Skip to content
etf.net

LCTO vs ROCY

Kurv U.S. Large Cap TaxOptimized ETF

LCTODCboe

JPMorgan Equity Premium Yield ETF

ROCYANasdaq

Overlap

Expense ratio

ROCY −0.35pt a year

LCTO0.70%ROCY0.35%

Avg volume · 30D

ROCY 616.6×the volume

LCTO398ROCY245K

LCTO vs ROCY Performance

Jul 31, 2026 – Oct 30, 2026

+0.1%LCTO+1.5%ROCY

Jul 31, 2026 to Oct 30, 2026. LCTO +0.1%. ROCY +1.5%. Use the arrow keys to read each point.3%4%Jul 2026Sep 2026Oct 2026
Expense ratio
LCTO 0.70%
ROCY 0.35%, better
Fund size
LCTO $0
ROCY $880M
Holdings
LCTO 13
ROCY 112
Avg volume (30D)
LCTO 398 sh
ROCY 245K sh, better
NAV per share
LCTO $24.55
ROCY $54.63
52W range

ETF.net Grade

LCTO: Cost 30, Risk 50, Mission not scored, Tradability 35, Holdings 42, Durability 8. ROCY: Cost 87, Risk 83, Mission not scored, Tradability 53, Holdings 69, Durability 65.
Pillar letters and Scores for LCTO, ROCY, with each pillar’s weight
PillarLCTOROCY
Cost30% weightD30A87Higher
Mission25% weightNot scoredNot scored
Risk15% weightC50A83Higher
Tradability15% weightD35C53Higher
Holdings10% weightC42B69Higher
Durability5% weightF8B65Higher

Rank among S&P 500 Active Option Income funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. LCTO and ROCY are both graded against the same 15 S&P 500 Active Option Income funds, so their Grades compare head to head.

S&P 500 Active Option Income⁠

Category · 15 funds
See all 15 ›

ROCY ranks 3rd and LCTO 11th of 15 funds in the S&P 500 Active Option Income Category.

  1. Rank 1AJEPIJPMorgan Equity Premium Income ETFScore 83
  2. Rank 2AJOYTJPMorgan Equity and Options Total Return ETFScore 76
  3. Rank 3AROCYJPMorgan Equity Premium Yield ETFScore 75
  4. Rank 4ADIVOAmplify CWP Enhanced Dividend Income ETFScore 73
  5. Rank 10DUPSDAptus Large Cap Upside ETFScore 39
  6. Rank 11DLCTOKurv U.S. Large Cap TaxOptimized ETFScore 35
  7. Rank 12FACEIInnovator Equity Autocallable Income Strategy ETFScore 23

Our read on each fund

ETF.net Research

LCTODKurv U.S. Large Cap TaxOptimized ETF

ROCYAJPMorgan Equity Premium Yield ETF

In short

LCTO No data

ROCY JPMorgan's second act in option income: the same S&P 500 team behind JEPI, but the premium comes from selling call spreads instead of notes, so a slice of upside above the short strike stays in play. 0.35% all in.

Stated mandate

LCTO No data

ROCY Seeks current yield while retaining prospects for capital appreciation and total return. It combines a U.S. large-cap equity portfolio with a call-spread overlay intended to generate monthly distributions and reduce volatility.

Why people hold it

LCTO No data

  • ROCY Costs 0.35% a year, against a roughly 0.95% median for actively managed options-income funds and DIVO's 0.56%.jpmorgan.com
  • Sells a call and buys a higher-strike one, so the ceiling on gains is a band rather than a hard stop above the short strike.jpmorgan.com
  • Run by the same U.S. Core Equity and derivatives group behind JEPI and JEPQ, led by Hamilton Reiner.jpmorgan.com
  • Stands among the stronger builds in a crowded field of active options-income funds, helped by its low fee and steady risk profile.

Worth knowing

LCTO No data

  • ROCY Launched in 2026, so the record is short and has not been through a full market cycle.
  • Writing calls still trims what you keep in a fast rally; the long call softens the ceiling, it does not remove it.jpmorgan.com
  • Distributions can include return of capital, which lowers your cost basis instead of adding income.jpmorgan.com

Full LCTO profile⁠

Full ROCY profile⁠

LCTO vs ROCY Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

LCTO vs ROCY Cost

Overpaying LCTO vs ROCY

$6,480

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • LCTO 0.70%

    $13,606

  • ROCY 0.35%

    $7,126

$10,000
30 years

Cost over time

  • LCTO 0.70%
  • ROCY 0.35%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K051015202530LCTO $13,606ROCY $7,126

Year by year

YearLCTOROCYOverpaying
10$1,250$634$616
20$4,760$2,454$2,306
30$13,606$7,126$6,480

Expense ratio

  • 0.70%LCTO
  • 0.35%ROCY, cheaper
  • Middle half of S&P 500 Active Option Income funds
  • Median 0.56%

ROCY 2nd cheapest of 15 funds

LCTO 10th cheapest of 15 funds

LCTO vs ROCY Dividends

Last 12 months to Oct 30, 2026
Last payment
LCTO $0.05
ROCY $0.31
Ex-dividend
LCTO Oct 28, 2026
ROCY Oct 1, 2026
Paid on
LCTO Oct 29, 2026
ROCY Oct 5, 2026
Frequency
LCTO Monthly
ROCY Monthly

Distribution history

Per share, 2026, same scale for both

LCTOMonthly · 3 paymentsAll LCTO payments⁠
One bar per payment. 3 payments in 2026 YTD. Aug 26, 2026 $0.05; Sep 23, 2026 $0.05; Oct 28, 2026 $0.05. Use the arrow keys to read each point.$0$0.502026YTD
ROCYMonthly · 6 paymentsAll ROCY payments⁠
One bar per payment. 6 payments in 2026 YTD. May 1, 2026 $0.55; Jun 1, 2026 $0.33; Jul 1, 2026 $0.37; Aug 3, 2026 $0.30; Sep 1, 2026 $0.26; Oct 1, 2026 $0.31. Use the arrow keys to read each point.$0$0.502026YTD

LCTO vs ROCY Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

Market sensitivityBeta, 5 years
LCTO 0.00ROCY 0.69

Popular comparisons

  • LCTODvsJEPIA

    Kurv U.S. Large Cap TaxOptimized ETF · JPMorgan Equity Premium Income ETF

    Expense ratio
    0.70% · 0.35%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • ROCYAvsJEPIA

    JPMorgan Equity Premium Yield ETF · JPMorgan Equity Premium Income ETF

    Expense ratio
    0.35% · 0.35%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • LCTODvsJOYTA

    Kurv U.S. Large Cap TaxOptimized ETF · JPMorgan Equity and Options Total Return ETF

    Expense ratio
    0.70% · 0.35%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • ROCYAvsJOYTA

    JPMorgan Equity Premium Yield ETF · JPMorgan Equity and Options Total Return ETF

    Expense ratio
    0.35% · 0.35%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • LCTODvsDIVOA

    Kurv U.S. Large Cap TaxOptimized ETF · Amplify CWP Enhanced Dividend Income ETF

    Expense ratio
    0.70% · 0.56%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • ROCYAvsDIVOA

    JPMorgan Equity Premium Yield ETF · Amplify CWP Enhanced Dividend Income ETF

    Expense ratio
    0.35% · 0.56%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.