LRND vs ROCY
Comparison between NYLI U.S. LARGE CAP R&D LEADERS ETF (LRND, ETF) and JPMORGAN EQUITY PREMIUM YIELD ETF (ROCY, ETF).
LRND vs ROCY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LRND
$399M
ROCY
$398M
Expense Ratio
Winner
LRND
0.14%
ROCY
0.35%
Max Drawdown
LRND
25.97%
Winner
ROCY
3.79%
Sharpe Ratio
LRND
1.01
Winner
ROCY
2.34
5Y Beta
LRND
1.09
Winner
ROCY
0.75
P/E Ratio
LRND
30.49
Winner
ROCY
24.48
Forward P/E
LRND
23.72
Winner
ROCY
19.77
PEG Ratio
Winner
LRND
0.20
ROCY
0.31
5Y EPS CAGR
Winner
LRND
40.40%
ROCY
28.52%
Debt to Equity
LRND
28.39%
Winner
ROCY
17.38%
P/S Ratio
LRND
8.47
Winner
ROCY
3.89
P/B Ratio
LRND
10.80
Winner
ROCY
5.52
LRND vs ROCY - Holdings Comparison
LRND and ROCY have 21 common holdings. Overlap is 42.42%
LRND's top 25 holdings weight is 84.75%. ROCY's top 25 holdings weight is 60.98%.
| Rank | LRND | ROCY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 16.90% | NVIDIA CORP (NVDA) - 8.67% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 12.96% | APPLE INC (AAPL) - 6.75% |
| #3 | APPLE INC (AAPL) - 8.72% | MICROSOFT CORP (MSFT) - 6.41% |
| #4 | BROADCOM INC (AVGO) - 6.94% | ALPHABET INC CLASS A (GOOGL) - 4.88% |
| #5 | MICROSOFT CORP (MSFT) - 5.29% | AMAZON.COM INC (AMZN) - 4.52% |
| #6 | AMAZON.COM INC (AMZN) - 4.79% | BROADCOM INC (AVGO) - 2.74% |
| #7 | ELI LILLY AND CO (LLY) - 4.40% | META PLATFORMS INC CLASS A (META) - 2.46% |
| #8 | META PLATFORMS INC CLASS A (META) - 3.93% | WELLS FARGO & CO (WFC) - 2.17% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 3.47% | MICRON TECHNOLOGY INC (MU) - 2.15% |
| #10 | CISCO SYSTEMS INC (CSCO) - 1.93% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.82% |
| #11 | LAM RESEARCH CORP (LRCX) - 1.80% | MASTERCARD INC CLASS A (MA) - 1.63% |
| #12 | APPLIED MATERIALS INC (AMAT) - 1.79% | BANK OF AMERICA CORP (BAC) - 1.41% |
| #13 | n/a (PLTR) - 1.73% | ELI LILLY AND CO (LLY) - 1.41% |
| #14 | AMGEN INC (AMGN) - 1.27% | ABBVIE INC (ABBV) - 1.39% |
| #15 | ARISTA NETWORKS INC (ANET) - 1.07% | ADVANCED MICRO DEVICES INC (AMD) - 1.31% |
| #16 | PEPSICO INC (PEP) - 1.06% | CSX CORP (CSX) - 1.21% |
| #17 | DEERE & CO (DE) - 0.88% | LAM RESEARCH CORP (LRCX) - 1.21% |
| #18 | MARVELL TECHNOLOGY INC (MRVL) - 0.83% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.20% |
| #19 | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 0.76% | RTX CORP (RTX) - 1.20% |
| #20 | VANGUARD INFORMATION TECHNOLOGY ETF (VGT) - 0.76% | TESLA INC (TSLA) - 1.16% |
| #21 | VERTEX PHARMACEUTICALS INC (VRTX) - 0.74% | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 1.12% |
| #22 | QUALCOMM INC (QCOM) - 0.74% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.12% |
| #23 | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 0.73% | HOWMET AEROSPACE INC (HWM) - 1.04% |
| #24 | n/a (DELL) - 0.67% | AMERICAN EXPRESS CO (AXP) - 1.03% |
| #25 | AUTOMATIC DATA PROCESSING INC (ADP) - 0.59% | BRISTOL-MYERS SQUIBB CO (BMY) - 0.97% |
| Total Holdings | 108 | 117 |
LRND vs ROCY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LRND
+5.37%
ROCY
+2.34%
3M
LRND
+2.70%
Winner
ROCY
+3.04%
6M
Winner
LRND
+14.58%
ROCY
+13.31%
1Y
LRND
+22.11%
ROCY
N/A
5Y(CAGR)
LRND
+15.56%
ROCY
N/A
Max(CAGR)
LRND
+15.56%
Winner
ROCY
+33.26%
LRND vs ROCY - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | LRND | ROCY |
|---|---|---|
| 2026 | +13.57% | +13.31% |
| 2025 | +20.44% | N/A |
| 2024 | +22.47% | N/A |
| 2023 | +43.76% | N/A |
| 2022 | -19.33% | N/A |
LRND vs ROCY Drawdown Comparison
The maximum drawdown for LRND was -25.44%, occurring on Oct 14, 2022. Recovery took 303 trading sessions.
The maximum drawdown for ROCY was -3.53%, occurring on Jun 10, 2026. Recovery took 25 trading sessions.
The current LRND drawdown is -3.02%. The current ROCY drawdown is -1.45%.
| Rank | LRND | ROCY |
|---|---|---|
| #1 | -25.44% Mar 29, 2022 - Jun 13, 2023 | -3.53% Jun 2, 2026 - Jul 9, 2026 |
| #2 | -21.06% Feb 19, 2025 - Jun 26, 2025 | -3.35% Mar 25, 2026 - Apr 6, 2026 |
| #3 | -13.83% Oct 29, 2025 - Apr 17, 2026 | -2.35% Jul 15, 2026 - Aug 3, 2026 |
| #4 | -11.98% Jul 10, 2024 - Nov 6, 2024 | -1.76% Aug 13, 2026 - Aug 20, 2026 |
| #5 | -9.75% Jul 28, 2023 - Nov 20, 2023 | -1.31% May 14, 2026 - May 22, 2026 |
| #6 | -9.20% Feb 9, 2022 - Mar 28, 2022 | -1.13% Mar 19, 2026 - Mar 25, 2026 |
| #7 | -7.98% Jun 2, 2026 - Aug 4, 2026 | -0.71% Apr 17, 2026 - Apr 24, 2026 |
| #8 | -6.06% Mar 28, 2024 - May 15, 2024 | -0.42% Jul 10, 2026 - Jul 14, 2026 |
| #9 | -4.51% Dec 16, 2024 - Jan 23, 2025 | -0.29% Aug 7, 2026 - Aug 12, 2026 |
| #10 | -4.01% Nov 7, 2024 - Dec 4, 2024 | -0.28% Apr 27, 2026 - Apr 30, 2026 |
| #11 | -3.55% Aug 7, 2026 - Aug 24, 2026 | -0.19% May 6, 2026 - May 11, 2026 |
| #12 | -3.14% Jun 15, 2023 - Jul 13, 2023 | -0.19% May 1, 2026 - May 5, 2026 |
| #13 | -2.90% Oct 9, 2025 - Oct 24, 2025 | -0.16% Aug 4, 2026 - Aug 7, 2026 |
| #14 | -2.74% Jul 24, 2025 - Aug 12, 2025 | -0.16% Apr 9, 2026 - Apr 13, 2026 |
| #15 | -2.46% Sep 22, 2025 - Oct 6, 2025 | -0.08% Apr 6, 2026 - Apr 8, 2026 |
Correlation
Correlation between LRND and ROCY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2022 - 2026)
LRND vs ROCY dividend yield comparison.
| Year | LRND | ROCY |
|---|---|---|
| 2026 | 0.18% | 2.83% |
| 2025 | 0.67% | 0.00% |
| 2024 | 0.97% | 0.00% |
| 2023 | 1.22% | 0.00% |
| 2022 | 1.32% | 0.00% |
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