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Save view, at the bottom, keeps this one here JEPI wins
Return1D1M ▼3MYTD1Y3Y5YMAX
Total return−0.2%−1.3%−1.1%————+13.5%
Peer average−1.3%−3.3%−1.9%+6.5%+6.6%+43.1%+22.0%—
S&P 500 · VOO−0.3%−1.6%−2.2%+11.9%+12.1%+80.1%+73.9%+819.7%
J.P. Morgan ROCY and Vanguard VOO · total return, dividends in · as of Nov 12, 2026
TechnologyFinancial ServicesHealthcareConsumer CyclicalCommunication ServicesIndustrialsOther
J.P. Morgan ROCY · 111 holdings · tile size = share of the fund · as of Nov 12, 2026
+12.3%
+12.3%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income
+11.7%
+11.7%
$6.6B
FT Vest Rising Dividend Achievers Target Income
+15.3%
+15.3%
$3.9B
U.S. Large Cap Premium Income Active
+13.8%
+13.8%
$1.6B
FT Vest SMID Rising Dividend Achievers Target Income
+13.7%
+13.7%
$916M
JPMorgan Equity Premium Yield
new
new
$911M
JPMorgan Nasdaq Equity Premium Yield
new
new
$808M
Parametric Equity Premium Income
+17.7%
+17.7%
$572M
WisdomTree Equity Premium Income
+7.2%
+7.2%
$547M
Kensington Hedged Premium Income
+8.6%
+8.6%
$461M
T. Rowe Price Capital Appreciation Premium Income
+10.4%
+10.4%
$331M
KBW Premium Yield Equity REIT
+14.5%
+14.5%
$287M
YieldMax Gold Miners Option Income Strategy
−11.9%
−11.9%
$267M
YieldMax MRNA Option Income Strategy
+477.6%
+477.6%
$258M
Premium Income · current AUM · as of Nov 12, 2026
−0.3%
+12.3%
+13.1%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income ETF
−0.3%
+11.7%
+11.8%
$6.6B
FT Vest Rising Dividend Achievers Target Income ETF
−0.7%
+15.3%
+18.5%
$3.9B
JPMorgan Equity Premium Yield ETF
−0.2%
new
new
$911M
#22 cheapest of 92 · sorted by assets
ROCY and its peer group · total return · as of Nov 12, 2026
4.41%
9MUMicron Technology2.00% J.P. Morgan ROCY · weight in the fund · as of Nov 12, 2026
J.P. Morgan ROCY · 111 holdings · tile size = share of the fund · as of Nov 12, 2026
JEPI and ROCY · year-to-date · as of Nov 12, 2026 · AUM not scored
ROCYAvsBPeer average
1D−0.2%−1.3%
1M−1.3%−3.3%
3M−1.1%−1.9%
YTD[…]+6.5%
1Y[…]+6.6%
3Y[…]+43.1%
5Y[…]+22.0%
3–0ROCY wins
91 Premium income peers · each row scaled to its leader
MU
99 more
89 more
TechnologyFinancial ServicesHealthcareConsumer CyclicalCommunication ServicesIndustrialsOther