EDGQ vs ROCQ

EDGQBGlobal X Nasdaq-100 Income Edge ETF

ROCQBJPMorgan Nasdaq Equity Premium Yield ETF

In short

EDGQ A Nasdaq-100 covered-call fund that rewrites its calls every week and dials coverage up or down with volatility, targeting a 13% annualized distribution rate. Fee waived to zero through March 1, 2027 (0.53% gross).

ROCQ JPMorgan's newer Nasdaq income build: a data-driven basket of Nasdaq-listed stocks paired with sold call spreads, so upside is squeezed into a band rather than capped outright. Fee: 0.35% a year.

Stated mandate

EDGQ The Fund seeks current income and exposure to the Nasdaq-100 Index. It uses an actively managed covered-call strategy, writing calls on part of its Nasdaq-100 portfolio to generate weekly income while leaving some exposure uncapped for potential appreciation.

ROCQ ROCQ seeks current yield alongside capital appreciation and total return by investing in NASDAQ-listed stocks and selling call option spreads. Its long-equity portfolio uses a proprietary data-science-driven allocation approach and seeks lower volatility than the Nasdaq-100 Index.

Why people hold it

• EDGQ Zero net fee: the 0.53% gross expense ratio is waived through March 1, 2027. Peer Nasdaq-100 income funds all charge, from GPIQ's 0.29% (net of a waiver through April 30, 2027) to QYLD's 0.60%.globalxetfs.com
• Weekly option rolls instead of monthly, with coverage that flexes as volatility and premiums shift. Stablemate QYLG writes on a fixed slice and rolls monthly.globalxetfs.comglobalxetfs.com 2
• Calls cover only part of the Nasdaq-100 book, so some exposure stays uncapped, and the fund seeks to pay distributions weekly from premiums plus dividends.globalxetfs.com

• ROCQ Fee runs 0.35%, about half the typical Nasdaq options-income fund. Level with JEPQ, GPIQ and QYLG, and well under QYLD.
• Sells call spreads rather than plain covered calls: premium collected is smaller, but the upside handed away stops at the upper strike instead of running on.
• The stock side is not the index. Roughly 100 Nasdaq-listed names chosen by a data-science model that aims for lower volatility than the Nasdaq-100 itself.
• Sits in the upper half of a crowded Nasdaq options-income cohort, mostly on price and risk profile.

Worth knowing

• EDGQ The 13% figure is a target, not a floor. Premium income tracks volatility, and gains on the covered slice are capped at the strike.globalxetfs.com
• Absent renewal, the 0.53% gross fee applies after March 1, 2027, landing above JEPQ's 0.35% and GPIQ's 0.29% (net of a waiver through April 30, 2027).
• A 2026 launch still building scale: short record, lighter trading than the category's giants, so limit orders earn their keep.

• ROCQ Launched in 2026, so the public record is short and risk readings lean on limited history.
• JPMorgan discloses that distributions can include return of capital, meaning part of a payout may be your own principal coming back.
• Trading is moderate rather than heavy for this category, so bid-ask spreads can sit wider than at the household-name Nasdaq income funds.

Full EDGQ profile⁠

Full ROCQ profile⁠