ROCQ vs BLCV
Comparison between JPMORGAN NASDAQ EQUITY PREMIUM YIELD ETF (ROCQ, ETF) and iShares Large Cap Value Active ETF (BLCV, ETF).
ROCQ vs BLCV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ROCQ
$378M
BLCV
$375M
Expense Ratio
Winner
ROCQ
0.35%
BLCV
0.46%
Max Drawdown
Winner
ROCQ
6.22%
BLCV
14.20%
Sharpe Ratio
Winner
ROCQ
2.12
BLCV
1.41
5Y Beta
ROCQ
1.23
Winner
BLCV
0.70
P/E Ratio
ROCQ
37.27
Winner
BLCV
23.15
Forward P/E
ROCQ
22.49
Winner
BLCV
17.23
PEG Ratio
Winner
ROCQ
0.29
BLCV
0.39
5Y EPS CAGR
Winner
ROCQ
31.47%
BLCV
11.45%
Debt to Equity
ROCQ
31.16%
BLCV
N/A
P/S Ratio
ROCQ
6.61
Winner
BLCV
1.73
P/B Ratio
ROCQ
9.33
Winner
BLCV
2.81
ROCQ vs BLCV - Holdings Comparison
ROCQ and BLCV have 10 common holdings. Overlap is 20.02%
ROCQ's top 25 holdings weight is 78.04%. BLCV's top 25 holdings weight is 68.56%.
| Rank | ROCQ | BLCV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.85% | AMAZON.COM INC (AMZN) - 7.94% |
| #2 | APPLE INC (AAPL) - 7.73% | MICROSOFT CORP (MSFT) - 7.01% |
| #3 | ALPHABET INC CLASS C (GOOG) - 6.36% | APPLE INC (AAPL) - 5.26% |
| #4 | MICRON TECHNOLOGY INC (MU) - 5.70% | WELLS FARGO & CO (WFC) - 3.03% |
| #5 | MICROSOFT CORP (MSFT) - 5.19% | CHARLES SCHWAB CORP (SCHW) - 2.93% |
| #6 | AMAZON.COM INC (AMZN) - 4.68% | CVS HEALTH CORP (CVS) - 2.84% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 4.46% | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 2.76% |
| #8 | WALMART INC (WMT) - 3.55% | KEURIG DR PEPPER INC (KDP) - 2.59% |
| #9 | META PLATFORMS INC CLASS A (META) - 3.44% | PPG INDUSTRIES INC (PPG) - 2.44% |
| #10 | LAM RESEARCH CORP (LRCX) - 3.40% | UNITEDHEALTH GROUP INC (UNH) - 2.43% |
| #11 | BROADCOM INC (AVGO) - 3.05% | FEDEX CORP (FDX) - 2.32% |
| #12 | TESLA INC (TSLA) - 2.78% | MERCK & CO INC (MRK) - 2.31% |
| #13 | INTEL CORP (INTC) - 2.76% | CITIGROUP INC (C) - 2.30% |
| #14 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.54% | BOEING CO (BA) - 2.26% |
| #15 | ANALOG DEVICES INC (ADI) - 2.19% | CHEVRON CORP (CVX) - 2.17% |
| #16 | PALO ALTO NETWORKS INC (PANW) - 1.59% | META PLATFORMS INC CLASS A (META) - 2.09% |
| #17 | NETFLIX INC (NFLX) - 1.57% | BAXTER INTERNATIONAL INC (BAX) - 2.01% |
| #18 | ASML HOLDING NV ADR (ASML) - 1.44% | JOHNSON & JOHNSON (JNJ) - 1.98% |
| #19 | n/a (PLTR) - 1.10% | FORTUNE BRANDS INNOVATIONS INC (FBIN) - 1.88% |
| #20 | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 1.08% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.74% |
| #21 | NXP SEMICONDUCTORS NV (NXPI) - 1.00% | EVERGY INC (EVRG) - 1.73% |
| #22 | n/a (SPCX) - 0.96% | DTE ENERGY CO (DTE) - 1.70% |
| #23 | JOHNSON & JOHNSON (JNJ) - 0.92% | HASBRO INC (HAS) - 1.66% |
| #24 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.85% | THE WALT DISNEY CO (DIS) - 1.62% |
| #25 | BOOKING HOLDINGS INC (BKNG) - 0.85% | CHUBB LTD (CB) - 1.56% |
| Total Holdings | 103 | 57 |
ROCQ vs BLCV - Historical Returns
Returns include dividend reinvestment.
1M
ROCQ
-2.25%
Winner
BLCV
+1.94%
3M
ROCQ
+8.31%
Winner
BLCV
+9.53%
6M
ROCQ
N/A
BLCV
+9.57%
1Y
ROCQ
N/A
BLCV
+22.36%
Max(CAGR)
Winner
ROCQ
+52.33%
BLCV
+19.73%
ROCQ vs BLCV - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ROCQ | BLCV |
|---|---|---|
| 2026 | +15.36% | +12.22% |
| 2025 | N/A | +20.30% |
| 2024 | N/A | +12.01% |
| 2023 | N/A | +15.73% |
ROCQ vs BLCV Drawdown Comparison
The maximum drawdown for ROCQ was -5.68%, occurring on Jun 10, 2026. Recovery took 14 trading sessions.
The maximum drawdown for BLCV was -13.43%, occurring on Apr 8, 2025. Recovery took 115 trading sessions.
The current ROCQ drawdown is -2.25%. The current BLCV drawdown is -1.06%.
| Rank | ROCQ | BLCV |
|---|---|---|
| #1 | -5.68% Jun 1, 2026 - Jun 22, 2026 | -13.43% Nov 29, 2024 - May 19, 2025 |
| #2 | -5.15% Mar 19, 2026 - Apr 8, 2026 | -9.92% Feb 6, 2026 - Apr 30, 2026 |
| #3 | -4.04% Jun 22, 2026 - Jul 20, 2026 | -9.21% Jul 25, 2023 - Nov 30, 2023 |
| #4 | -2.57% May 14, 2026 - May 26, 2026 | -5.11% Mar 28, 2024 - May 15, 2024 |
| #5 | -0.87% Apr 27, 2026 - Apr 30, 2026 | -4.81% Jul 31, 2024 - Aug 21, 2024 |
| #6 | -0.72% Apr 17, 2026 - Apr 22, 2026 | -3.89% Nov 12, 2025 - Nov 26, 2025 |
| #7 | -0.69% May 11, 2026 - May 13, 2026 | -3.88% May 16, 2024 - Jul 16, 2024 |
| #8 | -0.57% Apr 22, 2026 - Apr 24, 2026 | -3.22% Oct 3, 2025 - Oct 24, 2025 |
| #9 | -0.36% May 6, 2026 - May 8, 2026 | -3.15% Jul 25, 2025 - Aug 13, 2025 |
| #10 | -0.11% May 1, 2026 - May 5, 2026 | -3.11% Aug 30, 2024 - Sep 30, 2024 |
| #11 | N/A | -2.99% Oct 16, 2024 - Nov 6, 2024 |
| #12 | N/A | -2.75% May 19, 2025 - Jun 6, 2025 |
| #13 | N/A | -2.37% Jul 17, 2024 - Jul 30, 2024 |
| #14 | N/A | -2.33% Aug 22, 2025 - Oct 3, 2025 |
| #15 | N/A | -2.31% Jun 4, 2026 - Jun 12, 2026 |
Correlation
Correlation between ROCQ and BLCV is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2023 - 2026)
ROCQ vs BLCV dividend yield comparison.
| Year | ROCQ | BLCV |
|---|---|---|
| 2026 | 3.02% | 0.57% |
| 2025 | 0.00% | 1.37% |
| 2024 | 0.00% | 1.63% |
| 2023 | 0.00% | 1.02% |
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