ROCQ vs VOO
JPMorgan Nasdaq Equity Premium Yield ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | ROCQ | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $479M | $997.4B | |
| Dividend Yield | 3.08% | 1.08% | |
| Holdings | 103 | 509 | |
| YTD Return | +15.95% | +13.25% | |
| 1Y Return | - | +19.96% | |
| 3Y Return (annualized) | - | +21.27% | |
| 5Y Return (annualized) | - | +12.81% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -8.1% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 18, 2026 | Sep 7, 2010 |
ROCQ vs VOO Performance
JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) is a ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, ROCQ is up 15.95% versus a gain of 13.25% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -8.1% for ROCQ and -34.3% for VOO. 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 VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, ROCQ currently yields 3.08% against 1.08% for VOO.
Holdings Overlap
ROCQ and VOO share 82 holdings out of 521 unique holdings combined, representing a 51.0% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, ROCQ or VOO?
ROCQ has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
What is the holdings overlap between ROCQ and VOO?
ROCQ and VOO share 82 common holdings with a 51.0% weight overlap. Combined, they hold 521 unique securities.
Which pays a higher dividend, ROCQ or VOO?
ROCQ yields 3.08% while VOO yields 1.08%, so ROCQ currently pays the higher dividend yield.
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