ROCQ vs. EINC

Last updated Jun 23, 2026

ROCQ (JPMorgan Nasdaq Equity Premium Yield ETF) and EINC (VanEck Energy Income ETF) are both exchange-traded funds - ROCQ is a Nasdaq-100 fund actively managed by JPMorgan, while EINC is a Energy Equities fund tracking the MVIS North America Energy Infrastructure Index. ROCQ is actively managed, while EINC is passively managed. At a correlation of -0.43, they often move in opposite directions. ROCQ charges 0.35%/yr vs 0.45%/yr for EINC.

Performance

ROCQ vs. EINC - Performance Comparison

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

Returns By Period

ROCQ

• 1D: 0.07%
• 1M: 2.66%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

EINC

• 1D: 1.33%
• 1M: -5.79%
• YTD: 24.27%
• 6M: 25.77%
• 1Y: 27.21%
• 3Y*: 29.77%
• 5Y*: 20.86%
• 10Y*: 11.88%

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

ROCQ vs. EINC - Yearly Performance Comparison

	2026 (YTD)
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	18.67%
EINC VanEck Energy Income ETF	2.60%

Correlation

The correlation between ROCQ and EINC is -0.43, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 19, 2026	-0.43

Return for Risk

ROCQ vs. EINC — Risk / Return Rank

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

ROCQ

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

EINC

EINC Risk / Return Rank: 57
EINC Sharpe Ratio Rank: 55
EINC Sortino Ratio Rank: 52
EINC Omega Ratio Rank: 52
EINC Calmar Ratio Rank: 71
EINC Martin Ratio Rank: 53

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.

ROCQ vs. EINC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) and VanEck Energy Income ETF (EINC). 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	EINC	Difference
Sharpe ratio: Return per unit of total volatility	—	1.82	—
Sortino ratio: Return per unit of downside risk	—	2.47	—
Omega ratio: Gain probability vs. loss probability	—	1.32	—
Calmar ratio: Return relative to maximum drawdown	—	3.47	—
Martin ratio: Return relative to average drawdown	—	8.82	—

Drawdowns

ROCQ vs. EINC - Drawdown Comparison

The maximum ROCQ drawdown since its inception was -5.68%, smaller than the maximum EINC drawdown of -87.55%. Use the drawdown chart below to compare losses from any high point for ROCQ and EINC.

Drawdown Indicators

	ROCQ	EINC	Difference
Max Drawdown Largest peak-to-trough decline	-5.68%	-87.55%	+81.87%
Max Drawdown (1Y) Largest decline over 1 year	—	-7.89%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-16.01%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-19.87%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-68.85%	—
Current Drawdown Current decline from peak	0.00%	-5.79%	+5.79%
Average Drawdown Average peak-to-trough decline	-0.95%	-44.16%	+43.21%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.09%	—

Volatility

Volatility by Period

	ROCQ	EINC	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	6.32%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.86%	—
Volatility (1Y) Calculated over the trailing 1-year period	18.80%	15.07%	+3.73%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.80%	19.54%	-0.74%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.80%	25.43%	-6.63%

ROCQ vs. EINC - Expense Ratio Comparison

ROCQ has a 0.35% expense ratio, which is lower than EINC's 0.45% expense ratio.

Dividends

ROCQ vs. EINC - Dividend Comparison

ROCQ's dividend yield for the trailing twelve months is around 2.02%, less than EINC's 3.56% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EINC VanEck Energy Income ETF	3.56%	4.51%	3.33%	3.77%	2.89%	6.03%	6.69%	9.66%	11.31%	8.53%	9.71%	28.53%
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	2.02%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both ROCQ and EINC in my portfolio?

ROCQ and EINC 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, ROCQ or EINC?

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, ROCQ or EINC?

ROCQ is cheaper with a 0.35% expense ratio, compared with 0.45% for EINC.

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

EINC has the higher dividend yield at 3.56%, compared with 2.02% for ROCQ.

What is the main difference between ROCQ and EINC?

ROCQ is categorized as Nasdaq-100, while EINC is Energy Equities. They also come from different issuers: JPMorgan and VanEck. Their fees differ too: 0.35% for ROCQ and 0.45% for EINC.