ROCY vs IFV
Comparison between JPMORGAN EQUITY PREMIUM YIELD ETF (ROCY, ETF) and FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF (IFV, ETF).
ROCY vs IFV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ROCY vs IFV - Holdings Comparison
ROCY and IFV have 0 common holdings. Overlap is 0.00%
ROCY's top 25 holdings weight is 61.44%. IFV's top 25 holdings weight is 99.87%.
| Rank | ROCY | IFV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.57% | FIRST TRUST EUROPE ALPHADEX® ETF (FEP) - 20.96% |
| #2 | APPLE INC (AAPL) - 7.07% | FIRST TRUST EUROZONE ALPHADEX® ETF (FEUZ) - 20.77% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.19% | FIRST TRUST GERMANY ALPHADEX® ETF (FGM) - 20.73% |
| #4 | MICROSOFT CORP (MSFT) - 4.96% | FIRST TRUST INTERNATIONAL EQ OPPS ETF (FPXI) - 19.67% |
| #5 | AMAZON.COM INC (AMZN) - 4.17% | FIRST TRUST ASIAPAC EX-JPN ALPHADEX® ETF (FPA) - 17.74% |
| #6 | META PLATFORMS INC CLASS A (META) - 2.76% | N/A |
| #7 | BROADCOM INC (AVGO) - 2.60% | N/A |
| #8 | MICRON TECHNOLOGY INC (MU) - 2.47% | N/A |
| #9 | WELLS FARGO & CO (WFC) - 2.15% | N/A |
| #10 | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 2.04% | N/A |
| #11 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.68% | N/A |
| #12 | MASTERCARD INC CLASS A (MA) - 1.59% | N/A |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.54% | N/A |
| #14 | TESLA INC (TSLA) - 1.41% | N/A |
| #15 | ABBVIE INC (ABBV) - 1.38% | N/A |
| #16 | ELI LILLY AND CO (LLY) - 1.37% | N/A |
| #17 | LAM RESEARCH CORP (LRCX) - 1.36% | N/A |
| #18 | BANK OF AMERICA CORP (BAC) - 1.35% | N/A |
| #19 | CSX CORP (CSX) - 1.23% | N/A |
| #20 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.22% | N/A |
| #21 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.15% | N/A |
| #22 | AMERICAN EXPRESS CO (AXP) - 1.09% | N/A |
| #23 | RTX CORP (RTX) - 1.05% | N/A |
| #24 | HOWMET AEROSPACE INC (HWM) - 1.03% | N/A |
| #25 | UNITEDHEALTH GROUP INC (UNH) - 1.01% | N/A |
| Total Holdings | 118 | 5 |
ROCY vs IFV - Historical Returns
Returns include dividend reinvestment.
ROCY vs IFV - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | ROCY | IFV |
|---|---|---|
| 2026 | +10.80% | +1.79% |
| 2025 | N/A | +32.24% |
| 2024 | N/A | +1.00% |
| 2023 | N/A | +22.61% |
| 2022 | N/A | -25.67% |
| 2021 | N/A | +4.37% |
| 2020 | N/A | +4.57% |
| 2019 | N/A | +24.45% |
| 2018 | N/A | -21.77% |
| 2017 | N/A | +30.59% |
| 2016 | N/A | -1.59% |
| 2015 | N/A | +0.43% |
| 2014 | N/A | -9.93% |
ROCY vs IFV Drawdown Comparison
The maximum drawdown for ROCY was -3.53%, occurring on Jun 10, 2026. Recovery took 25 trading sessions.
The maximum drawdown for IFV was -48.88%, occurring on Mar 18, 2020. Recovery took 740 trading sessions.
The current ROCY drawdown is -1.19%. The current IFV drawdown is -9.75%.
| Rank | ROCY | IFV |
|---|---|---|
| #1 | -3.53% Jun 2, 2026 - Jul 9, 2026 | -48.88% Jan 26, 2018 - Jan 5, 2021 |
| #2 | -3.35% Mar 25, 2026 - Apr 6, 2026 | -35.32% Jun 8, 2021 - Jun 26, 2025 |
| #3 | -1.31% May 14, 2026 - May 22, 2026 | -28.10% May 15, 2015 - May 16, 2017 |
| #4 | -1.19% Jul 15, 2026 - Jul 20, 2026 | -14.62% Jul 23, 2014 - Apr 9, 2015 |
| #5 | -1.13% Mar 19, 2026 - Mar 25, 2026 | -12.57% Feb 25, 2026 - May 6, 2026 |
| #6 | -0.71% Apr 17, 2026 - Apr 24, 2026 | -11.08% May 11, 2026 - Jul 20, 2026 |
| #7 | -0.42% Jul 10, 2026 - Jul 14, 2026 | -8.11% Feb 16, 2021 - May 28, 2021 |
| #8 | -0.28% Apr 27, 2026 - Apr 30, 2026 | -7.18% May 16, 2017 - Jul 19, 2017 |
| #9 | -0.19% May 6, 2026 - May 11, 2026 | -5.73% Nov 12, 2025 - Dec 19, 2025 |
| #10 | -0.19% May 1, 2026 - May 5, 2026 | -4.72% Jul 23, 2025 - Aug 12, 2025 |
| #11 | -0.16% Apr 9, 2026 - Apr 13, 2026 | -4.26% Jan 21, 2021 - Feb 3, 2021 |
| #12 | -0.08% Apr 6, 2026 - Apr 8, 2026 | -3.56% Aug 22, 2025 - Sep 30, 2025 |
| #13 | N/A | -3.15% Nov 24, 2017 - Dec 27, 2017 |
| #14 | N/A | -3.10% Aug 7, 2017 - Sep 1, 2017 |
| #15 | N/A | -2.95% Oct 6, 2025 - Nov 12, 2025 |
Correlation
Correlation between ROCY and IFV is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2014 - 2026)
ROCY vs IFV dividend yield comparison.
| Year | ROCY | IFV |
|---|---|---|
| 2026 | 2.31% | 1.02% |
| 2025 | 0.00% | 1.95% |
| 2024 | 0.00% | 2.31% |
| 2023 | 0.00% | 2.88% |
| 2022 | 0.00% | 3.79% |
| 2021 | 0.00% | 1.04% |
| 2020 | 0.00% | 1.53% |
| 2019 | 0.00% | 2.91% |
| 2018 | 0.00% | 1.86% |
| 2017 | 0.00% | 1.43% |
| 2016 | 0.00% | 1.10% |
| 2015 | 0.00% | 1.52% |
| 2014 | 0.00% | 0.21% |
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