ROCY vs SCD

Comparison between JPMORGAN EQUITY PREMIUM YIELD ETF (ROCY, ETF) and LMP Capital and Income Fund Inc (SCD, ETF).

ROCY vs SCD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ROCY(ETF)	SCD(ETF)
Net Assets	$398M	$397M
Expense Ratio	0.35%	N/A
Max Drawdown	3.79%	71.26%
Sharpe Ratio	2.30	0.73
5Y Beta	0.75	0.68
P/E Ratio	24.48	N/A
Forward P/E	19.76	N/A
PEG Ratio	0.31	N/A
5Y Dividends CAGR	N/A	-1.84%
5Y EPS CAGR	28.52%	N/A
Debt to Equity	17.38%	N/A
P/S Ratio	3.89	N/A
P/B Ratio	5.52	N/A

Net Assets

Winner

ROCY

$398M

SCD

$397M

Expense Ratio

ROCY

0.35%

SCD

N/A

Max Drawdown

Winner

ROCY

3.79%

SCD

71.26%

Sharpe Ratio

Winner

ROCY

2.30

SCD

0.73

5Y Beta

ROCY

0.75

Winner

SCD

0.68

P/E Ratio

ROCY

24.48

SCD

N/A

Forward P/E

ROCY

19.76

SCD

N/A

PEG Ratio

ROCY

0.31

SCD

N/A

5Y Dividends CAGR

ROCY

N/A

SCD

-1.84%

5Y EPS CAGR

ROCY

28.52%

SCD

N/A

Debt to Equity

ROCY

17.38%

SCD

N/A

P/S Ratio

ROCY

3.89

SCD

N/A

P/B Ratio

ROCY

5.52

SCD

N/A

ROCY vs SCD - Historical Returns

Returns include dividend reinvestment.

Period	ROCY	SCD
1 month	+2.10%	+1.43%
3 months	+3.45%	+3.42%
6 months	+13.04%	+3.02%
1 year	N/A	+11.07%
5 years(CAGR)	N/A	+12.64%
10 years(CAGR)	N/A	+12.38%
Max(CAGR)	+32.77%	+10.57%

Winner

ROCY

+2.10%

SCD

+1.43%

Winner

ROCY

+3.45%

SCD

+3.42%

Winner

ROCY

+13.04%

SCD

+3.02%

ROCY

N/A

SCD

+11.07%

5Y(CAGR)

ROCY

N/A

SCD

+12.64%

10Y(CAGR)

ROCY

N/A

SCD

+12.38%

Max(CAGR)

Winner

ROCY

+32.77%

SCD

+10.57%

ROCY vs SCD - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	ROCY	SCD
2026	+13.04%	+10.49%
2025	N/A	-3.02%
2024	N/A	+35.16%
2023	N/A	+29.22%
2022	N/A	-9.76%
2021	N/A	+49.78%
2020	N/A	-14.24%
2019	N/A	+54.20%
2018	N/A	-16.35%
2017	N/A	+14.05%
2016	N/A	+19.04%
2015	N/A	-20.57%
2014	N/A	+41.83%
2013	N/A	+21.76%
2012	N/A	+18.16%
2011	N/A	+5.52%
2010	N/A	+25.57%
2009	N/A	+34.05%
2008	N/A	-46.26%
2007	N/A	+12.29%
2006	N/A	+22.67%
2005	N/A	+12.66%
2004	N/A	-3.53%

ROCY vs SCD Drawdown Comparison

The maximum drawdown for ROCY was -3.53%, occurring on Jun 10, 2026. Recovery took 25 trading sessions.

The maximum drawdown for SCD was -62.30%, occurring on Nov 20, 2008. Recovery took 841 trading sessions.

The current ROCY drawdown is -1.69%. The current SCD drawdown is -1.64%.

Rank	ROCY	SCD
#1	-3.53% Jun 2, 2026 - Jul 9, 2026	-62.30% Dec 26, 2007 - Apr 28, 2011
#2	-3.35% Mar 25, 2026 - Apr 6, 2026	-60.76% Jan 16, 2020 - Apr 26, 2021
#3	-2.35% Jul 15, 2026 - Aug 3, 2026	-37.83% Jul 25, 2014 - Apr 24, 2017
#4	-1.76% Aug 13, 2026 - Aug 20, 2026	-27.12% Oct 2, 2018 - Apr 23, 2019
#5	-1.31% May 14, 2026 - May 22, 2026	-23.76% Mar 4, 2004 - Jul 5, 2005
#6	-1.13% Mar 19, 2026 - Mar 25, 2026	-23.38% Dec 31, 2021 - Jul 18, 2023
#7	-0.71% Apr 17, 2026 - Apr 24, 2026	-21.81% Jan 24, 2025 - Feb 6, 2026
#8	-0.42% Jul 10, 2026 - Jul 14, 2026	-19.99% May 20, 2011 - Feb 7, 2012
#9	-0.29% Aug 7, 2026 - Aug 12, 2026	-15.50% May 20, 2013 - Mar 31, 2014
#10	-0.28% Apr 27, 2026 - Apr 30, 2026	-14.49% Jan 26, 2018 - Aug 20, 2018
#11	-0.19% May 6, 2026 - May 11, 2026	-13.63% Oct 1, 2012 - Jan 4, 2013
#12	-0.19% May 1, 2026 - May 5, 2026	-12.99% Jul 16, 2007 - Dec 26, 2007
#13	-0.16% Aug 4, 2026 - Aug 7, 2026	-10.85% Aug 31, 2023 - Nov 20, 2023
#14	-0.16% Apr 9, 2026 - Apr 13, 2026	-9.92% Mar 27, 2012 - Jul 17, 2012
#15	-0.08% Apr 6, 2026 - Apr 8, 2026	-9.01% Sep 9, 2005 - Jan 25, 2006

Correlation

Correlation between ROCY and SCD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2004 - 2026)

ROCY vs SCD dividend yield comparison.

Year	ROCY	SCD
2026	2.83%	6.19%
2025	0.00%	9.56%
2024	0.00%	7.88%
2023	0.00%	8.56%
2022	0.00%	12.96%
2021	0.00%	10.27%
2020	0.00%	10.21%
2019	0.00%	7.98%
2018	0.00%	11.61%
2017	0.00%	8.89%
2016	0.00%	9.33%
2015	0.00%	9.05%
2014	0.00%	30.55%
2013	0.00%	7.09%
2012	0.00%	8.32%
2011	0.00%	6.96%
2010	0.00%	4.34%
2009	0.00%	5.03%
2008	0.00%	30.79%
2007	0.00%	17.45%
2006	0.00%	10.24%
2005	0.00%	13.91%
2004	0.00%	9.10%