HEQQvsROCQETF Comparison
ETF 1
HEQQ
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
This fund is part of
Options Strategies
+0.3%
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: Technology, Consumer Non-Cyclicals and Healthcare. 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 09/02/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HEQQ ROCQ | +0.99%+0.80% | -0.43%-2.12% | +4.41%n/a | +10.76%n/a | n/an/a | n/an/a |
| Flows | HEQQ ROCQ | -+$139M | -$2M+$231M | -$3M- | -$2M- | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HEQQ ROCQ | +10.45%+20.57% | +9.28%n/a | n/an/a | n/an/a |
| Max drawdown | HEQQ ROCQ | -4.68%-8.04% | -7.59%n/a | n/an/a | n/an/a |
| Max drawdown duration | HEQQ ROCQ | 45d72d | 85dn/a | n/an/a | n/an/a |
Trading data
HEQQ | ROCQ | |
Last sale 9/2/2026 at 1:30 PM | $60.84 | $54.73 |
| Previous close 09/02/2026 | $60.64 | $54.45 |
| Consolidated volume 09/02/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 9/2/2026 at 1:30 PM
Live
Closed
HEQQ | ROCQ | |
|---|---|---|
| Last price | $60.84 | $54.73 |
| 1D performance | +0.33% | +0.51% |
| AuM | $30.42 M | $544.29 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 | 96 | 96 |
| 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
91.58%
Other
8.42%
ROCQ
USA
94.21%
Other
5.79%
Sectors
HEQQ
Technology
65.99%
Consumer Non-Cycl.
11.5%
Other
22.52%
ROCQ
Technology
67.8%
Consumer Non-Cycl.
11.83%
Other
20.37%
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Diversification
HEQQ
Total weight of top 15 holdings out of 15
64.68%
ROCQ
Total weight of top 15 holdings out of 15
66.48%
Top 15 holdings
Data as of July 31, 2026
HEQQ
Apple, Inc.
8.56%
NVIDIA Corp.
8.49%
Alphabet, Inc.
6.00%
Microsoft Corp.
5.42%
Micron Technology, Inc.
5.39%
Amazon.com, Inc.
4.52%
Advanced Micro Devices, Inc.
4.17%
Walmart, Inc.
3.61%
Meta Platforms, Inc.
3.20%
Broadcom Inc.
3.11%
Lam Research Corp.
2.96%
Seagate Technology Holdings Plc
2.44%
Intel Corp.
2.42%
Tesla, Inc.
2.24%
Analog Devices, Inc.
2.14%
ROCQ
Apple, Inc.
8.79%
NVIDIA Corp.
8.72%
Alphabet, Inc.
6.17%
Microsoft Corp.
5.58%
Micron Technology, Inc.
5.55%
Amazon.com, Inc.
4.65%
Advanced Micro Devices, Inc.
4.28%
Walmart, Inc.
3.71%
Meta Platforms, Inc.
3.28%
Broadcom Inc.
3.19%
Lam Research Corp.
3.05%
Seagate Technology Holdings Plc
2.51%
Intel Corp.
2.49%
Tesla, Inc.
2.30%
Analog Devices, Inc.
2.20%
Frequently asked questions about HEQQ and ROCQ
Which ETF is bigger: HEQQ or ROCQ?
As of September 2, 2026, HEQQ holds $30.42 M in assets under management (AUM), while ROCQ manages $544.29 M.
What sectors do the HEQQ and ROCQ ETFs invest in?
HEQQ leans toward sectors like Technology and Consumer Non-Cyclicals. Meanwhile, ROCQ focuses on Technology and Consumer Non-Cyclicals.
What are the top holdings of the HEQQ ETF and ROCQ ETF?
HEQQ top holdings include Apple, Inc., NVIDIA Corp. and Alphabet, Inc.. ROCQ holds in its top three: Apple, Inc., NVIDIA Corp. and Alphabet, Inc..
Which ETF is more diversified: HEQQ or ROCQ?
HEQQ holds 97 securities with 64.68% of its assets in the top 15. ROCQ has 97 securities and a top 15 weight of 66.48%.
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