INCO vs ROCY

Comparison between COLUMBIA INDIA CONSUMER ETF (INCO, ETF) and JPMORGAN EQUITY PREMIUM YIELD ETF (ROCY, ETF).

INCO vs ROCY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INCO(ETF)	ROCY(ETF)
Net Assets	$223M	$223M
Expense Ratio	0.75%	0.35%
Max Drawdown	47.90%	3.79%
Sharpe Ratio	-0.84	2.89
5Y Beta	0.41	0.78
P/E Ratio	N/A	26.50
Forward P/E	N/A	20.20
PEG Ratio	N/A	0.49
5Y Dividends CAGR	138.31%	N/A
5Y EPS CAGR	N/A	27.71%
Debt to Equity	N/A	23.05%
P/S Ratio	N/A	3.91
P/B Ratio	N/A	5.64

Net Assets

INCO

$223M

Winner

ROCY

$223M

Expense Ratio

INCO

0.75%

Winner

ROCY

0.35%

Max Drawdown

INCO

47.90%

Winner

ROCY

3.79%

Sharpe Ratio

INCO

-0.84

Winner

ROCY

2.89

5Y Beta

Winner

INCO

0.41

ROCY

0.78

P/E Ratio

INCO

N/A

ROCY

26.50

Forward P/E

INCO

N/A

ROCY

20.20

PEG Ratio

INCO

N/A

ROCY

0.49

5Y Dividends CAGR

INCO

138.31%

ROCY

N/A

5Y EPS CAGR

INCO

N/A

ROCY

27.71%

Debt to Equity

INCO

N/A

ROCY

23.05%

P/S Ratio

INCO

N/A

ROCY

3.91

P/B Ratio

INCO

N/A

ROCY

5.64

INCO vs ROCY - Historical Returns

Returns include dividend reinvestment.

Period	INCO	ROCY
1 month	+0.00%	+0.83%
3 months	+1.12%	+9.24%
6 months	-8.63%	N/A
1 year	-9.99%	N/A
5 years(CAGR)	+5.95%	N/A
10 years(CAGR)	+8.54%	N/A
Max(CAGR)	+9.12%	+46.20%

INCO

+0.00%

Winner

ROCY

+0.83%

INCO

+1.12%

Winner

ROCY

+9.24%

INCO

-8.63%

ROCY

N/A

INCO

-9.99%

ROCY

N/A

5Y(CAGR)

INCO

+5.95%

ROCY

N/A

10Y(CAGR)

INCO

+8.54%

ROCY

N/A

Max(CAGR)

INCO

+9.12%

Winner

ROCY

+46.20%

INCO vs ROCY - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	INCO	ROCY
2026	-11.53%	+9.24%
2025	-1.91%	N/A
2024	+13.15%	N/A
2023	+35.63%	N/A
2022	-7.89%	N/A
2021	+18.54%	N/A
2020	+13.93%	N/A
2019	-2.43%	N/A
2018	-11.27%	N/A
2017	+50.99%	N/A
2016	+2.44%	N/A
2015	-1.95%	N/A
2014	+46.94%	N/A
2013	-11.35%	N/A
2012	+50.22%	N/A
2011	-20.08%	N/A

INCO vs ROCY Drawdown Comparison

The maximum drawdown for INCO was -47.69%, occurring on Mar 23, 2020. Recovery took 759 trading sessions.

The maximum drawdown for ROCY was -3.53%, occurring on Jun 10, 2026. This drawdown has not yet recovered.

The current INCO drawdown is -24.18%. The current ROCY drawdown is -1.78%.

Rank	INCO	ROCY
#1	-47.69% Jan 5, 2018 - Jan 12, 2021	-3.53% Jun 2, 2026 - Jun 10, 2026
#2	-30.81% Jan 2, 2013 - Apr 1, 2014	-3.35% Mar 25, 2026 - Apr 6, 2026
#3	-29.95% Sep 23, 2024 - Mar 30, 2026	-1.31% May 14, 2026 - May 22, 2026
#4	-27.77% Mar 18, 2015 - Mar 15, 2017	-1.13% Mar 19, 2026 - Mar 25, 2026
#5	-23.31% Sep 7, 2011 - Sep 21, 2012	-0.71% Apr 17, 2026 - Apr 24, 2026
#6	-22.05% Oct 15, 2021 - Jun 30, 2023	-0.28% Apr 27, 2026 - Apr 30, 2026
#7	-9.25% Feb 17, 2021 - May 25, 2021	-0.19% May 6, 2026 - May 11, 2026
#8	-9.24% Dec 5, 2014 - Jan 13, 2015	-0.19% May 1, 2026 - May 5, 2026
#9	-7.48% Sep 18, 2014 - Nov 4, 2014	-0.16% Apr 9, 2026 - Apr 13, 2026
#10	-7.09% Jan 22, 2015 - Mar 5, 2015	-0.08% Apr 6, 2026 - Apr 8, 2026
#11	-6.97% Jul 3, 2014 - Aug 19, 2014	N/A
#12	-6.73% Sep 19, 2017 - Oct 27, 2017	N/A
#13	-6.39% Oct 4, 2012 - Nov 27, 2012	N/A
#14	-5.81% Apr 8, 2014 - May 12, 2014	N/A
#15	-5.46% Aug 15, 2011 - Sep 7, 2011	N/A

Correlation

Correlation between INCO and ROCY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2014 - 2026)

INCO vs ROCY dividend yield comparison.

Year	INCO	ROCY
2026	0.00%	1.65%
2024	2.88%	0.00%
2023	3.81%	0.00%
2022	10.57%	0.00%
2021	6.25%	0.00%
2020	0.34%	0.00%
2019	0.28%	0.00%
2018	0.12%	0.00%
2017	0.05%	0.00%
2016	0.09%	0.00%
2014	0.08%	0.00%