LQTI vs. ROCQ

Last updated Aug 5, 2026

LQTI (FT Vest Investment Grade & Target Income ETF) and ROCQ (JPMorgan Nasdaq Equity Premium Yield ETF) are both exchange-traded funds - LQTI is a Derivative Income fund actively managed by FT Vest, while ROCQ is a Nasdaq-100 fund actively managed by JPMorgan. Both are actively managed. Their 0.43 correlation means their historical movements had little consistent relationship. LQTI charges 0.65%/yr vs 0.35%/yr for ROCQ.

Performance

LQTI vs. ROCQ - Performance Comparison

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

Returns By Period

LQTI

• 1D: 0.80%
• 1M: -1.29%
• 6M: -0.79%
• YTD: -0.64%
• 1Y: 2.09%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 3.98%

ROCQ

• 1D: 1.61%
• 1M: 1.31%
• 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)
LQTI FT Vest Investment Grade & Target Income ETF	$2.10M	$2.20M	$1.68M
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	$14.29M	$11.15M	$11.71M

LQTI vs. ROCQ - Yearly Performance Comparison

	2026 (YTD)
LQTI FT Vest Investment Grade & Target Income ETF	0.13%
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	16.94%

Correlation

The correlation between LQTI and ROCQ is 0.43, 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	0.43

Return for Risk

LQTI vs. ROCQ — Risk / Return Rank

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

LQTI

LQTI Risk / Return Rank: 18
LQTI Sharpe Ratio Rank: 19
LQTI Sortino Ratio Rank: 17
LQTI Omega Ratio Rank: 16
LQTI Calmar Ratio Rank: 20
LQTI Martin Ratio Rank: 21

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.

LQTI vs. ROCQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FT Vest Investment Grade & Target Income ETF (LQTI) 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.

	LQTI	ROCQ	Difference
Sharpe ratio: Return per unit of total volatility	0.40	—	—
Sortino ratio: Return per unit of downside risk	0.60	—	—
Omega ratio: Gain probability vs. loss probability	1.07	—	—
Calmar ratio: Return relative to maximum drawdown	0.62	—	—
Martin ratio: Return relative to average drawdown	1.54	—	—

Drawdowns

LQTI vs. ROCQ - Drawdown Comparison

The maximum LQTI drawdown since its inception was -3.41%, smaller than the maximum ROCQ drawdown of -8.05%. Use the drawdown chart below to compare losses from any high point for LQTI and ROCQ.

Drawdown Indicators

	LQTI	ROCQ	Difference
Max Drawdown Largest peak-to-trough decline	-3.41%	-8.05%	+4.64%
Max Drawdown (1Y) Largest decline over 1 year	-3.41%	—	—
Current Drawdown Current decline from peak	-2.23%	-1.45%	-0.78%
Average Drawdown Average peak-to-trough decline	-0.99%	-1.58%	+0.59%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.36%	—	—

Volatility

Volatility by Period

	LQTI	ROCQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.67%	—	—
Volatility (6M) Calculated over the trailing 6-month period	4.20%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	5.19%	20.02%	-14.83%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.92%	20.02%	-14.10%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.92%	20.02%	-14.10%

LQTI vs. ROCQ - Expense Ratio Comparison

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

Dividends

LQTI vs. ROCQ - Dividend Comparison

LQTI's dividend yield for the trailing twelve months is around 9.27%, more than ROCQ's 4.30% yield.

Position	TTM	2025
LQTI FT Vest Investment Grade & Target Income ETF	9.27%	7.01%
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	4.30%	0.00%

Frequently Asked Questions

Can I hold both LQTI and ROCQ in my portfolio?

LQTI and ROCQ have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, LQTI 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, LQTI or ROCQ?

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

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

LQTI has the higher dividend yield at 9.27%, compared with 4.30% for ROCQ.

What is the main difference between LQTI and ROCQ?

LQTI is categorized as Derivative Income, while ROCQ is Nasdaq-100. They also come from different issuers: FT Vest and JPMorgan. Their fees differ too: 0.65% for LQTI and 0.35% for ROCQ.