RKT vs. JEPQ
RKT (Rocket Companies, Inc.) is a stock, while JEPQ (JPMorgan Nasdaq Equity Premium Income ETF) is Nasdaq-100 fund tracking the Nasdaq-100 Index. Over the past 3 years, RKT returned 11.20%/yr vs 19.03%/yr for JEPQ. At a 0.41 correlation, their price movements are largely independent.
Performance
RKT vs. JEPQ - Performance Comparison
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Returns By Period
In the year-to-date period, RKT achieves a -29.49% return, which is significantly lower than JEPQ's 8.60% return.
RKT
- 1D
- -2.43%
- 1M
- -5.34%
- 6M
- -38.10%
- YTD
- -29.49%
- 1Y
- -9.24%
- 3Y*
- 11.20%
- 5Y*
- -2.50%
- 10Y*
- —
- ALL TIME*
- -1.71%
JEPQ
- 1D
- 1.81%
- 1M
- -1.74%
- 6M
- 8.97%
- YTD
- 8.60%
- 1Y
- 21.02%
- 3Y*
- 19.03%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 16.32%
RKT vs. JEPQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
RKT Rocket Companies, Inc. | -29.49% | 81.69% | -22.24% | 106.86% | -24.57% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 8.60% | 15.18% | 24.85% | 36.28% | -11.16% |
Correlation
The correlation between RKT and JEPQ is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since May 4, 2022 | 0.41 |
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Return for Risk
RKT vs. JEPQ — Risk / Return Rank
RKT
JEPQ
RKT vs. JEPQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rocket Companies, Inc. (RKT) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). 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.
| RKT | JEPQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.66 | ||
| Sortino ratioReturn per unit of downside risk | -1.86 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.29 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | -0.20 | 2.40 | -2.59 |
| Martin ratioReturn relative to average drawdown | -0.35 | 10.82 | -11.17 |
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Drawdowns
RKT vs. JEPQ - Drawdown Comparison
The maximum RKT drawdown since its inception was -83.00%, which is greater than JEPQ's maximum drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for RKT and JEPQ.
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Drawdown Indicators
| RKT | JEPQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.00% | -20.07% | -62.93% |
Max Drawdown (1Y)Largest decline over 1 year | -47.31% | -8.82% | -38.49% |
Max Drawdown (3Y)Largest decline over 3 years | -50.60% | -20.07% | -30.53% |
Max Drawdown (5Y)Largest decline over 5 years | -64.90% | — | — |
Current DrawdownCurrent decline from peak | -60.95% | -1.93% | -59.02% |
Average DrawdownAverage peak-to-trough decline | -60.11% | -3.37% | -56.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 26.16% | 1.95% | +24.21% |
Volatility
RKT vs. JEPQ - Volatility Comparison
Rocket Companies, Inc. (RKT) has a higher volatility of 16.83% compared to JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 5.89%. This indicates that RKT's price experiences larger fluctuations and is considered to be riskier than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RKT | JEPQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.83% | 5.89% | +10.94% |
Volatility (6M)Calculated over the trailing 6-month period | 46.11% | 11.60% | +34.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 61.13% | 14.00% | +47.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 54.26% | 16.83% | +37.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 64.97% | 16.83% | +48.14% |
Dividends
RKT vs. JEPQ - Dividend Comparison
RKT has not paid dividends to shareholders, while JEPQ's dividend yield for the trailing twelve months is around 10.50%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 10.50% | 10.53% | 9.65% | 10.03% | 9.44% | 0.00% |
RKT Rocket Companies, Inc. | 0.00% | 4.13% | 0.00% | 0.00% | 14.43% | 7.93% |
Frequently Asked Questions
RKT and JEPQ have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RKT has higher volatility (16.83%) compared to JEPQ (5.89%). In terms of maximum drawdown, RKT dropped -83.00% vs JEPQ's -20.07%.
JEPQ currently has the higher Sharpe Ratio (1.51 vs -0.15), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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