ROCQ vs SCHD
JPMorgan Nasdaq Equity Premium Yield ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | ROCQ | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.06% | |
| AUM | $479M | $108.7B | |
| Dividend Yield | 3.08% | 3.13% | |
| Holdings | 103 | 104 | |
| YTD Return | +15.95% | +27.93% | |
| 1Y Return | - | +30.06% | |
| 3Y Return (annualized) | - | +16.25% | |
| 5Y Return (annualized) | - | +10.03% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -8.1% | -33.4% | |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 18, 2026 | Oct 20, 2011 |
ROCQ vs SCHD Performance
JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) is a ETF from J.P. Morgan Asset Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, ROCQ is up 15.95% versus a gain of 27.93% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -8.1% for ROCQ and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
ROCQ charges 0.35% per year while SCHD charges 0.06%. On a $10,000 position that is $35 vs $6 annually, a gap of $29 per year that compounds over a long holding period. On income, ROCQ currently yields 3.08% against 3.13% for SCHD.
Holdings Overlap
ROCQ and SCHD share 6 holdings out of 192 unique holdings combined, representing a 1.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ROCQ or SCHD?
ROCQ has an expense ratio of 0.35% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
What is the holdings overlap between ROCQ and SCHD?
ROCQ and SCHD share 6 common holdings with a 1.7% weight overlap. Combined, they hold 192 unique securities.
Which pays a higher dividend, ROCQ or SCHD?
ROCQ yields 3.08% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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