ROCY vs. ROCQ

Last updated Jul 14, 2026

ROCY (JPMorgan Equity Premium Yield ETF) and ROCQ (JPMorgan Nasdaq Equity Premium Yield ETF) are both exchange-traded funds - ROCY is a Derivative Income fund actively managed by JPMorgan, while ROCQ is a Nasdaq-100 fund actively managed by JPMorgan. Both are actively managed. Their correlation of 0.89 suggests significant overlap in exposure. Both charge a 0.35% expense ratio.

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.

Returns By Period

ROCY

• 1D: -0.42%
• 1M: 1.83%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ROCQ

• 1D: -1.47%
• 1M: 0.48%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

ROCY vs. ROCQ - Yearly Performance Comparison

	2026 (YTD)
ROCY JPMorgan Equity Premium Yield ETF	11.51%
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	16.04%

Correlation

The correlation between ROCY and ROCQ is 0.89, 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	0.89

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.

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.

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

Drawdowns

ROCY vs. ROCQ - Drawdown Comparison

The maximum ROCY drawdown since its inception was -3.53%, smaller than the maximum ROCQ drawdown of -5.68%. 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	-3.53%	-5.68%	+2.15%
Current Drawdown Current decline from peak	-0.42%	-2.22%	+1.80%
Average Drawdown Average peak-to-trough decline	-0.63%	-1.14%	+0.51%

Volatility

Volatility by Period

	ROCY	ROCQ	Difference
Volatility (1Y) Calculated over the trailing 1-year period	11.55%	19.32%	-7.77%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.55%	19.32%	-7.77%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.55%	19.32%	-7.77%

ROCY vs. ROCQ - Expense Ratio Comparison

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

Dividends

ROCY vs. ROCQ - Dividend Comparison

ROCY's dividend yield for the trailing twelve months is around 2.30%, less than ROCQ's 3.02% yield.

Position	TTM
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	3.02%
ROCY JPMorgan Equity Premium Yield ETF	2.30%

Frequently Asked Questions

Can I hold both ROCY and ROCQ in my portfolio?

ROCY and ROCQ have a correlation of 0.89, 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 ROCQ?

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, ROCY or ROCQ?

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

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

ROCQ has the higher dividend yield at 3.02%, compared with 2.30% for ROCY.

What is the main difference between ROCY and ROCQ?

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