ROCQ vs HPI

Comparison between JPMORGAN NASDAQ EQUITY PREMIUM YIELD ETF (ROCQ, ETF) and John Hancock Preferred Income Fund (HPI, ETF).

ROCQ vs HPI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ROCQ(ETF)	HPI(ETF)
Net Assets	$408M	$405M
Expense Ratio	0.35%	N/A
Max Drawdown	9.39%	74.96%
Sharpe Ratio	1.62	0.50
5Y Beta	1.23	0.39
P/E Ratio	32.88	N/A
Forward P/E	22.47	N/A
5Y Dividends CAGR	N/A	0.00%
5Y EPS CAGR	32.76%	N/A
Debt to Equity	26.42%	N/A
P/S Ratio	6.52	N/A
P/B Ratio	9.06	N/A

Net Assets

Winner

ROCQ

$408M

HPI

$405M

Expense Ratio

ROCQ

0.35%

HPI

N/A

Max Drawdown

Winner

ROCQ

9.39%

HPI

74.96%

Sharpe Ratio

Winner

ROCQ

1.62

HPI

0.50

5Y Beta

ROCQ

1.23

Winner

HPI

0.39

P/E Ratio

ROCQ

32.88

HPI

N/A

Forward P/E

ROCQ

22.47

HPI

N/A

5Y Dividends CAGR

ROCQ

N/A

HPI

0.00%

5Y EPS CAGR

ROCQ

32.76%

HPI

N/A

Debt to Equity

ROCQ

26.42%

HPI

N/A

P/S Ratio

ROCQ

6.52

HPI

N/A

P/B Ratio

ROCQ

9.06

HPI

N/A

ROCQ vs HPI - Historical Returns

Returns include dividend reinvestment.

Period	ROCQ	HPI
1 month	+2.73%	+0.70%
3 months	-0.93%	+1.62%
6 months	+15.16%	+3.23%
1 year	N/A	+8.31%
5 years(CAGR)	N/A	+2.76%
10 years(CAGR)	N/A	+4.65%
Max(CAGR)	+38.31%	+6.81%

Winner

ROCQ

+2.73%

HPI

+0.70%

ROCQ

-0.93%

Winner

HPI

+1.62%

Winner

ROCQ

+15.16%

HPI

+3.23%

ROCQ

N/A

HPI

+8.31%

5Y(CAGR)

ROCQ

N/A

HPI

+2.76%

10Y(CAGR)

ROCQ

N/A

HPI

+4.65%

Max(CAGR)

Winner

ROCQ

+38.31%

HPI

+6.81%

ROCQ vs HPI - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	ROCQ	HPI
2026	+15.16%	+3.19%
2025	N/A	+5.59%
2024	N/A	+15.53%
2023	N/A	+7.09%
2022	N/A	-15.28%
2021	N/A	+14.58%
2020	N/A	-7.32%
2019	N/A	+28.96%
2018	N/A	-4.69%
2017	N/A	+12.55%
2016	N/A	+10.11%
2015	N/A	+5.09%
2014	N/A	+22.89%
2013	N/A	-13.79%
2012	N/A	+8.81%
2011	N/A	+24.71%
2010	N/A	+17.89%
2009	N/A	+28.42%
2008	N/A	-19.22%
2007	N/A	-18.86%
2006	N/A	+29.77%
2005	N/A	-6.62%
2004	N/A	+3.89%
2003	N/A	+7.98%

ROCQ vs HPI Drawdown Comparison

The maximum drawdown for ROCQ was -8.04%, occurring on Jul 29, 2026. This drawdown has not yet recovered.

The maximum drawdown for HPI was -67.57%, occurring on Mar 9, 2009. Recovery took 752 trading sessions.

The current ROCQ drawdown is -2.42%. The current HPI drawdown is -1.79%.

Rank	ROCQ	HPI
#1	-8.04% Jun 22, 2026 - Jul 29, 2026	-67.57% Apr 13, 2007 - Apr 8, 2010
#2	-5.68% Jun 1, 2026 - Jun 22, 2026	-57.98% Feb 11, 2020 - Jun 28, 2021
#3	-5.15% Mar 19, 2026 - Apr 8, 2026	-30.07% Nov 9, 2021 - Jul 16, 2024
#4	-2.57% May 14, 2026 - May 26, 2026	-25.26% May 8, 2013 - Feb 9, 2015
#5	-0.87% Apr 27, 2026 - Apr 30, 2026	-21.51% Mar 16, 2004 - Oct 18, 2004
#6	-0.72% Apr 17, 2026 - Apr 22, 2026	-21.38% Sep 5, 2018 - Mar 6, 2019
#7	-0.69% May 11, 2026 - May 13, 2026	-18.90% Oct 10, 2024 - Apr 7, 2025
#8	-0.57% Apr 22, 2026 - Apr 24, 2026	-16.96% Aug 9, 2016 - May 1, 2017
#9	-0.36% May 6, 2026 - May 8, 2026	-15.82% Feb 10, 2005 - Mar 2, 2006
#10	-0.11% May 1, 2026 - May 5, 2026	-14.70% Jul 22, 2011 - Aug 29, 2011
#11	N/A	-13.13% Apr 8, 2010 - Jul 21, 2010
#12	N/A	-12.39% Aug 8, 2012 - Jan 17, 2013
#13	N/A	-10.19% Apr 10, 2015 - Jan 5, 2016
#14	N/A	-9.74% Sep 9, 2010 - May 4, 2011
#15	N/A	-9.07% Oct 1, 2019 - Feb 10, 2020

Correlation

Correlation between ROCQ and HPI is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2003 - 2026)

ROCQ vs HPI dividend yield comparison.

Year	ROCQ	HPI
2026	4.35%	5.42%
2025	0.00%	9.15%
2024	0.00%	8.91%
2023	0.00%	9.39%
2022	0.00%	9.23%
2021	0.00%	7.14%
2020	0.00%	7.53%
2019	0.00%	7.69%
2018	0.00%	8.92%
2017	0.00%	7.84%
2016	0.00%	8.26%
2015	0.00%	7.69%
2014	0.00%	8.23%
2013	0.00%	9.41%
2012	0.00%	7.67%
2011	0.00%	8.18%
2010	0.00%	7.97%
2009	0.00%	9.06%
2008	0.00%	13.42%
2007	0.00%	10.61%
2006	0.00%	8.12%
2005	0.00%	9.79%
2004	0.00%	8.69%
2003	0.00%	5.39%