WINC.L vs. ROCQ

Last updated Jul 18, 2026

WINC.L (iShares World Equity High Income Active UCITS ETF USD (Dist)) and ROCQ (JPMorgan Nasdaq Equity Premium Yield ETF) are both exchange-traded funds - WINC.L is a Dividend fund actively managed by iShares, while ROCQ is a Nasdaq-100 fund actively managed by JPMorgan. Both are actively managed. At a 0.31 correlation, their price movements are largely independent. Both charge a 0.35% expense ratio.

Performance

WINC.L vs. ROCQ - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares World Equity High Income Active UCITS ETF USD (Dist) (WINC.L) and JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

WINC.L is traded in GBP, while ROCQ is traded in USD. To make them comparable, the ROCQ values have been converted to GBP using the latest available exchange rates.

Returns By Period

WINC.L

• 1D: -1.62%
• 1M: -1.00%
• 6M: 7.47%
• YTD: 9.72%
• 1Y: 20.73%
• 3Y*: —
• 5Y*: —
• 10Y*: —

ROCQ

• 1D: -0.98%
• 1M: -3.41%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

WINC.L vs. ROCQ - Yearly Performance Comparison

	2026 (YTD)
WINC.L iShares World Equity High Income Active UCITS ETF USD (Dist)	7.99%
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	13.64%

Correlation

The correlation between WINC.L and ROCQ is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 19, 2026	0.31

Return for Risk

WINC.L vs. ROCQ — Risk / Return Rank

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

WINC.L

WINC.L Risk / Return Rank: 85
WINC.L Sharpe Ratio Rank: 83
WINC.L Sortino Ratio Rank: 82
WINC.L Omega Ratio Rank: 82
WINC.L Calmar Ratio Rank: 88
WINC.L Martin Ratio Rank: 89

ROCQ

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

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.

WINC.L vs. ROCQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares World Equity High Income Active UCITS ETF USD (Dist) (WINC.L) 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.

	WINC.L	ROCQ	Difference
Sharpe ratio: Return per unit of total volatility	2.02	—	—
Sortino ratio: Return per unit of downside risk	2.81	—	—
Omega ratio: Gain probability vs. loss probability	1.37	—	—
Calmar ratio: Return relative to maximum drawdown	3.85	—	—
Martin ratio: Return relative to average drawdown	14.26	—	—

Drawdowns

WINC.L vs. ROCQ - Drawdown Comparison

The maximum WINC.L drawdown since its inception was -16.51%, which is greater than ROCQ's maximum drawdown of -5.72%. Use the drawdown chart below to compare losses from any high point for WINC.L and ROCQ.

Drawdown Indicators

	WINC.L	ROCQ	Difference
Max Drawdown Largest peak-to-trough decline	-16.51%	-5.72%	-10.79%
Max Drawdown (1Y) Largest decline over 1 year	-5.36%	—	—
Current Drawdown Current decline from peak	-1.67%	-5.72%	+4.05%
Average Drawdown Average peak-to-trough decline	-2.06%	-1.20%	-0.86%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.45%	—	—

Volatility

Volatility by Period

	WINC.L	ROCQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.60%	—	—
Volatility (6M) Calculated over the trailing 6-month period	7.42%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.25%	17.31%	-7.06%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.63%	17.31%	-5.68%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.63%	17.31%	-5.68%

WINC.L vs. ROCQ - Expense Ratio Comparison

Both WINC.L and ROCQ have an expense ratio of 0.35%.

Dividends

WINC.L vs. ROCQ - Dividend Comparison

WINC.L's dividend yield for the trailing twelve months is around 9.95%, more than ROCQ's 3.07% yield.

Position	TTM	2025	2024
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF	3.07%	0.00%	0.00%
WINC.L iShares World Equity High Income Active UCITS ETF USD (Dist)	9.95%	9.75%	4.72%

Frequently Asked Questions

Can I hold both WINC.L and ROCQ in my portfolio?

WINC.L and ROCQ have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, WINC.L 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, WINC.L or ROCQ?

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

What is the main difference between WINC.L and ROCQ?

WINC.L is categorized as Dividend, while ROCQ is Nasdaq-100. They also come from different issuers: iShares and JPMorgan.