ROCY vs VGMS
Comparison between JPMORGAN EQUITY PREMIUM YIELD ETF (ROCY, ETF) and VANGUARD MULTI-SECTOR INCOME BOND ETF ETF SHARES (VGMS, ETF).
ROCY vs VGMS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ROCY
$223M
VGMS
$223M
Expense Ratio
ROCY
0.35%
Winner
VGMS
0.30%
Max Drawdown
ROCY
3.79%
Winner
VGMS
2.90%
Sharpe Ratio
Winner
ROCY
2.78
VGMS
0.93
5Y Beta
ROCY
0.78
Winner
VGMS
0.17
P/E Ratio
ROCY
26.50
VGMS
N/A
Forward P/E
ROCY
20.20
VGMS
N/A
PEG Ratio
ROCY
0.49
VGMS
N/A
5Y EPS CAGR
ROCY
27.71%
VGMS
N/A
Debt to Equity
ROCY
23.05%
VGMS
N/A
P/S Ratio
ROCY
3.91
VGMS
N/A
P/B Ratio
ROCY
5.64
VGMS
N/A
ROCY vs VGMS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ROCY
+0.83%
VGMS
+0.48%
3M
Winner
ROCY
+9.24%
VGMS
+1.77%
6M
ROCY
N/A
VGMS
+1.90%
1Y
ROCY
N/A
VGMS
+6.89%
Max(CAGR)
Winner
ROCY
+46.20%
VGMS
+6.94%
ROCY vs VGMS - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | ROCY | VGMS |
|---|---|---|
| 2026 | +9.24% | +1.33% |
| 2025 | N/A | +5.43% |
ROCY vs VGMS 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 VGMS was -2.46%, occurring on Mar 27, 2026. Recovery took 38 trading sessions.
The current ROCY drawdown is -1.78%. The current VGMS drawdown is -0.01%.
| Rank | ROCY | VGMS |
|---|---|---|
| #1 | -3.53% Jun 2, 2026 - Jun 10, 2026 | -2.46% Feb 23, 2026 - Apr 17, 2026 |
| #2 | -3.35% Mar 25, 2026 - Apr 6, 2026 | -1.25% Apr 17, 2026 - May 29, 2026 |
| #3 | -1.31% May 14, 2026 - May 22, 2026 | -0.77% Oct 27, 2025 - Nov 25, 2025 |
| #4 | -1.13% Mar 19, 2026 - Mar 25, 2026 | -0.66% Oct 2, 2025 - Oct 15, 2025 |
| #5 | -0.71% Apr 17, 2026 - Apr 24, 2026 | -0.60% May 29, 2026 - Jun 8, 2026 |
| #6 | -0.28% Apr 27, 2026 - Apr 30, 2026 | -0.56% Jul 1, 2025 - Jul 22, 2025 |
| #7 | -0.19% May 6, 2026 - May 11, 2026 | -0.36% Aug 13, 2025 - Aug 22, 2025 |
| #8 | -0.19% May 1, 2026 - May 5, 2026 | -0.36% Sep 15, 2025 - Oct 2, 2025 |
| #9 | -0.16% Apr 9, 2026 - Apr 13, 2026 | -0.33% Dec 3, 2025 - Dec 18, 2025 |
| #10 | -0.08% Apr 6, 2026 - Apr 8, 2026 | -0.28% Aug 28, 2025 - Sep 3, 2025 |
| #11 | N/A | -0.25% Aug 22, 2025 - Aug 28, 2025 |
| #12 | N/A | -0.25% Nov 28, 2025 - Dec 3, 2025 |
| #13 | N/A | -0.25% Jun 12, 2025 - Jun 18, 2025 |
| #14 | N/A | -0.23% Jul 22, 2025 - Aug 1, 2025 |
| #15 | N/A | -0.22% Jan 14, 2026 - Jan 21, 2026 |
Correlation
Correlation between ROCY and VGMS is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2025 - 2026)
ROCY vs VGMS dividend yield comparison.
| Year | ROCY | VGMS |
|---|---|---|
| 2026 | 1.65% | 2.17% |
| 2025 | 0.00% | 2.94% |
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