ROCY vs. ROCQ

Last updated Apr 1, 2026

Compare and contrast key facts about JPMorgan Equity Premium Yield ETF (ROCY) and JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ).

ROCY and ROCQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ROCY is an actively managed fund by JPMorgan. It was launched on Mar 18, 2026. ROCQ is an actively managed fund by JPMorgan. It was launched on Mar 18, 2026.

Performance

ROCY vs. ROCQ - Performance Comparison

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

ROCY vs. ROCQ - Yearly Performance Comparison

	2026 (YTD)
ROCY JPMorgan Equity Premium Yield ETF	-0.79%
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	-2.13%

Returns By Period

ROCY

• 1D: 2.51%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ROCQ

• 1D: 3.19%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

ROCY vs. ROCQ - Expense Ratio Comparison

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

ROCY

JPMorgan Equity Premium Yield ETF

ROCQ

JPMorgan Nasdaq Equity Premium Yield ETF

Return for Risk

ROCY vs. ROCQ - Risk-Adjusted Trends Comparison

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

	ROCY	ROCQ	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	-1.07	-1.78	+0.72

Correlation

The correlation between ROCY and ROCQ is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

ROCY vs. ROCQ - Dividend Comparison

Neither ROCY nor ROCQ has paid dividends to shareholders.

Tickers have no history of dividend payments

Drawdowns

ROCY vs. ROCQ - Drawdown Comparison

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

Drawdown Indicators

	ROCY	ROCQ	Difference
Max Drawdown Largest peak-to-trough decline	-3.35%	-5.15%	+1.80%
Current Drawdown Current decline from peak	-0.92%	-2.13%	+1.21%
Average Drawdown Average peak-to-trough decline	-1.33%	-2.30%	+0.97%

Volatility

Volatility by Period

	ROCY	ROCQ	Difference
Volatility (1Y) Calculated over the trailing 1-year period	22.29%	29.50%	-7.21%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.29%	29.50%	-7.21%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.29%	29.50%	-7.21%