PortfoliosLab logoPortfoliosLab logo
ROCQ vs. IPDP
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ROCQ vs. IPDP - Performance Comparison

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

Loading graphics...

ROCQ vs. IPDP - Yearly Performance Comparison


Returns By Period


ROCQ

1D
1.10%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

IPDP

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


ROCQ vs. IPDP - Expense Ratio Comparison

ROCQ has a 0.35% expense ratio, which is lower than IPDP's 1.52% expense ratio.


Return for Risk

ROCQ vs. IPDP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) and Dividend Performers ETF (IPDP). 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.


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

ROCQ vs. IPDP - Sharpe Ratio Comparison


Loading graphics...

Sharpe Ratios by Period


ROCQIPDPDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.95

Dividends

ROCQ vs. IPDP - Dividend Comparison

Neither ROCQ nor IPDP has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

ROCQ vs. IPDP - Drawdown Comparison

The maximum ROCQ drawdown since its inception was -5.15%, which is greater than IPDP's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for ROCQ and IPDP.


Loading graphics...

Drawdown Indicators


ROCQIPDPDifference

Max Drawdown

Largest peak-to-trough decline

-5.15%

0.00%

-5.15%

Current Drawdown

Current decline from peak

-1.05%

0.00%

-1.05%

Average Drawdown

Average peak-to-trough decline

-2.16%

0.00%

-2.16%

Volatility

ROCQ vs. IPDP - Volatility Comparison


Loading graphics...

Volatility by Period


ROCQIPDPDifference

Volatility (1Y)

Calculated over the trailing 1-year period

28.51%

0.00%

+28.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.51%

0.00%

+28.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.51%

0.00%

+28.51%