Skip to content
etf.net

ROCY vs UPSD

JPMorgan Equity Premium Yield ETF

ROCYANasdaq

Aptus Large Cap Upside ETF

UPSDDCboe

Overlap

Expense ratio

ROCY −0.44pt a year

ROCY0.35%UPSD0.79%

Avg volume · 30D

ROCY 17.2×the volume

ROCY245KUPSD14.3K

ROCY vs UPSD Performance

Jul 31, 2026 – Oct 30, 2026

+1.5%ROCY+4.2%UPSD

Jul 31, 2026 to Oct 30, 2026. ROCY +1.5%. UPSD +4.2%. Use the arrow keys to read each point.0%6%Jul 2026Sep 2026Oct 2026
Expense ratio
ROCY 0.35%, better
UPSD 0.79%
Fund size
ROCY $880M
UPSD $133M
1Y total return
ROCY No data
UPSD +13.9%
Yield (12M)
ROCY No data
UPSD 0.58%
Holdings
ROCY 112
UPSD 99
Avg volume (30D)
ROCY 245K sh, better
UPSD 14.3K sh
NAV per share
ROCY $54.63
UPSD $30.33
52W range

ETF.net Grade

ROCY: Cost 87, Risk 83, Mission not scored, Tradability 53, Holdings 69, Durability 65. UPSD: Cost 10, Risk 32, Mission not scored, Tradability 68, Holdings 89, Durability 53.
Pillar letters and Scores for ROCY, UPSD, with each pillar’s weight
PillarROCYUPSD
Cost30% weightA87HigherF10
Mission25% weightNot scoredNot scored
Risk15% weightA83HigherD32
Tradability15% weightC53B68Higher
Holdings10% weightB69A89Higher
Durability5% weightB65HigherC53

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. ROCY and UPSD 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 UPSD 10th 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 9CHIGHSimplify Enhanced Income ETFScore 47
  6. Rank 10DUPSDAptus Large Cap Upside ETFScore 39
  7. Rank 11DLCTOKurv U.S. Large Cap TaxOptimized ETFScore 35

Our read on each fund

ETF.net Research

ROCYAJPMorgan Equity Premium Yield ETF

UPSDDAptus Large Cap Upside ETF

In short

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.

UPSD No data

Stated mandate

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.

UPSD No data

Why people hold it

  • 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.

UPSD No data

Worth knowing

  • 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

UPSD No data

Full ROCY profile⁠

Full UPSD profile⁠

ROCY vs UPSD 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.

ROCY vs UPSD Cost

Overpaying UPSD vs ROCY

$8,048

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

  • ROCY 0.35%

    $7,126

  • UPSD 0.79%

    $15,174

$10,000
30 years

Cost over time

  • ROCY 0.35%
  • UPSD 0.79%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K$20K051015202530UPSD $15,174ROCY $7,126

Year by year

YearROCYUPSDOverpaying
10$634$1,405$771
20$2,454$5,331$2,877
30$7,126$15,174$8,048

Expense ratio

  • 0.35%ROCY, cheaper
  • 0.79%UPSD
  • Middle half of S&P 500 Active Option Income funds
  • Median 0.56%

ROCY 2nd cheapest of 15 funds

UPSD 13th cheapest of 15 funds

ROCY vs UPSD Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
ROCY No data
UPSD 0.58%
Payout (12M)
ROCY No data
UPSD $0.18
Last payment
ROCY $0.31
UPSD $0.03
Ex-dividend
ROCY Oct 1, 2026
UPSD Sep 29, 2026
Paid on
ROCY Oct 5, 2026
UPSD Sep 30, 2026
Frequency
ROCY Monthly
UPSD Quarterly

Distribution history

Per share, 2024 to 2026, same scale for both

ROCYMonthly · 6 paymentsAll ROCY payments⁠
One bar per payment. 6 payments from 2024 to 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
UPSDQuarterly · 8 paymentsAll UPSD payments⁠
One bar per payment. 8 payments from 2024 to 2026 YTD. Dec 30, 2024 $0.01; Mar 28, 2025 $0.04; Jun 27, 2025 $0.04; Sep 29, 2025 $0.05; Dec 30, 2025 $0.05; Mar 30, 2026 $0.06; Jun 29, 2026 $0.04; Sep 29, 2026 $0.03. Use the arrow keys to read each point.$0$0.502026YTD

ROCY vs UPSD Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
ROCY No dataUPSD 13.8%since Dec 2024
Return per unit of riskSharpe ratio, 3 years
ROCY No dataUPSD 0.47since Dec 2024
Worst fallMax drawdown, 5 years
ROCY No dataUPSD −23.8%since Nov 2024
Market sensitivityBeta, 5 years
ROCY 0.69UPSD 0.96

Popular comparisons

  • 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.

  • UPSDDvsJEPIA

    Aptus Large Cap Upside ETF · JPMorgan Equity Premium Income ETF

    Expense ratio
    0.79% · 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.

  • UPSDDvsJOYTA

    Aptus Large Cap Upside ETF · JPMorgan Equity and Options Total Return ETF

    Expense ratio
    0.79% · 0.35%
    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.

  • UPSDDvsDIVOA

    Aptus Large Cap Upside ETF · Amplify CWP Enhanced Dividend Income ETF

    Expense ratio
    0.79% · 0.56%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.