ROCQ vs. ROCY

Last updated Jun 4, 2026

ROCQ (JPMorgan Nasdaq Equity Premium Yield ETF) and ROCY (JPMorgan Equity Premium Yield ETF) are both exchange-traded funds - ROCQ is a Nasdaq-100 fund actively managed by JPMorgan, while ROCY is a Derivative Income fund actively managed by JPMorgan. Both are actively managed. Their correlation of 0.90 suggests significant overlap in exposure. Both charge a 0.35% expense ratio.

Performance

ROCQ vs. ROCY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) and JPMorgan Equity Premium Yield ETF (ROCY). 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*: —

ROCY

• 1D: -0.29%
• 1M: 3.76%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

ROCQ vs. ROCY - Yearly Performance Comparison

	2026 (YTD)
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	17.62%
ROCY JPMorgan Equity Premium Yield ETF	10.90%

Correlation

The correlation between ROCQ and ROCY is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 20, 2026	0.90

Return for Risk

ROCQ vs. ROCY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) and JPMorgan Equity Premium Yield ETF (ROCY). 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	ROCY	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	7.49	6.00	+1.49

Drawdowns

ROCQ vs. ROCY - Drawdown Comparison

The maximum ROCQ drawdown since its inception was -5.15%, which is greater than ROCY's maximum drawdown of -3.35%. Use the drawdown chart below to compare losses from any high point for ROCQ and ROCY.

Drawdown Indicators

	ROCQ	ROCY	Difference
Max Drawdown Largest peak-to-trough decline	-5.15%	-3.35%	-1.80%
Current Drawdown Current decline from peak	-0.33%	-0.29%	-0.04%
Average Drawdown Average peak-to-trough decline	-0.66%	-0.34%	-0.32%

Volatility

Volatility by Period

	ROCQ	ROCY	Difference
Volatility (1Y) Calculated over the trailing 1-year period	16.13%	10.96%	+5.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.13%	10.96%	+5.17%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.13%	10.96%	+5.17%

ROCQ vs. ROCY - Expense Ratio Comparison

Both ROCQ and ROCY have an expense ratio of 0.35%.

Dividends

ROCQ vs. ROCY - Dividend Comparison

ROCQ's dividend yield for the trailing twelve months is around 2.02%, more than ROCY's 1.62% yield.

Position	TTM
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	2.02%
ROCY JPMorgan Equity Premium Yield ETF	1.62%

Frequently Asked Questions

Can I hold both ROCQ and ROCY in my portfolio?

With a correlation of 0.90, ROCQ and ROCY 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 ROCY?

Both ETFs have the same 0.35% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, ROCQ or ROCY?

ROCQ and ROCY have the same expense ratio: 0.35% per year.

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

ROCQ has the higher dividend yield at 2.02%, compared with 1.62% for ROCY.

What is the main difference between ROCQ and ROCY?

ROCQ is categorized as Nasdaq-100, while ROCY is Derivative Income.