ROCY vs. JTEK

Last updated Jun 25, 2026

ROCY (JPMorgan Equity Premium Yield ETF) and JTEK (JPMorgan U.S. Tech Leaders ETF) are both exchange-traded funds - ROCY is a Derivative Income fund actively managed by JPMorgan, while JTEK is a Technology Equities fund actively managed by JPMorgan. Both are actively managed. Their correlation of 0.83 suggests significant overlap in exposure. ROCY charges 0.35%/yr vs 0.65%/yr for JTEK.

Performance

ROCY vs. JTEK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Equity Premium Yield ETF (ROCY) and JPMorgan U.S. Tech Leaders ETF (JTEK). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

ROCY

• 1D: -0.45%
• 1M: -0.59%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

JTEK

• 1D: -0.75%
• 1M: 0.44%
• YTD: 15.98%
• 6M: 13.56%
• 1Y: 26.71%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

ROCY vs. JTEK - Yearly Performance Comparison

	2026 (YTD)
ROCY JPMorgan Equity Premium Yield ETF	8.90%
JTEK JPMorgan U.S. Tech Leaders ETF	25.86%

Correlation

The correlation between ROCY and JTEK is 0.83, 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 19, 2026	0.83

Return for Risk

ROCY vs. JTEK — Risk / Return Rank

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

ROCY

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

JTEK

JTEK Risk / Return Rank: 28
JTEK Sharpe Ratio Rank: 30
JTEK Sortino Ratio Rank: 28
JTEK Omega Ratio Rank: 28
JTEK Calmar Ratio Rank: 27
JTEK Martin Ratio Rank: 28

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.

ROCY vs. JTEK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Equity Premium Yield ETF (ROCY) 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.

	ROCY	JTEK	Difference
Sharpe ratio: Return per unit of total volatility	—	1.01	—
Sortino ratio: Return per unit of downside risk	—	1.43	—
Omega ratio: Gain probability vs. loss probability	—	1.18	—
Calmar ratio: Return relative to maximum drawdown	—	1.22	—
Martin ratio: Return relative to average drawdown	—	3.49	—

Drawdowns

ROCY vs. JTEK - Drawdown Comparison

The maximum ROCY drawdown since its inception was -3.53%, smaller than the maximum JTEK drawdown of -30.61%. Use the drawdown chart below to compare losses from any high point for ROCY and JTEK.

Drawdown Indicators

	ROCY	JTEK	Difference
Max Drawdown Largest peak-to-trough decline	-3.53%	-30.61%	+27.08%
Max Drawdown (1Y) Largest decline over 1 year	—	-22.02%	—
Current Drawdown Current decline from peak	-2.32%	-6.01%	+3.69%
Average Drawdown Average peak-to-trough decline	-0.59%	-5.57%	+4.98%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	7.67%	—

Volatility

Volatility by Period

	ROCY	JTEK	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	12.66%	—
Volatility (6M) Calculated over the trailing 6-month period	—	21.47%	—
Volatility (1Y) Calculated over the trailing 1-year period	12.30%	26.78%	-14.48%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.30%	27.98%	-15.68%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.30%	27.98%	-15.68%

ROCY vs. JTEK - Expense Ratio Comparison

ROCY has a 0.35% expense ratio, which is lower than JTEK's 0.65% expense ratio.

Dividends

ROCY vs. JTEK - Dividend Comparison

ROCY's dividend yield for the trailing twelve months is around 1.66%, while JTEK has not paid dividends to shareholders.

Position	TTM
JTEK JPMorgan U.S. Tech Leaders ETF	0.00%
ROCY JPMorgan Equity Premium Yield ETF	1.66%

Frequently Asked Questions

Can I hold both ROCY and JTEK in my portfolio?

ROCY and JTEK have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, ROCY or JTEK?

On fees, ROCY 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, ROCY or JTEK?

ROCY is cheaper with a 0.35% expense ratio, compared with 0.65% for JTEK.

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

ROCY has the higher dividend yield at 1.66%, compared with 0.00% for JTEK.

What is the main difference between ROCY and JTEK?

ROCY is categorized as Derivative Income, while JTEK is Technology Equities. Their fees differ too: 0.35% for ROCY and 0.65% for JTEK.