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Data as of .

FTQI vs ROCQ: which paid, and which earned it?

FTQI and ROCQ both write options for income.

First Trust Nasdaq BuyWrite Income ETF and JPMorgan Nasdaq Equity Premium Yield ETF.

12.0%FTQI cash paid, 1 year
5.8%ROCQ cash paid, 1 year
+21.5%FTQI total return, 1 year
+18.0%ROCQ total return, 1 year
FTQIAbout even with QQQ · 1 year to Sep 18, 2026
QQQ+21.8%FTQI+21.5%12.0% of it arrived as cashabout even with QQQTotal return, distributions reinvestedQQQ+21.8%FTQI+21.5%12.0% cashabout even with QQQ
ROCQ4 pts behind QQQ · since launch to Sep 18, 2026
QQQ+21.9%ROCQ+18.0%5.8% as cash4 pts behind QQQTotal return, distributions reinvestedQQQ+21.9%ROCQ+18.0%4 pts behind QQQ

What they hold in common

By the books each fund has filed, FTQI and ROCQ hold 29% of their money in the same securities at the same weight.

Positions FTQI and ROCQ both hold, largest shared weight first
HoldingFTQIROCQ
Apple Inc.8.76%7.12%
Advanced Micro Devices, Inc.5.41%4.74%
Amazon.com, Inc.4.13%4.52%
Tesla, Inc.2.68%2.94%
Micron Technology, Inc.2.38%6.70%
Seagate Technology Holdings Plc2.17%2.77%
Broadcom Inc.1.92%2.93%
Palo Alto Networks, Inc.1.42%1.52%
Netflix, Inc.1.24%1.52%
AbbVie Inc.1.32%0.65%
Air Products and Chemicals, Inc.0.21%0.34%
Johnson & Johnson0.19%0.95%
Only in each
Only in FTQIOnly in ROCQ
NVIDIA Corporation 6.55%NVIDIA Corp. 8.37%
US Dollar 5.75%Alphabet, Inc. 6.30%
Cisco Systems, Inc. 3.18%Microsoft Corp. 5.03%
Meta Platforms, Inc. (Class A) 2.75%Lam Research Corp. 4.21%
Palantir Technologies Inc. (Class A) 2.54%Intel Corp. 3.58%
Alphabet Inc. (Class A) 2.06%Walmart, Inc. 3.50%
Alphabet Inc. (Class C) 2.05%Meta Platforms, Inc. 2.94%
Microsoft Corporation 1.41%Analog Devices, Inc. 2.19%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and Sep 18, 2026.

Performance, window by window

FTQI and ROCQ over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
FTQIROCQFTQIROCQFTQIROCQ
3 months+4.0%0.0%2.9%3.0%+6.5 pts+2.5 pts
6 months+18.3%+20.0%6.3%5.9%−5.9 pts−4.2 pts
1 year+21.5%not published12.0%not published−0.3 ptsnot published
3 years+62.9%not published37.0%not published−35.3 ptsnot published
Since launch+141.7%+18.0%78.8%5.8%−675.0 pts−4.0 pts
Open the live comparison on ETFIQ
FTQI and ROCQ on the same fields, as of Sep 18, 2026. Source: ETFIQ.
FTQI
First Trust Nasdaq BuyWrite Income ETF
Covered call on QQQ, paying monthly
ROCQ
JPMorgan Nasdaq Equity Premium Yield ETF
Covered call on QQQ, paying monthly
IssuerFirst TrustJPMorgan
Strategycovered callcovered call
BenchmarkNasdaq-100 (QQQ)Nasdaq-100 (QQQ)
Paysmonthlymonthly
Payout rate, annualized11.9%10.6%
Expense ratio0.75%not published
Cash paid, 1 year12.0%5.8% (since launch on Mar 19, 2026)
Price change, 1 year+8.0%+12.0%
Total return, 1 year+21.5%+18.0% (since launch on Mar 19, 2026)
Benchmark return, 1 year+21.8%+21.9%
Ahead or behind−0.3 pts−4.0 pts
Return of capital, latest estimatenot publishednot published
Age4637 days183 days
Net assets$975m$629m

FTQI in plain words

Over the year to Sep 18, 2026, FTQI paid 12.0% of its starting value in cash distributions while its price rose 8.0%. With every distribution reinvested, the fund returned +21.5%. Nasdaq-100 (QQQ) returned +21.8% over the same days, so a holder was about even. At its price on Sep 18, 2026 the latest distribution annualizes to 11.9%, paid monthly.

ROCQ in plain words

Over the period since launch on Mar 19, 2026 to Sep 18, 2026, ROCQ paid 5.8% of its starting value in cash distributions while its price rose 12.0%. With every distribution reinvested, the fund returned +18.0%. Nasdaq-100 (QQQ) returned +21.9% over the same days, so a holder was behind by 4.0 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 10.6%, paid monthly.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

FTQI against ROCQ, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, FTQI against ROCQ, data as of Sep 18, 2026. https://etfiq.com/compare/income/ftqi-vs-rocq Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources