ROCQ vs JPEM
Comparison between JPMORGAN NASDAQ EQUITY PREMIUM YIELD ETF (ROCQ, ETF) and JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF (JPEM, ETF).
ROCQ vs JPEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ROCQ
$378M
Winner
JPEM
$378M
Expense Ratio
Winner
ROCQ
0.35%
JPEM
0.44%
Max Drawdown
Winner
ROCQ
6.22%
JPEM
43.82%
Sharpe Ratio
Winner
ROCQ
2.12
JPEM
1.01
5Y Beta
ROCQ
1.23
Winner
JPEM
0.54
P/E Ratio
ROCQ
37.27
JPEM
N/A
Forward P/E
ROCQ
22.49
JPEM
N/A
PEG Ratio
ROCQ
0.29
JPEM
N/A
5Y Dividends CAGR
ROCQ
N/A
JPEM
9.36%
5Y EPS CAGR
ROCQ
31.47%
JPEM
N/A
Debt to Equity
ROCQ
31.16%
JPEM
N/A
P/S Ratio
ROCQ
6.61
JPEM
N/A
P/B Ratio
ROCQ
9.33
JPEM
N/A
ROCQ vs JPEM - Holdings Comparison
ROCQ and JPEM have 2 common holdings. Overlap is -0.03%
ROCQ's top 25 holdings weight is 78.04%. JPEM's top 25 holdings weight is 20.00%.
| Rank | ROCQ | JPEM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.85% | n/a (n/a) - 2.04% |
| #2 | APPLE INC (AAPL) - 7.73% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.55% |
| #3 | ALPHABET INC CLASS C (GOOG) - 6.36% | VALE SA (n/a) - 1.07% |
| #4 | MICRON TECHNOLOGY INC (MU) - 5.70% | n/a (n/a) - 1.02% |
| #5 | MICROSOFT CORP (MSFT) - 5.19% | BANK OF CHINA LTD CLASS H (n/a) - 0.94% |
| #6 | AMAZON.COM INC (AMZN) - 4.68% | MEDIATEK INC (n/a) - 0.90% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 4.46% | ANGLOGOLD ASHANTI PLC (AU) - 0.88% |
| #8 | WALMART INC (WMT) - 3.55% | NASPERS LTD CLASS N (n/a) - 0.87% |
| #9 | META PLATFORMS INC CLASS A (META) - 3.44% | n/a (n/a) - 0.83% |
| #10 | LAM RESEARCH CORP (LRCX) - 3.40% | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.80% |
| #11 | BROADCOM INC (AVGO) - 3.05% | OTP BANK PLC (n/a) - 0.78% |
| #12 | TESLA INC (TSLA) - 2.78% | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 0.75% |
| #13 | INTEL CORP (INTC) - 2.76% | n/a (n/a) - 0.73% |
| #14 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.54% | ACCTON TECHNOLOGY CORP (n/a) - 0.71% |
| #15 | ANALOG DEVICES INC (ADI) - 2.19% | MTN GROUP LTD (n/a) - 0.63% |
| #16 | PALO ALTO NETWORKS INC (PANW) - 1.59% | YUANTA FINANCIAL HOLDINGS CO LTD (n/a) - 0.59% |
| #17 | NETFLIX INC (NFLX) - 1.57% | n/a (n/a) - 0.58% |
| #18 | ASML HOLDING NV ADR (ASML) - 1.44% | SAUDI TELECOM CO (n/a) - 0.57% |
| #19 | n/a (PLTR) - 1.10% | INFOSYS LTD (n/a) - 0.55% |
| #20 | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 1.08% | n/a (n/a) - 0.55% |
| #21 | NXP SEMICONDUCTORS NV (NXPI) - 1.00% | EMAAR PROPERTIES PJSC (n/a) - 0.54% |
| #22 | n/a (SPCX) - 0.96% | BANK BRADESCO SA PARTICIPATING PREFERRED (n/a) - 0.54% |
| #23 | JOHNSON & JOHNSON (JNJ) - 0.92% | CEMEX SAB DE CV (n/a) - 0.53% |
| #24 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.85% | KING SLIDE WORKS CO LTD (n/a) - 0.53% |
| #25 | BOOKING HOLDINGS INC (BKNG) - 0.85% | HINDUSTAN UNILEVER LTD (n/a) - 0.52% |
| Total Holdings | 103 | 577 |
ROCQ vs JPEM - Historical Returns
Returns include dividend reinvestment.
1M
ROCQ
-2.25%
Winner
JPEM
-0.50%
3M
Winner
ROCQ
+8.31%
JPEM
-0.91%
6M
ROCQ
N/A
JPEM
+2.18%
1Y
ROCQ
N/A
JPEM
+17.25%
5Y(CAGR)
ROCQ
N/A
JPEM
+6.75%
10Y(CAGR)
ROCQ
N/A
JPEM
+7.07%
Max(CAGR)
Winner
ROCQ
+52.33%
JPEM
+5.65%
ROCQ vs JPEM - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | ROCQ | JPEM |
|---|---|---|
| 2026 | +15.36% | +6.25% |
| 2025 | N/A | +23.12% |
| 2024 | N/A | +4.67% |
| 2023 | N/A | +10.68% |
| 2022 | N/A | -9.65% |
| 2021 | N/A | +7.76% |
| 2020 | N/A | -1.85% |
| 2019 | N/A | +15.56% |
| 2018 | N/A | -11.95% |
| 2017 | N/A | +27.87% |
| 2016 | N/A | +18.19% |
| 2015 | N/A | -17.70% |
ROCQ vs JPEM Drawdown Comparison
The maximum drawdown for ROCQ was -5.68%, occurring on Jun 10, 2026. Recovery took 14 trading sessions.
The maximum drawdown for JPEM was -40.21%, occurring on Mar 23, 2020. Recovery took 818 trading sessions.
The current ROCQ drawdown is -2.25%. The current JPEM drawdown is -3.28%.
| Rank | ROCQ | JPEM |
|---|---|---|
| #1 | -5.68% Jun 1, 2026 - Jun 22, 2026 | -40.21% Jan 26, 2018 - Apr 28, 2021 |
| #2 | -5.15% Mar 19, 2026 - Apr 8, 2026 | -34.10% Apr 28, 2015 - Jul 14, 2017 |
| #3 | -4.04% Jun 22, 2026 - Jul 20, 2026 | -21.58% Feb 16, 2022 - Mar 7, 2024 |
| #4 | -2.57% May 14, 2026 - May 26, 2026 | -14.31% Oct 7, 2024 - Jun 10, 2025 |
| #5 | -0.87% Apr 27, 2026 - Apr 30, 2026 | -10.32% Feb 25, 2026 - Mar 20, 2026 |
| #6 | -0.72% Apr 17, 2026 - Apr 22, 2026 | -8.08% Sep 13, 2021 - Feb 16, 2022 |
| #7 | -0.69% May 11, 2026 - May 13, 2026 | -6.92% May 17, 2024 - Sep 24, 2024 |
| #8 | -0.57% Apr 22, 2026 - Apr 24, 2026 | -6.45% Feb 13, 2015 - Apr 2, 2015 |
| #9 | -0.36% May 6, 2026 - May 8, 2026 | -5.67% Jun 10, 2021 - Sep 7, 2021 |
| #10 | -0.11% May 1, 2026 - May 5, 2026 | -4.06% Nov 22, 2017 - Dec 28, 2017 |
| #11 | N/A | -3.98% Jan 23, 2015 - Feb 13, 2015 |
| #12 | N/A | -3.40% Jan 28, 2026 - Feb 11, 2026 |
| #13 | N/A | -3.40% Apr 9, 2024 - May 2, 2024 |
| #14 | N/A | -3.19% May 7, 2021 - May 26, 2021 |
| #15 | N/A | -3.08% Sep 11, 2017 - Oct 11, 2017 |
Correlation
Correlation between ROCQ and JPEM is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2015 - 2026)
ROCQ vs JPEM dividend yield comparison.
| Year | ROCQ | JPEM |
|---|---|---|
| 2026 | 3.02% | 1.64% |
| 2025 | 0.00% | 4.65% |
| 2024 | 0.00% | 5.12% |
| 2023 | 0.00% | 4.46% |
| 2022 | 0.00% | 4.71% |
| 2021 | 0.00% | 4.40% |
| 2020 | 0.00% | 2.85% |
| 2019 | 0.00% | 3.47% |
| 2018 | 0.00% | 2.79% |
| 2017 | 0.00% | 2.14% |
| 2016 | 0.00% | 1.28% |
| 2015 | 0.00% | 3.22% |
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