ROCY vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: TiedMore Diversified: VOO

Side-by-Side Comparison

MetricROCYVOOWinner
Expense Ratio0.35%0.03%
AUM$289M$979.0B
Dividend Yield0.00%1.09%
Holdings116509
YTD Return+13.41%+13.53%
1Y Return-+23.65%
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+13.52%
Volatility (annualized)-14.1%
Max Drawdown-3.5%-34.3%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionMar 18, 2026Sep 7, 2010

ROCY vs VOO Performance

JPMorgan Equity Premium Yield ETF (ROCY) is a ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, ROCY is up 13.41% versus a gain of 13.53% for VOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -3.5% for ROCY and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

ROCY 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, ROCY currently yields 0.00% against 1.09% for VOO.

Holdings Overlap

53.1%overlap

ROCY and VOO share 99 holdings out of 518 unique holdings combined, representing a 53.1% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in ROCYWeight in VOODifference
NVDA8.37%7.51%0.86%
AAPL6.48%6.59%0.11%
MSFT5.62%4.30%1.32%
GOOGLProProPro
AMZNProProPro
AVGOProProPro
METAProProPro
MUProProPro
TSLAProProPro
XOMProProPro
See all 10 holdings ROCY shares with VOO
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, ROCY or VOO?

ROCY has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

What is the holdings overlap between ROCY and VOO?

ROCY and VOO share 99 common holdings with a 53.1% weight overlap. Combined, they hold 518 unique securities.

Which pays a higher dividend, ROCY or VOO?

ROCY yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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