ROCQ vs NAN

Comparison between JPMORGAN NASDAQ EQUITY PREMIUM YIELD ETF (ROCQ, ETF) and Nuveen New York Quality Municipal Income Fund (NAN, ETF).

ROCQ vs NAN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ROCQ(ETF)	NAN(ETF)
Net Assets	$378M	$375M
Expense Ratio	0.35%	N/A
Max Drawdown	6.22%	52.20%
Sharpe Ratio	2.12	0.96
5Y Beta	1.23	0.15
P/E Ratio	37.27	N/A
Forward P/E	22.49	N/A
PEG Ratio	0.29	N/A
5Y Dividends CAGR	N/A	8.26%
5Y EPS CAGR	31.47%	N/A
Debt to Equity	31.16%	N/A
P/S Ratio	6.61	N/A
P/B Ratio	9.33	N/A

Net Assets

Winner

ROCQ

$378M

NAN

$375M

Expense Ratio

ROCQ

0.35%

NAN

N/A

Max Drawdown

Winner

ROCQ

6.22%

NAN

52.20%

Sharpe Ratio

Winner

ROCQ

2.12

NAN

0.96

5Y Beta

ROCQ

1.23

Winner

NAN

0.15

P/E Ratio

ROCQ

37.27

NAN

N/A

Forward P/E

ROCQ

22.49

NAN

N/A

PEG Ratio

ROCQ

0.29

NAN

N/A

5Y Dividends CAGR

ROCQ

N/A

NAN

8.26%

5Y EPS CAGR

ROCQ

31.47%

NAN

N/A

Debt to Equity

ROCQ

31.16%

NAN

N/A

P/S Ratio

ROCQ

6.61

NAN

N/A

P/B Ratio

ROCQ

9.33

NAN

N/A

ROCQ vs NAN - Historical Returns

Returns include dividend reinvestment.

Period	ROCQ	NAN
1 month	-2.25%	-0.37%
3 months	+8.31%	+3.16%
6 months	N/A	+5.40%
1 year	N/A	+10.94%
5 years(CAGR)	N/A	+0.61%
10 years(CAGR)	N/A	+2.11%
Max(CAGR)	+52.33%	+5.02%

ROCQ

-2.25%

Winner

NAN

-0.37%

Winner

ROCQ

+8.31%

NAN

+3.16%

ROCQ

N/A

NAN

+5.40%

ROCQ

N/A

NAN

+10.94%

5Y(CAGR)

ROCQ

N/A

NAN

+0.61%

10Y(CAGR)

ROCQ

N/A

NAN

+2.11%

Max(CAGR)

Winner

ROCQ

+52.33%

NAN

+5.02%

ROCQ vs NAN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ROCQ	NAN
2026	+15.36%	+6.25%
2025	N/A	+5.91%
2024	N/A	+10.20%
2023	N/A	+7.05%
2022	N/A	-23.18%
2021	N/A	+8.93%
2020	N/A	+3.55%
2019	N/A	+19.54%
2018	N/A	-7.08%
2017	N/A	+8.29%
2016	N/A	+0.31%
2015	N/A	+11.41%
2014	N/A	+12.81%
2013	N/A	-13.50%
2012	N/A	+12.99%
2011	N/A	+16.03%
2010	N/A	+5.40%
2009	N/A	+36.13%
2008	N/A	-25.46%
2007	N/A	-9.86%
2006	N/A	+0.39%
2005	N/A	+14.67%
2004	N/A	+3.72%
2003	N/A	+15.05%
2002	N/A	+10.82%
2001	N/A	+6.42%
2000	N/A	+8.59%
1999	N/A	-9.22%

ROCQ vs NAN Drawdown Comparison

The maximum drawdown for ROCQ was -5.68%, occurring on Jun 10, 2026. Recovery took 14 trading sessions.

The maximum drawdown for NAN was -44.95%, occurring on Oct 10, 2008. Recovery took 767 trading sessions.

The current ROCQ drawdown is -2.25%. The current NAN drawdown is -1.73%.

Rank	ROCQ	NAN
#1	-5.68% Jun 1, 2026 - Jun 22, 2026	-44.95% Feb 7, 2007 - Feb 24, 2010
#2	-5.15% Mar 19, 2026 - Apr 8, 2026	-34.64% Aug 18, 2021 - Jun 22, 2026
#3	-4.04% Jun 22, 2026 - Jul 20, 2026	-24.81% Mar 5, 2020 - Dec 8, 2020
#4	-2.57% May 14, 2026 - May 26, 2026	-21.32% Dec 5, 2012 - Nov 20, 2015
#5	-0.87% Apr 27, 2026 - Apr 30, 2026	-17.70% Mar 1, 2004 - Jan 14, 2005
#6	-0.72% Apr 17, 2026 - Apr 22, 2026	-15.65% Jul 27, 2016 - Jun 14, 2019
#7	-0.69% May 11, 2026 - May 13, 2026	-14.48% Nov 2, 1999 - Dec 29, 2000
#8	-0.57% Apr 22, 2026 - Apr 24, 2026	-13.00% Nov 9, 2010 - Nov 7, 2011
#9	-0.36% May 6, 2026 - May 8, 2026	-9.86% Jun 30, 2003 - Dec 29, 2003
#10	-0.11% May 1, 2026 - May 5, 2026	-8.45% Oct 1, 2002 - Apr 28, 2003
#11	N/A	-8.11% Mar 1, 2006 - Jan 19, 2007
#12	N/A	-7.75% Sep 20, 2005 - Dec 23, 2005
#13	N/A	-7.00% Feb 27, 2002 - Jun 5, 2002
#14	N/A	-6.48% Nov 16, 2001 - Feb 22, 2002
#15	N/A	-6.03% Jan 25, 2005 - Apr 27, 2005

Correlation

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

0.93

-101

Dividend Comparison (2000 - 2026)

ROCQ vs NAN dividend yield comparison.

Year	ROCQ	NAN
2026	3.02%	4.31%
2025	0.00%	7.67%
2024	0.00%	6.45%
2023	0.00%	4.12%
2022	0.00%	5.27%
2021	0.00%	4.15%
2020	0.00%	4.30%
2019	0.00%	4.06%
2018	0.00%	4.79%
2017	0.00%	5.13%
2016	0.00%	5.74%
2015	0.00%	5.54%
2014	0.00%	5.59%
2013	0.00%	5.96%
2012	0.00%	4.92%
2011	0.00%	5.10%
2010	0.00%	6.36%
2009	0.00%	5.62%
2008	0.00%	8.34%
2007	0.00%	6.03%
2006	0.00%	6.00%
2005	0.00%	6.99%
2004	0.00%	6.37%
2003	0.00%	6.05%
2002	0.00%	5.86%
2001	0.00%	5.69%
2000	0.00%	2.41%