Screener
JMEE vs ROCQ
JPMorgan Small & Mid Cap Enhanced Equity ETF vs JPMorgan Nasdaq Equity Premium Yield ETF
Key differences
- JMEE costs 0.11% less per year.
- JMEE is significantly larger than ROCQ — larger funds tend to be more liquid and less likely to close.
- JMEE is classified as equity, while ROCQ is alternative — different risk/return profiles.
- JMEE follows a index enhanced strategy; ROCQ uses option income.
- JMEE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JMEE | ROCQ | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.35% |
| Fund size (AUM) | $2.6B | $154M |
| Since | 1998 | 2026 |
| Dividend yield | 1.00% | — |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index enhanced | option income |
| CAGR 1Y | +33.0% | N/A |
| CAGR 3Y | +17.9% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.80 | N/A |
| Volatility 1Y | 16.09% | — |
| Max drawdown | -25.40% | -5.16% |
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