ROCQ vs IMOM
Comparison between JPMORGAN NASDAQ EQUITY PREMIUM YIELD ETF (ROCQ, ETF) and ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE MOMENTUM ETF (IMOM, ETF).
ROCQ vs IMOM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ROCQ
$154M
IMOM
$153M
Expense Ratio
Winner
ROCQ
0.35%
IMOM
0.38%
Max Drawdown
Winner
ROCQ
5.15%
IMOM
47.07%
Sharpe Ratio
Winner
ROCQ
3.04
IMOM
1.43
5Y Beta
ROCQ
1.15
Winner
IMOM
0.85
P/E Ratio
ROCQ
38.17
IMOM
N/A
Forward P/E
ROCQ
26.61
IMOM
N/A
PEG Ratio
ROCQ
0.53
IMOM
N/A
5Y Dividends CAGR
ROCQ
N/A
IMOM
53.23%
5Y EPS CAGR
ROCQ
31.27%
IMOM
N/A
Debt to Equity
ROCQ
31.30%
IMOM
N/A
P/S Ratio
ROCQ
6.26
IMOM
N/A
P/B Ratio
ROCQ
9.21
IMOM
N/A
ROCQ vs IMOM - Holdings Comparison
ROCQ and IMOM have 1 common holdings. Overlap is -0.93%
ROCQ's top 25 holdings weight is 80.73%. IMOM's top 25 holdings weight is 53.67%.
| Rank | ROCQ | IMOM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.45% | TECHNOPROBE SPA (n/a) - 2.86% |
| #2 | APPLE INC (AAPL) - 7.52% | TOWER SEMICONDUCTOR LTD (n/a) - 2.44% |
| #3 | ALPHABET INC CLASS C (GOOG) - 7.00% | VERBIO SE (n/a) - 2.32% |
| #4 | MICROSOFT CORP (MSFT) - 5.70% | HOEGH AUTOLINERS ASA (n/a) - 2.20% |
| #5 | AMAZON.COM INC (AMZN) - 5.15% | REPSOL SA (n/a) - 2.16% |
| #6 | MICRON TECHNOLOGY INC (MU) - 4.70% | WOODSIDE ENERGY GROUP LTD (n/a) - 2.16% |
| #7 | WALMART INC (WMT) - 4.12% | AURUBIS AG (n/a) - 2.15% |
| #8 | ADVANCED MICRO DEVICES INC (AMD) - 3.89% | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 2.14% |
| #9 | BROADCOM INC (AVGO) - 3.46% | ROHM CO LTD (n/a) - 2.13% |
| #10 | INTEL CORP (INTC) - 3.31% | MITSUI & CO LTD (n/a) - 2.13% |
| #11 | META PLATFORMS INC CLASS A (META) - 3.22% | ASMPT LTD (n/a) - 2.13% |
| #12 | TESLA INC (TSLA) - 3.14% | ENEOS HOLDINGS INC (n/a) - 2.11% |
| #13 | LAM RESEARCH CORP (LRCX) - 2.88% | MITSUBISHI CORP (n/a) - 2.10% |
| #14 | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 2.83% | TOYOTA TSUSHO CORP (n/a) - 2.10% |
| #15 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.42% | MARUBENI CORP (n/a) - 2.09% |
| #16 | ANALOG DEVICES INC (ADI) - 2.38% | RESONAC HOLDINGS CORP (n/a) - 2.09% |
| #17 | NETFLIX INC (NFLX) - 1.91% | INPEX CORP (n/a) - 2.09% |
| #18 | ASML HOLDING NV ADR (ASML) - 1.18% | SOLARIA ENERGIA Y MEDIO AMBIENTE SA (n/a) - 2.08% |
| #19 | n/a (PLTR) - 1.13% | BAYER AG (n/a) - 2.06% |
| #20 | NXP SEMICONDUCTORS NV (NXPI) - 1.04% | FRONTLINE PLC (FRO) - 2.06% |
| #21 | PALO ALTO NETWORKS INC (PANW) - 0.98% | GLENCORE PLC (n/a) - 2.04% |
| #22 | REGENERON PHARMACEUTICALS INC (REGN) - 0.91% | ACCIONA SA (n/a) - 2.04% |
| #23 | JOHNSON & JOHNSON (JNJ) - 0.86% | TURPAZ INDUSTRIES LTD (n/a) - 2.01% |
| #24 | BOOKING HOLDINGS INC (BKNG) - 0.80% | WARTSILA CORP (n/a) - 1.99% |
| #25 | COCA-COLA CO (KO) - 0.75% | CODAN LTD (n/a) - 1.99% |
| Total Holdings | 99 | 53 |
ROCQ vs IMOM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ROCQ
+1.25%
IMOM
-4.02%
3M
Winner
ROCQ
+12.91%
IMOM
+2.06%
6M
ROCQ
N/A
IMOM
+17.13%
1Y
ROCQ
N/A
IMOM
+34.79%
5Y(CAGR)
ROCQ
N/A
IMOM
+7.45%
10Y(CAGR)
ROCQ
N/A
IMOM
+7.44%
Max(CAGR)
Winner
ROCQ
+76.59%
IMOM
+7.52%
ROCQ vs IMOM - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | ROCQ | IMOM |
|---|---|---|
| 2026 | +12.91% | +11.17% |
| 2025 | N/A | +46.80% |
| 2024 | N/A | +6.38% |
| 2023 | N/A | +9.92% |
| 2022 | N/A | -22.11% |
| 2021 | N/A | -2.16% |
| 2020 | N/A | +26.49% |
| 2019 | N/A | +18.49% |
| 2018 | N/A | -23.45% |
| 2017 | N/A | +33.06% |
| 2016 | N/A | -8.55% |
ROCQ vs IMOM Drawdown Comparison
The maximum drawdown for ROCQ was -5.15%, occurring on Mar 30, 2026. Recovery took 13 trading sessions.
The maximum drawdown for IMOM was -45.70%, occurring on Mar 18, 2020. Recovery took 716 trading sessions.
The current ROCQ drawdown is -4.31%. The current IMOM drawdown is -6.76%.
| Rank | ROCQ | IMOM |
|---|---|---|
| #1 | -5.15% Mar 19, 2026 - Apr 8, 2026 | -45.70% Jan 29, 2018 - Dec 1, 2020 |
| #2 | -4.31% Jun 1, 2026 - Jun 5, 2026 | -39.27% Sep 15, 2021 - Jun 24, 2025 |
| #3 | -2.57% May 14, 2026 - May 26, 2026 | -16.48% Jul 29, 2016 - Jun 2, 2017 |
| #4 | -0.87% Apr 27, 2026 - Apr 30, 2026 | -16.22% Feb 16, 2021 - Sep 7, 2021 |
| #5 | -0.72% Apr 17, 2026 - Apr 22, 2026 | -15.61% Feb 25, 2026 - May 6, 2026 |
| #6 | -0.69% May 11, 2026 - May 13, 2026 | -14.05% Jan 4, 2016 - Apr 4, 2016 |
| #7 | -0.57% Apr 22, 2026 - Apr 24, 2026 | -6.76% May 26, 2026 - Jun 5, 2026 |
| #8 | -0.36% May 6, 2026 - May 8, 2026 | -5.71% Jun 20, 2016 - Jul 1, 2016 |
| #9 | -0.11% May 1, 2026 - May 5, 2026 | -5.57% Jan 25, 2021 - Feb 9, 2021 |
| #10 | N/A | -4.92% Jan 27, 2026 - Feb 9, 2026 |
| #11 | N/A | -4.74% Nov 24, 2017 - Jan 3, 2018 |
| #12 | N/A | -4.30% May 13, 2026 - May 26, 2026 |
| #13 | N/A | -4.17% Nov 13, 2025 - Dec 10, 2025 |
| #14 | N/A | -4.15% Jun 8, 2017 - Jul 19, 2017 |
| #15 | N/A | -3.92% Oct 6, 2025 - Nov 10, 2025 |
Correlation
Correlation between ROCQ and IMOM is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2016 - 2026)
ROCQ vs IMOM dividend yield comparison.
| Year | ROCQ | IMOM |
|---|---|---|
| 2026 | 2.11% | 0.00% |
| 2025 | 0.00% | 2.53% |
| 2024 | 0.00% | 4.52% |
| 2023 | 0.00% | 2.95% |
| 2022 | 0.00% | 6.06% |
| 2021 | 0.00% | 1.27% |
| 2020 | 0.00% | 0.59% |
| 2019 | 0.00% | 1.17% |
| 2018 | 0.00% | 0.78% |
| 2017 | 0.00% | 1.11% |
| 2016 | 0.00% | 0.54% |
Select Stocks to Compare
Popular: ROCQ vs SPYIMOM vs SPY
More Comparisons
Compare with similar stocks