STOXvsROCYETF Comparison
VS
Horizon Core Equity ETF (STOX) and JPMorgan Equity Premium Yield ETF (ROCY) belong to the same industry segment: Options Strategies. Both ETFs have the same top 3 sector exposures: Technology, Finance and Consumer Non-Cyclicals. STOX is more expensive with a Total Expense Ratio (TER) of 0.7%, versus 0.35% for ROCY. Run a side-by-side ETF comparison of STOX and ROCY below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
STOX vs ROCY performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/17/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | STOX ROCY | +0.69%+1.15% | +4.67%+4.88% | +8.91%n/a | +19.96%n/a | n/an/a | n/an/a |
| Flows | STOX ROCY | -$635K+$18M | +$24M+$142M | +$63M- | +$137M- | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | STOX ROCY | +12.34%+9.87% | +12.68%n/a | n/an/a | n/an/a |
| Max drawdown | STOX ROCY | -4.11%-3.63% | -9.48%n/a | n/an/a | n/an/a |
| Max drawdown duration | STOX ROCY | 37d36d | 77dn/a | n/an/a | n/an/a |
Trading data
STOX | ROCY | |
Last sale 7/17/2026 at 1:30 PM | $30.89 | $54.17 |
| Previous close 07/16/2026 | $31.14 | $54.61 |
| Consolidated volume 07/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 7/17/2026 at 1:30 PM
Live
Closed
STOX | ROCY | |
|---|---|---|
| Last price | $30.89 | $54.17 |
| 1D performance | -0.81% | -0.81% |
| AuM | $154.85 M | $269.12 M |
| E/R | 0.7% | 0.35% |
Characteristics
STOX | ROCY | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Horizon Investments | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | 163 | 111 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 25, 2025 | March 18, 2026 |
| ESG | No | No |
Advertisement
Exposure
Countries
STOX
USA
89.97%
Other
10.03%
ROCY
USA
96.57%
Other
3.43%
Sectors
STOX
Technology
42.03%
Finance
12.22%
Consumer Non-Cycl.
9.4%
Healthcare
8.62%
Other
27.73%
ROCY
Technology
46.53%
Finance
13.4%
Consumer Non-Cycl.
9.78%
Healthcare
8.53%
Industrials
7.67%
Other
14.09%
Advertisement
Diversification
STOX
Total weight of top 15 holdings out of 15
49.41%
ROCY
Total weight of top 15 holdings out of 15
52.11%
Top 15 holdings
Data as of May 31, 2026
STOX
NVIDIA Corp.
6.69%
US53656G4982
6.65%
Apple, Inc.
6.35%
Alphabet, Inc.
6.19%
Microsoft Corp.
4.50%
Broadcom Inc.
3.25%
Berkshire Hathaway, Inc.
2.50%
Micron Technology, Inc.
2.20%
Amazon.com, Inc.
2.02%
Eli Lilly & Co.
1.88%
Meta Platforms, Inc.
1.77%
Advanced Micro Devices, Inc.
1.58%
Exxon Mobil Corp.
1.39%
Johnson & Johnson
1.33%
Walmart, Inc.
1.11%
ROCY
NVIDIA Corp.
8.89%
Apple, Inc.
7.21%
Alphabet, Inc.
5.79%
Microsoft Corp.
5.55%
Amazon.com, Inc.
4.74%
Micron Technology, Inc.
3.08%
Broadcom Inc.
2.91%
Meta Platforms, Inc.
2.73%
Wells Fargo & Co.
1.98%
Exxon Mobil Corp.
1.77%
Seagate Technology Holdings Plc
1.71%
Tesla, Inc.
1.62%
Mastercard, Inc.
1.52%
Eli Lilly & Co.
1.32%
Lam Research Corp.
1.30%
Frequently asked questions about STOX and ROCY
Which ETF is bigger: STOX or ROCY?
As of July 17, 2026, STOX holds $154.85 M in assets under management (AUM), while ROCY manages $269.12 M.
What sectors do the STOX and ROCY ETFs invest in?
STOX leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, ROCY focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the STOX ETF and ROCY ETF?
STOX top holdings include NVIDIA Corp., US53656G4982 and Apple, Inc.. ROCY holds in its top three: NVIDIA Corp., Apple, Inc. and Alphabet, Inc..
Which ETF is more diversified: STOX or ROCY?
STOX holds 163 securities with 49.41% of its assets in the top 15. ROCY has 111 securities and a top 15 weight of 52.11%.
Advertisement
Latest news about STOX & ROCY
Advertisement
Advertisement
