Screener
ROCQ vs JEPQ
JPMorgan Nasdaq Equity Premium Yield ETF vs JPMorgan Nasdaq Equity Premium Income ETF
Key differences
- JEPQ is significantly larger than ROCQ — larger funds tend to be more liquid and less likely to close.
- ROCQ is classified as alternative, while JEPQ is equity — different risk/return profiles.
- ROCQ follows a option income strategy; JEPQ uses active selection.
Side-by-side comparison
| ROCQ | JEPQ | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.35% |
| Fund size (AUM) | $154M | $37.7B |
| Since | 2026 | 2022 |
| Dividend yield | — | 10.43% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +30.2% |
| CAGR 3Y | N/A | +21.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.13 |
| Volatility 1Y | — | 11.77% |
| Max drawdown | -5.16% | -20.07% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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