ROCQ vs VOO
JPMorgan Nasdaq Equity Premium Yield ETF vs Vanguard S&P 500 ETF
Which is better, ROCQ or VOO?
VOO costs less.
VOO has a lower expense ratio. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 53.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ROCQ | VOO |
|---|---|---|
| Expense Ratio | 0.35% | 0.03%Best |
| AUM | $526M | $997.4B |
| Dividend Yield | 4.32% | 1.04% |
| Holdings | 103 | 509 |
| YTD Return | +19.70%Best | +14.14% |
| 1Y Return | - | +17.31% |
| 3Y Return (annualized) | - | +23.16% |
| 5Y Return (annualized) | - | +13.85% |
| Top 10 Weight | 53.0% | 37.6%Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 18, 2026 | Sep 7, 2010 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
ROCQ vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
ROCQ vs VOO Performance
JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) is an ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Year to date, ROCQ is up 19.70% versus a gain of 14.14% for VOO.
Past performance does not guarantee future results.
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 4.32% against 1.04% for VOO.
Holdings Overlap
92.5% of ROCQ's money is in holdings VOO also owns. 53.2% of VOO's money is in holdings ROCQ also owns.
Most of ROCQ is already inside VOO. Owning both mostly buys the same companies twice.
80 positions in common, counted across the 98 positions we hold weights for in ROCQ and 494 in VOO, against full books of 103 and 509.
What only one of them owns
Our book lists 407 positions for VOO that do not appear in our book for ROCQ (45.9% of the fund), and 12 for ROCQ that do not appear in VOO (5.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in ROCQ | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 9.18% | 7.55% | 1.63% |
| AAPLApple, Inc | 7.68% | 7.05% | 0.63% |
| MSFTMicrosoft Corp | 6.81% | 5.36% | 1.45% |
| AMZNAmazon.Com Inc | 4.89% | 4.13% | 0.76% |
| GOOGAlphabet Inc | 5.94% | 2.62% | 3.32% |
| MUMicron Technology, Inc. | 5.53% | 1.44% | 4.09% |
| AVGOBroadcom Inc | 2.89% | 2.86% | 0.03% |
| AMDAdvanced Micro Devices Inc | 3.82% | 1.21% | 2.61% |
| METAMeta Platforms Inc | 2.97% | 1.90% | 1.07% |
| WMTWalmart, Inc. | 3.26% | 0.76% | 2.50% |
92.5% of ROCQ is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $32 a year on a $10,000 investment.
What is the holdings overlap between ROCQ and VOO?
92.5% of ROCQ's money is in holdings VOO also owns. 53.2% of VOO's is in holdings ROCQ also owns. They hold 80 positions in common, counted across the 98 positions we hold weights for in ROCQ and 494 in VOO.
Which pays a higher dividend, ROCQ or VOO?
ROCQ yields 4.32% while VOO yields 1.04%, so ROCQ currently pays the higher dividend yield.
Is VOO better than ROCQ?
VOO has a lower expense ratio. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 53.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.