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DMAX vs ROCY

Comparison between ISHARES LARGE CAP MAX BUFFER DEC ETF (DMAX, ETF) and JPMORGAN EQUITY PREMIUM YIELD ETF (ROCY, ETF).

DMAX vs ROCY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
DMAX
$137M
ROCY
$136M
Expense Ratio
DMAX
0.50%
Winner
ROCY
0.35%
Max Drawdown
DMAX
3.37%
Winner
ROCY
3.35%
Sharpe Ratio
DMAX
1.80
Winner
ROCY
3.06
5Y Beta
Winner
DMAX
0.17
ROCY
0.78
P/E Ratio
DMAX
N/A
ROCY
26.72
Forward P/E
DMAX
N/A
ROCY
20.79
PEG Ratio
DMAX
N/A
ROCY
0.52
5Y EPS CAGR
DMAX
N/A
ROCY
27.82%
Debt to Equity
DMAX
N/A
ROCY
16.99%
P/S Ratio
DMAX
N/A
ROCY
3.78
P/B Ratio
DMAX
N/A
ROCY
5.48

DMAX vs ROCY - Holdings Comparison

DMAX and ROCY have 0 common holdings. Overlap is 0.00%

DMAX's top 25 holdings weight is 105.06%. ROCY's top 25 holdings weight is 62.17%.

RankDMAXROCY
#1
ISHARES CORE S&P 500 ETF (IVV) - 105.06%
NVIDIA CORP (NVDA) - 9.21%
#2N/A
APPLE INC (AAPL) - 6.92%
#3N/A
ALPHABET INC CLASS A (GOOGL) - 5.77%
#4N/A
MICROSOFT CORP (MSFT) - 5.61%
#5N/A
AMAZON.COM INC (AMZN) - 4.51%
#6N/A
BROADCOM INC (AVGO) - 2.83%
#7N/A
META PLATFORMS INC CLASS A (META) - 2.59%
#8N/A
MICRON TECHNOLOGY INC (MU) - 2.32%
#9N/A
JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 2.03%
#10N/A
WELLS FARGO & CO (WFC) - 1.94%
#11N/A
EXXON MOBIL CORP (XOM) - 1.94%
#12N/A
MASTERCARD INC CLASS A (MA) - 1.53%
#13N/A
TESLA INC (TSLA) - 1.48%
#14N/A
SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.44%
#15N/A
PHILIP MORRIS INTERNATIONAL INC (PM) - 1.30%
#16N/A
ABBVIE INC (ABBV) - 1.24%
#17N/A
ELI LILLY AND CO (LLY) - 1.24%
#18N/A
CSX CORP (CSX) - 1.17%
#19N/A
BANK OF AMERICA CORP (BAC) - 1.17%
#20N/A
LAM RESEARCH CORP (LRCX) - 1.11%
#21N/A
AMERICAN EXPRESS CO (AXP) - 0.98%
#22N/A
RTX CORP (RTX) - 0.98%
#23N/A
HOWMET AEROSPACE INC (HWM) - 0.97%
#24N/A
UNITEDHEALTH GROUP INC (UNH) - 0.96%
#25N/A
BRISTOL-MYERS SQUIBB CO (BMY) - 0.93%
Total Holdings1117

DMAX vs ROCY - Historical Returns

Returns include dividend reinvestment.

1M
DMAX
+0.52%
Winner
ROCY
+1.26%
3M
DMAX
+1.81%
Winner
ROCY
+8.75%
6M
DMAX
+2.65%
ROCY
N/A
1Y
DMAX
+8.27%
ROCY
N/A
Max(CAGR)
DMAX
+7.00%
Winner
ROCY
+48.09%

DMAX vs ROCY - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearDMAXROCY
2026+2.08%+8.75%
2025+7.81%N/A

DMAX vs ROCY Drawdown Comparison

The maximum drawdown for DMAX was -3.37%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.

The maximum drawdown for ROCY was -3.35%, occurring on Mar 30, 2026. Recovery took 7 trading sessions.

The current DMAX drawdown is -0.29%. The current ROCY drawdown is -2.22%.

RankDMAXROCY
#1-3.37%
Feb 19, 2025 - May 16, 2025
-3.35%
Mar 25, 2026 - Apr 6, 2026
#2-1.41%
Feb 25, 2026 - Apr 13, 2026
-2.22%
Jun 2, 2026 - Jun 5, 2026
#3-0.64%
Nov 11, 2025 - Nov 25, 2025
-1.31%
May 14, 2026 - May 22, 2026
#4-0.56%
Jan 6, 2025 - Jan 17, 2025
-1.13%
Mar 19, 2026 - Mar 25, 2026
#5-0.55%
May 16, 2025 - Jun 3, 2025
-0.71%
Apr 17, 2026 - Apr 24, 2026
#6-0.49%
Jul 25, 2025 - Aug 8, 2025
-0.28%
Apr 27, 2026 - Apr 30, 2026
#7-0.47%
Jan 22, 2025 - Feb 18, 2025
-0.19%
May 6, 2026 - May 11, 2026
#8-0.46%
Feb 2, 2026 - Feb 9, 2026
-0.19%
May 1, 2026 - May 5, 2026
#9-0.42%
Oct 8, 2025 - Oct 20, 2025
-0.16%
Apr 9, 2026 - Apr 13, 2026
#10-0.41%
Jan 6, 2026 - Jan 27, 2026
-0.08%
Apr 6, 2026 - Apr 8, 2026
#11-0.30%
Feb 9, 2026 - Feb 20, 2026
N/A
#12-0.29%
Jun 2, 2026 - Jun 5, 2026
N/A
#13-0.28%
Nov 3, 2025 - Nov 10, 2025
N/A
#14-0.24%
Aug 28, 2025 - Sep 5, 2025
N/A
#15-0.24%
Jun 12, 2025 - Jun 23, 2025
N/A

Correlation

Correlation between DMAX and ROCY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (2025 - 2026)

DMAX vs ROCY dividend yield comparison.

YearDMAXROCY
20260.00%1.65%
20251.18%0.00%

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