ROCQ vs. IQQ

Last updated Aug 2, 2026

ROCQ (JPMorgan Nasdaq Equity Premium Yield ETF) and IQQ (iShares Nasdaq 100 ETF) are both Nasdaq-100 funds. ROCQ is actively managed, while IQQ is passively managed. Their 0.98 correlation means they have historically moved very closely together. ROCQ charges 0.35%/yr vs 0.10%/yr for IQQ.

Performance

ROCQ vs. IQQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) and iShares Nasdaq 100 ETF (IQQ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

ROCQ

• 1D: 0.57%
• 1M: -1.59%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

IQQ

• 1D: 0.61%
• 1M: —
• 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)
IQQ iShares Nasdaq 100 ETF	$29.72M	$37.50M	$37.50M
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	$13.25M	$10.81M	$11.79M

ROCQ vs. IQQ - Yearly Performance Comparison

	2026 (YTD)
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	-1.84%
IQQ iShares Nasdaq 100 ETF	-4.63%

Correlation

The correlation between ROCQ and IQQ is 0.98 - they have historically moved very closely together. At this level, their price movements offset little of one another.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 9, 2026	0.98

Return for Risk

ROCQ vs. IQQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) and iShares Nasdaq 100 ETF (IQQ). 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.

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

Drawdowns

ROCQ vs. IQQ - Drawdown Comparison

The maximum ROCQ drawdown since its inception was -8.05%, smaller than the maximum IQQ drawdown of -8.80%. Use the drawdown chart below to compare losses from any high point for ROCQ and IQQ.

Drawdown Indicators

	ROCQ	IQQ	Difference
Max Drawdown Largest peak-to-trough decline	-8.05%	-8.80%	+0.75%
Current Drawdown Current decline from peak	-4.27%	-5.21%	+0.94%
Average Drawdown Average peak-to-trough decline	-1.57%	-3.69%	+2.12%

Volatility

Volatility by Period

	ROCQ	IQQ	Difference
Volatility (1Y) Calculated over the trailing 1-year period	20.01%	23.03%	-3.02%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.01%	23.03%	-3.02%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.01%	23.03%	-3.02%

ROCQ vs. IQQ - Expense Ratio Comparison

ROCQ has a 0.35% expense ratio, which is higher than IQQ's 0.10% expense ratio.

Dividends

ROCQ vs. IQQ - Dividend Comparison

ROCQ's dividend yield for the trailing twelve months is around 3.08%, while IQQ has not paid dividends to shareholders.

Position	TTM
IQQ iShares Nasdaq 100 ETF	0.00%
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	3.08%

Frequently Asked Questions

Can I hold both ROCQ and IQQ in my portfolio?

With a correlation of 0.98, ROCQ and IQQ 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.

Which ETF is better, ROCQ or IQQ?

On fees, IQQ is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, ROCQ or IQQ?

IQQ is cheaper with a 0.10% expense ratio, compared with 0.35% for ROCQ.

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

ROCQ has the higher dividend yield at 3.08%, compared with 0.00% for IQQ.

What is the main difference between ROCQ and IQQ?

They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.35% for ROCQ and 0.10% for IQQ.