ROCY vs INCO

Comparison between JPMORGAN EQUITY PREMIUM YIELD ETF (ROCY, ETF) and COLUMBIA INDIA CONSUMER ETF (INCO, ETF).

ROCY vs INCO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ROCY(ETF)	INCO(ETF)
Net Assets	$223M	$223M
Expense Ratio	0.35%	0.75%
Max Drawdown	3.79%	47.90%
Sharpe Ratio	2.78	-0.87
5Y Beta	0.78	0.41
P/E Ratio	26.50	N/A
Forward P/E	20.20	N/A
PEG Ratio	0.49	N/A
5Y Dividends CAGR	N/A	138.31%
5Y EPS CAGR	27.71%	N/A
Debt to Equity	23.05%	N/A
P/S Ratio	3.91	N/A
P/B Ratio	5.64	N/A

Net Assets

Winner

ROCY

$223M

INCO

$223M

Expense Ratio

Winner

ROCY

0.35%

INCO

0.75%

Max Drawdown

Winner

ROCY

3.79%

INCO

47.90%

Sharpe Ratio

Winner

ROCY

2.78

INCO

-0.87

5Y Beta

ROCY

0.78

Winner

INCO

0.41

P/E Ratio

ROCY

26.50

INCO

N/A

Forward P/E

ROCY

20.20

INCO

N/A

PEG Ratio

ROCY

0.49

INCO

N/A

5Y Dividends CAGR

ROCY

N/A

INCO

138.31%

5Y EPS CAGR

ROCY

27.71%

INCO

N/A

Debt to Equity

ROCY

23.05%

INCO

N/A

P/S Ratio

ROCY

3.91

INCO

N/A

P/B Ratio

ROCY

5.64

INCO

N/A

ROCY vs INCO - Historical Returns

Returns include dividend reinvestment.

Period	ROCY	INCO
1 month	+0.83%	+0.00%
3 months	+9.24%	+1.12%
6 months	N/A	-8.63%
1 year	N/A	-9.99%
5 years(CAGR)	N/A	+5.95%
10 years(CAGR)	N/A	+8.54%
Max(CAGR)	+46.20%	+9.12%

Winner

ROCY

+0.83%

INCO

+0.00%

Winner

ROCY

+9.24%

INCO

+1.12%

ROCY

N/A

INCO

-8.63%

ROCY

N/A

INCO

-9.99%

5Y(CAGR)

ROCY

N/A

INCO

+5.95%

10Y(CAGR)

ROCY

N/A

INCO

+8.54%

Max(CAGR)

Winner

ROCY

+46.20%

INCO

+9.12%

ROCY vs INCO - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	ROCY	INCO
2026	+9.24%	-11.53%
2025	N/A	-1.91%
2024	N/A	+13.15%
2023	N/A	+35.63%
2022	N/A	-7.89%
2021	N/A	+18.54%
2020	N/A	+13.93%
2019	N/A	-2.43%
2018	N/A	-11.27%
2017	N/A	+50.99%
2016	N/A	+2.44%
2015	N/A	-1.95%
2014	N/A	+46.94%
2013	N/A	-11.35%
2012	N/A	+50.22%
2011	N/A	-20.08%

ROCY vs INCO Drawdown Comparison

The maximum drawdown for ROCY was -3.53%, occurring on Jun 10, 2026. This drawdown has not yet recovered.

The maximum drawdown for INCO was -47.69%, occurring on Mar 23, 2020. Recovery took 759 trading sessions.

The current ROCY drawdown is -1.78%. The current INCO drawdown is -24.18%.

Rank	ROCY	INCO
#1	-3.53% Jun 2, 2026 - Jun 10, 2026	-47.69% Jan 5, 2018 - Jan 12, 2021
#2	-3.35% Mar 25, 2026 - Apr 6, 2026	-30.81% Jan 2, 2013 - Apr 1, 2014
#3	-1.31% May 14, 2026 - May 22, 2026	-29.95% Sep 23, 2024 - Mar 30, 2026
#4	-1.13% Mar 19, 2026 - Mar 25, 2026	-27.77% Mar 18, 2015 - Mar 15, 2017
#5	-0.71% Apr 17, 2026 - Apr 24, 2026	-23.31% Sep 7, 2011 - Sep 21, 2012
#6	-0.28% Apr 27, 2026 - Apr 30, 2026	-22.05% Oct 15, 2021 - Jun 30, 2023
#7	-0.19% May 6, 2026 - May 11, 2026	-9.25% Feb 17, 2021 - May 25, 2021
#8	-0.19% May 1, 2026 - May 5, 2026	-9.24% Dec 5, 2014 - Jan 13, 2015
#9	-0.16% Apr 9, 2026 - Apr 13, 2026	-7.48% Sep 18, 2014 - Nov 4, 2014
#10	-0.08% Apr 6, 2026 - Apr 8, 2026	-7.09% Jan 22, 2015 - Mar 5, 2015
#11	N/A	-6.97% Jul 3, 2014 - Aug 19, 2014
#12	N/A	-6.73% Sep 19, 2017 - Oct 27, 2017
#13	N/A	-6.39% Oct 4, 2012 - Nov 27, 2012
#14	N/A	-5.81% Apr 8, 2014 - May 12, 2014
#15	N/A	-5.46% Aug 15, 2011 - Sep 7, 2011

Correlation

Correlation between ROCY and INCO is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2014 - 2026)

ROCY vs INCO dividend yield comparison.

Year	ROCY	INCO
2026	1.65%	0.00%
2024	0.00%	2.88%
2023	0.00%	3.81%
2022	0.00%	10.57%
2021	0.00%	6.25%
2020	0.00%	0.34%
2019	0.00%	0.28%
2018	0.00%	0.12%
2017	0.00%	0.05%
2016	0.00%	0.09%
2014	0.00%	0.08%