ROCQ vs. BBUS
ROCQ (JPMorgan Nasdaq Equity Premium Yield ETF) and BBUS (JPMorgan BetaBuilders U.S. Equity ETF) are both exchange-traded funds - ROCQ is a Nasdaq-100 fund actively managed by JPMorgan, while BBUS is a Large Cap Blend Equities fund tracking the Morningstar US Target Market Exposure Index. ROCQ is actively managed, while BBUS is passively managed. Their correlation of 0.91 suggests significant overlap in exposure. ROCQ charges 0.35%/yr vs 0.02%/yr for BBUS.
Performance
ROCQ vs. BBUS - Performance Comparison
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Returns By Period
ROCQ
- 1D
- 0.46%
- 1M
- 1.97%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBUS
- 1D
- 0.41%
- 1M
- 2.12%
- 6M
- 9.01%
- YTD
- 10.93%
- 1Y
- 21.91%
- 3Y*
- 21.04%
- 5Y*
- 12.69%
- 10Y*
- —
ROCQ vs. BBUS - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF | 17.76% |
BBUS JPMorgan BetaBuilders U.S. Equity ETF | 14.74% |
Correlation
The correlation between ROCQ and BBUS is 0.91, 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 19, 2026 | 0.91 |
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Return for Risk
ROCQ vs. BBUS — Risk / Return Rank
ROCQ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BBUS
ROCQ vs. BBUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) and JPMorgan BetaBuilders U.S. Equity ETF (BBUS). 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.
| ROCQ | BBUS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.31 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.34 | — |
| Martin ratioReturn relative to average drawdown | — | 10.10 | — |
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Drawdowns
ROCQ vs. BBUS - Drawdown Comparison
The maximum ROCQ drawdown since its inception was -5.68%, smaller than the maximum BBUS drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for ROCQ and BBUS.
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Drawdown Indicators
| ROCQ | BBUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.68% | -35.35% | +29.67% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.21% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.01% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.46% | — |
Current DrawdownCurrent decline from peak | -0.76% | -0.45% | -0.31% |
Average DrawdownAverage peak-to-trough decline | -1.12% | -5.41% | +4.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.13% | — |
Volatility
ROCQ vs. BBUS - Volatility Comparison
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Volatility by Period
| ROCQ | BBUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.39% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 9.99% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 19.21% | 12.55% | +6.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.21% | 17.14% | +2.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.21% | 19.54% | -0.33% |
ROCQ vs. BBUS - Expense Ratio Comparison
ROCQ has a 0.35% expense ratio, which is higher than BBUS's 0.02% expense ratio.
Dividends
ROCQ vs. BBUS - Dividend Comparison
ROCQ's dividend yield for the trailing twelve months is around 2.97%, more than BBUS's 1.00% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BBUS JPMorgan BetaBuilders U.S. Equity ETF | 1.00% | 1.07% | 1.21% | 1.38% | 1.57% | 1.11% | 1.43% | 1.37% |
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF | 2.97% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.91, ROCQ and BBUS move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, BBUS is cheaper at 0.02% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBUS is cheaper with a 0.02% expense ratio, compared with 0.35% for ROCQ.
ROCQ has the higher dividend yield at 2.97%, compared with 1.00% for BBUS.
ROCQ is categorized as Nasdaq-100, while BBUS is Large Cap Blend Equities. Their fees differ too: 0.35% for ROCQ and 0.02% for BBUS.
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