk

JTEK vs. ROCY — Risk / Return Rank

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

JTEK

JTEK Risk / Return Rank: 26
JTEK Sharpe Ratio Rank: 26
JTEK Sortino Ratio Rank: 26
JTEK Omega Ratio Rank: 25
JTEK Calmar Ratio Rank: 26
JTEK Martin Ratio Rank: 26

ROCY

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.

JTEK vs. ROCY - Risk-Adjusted Trends Comparison

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

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.

	JTEK	ROCY	Difference
Sharpe ratio: Return per unit of total volatility	0.66	—	—
Sortino ratio: Return per unit of downside risk	1.06	—	—
Omega ratio: Gain probability vs. loss probability	1.13	—	—
Calmar ratio: Return relative to maximum drawdown	0.89	—	—
Martin ratio: Return relative to average drawdown	2.30	—	—

Drawdowns

JTEK vs. ROCY - Drawdown Comparison

The maximum JTEK drawdown since its inception was -30.61%, which is greater than ROCY's maximum drawdown of -3.53%. Use the drawdown chart below to compare losses from any high point for JTEK and ROCY.

Drawdown Indicators

	JTEK	ROCY	Difference
Max Drawdown Largest peak-to-trough decline	-30.61%	-3.53%	-27.08%
Max Drawdown (1Y) Largest decline over 1 year	-22.02%	—	—
Current Drawdown Current decline from peak	-9.47%	0.00%	-9.47%
Average Drawdown Average peak-to-trough decline	-5.73%	-0.64%	-5.09%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.46%	—	—

Volatility

Volatility by Period

	JTEK	ROCY	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.52%	—	—
Volatility (6M) Calculated over the trailing 6-month period	24.91%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	29.59%	11.58%	+18.01%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.63%	11.58%	+17.05%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.63%	11.58%	+17.05%

JTEK vs. ROCY - Expense Ratio Comparison

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

Dividends

JTEK vs. ROCY - Dividend Comparison

JTEK has not paid dividends to shareholders, while ROCY's dividend yield for the trailing twelve months is around 2.81%.

Position	TTM
JTEK JPMorgan U.S. Tech Leaders ETF	0.00%
ROCY JPMorgan Equity Premium Yield ETF	2.81%

Frequently Asked Questions

Can I hold both JTEK and ROCY in my portfolio?

JTEK and ROCY have a correlation of 0.80, 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 ROCY?

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.

Which ETF is cheaper, JTEK or ROCY?

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

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

ROCY has the higher dividend yield at 2.81%, compared with 0.00% for JTEK.

What is the main difference between JTEK and ROCY?

JTEK is categorized as Technology Equities, while ROCY is Derivative Income. Their fees differ too: 0.65% for JTEK and 0.35% for ROCY.