Skip to content
Beacon
Screener

ROCQ vs JMEE

JPMorgan Nasdaq Equity Premium Yield ETF vs JPMorgan Small & Mid Cap Enhanced Equity ETF

ROCQ

JPMorgan Nasdaq Equity Premium Yield ETF

JPMorgan

Annual cost

0.35%

Fund size

$154M

JMEE

JPMorgan Small & Mid Cap Enhanced Equity ETF

JPMorgan

Annual cost

0.24%

Fund size

$2.6B

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.
  • ROCQ is classified as alternative, while JMEE is equity — different risk/return profiles.
  • ROCQ follows a option income strategy; JMEE uses index enhanced.
  • JMEE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ROCQJMEE
Annual cost (TER)0.35%0.24%
Fund size (AUM)$154M$2.6B
Since20261998
Dividend yield1.00%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex enhanced
CAGR 1YN/A+33.0%
CAGR 3YN/A+17.9%
CAGR 5YN/AN/A
Sharpe 3YN/A0.80
Volatility 1Y16.09%
Max drawdown-5.16%-25.40%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to ROCQ and JMEE