ROCQ vs. JTEK
ROCQ (JPMorgan Nasdaq Equity Premium Yield ETF) and JTEK (JPMorgan U.S. Tech Leaders ETF) are both exchange-traded funds - ROCQ is a Nasdaq-100 fund actively managed by JPMorgan, while JTEK is a Technology Equities fund actively managed by JPMorgan. Both are actively managed. Their correlation of 0.94 means they have usually moved in the same direction. ROCQ charges 0.35%/yr vs 0.65%/yr for JTEK.
Performance
ROCQ vs. JTEK - Performance Comparison
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Returns By Period
ROCQ
- 1D
- 0.57%
- 1M
- -1.59%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
JTEK
- 1D
- 0.62%
- 1M
- -8.88%
- 6M
- 7.25%
- YTD
- 4.84%
- 1Y
- 14.49%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 25.56%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $29.81M | $34.23M | $31.22M | |
| $13.25M | $10.81M | $11.79M |
ROCQ vs. JTEK - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF | 13.59% |
JTEK JPMorgan U.S. Tech Leaders ETF | 13.76% |
Correlation
The correlation between ROCQ and JTEK is 0.94, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Mar 19, 2026 | 0.94 |
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Return for Risk
ROCQ vs. JTEK — Risk / Return Rank
ROCQ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
JTEK
ROCQ vs. JTEK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) and JPMorgan U.S. Tech Leaders ETF (JTEK). 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 | JTEK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.09 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 0.52 | — |
| Martin ratioReturn relative to average drawdown | — | 1.36 | — |
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Drawdowns
ROCQ vs. JTEK - Drawdown Comparison
The maximum ROCQ drawdown since its inception was -8.05%, smaller than the maximum JTEK drawdown of -30.61%. Use the drawdown chart below to compare losses from any high point for ROCQ and JTEK.
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Drawdown Indicators
| ROCQ | JTEK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.05% | -30.61% | +22.56% |
Max Drawdown (1Y)Largest decline over 1 year | — | -22.02% | — |
Current DrawdownCurrent decline from peak | -4.27% | -15.35% | +11.08% |
Average DrawdownAverage peak-to-trough decline | -1.57% | -5.72% | +4.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 8.40% | — |
Volatility
ROCQ vs. JTEK - Volatility Comparison
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Volatility by Period
| ROCQ | JTEK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 11.19% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 24.61% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.01% | 29.35% | -9.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.01% | 28.53% | -8.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.01% | 28.53% | -8.52% |
ROCQ vs. JTEK - Expense Ratio Comparison
ROCQ has a 0.35% expense ratio, which is lower than JTEK's 0.65% expense ratio.
Dividends
ROCQ vs. JTEK - Dividend Comparison
ROCQ's dividend yield for the trailing twelve months is around 3.08%, while JTEK has not paid dividends to shareholders.
| Position | TTM |
|---|---|
JTEK JPMorgan U.S. Tech Leaders ETF | 0.00% |
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF | 3.08% |
Frequently Asked Questions
With a correlation of 0.94, ROCQ and JTEK 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, ROCQ is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ROCQ is cheaper with a 0.35% expense ratio, compared with 0.65% for JTEK.
ROCQ has the higher dividend yield at 3.08%, compared with 0.00% for JTEK.
ROCQ is categorized as Nasdaq-100, while JTEK is Technology Equities. Their fees differ too: 0.35% for ROCQ and 0.65% for JTEK.
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