ROCQ vs. JPST
ROCQ (JPMorgan Nasdaq Equity Premium Yield ETF) and JPST (JPMorgan Ultra-Short Income ETF) are both exchange-traded funds - ROCQ is a Nasdaq-100 fund actively managed by JPMorgan, while JPST is a Ultrashort Bond fund actively managed by JPMorgan. Both are actively managed. Their 0.34 correlation means their historical movements had little consistent relationship. ROCQ charges 0.35%/yr vs 0.18%/yr for JPST.
Performance
ROCQ vs. JPST - Performance Comparison
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Returns By Period
ROCQ
- 1D
- 0.57%
- 1M
- -1.59%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
JPST
- 1D
- 0.00%
- 1M
- 0.24%
- 6M
- 1.57%
- YTD
- 1.95%
- 1Y
- 3.90%
- 3Y*
- 5.09%
- 5Y*
- 3.71%
- 10Y*
- —
- ALL TIME*
- 2.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $275.20M | $274.89M | $316.70M | |
| $13.25M | $10.81M | $11.79M |
ROCQ vs. JPST - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF | 13.59% |
JPST JPMorgan Ultra-Short Income ETF | 1.33% |
Correlation
The correlation between ROCQ and JPST is 0.34, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Mar 19, 2026 | 0.34 |
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Return for Risk
ROCQ vs. JPST — Risk / Return Rank
ROCQ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
JPST
ROCQ vs. JPST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) and JPMorgan Ultra-Short Income ETF (JPST). 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 | JPST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 3.60 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 27.70 | — |
| Martin ratioReturn relative to average drawdown | — | 131.07 | — |
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Drawdowns
ROCQ vs. JPST - Drawdown Comparison
The maximum ROCQ drawdown since its inception was -8.05%, which is greater than JPST's maximum drawdown of -3.28%. Use the drawdown chart below to compare losses from any high point for ROCQ and JPST.
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Drawdown Indicators
| ROCQ | JPST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.05% | -3.28% | -4.77% |
Max Drawdown (1Y)Largest decline over 1 year | — | -0.15% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -0.30% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -0.79% | — |
Current DrawdownCurrent decline from peak | -4.27% | 0.00% | -4.27% |
Average DrawdownAverage peak-to-trough decline | -1.57% | -0.08% | -1.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.03% | — |
Volatility
ROCQ vs. JPST - Volatility Comparison
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Volatility by Period
| ROCQ | JPST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.13% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 0.39% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.01% | 0.55% | +19.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.01% | 0.58% | +19.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.01% | 0.93% | +19.08% |
ROCQ vs. JPST - Expense Ratio Comparison
ROCQ has a 0.35% expense ratio, which is higher than JPST's 0.18% expense ratio.
Dividends
ROCQ vs. JPST - Dividend Comparison
ROCQ's dividend yield for the trailing twelve months is around 3.08%, less than JPST's 4.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
JPST JPMorgan Ultra-Short Income ETF | 3.85% | 4.43% | 5.16% | 4.79% | 1.83% | 0.73% | 1.43% | 2.69% | 2.07% | 0.96% |
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF | 3.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ROCQ and JPST have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JPST is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JPST is cheaper with a 0.18% expense ratio, compared with 0.35% for ROCQ.
JPST has the higher dividend yield at 3.85%, compared with 3.08% for ROCQ.
ROCQ is categorized as Nasdaq-100, while JPST is Ultrashort Bond. Their fees differ too: 0.35% for ROCQ and 0.18% for JPST.
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