ROCY vs LRND
Comparison between JPMORGAN EQUITY PREMIUM YIELD ETF (ROCY, ETF) and NYLI U.S. LARGE CAP R&D LEADERS ETF (LRND, ETF).
ROCY vs LRND - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ROCY
$398M
Winner
LRND
$399M
Expense Ratio
ROCY
0.35%
Winner
LRND
0.14%
Max Drawdown
Winner
ROCY
3.79%
LRND
25.97%
Sharpe Ratio
Winner
ROCY
2.34
LRND
1.01
5Y Beta
Winner
ROCY
0.75
LRND
1.09
P/E Ratio
Winner
ROCY
24.48
LRND
30.49
Forward P/E
Winner
ROCY
19.77
LRND
23.72
PEG Ratio
ROCY
0.31
Winner
LRND
0.20
5Y EPS CAGR
ROCY
28.52%
Winner
LRND
40.40%
Debt to Equity
Winner
ROCY
17.38%
LRND
28.39%
P/S Ratio
Winner
ROCY
3.89
LRND
8.47
P/B Ratio
Winner
ROCY
5.52
LRND
10.80
ROCY vs LRND - Holdings Comparison
ROCY and LRND have 21 common holdings. Overlap is 42.42%
ROCY's top 25 holdings weight is 60.98%. LRND's top 25 holdings weight is 84.75%.
| Rank | ROCY | LRND |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.67% | NVIDIA CORP (NVDA) - 16.90% |
| #2 | APPLE INC (AAPL) - 6.75% | ALPHABET INC CLASS A (GOOGL) - 12.96% |
| #3 | MICROSOFT CORP (MSFT) - 6.41% | APPLE INC (AAPL) - 8.72% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 4.88% | BROADCOM INC (AVGO) - 6.94% |
| #5 | AMAZON.COM INC (AMZN) - 4.52% | MICROSOFT CORP (MSFT) - 5.29% |
| #6 | BROADCOM INC (AVGO) - 2.74% | AMAZON.COM INC (AMZN) - 4.79% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.46% | ELI LILLY AND CO (LLY) - 4.40% |
| #8 | WELLS FARGO & CO (WFC) - 2.17% | META PLATFORMS INC CLASS A (META) - 3.93% |
| #9 | MICRON TECHNOLOGY INC (MU) - 2.15% | ADVANCED MICRO DEVICES INC (AMD) - 3.47% |
| #10 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.82% | CISCO SYSTEMS INC (CSCO) - 1.93% |
| #11 | MASTERCARD INC CLASS A (MA) - 1.63% | LAM RESEARCH CORP (LRCX) - 1.80% |
| #12 | BANK OF AMERICA CORP (BAC) - 1.41% | APPLIED MATERIALS INC (AMAT) - 1.79% |
| #13 | ELI LILLY AND CO (LLY) - 1.41% | n/a (PLTR) - 1.73% |
| #14 | ABBVIE INC (ABBV) - 1.39% | AMGEN INC (AMGN) - 1.27% |
| #15 | ADVANCED MICRO DEVICES INC (AMD) - 1.31% | ARISTA NETWORKS INC (ANET) - 1.07% |
| #16 | CSX CORP (CSX) - 1.21% | PEPSICO INC (PEP) - 1.06% |
| #17 | LAM RESEARCH CORP (LRCX) - 1.21% | DEERE & CO (DE) - 0.88% |
| #18 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.20% | MARVELL TECHNOLOGY INC (MRVL) - 0.83% |
| #19 | RTX CORP (RTX) - 1.20% | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 0.76% |
| #20 | TESLA INC (TSLA) - 1.16% | VANGUARD INFORMATION TECHNOLOGY ETF (VGT) - 0.76% |
| #21 | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 1.12% | VERTEX PHARMACEUTICALS INC (VRTX) - 0.74% |
| #22 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.12% | QUALCOMM INC (QCOM) - 0.74% |
| #23 | HOWMET AEROSPACE INC (HWM) - 1.04% | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 0.73% |
| #24 | AMERICAN EXPRESS CO (AXP) - 1.03% | n/a (DELL) - 0.67% |
| #25 | BRISTOL-MYERS SQUIBB CO (BMY) - 0.97% | AUTOMATIC DATA PROCESSING INC (ADP) - 0.59% |
| Total Holdings | 117 | 108 |
ROCY vs LRND - Historical Returns
Returns include dividend reinvestment.
1M
ROCY
+2.34%
Winner
LRND
+5.37%
3M
Winner
ROCY
+3.04%
LRND
+2.70%
6M
ROCY
+13.31%
Winner
LRND
+14.58%
1Y
ROCY
N/A
LRND
+22.11%
5Y(CAGR)
ROCY
N/A
LRND
+15.56%
Max(CAGR)
Winner
ROCY
+33.26%
LRND
+15.56%
ROCY vs LRND - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | ROCY | LRND |
|---|---|---|
| 2026 | +13.31% | +13.57% |
| 2025 | N/A | +20.44% |
| 2024 | N/A | +22.47% |
| 2023 | N/A | +43.76% |
| 2022 | N/A | -19.33% |
ROCY vs LRND Drawdown Comparison
The maximum drawdown for ROCY was -3.53%, occurring on Jun 10, 2026. Recovery took 25 trading sessions.
The maximum drawdown for LRND was -25.44%, occurring on Oct 14, 2022. Recovery took 303 trading sessions.
The current ROCY drawdown is -1.45%. The current LRND drawdown is -3.02%.
| Rank | ROCY | LRND |
|---|---|---|
| #1 | -3.53% Jun 2, 2026 - Jul 9, 2026 | -25.44% Mar 29, 2022 - Jun 13, 2023 |
| #2 | -3.35% Mar 25, 2026 - Apr 6, 2026 | -21.06% Feb 19, 2025 - Jun 26, 2025 |
| #3 | -2.35% Jul 15, 2026 - Aug 3, 2026 | -13.83% Oct 29, 2025 - Apr 17, 2026 |
| #4 | -1.76% Aug 13, 2026 - Aug 20, 2026 | -11.98% Jul 10, 2024 - Nov 6, 2024 |
| #5 | -1.31% May 14, 2026 - May 22, 2026 | -9.75% Jul 28, 2023 - Nov 20, 2023 |
| #6 | -1.13% Mar 19, 2026 - Mar 25, 2026 | -9.20% Feb 9, 2022 - Mar 28, 2022 |
| #7 | -0.71% Apr 17, 2026 - Apr 24, 2026 | -7.98% Jun 2, 2026 - Aug 4, 2026 |
| #8 | -0.42% Jul 10, 2026 - Jul 14, 2026 | -6.06% Mar 28, 2024 - May 15, 2024 |
| #9 | -0.29% Aug 7, 2026 - Aug 12, 2026 | -4.51% Dec 16, 2024 - Jan 23, 2025 |
| #10 | -0.28% Apr 27, 2026 - Apr 30, 2026 | -4.01% Nov 7, 2024 - Dec 4, 2024 |
| #11 | -0.19% May 6, 2026 - May 11, 2026 | -3.55% Aug 7, 2026 - Aug 24, 2026 |
| #12 | -0.19% May 1, 2026 - May 5, 2026 | -3.14% Jun 15, 2023 - Jul 13, 2023 |
| #13 | -0.16% Aug 4, 2026 - Aug 7, 2026 | -2.90% Oct 9, 2025 - Oct 24, 2025 |
| #14 | -0.16% Apr 9, 2026 - Apr 13, 2026 | -2.74% Jul 24, 2025 - Aug 12, 2025 |
| #15 | -0.08% Apr 6, 2026 - Apr 8, 2026 | -2.46% Sep 22, 2025 - Oct 6, 2025 |
Correlation
Correlation between ROCY and LRND is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2022 - 2026)
ROCY vs LRND dividend yield comparison.
| Year | ROCY | LRND |
|---|---|---|
| 2026 | 2.83% | 0.18% |
| 2025 | 0.00% | 0.67% |
| 2024 | 0.00% | 0.97% |
| 2023 | 0.00% | 1.22% |
| 2022 | 0.00% | 1.32% |
Select Stocks to Compare
Popular: ROCY vs SPYLRND vs SPY
More Comparisons
Compare with similar stocks