HEQQvsROCQETF Comparison
ETF 1
HEQQ
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
This fund is part of
Options Strategies
-0.27%
VS
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) and JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) belong to the same industry segment: Options Strategies. Both ETFs have the same top 3 sector exposures: Information Technology, Communication Services and Consumer Discretionary. HEQQ is more expensive with a Total Expense Ratio (TER) of 0.5%, versus 0.35% for ROCQ. Run a side-by-side ETF comparison of HEQQ and ROCQ below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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HEQQ vs ROCQ performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 06/03/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HEQQ ROCQ | +0.96%+6.68% | +5.94%n/a | +4.68%n/a | +17.15%n/a | n/an/a | n/an/a |
| Flows | HEQQ ROCQ | -$0K+$164M | -$1M- | -$1M- | +$1M- | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HEQQ ROCQ | +8.76%n/a | +8.02%n/a | n/an/a | n/an/a |
| Max drawdown | HEQQ ROCQ | -4.81%n/a | -7.59%n/a | n/an/a | n/an/a |
| Max drawdown duration | HEQQ ROCQ | 37dn/a | 85dn/a | n/an/a | n/an/a |
Trading data
HEQQ | ROCQ | |
Last sale 6/4/2026 at 1:30 PM | $60.88 | $57.45 |
| Previous close 06/03/2026 | $61.06 | $57.55 |
| Consolidated volume 06/03/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 6/4/2026 at 1:30 PM
Live
Closed
HEQQ | ROCQ | |
|---|---|---|
| Last price | $60.88 | $57.45 |
| 1D performance | -0.29% | -0.18% |
| AuM | $32.05 M | $335.31 M |
| E/R | 0.5% | 0.35% |
Characteristics
HEQQ | ROCQ | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | J.P. Morgan Asset Management | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | 89 | 89 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 26, 2025 | March 18, 2026 |
| ESG | No | No |
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Exposure
Countries
HEQQ
USA
101.24%
Other
-1.24%
ROCQ
USA
96.62%
Other
3.38%
Sectors
HEQQ
Information Techn.
52.7%
Communication Ser.
15.14%
Consumer Discreti.
12.94%
Consumer Staples
7.17%
Other
12.05%
ROCQ
Information Techn.
50.32%
Communication Ser.
14.45%
Consumer Discreti.
12.39%
Other
22.84%
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Diversification
HEQQ
Total weight of top 15 holdings out of 15
71.54%
ROCQ
Total weight of top 15 holdings out of 15
68.33%
Top 15 holdings
Data as of April 30, 2026
HEQQ
NVIDIA
10.23%
APPLE
7.94%
ALPHABET INC-CL
7.17%
MICROSOFT-T
6.81%
AMAZON.COM INC
5.87%
WALMART INC
4.71%
META PLATFORMS
4.14%
BROADCOM LIMITED
4.00%
MICRON TECHNOLOGY
3.50%
ADVANCED MICRO DEVICES
3.46%
TESLA
3.13%
US5128073062
3.06%
ANALOG DEVICES
2.60%
INTEL-T
2.60%
NETFLIX
2.32%
ROCQ
NVIDIA
9.77%
APPLE
7.59%
ALPHABET INC-CL
6.85%
MICROSOFT-T
6.50%
AMAZON.COM INC
5.61%
WALMART INC
4.50%
META PLATFORMS
3.95%
BROADCOM LIMITED
3.82%
MICRON TECHNOLOGY
3.35%
ADVANCED MICRO DEVICES
3.31%
TESLA
2.99%
US5128073062
2.92%
ANALOG DEVICES
2.48%
INTEL-T
2.48%
NETFLIX
2.21%
Frequently asked questions about HEQQ and ROCQ
Which ETF is bigger: HEQQ or ROCQ?
As of June 3, 2026, HEQQ holds $32.05 M in assets under management (AUM), while ROCQ manages $335.31 M.
What sectors do the HEQQ and ROCQ ETFs invest in?
HEQQ leans toward sectors like Information Technology, Communication Services and Consumer Discretionary. Meanwhile, ROCQ focuses on Information Technology, Communication Services and Consumer Discretionary.
What are the top holdings of the HEQQ ETF and ROCQ ETF?
HEQQ top holdings include NVIDIA, APPLE and ALPHABET INC-CL. ROCQ holds in its top three: NVIDIA, APPLE and ALPHABET INC-CL.
Which ETF is more diversified: HEQQ or ROCQ?
HEQQ holds 94 securities with 71.54% of its assets in the top 15. ROCQ has 94 securities and a top 15 weight of 68.33%.
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