ROCQ vs NPFI

Comparison between JPMORGAN NASDAQ EQUITY PREMIUM YIELD ETF (ROCQ, ETF) and NUVEEN PREFERRED AND INCOME ETF (NPFI, ETF).

ROCQ vs NPFI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ROCQ(ETF)	NPFI(ETF)
Net Assets	$154M	$154M
Expense Ratio	0.35%	0.56%
Max Drawdown	5.15%	4.74%
Sharpe Ratio	3.04	1.26
5Y Beta	1.15	0.11
P/E Ratio	38.17	N/A
Forward P/E	26.61	N/A
PEG Ratio	0.53	N/A
5Y EPS CAGR	31.27%	N/A
Debt to Equity	31.30%	N/A
P/S Ratio	6.26	N/A
P/B Ratio	9.21	N/A

Net Assets

ROCQ

$154M

Winner

NPFI

$154M

Expense Ratio

Winner

ROCQ

0.35%

NPFI

0.56%

Max Drawdown

ROCQ

5.15%

Winner

NPFI

4.74%

Sharpe Ratio

Winner

ROCQ

3.04

NPFI

1.26

5Y Beta

ROCQ

1.15

Winner

NPFI

0.11

P/E Ratio

ROCQ

38.17

NPFI

N/A

Forward P/E

ROCQ

26.61

NPFI

N/A

PEG Ratio

ROCQ

0.53

NPFI

N/A

5Y EPS CAGR

ROCQ

31.27%

NPFI

N/A

Debt to Equity

ROCQ

31.30%

NPFI

N/A

P/S Ratio

ROCQ

6.26

NPFI

N/A

P/B Ratio

ROCQ

9.21

NPFI

N/A

ROCQ vs NPFI - Historical Returns

Returns include dividend reinvestment.

Period	ROCQ	NPFI
1 month	+1.25%	+0.20%
3 months	+12.91%	+0.68%
6 months	N/A	+1.84%
1 year	N/A	+7.52%
Max(CAGR)	+76.59%	+7.66%

Winner

ROCQ

+1.25%

NPFI

+0.20%

Winner

ROCQ

+12.91%

NPFI

+0.68%

ROCQ

N/A

NPFI

+1.84%

ROCQ

N/A

NPFI

+7.52%

Max(CAGR)

Winner

ROCQ

+76.59%

NPFI

+7.66%

ROCQ vs NPFI - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	ROCQ	NPFI
2026	+12.91%	+1.32%
2025	N/A	+9.13%
2024	N/A	+6.56%

ROCQ vs NPFI Drawdown Comparison

The maximum drawdown for ROCQ was -5.15%, occurring on Mar 30, 2026. Recovery took 13 trading sessions.

The maximum drawdown for NPFI was -3.18%, occurring on Mar 30, 2026. Recovery took 67 trading sessions.

The current ROCQ drawdown is -4.31%. The current NPFI drawdown is -0.29%.

Rank	ROCQ	NPFI
#1	-5.15% Mar 19, 2026 - Apr 8, 2026	-3.18% Feb 20, 2026 - May 28, 2026
#2	-4.31% Jun 1, 2026 - Jun 5, 2026	-2.94% Feb 27, 2025 - May 12, 2025
#3	-2.57% May 14, 2026 - May 26, 2026	-1.73% Mar 28, 2024 - May 7, 2024
#4	-0.87% Apr 27, 2026 - Apr 30, 2026	-0.92% Dec 11, 2024 - Jan 21, 2025
#5	-0.72% Apr 17, 2026 - Apr 22, 2026	-0.88% Oct 17, 2024 - Dec 4, 2024
#6	-0.69% May 11, 2026 - May 13, 2026	-0.76% Oct 28, 2025 - Nov 28, 2025
#7	-0.57% Apr 22, 2026 - Apr 24, 2026	-0.61% Jul 22, 2024 - Aug 14, 2024
#8	-0.36% May 6, 2026 - May 8, 2026	-0.61% Oct 6, 2025 - Oct 16, 2025
#9	-0.11% May 1, 2026 - May 5, 2026	-0.54% Sep 23, 2024 - Oct 17, 2024
#10	N/A	-0.48% Jul 3, 2025 - Jul 25, 2025
#11	N/A	-0.46% Jan 16, 2026 - Jan 23, 2026
#12	N/A	-0.37% May 20, 2024 - Jun 5, 2024
#13	N/A	-0.31% Sep 5, 2024 - Sep 9, 2024
#14	N/A	-0.29% May 16, 2025 - May 27, 2025
#15	N/A	-0.29% Jun 2, 2026 - Jun 5, 2026