ROCQ vs. QBUF

Last updated Jun 4, 2026

ROCQ (JPMorgan Nasdaq Equity Premium Yield ETF) and QBUF (Innovator Nasdaq-100 10 Buffer ETF - Quarterly) are both Nasdaq-100 funds. ROCQ is actively managed, while QBUF is passively managed. A 0.77 correlation means they provide meaningful diversification when combined. ROCQ charges 0.35%/yr vs 0.79%/yr for QBUF.

Performance

ROCQ vs. QBUF - Performance Comparison

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

Returns By Period

ROCQ

• 1D: -0.12%
• 1M: 6.49%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

QBUF

• 1D: -0.01%
• 1M: 0.84%
• YTD: 4.68%
• 6M: 4.57%
• 1Y: 11.93%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

ROCQ vs. QBUF - Yearly Performance Comparison

	2026 (YTD)
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	17.62%
QBUF Innovator Nasdaq-100 10 Buffer ETF - Quarterly	5.05%

Correlation

The correlation between ROCQ and QBUF is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 20, 2026	0.77

Return for Risk

ROCQ vs. QBUF — Risk / Return Rank

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

QBUF

QBUF Risk / Return Rank: 79
QBUF Sharpe Ratio Rank: 70
QBUF Sortino Ratio Rank: 71
QBUF Omega Ratio Rank: 80
QBUF Calmar Ratio Rank: 88
QBUF Martin Ratio Rank: 85

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. QBUF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) and Innovator Nasdaq-100 10 Buffer ETF - Quarterly (QBUF). 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.

Sharpe Ratios by Period

	ROCQ	QBUF	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.28	—
Sharpe Ratio (All Time) Calculated using the full available price history	7.49	1.36	+6.13

Drawdowns

ROCQ vs. QBUF - Drawdown Comparison

The maximum ROCQ drawdown since its inception was -5.15%, smaller than the maximum QBUF drawdown of -8.84%. Use the drawdown chart below to compare losses from any high point for ROCQ and QBUF.

Drawdown Indicators

	ROCQ	QBUF	Difference
Max Drawdown Largest peak-to-trough decline	-5.15%	-8.84%	+3.69%
Max Drawdown (1Y) Largest decline over 1 year	—	-2.31%	—
Current Drawdown Current decline from peak	-0.33%	-0.01%	-0.32%
Average Drawdown Average peak-to-trough decline	-0.66%	-0.82%	+0.16%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.67%	—

Volatility

Volatility by Period

	ROCQ	QBUF	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.23%	—
Volatility (6M) Calculated over the trailing 6-month period	—	3.88%	—
Volatility (1Y) Calculated over the trailing 1-year period	16.13%	5.25%	+10.88%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.13%	8.47%	+7.66%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.13%	8.47%	+7.66%

ROCQ vs. QBUF - Expense Ratio Comparison

ROCQ has a 0.35% expense ratio, which is lower than QBUF's 0.79% expense ratio.

Dividends

ROCQ vs. QBUF - Dividend Comparison

ROCQ's dividend yield for the trailing twelve months is around 2.02%, while QBUF has not paid dividends to shareholders.

Position	TTM
QBUF Innovator Nasdaq-100 10 Buffer ETF - Quarterly	0.00%
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	2.02%

Frequently Asked Questions

Can I hold both ROCQ and QBUF in my portfolio?

ROCQ and QBUF have a correlation of 0.77, 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 QBUF?

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 QBUF?

ROCQ is cheaper with a 0.35% expense ratio, compared with 0.79% for QBUF.

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

ROCQ has the higher dividend yield at 2.02%, compared with 0.00% for QBUF.

What is the main difference between ROCQ and QBUF?

They also come from different issuers: JPMorgan and Innovator. Their fees differ too: 0.35% for ROCQ and 0.79% for QBUF.