Which is cheaper, ROCQ or SCLZ?

ROCQ charges 0.35% a year and SCLZ charges 0.79%, so ROCQ is cheaper. Fees come from each fund's prospectus.

Data as of Nov 4, 2026.

Income ETFs

ROCQ vs SCLZ: Dividend Yield & Total Return

ROCQ and SCLZ both write options for income.

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Net assets: $770m on Nov 3, 2026 for JPMorgan Nasdaq Equity Premium Yield ETF, and $20m on Jun 30, 2026 for Swan Enhanced Dividend Income ETF.

ROCQ on its own →SCLZ on its own →

At a glance

7.8%

ROCQ cash paid, since launch, Mar 19, 2026

8.5%

SCLZ cash paid, 1 year

+11.9%

ROCQ total return, since launch, Mar 19, 2026

+10.6%

SCLZ total return, 1 year

ROCQ · since launch to Nov 4, 2026 5.2 pts behind QQQ

ROCQ

+11.9%

QQQ

+17.1%

5.2 pts behind QQQ

ROCQ since launch: paid 7.8%, price +4.3%, total +11.9%, QQQ +17.1%, −5.2 pts. Data to Nov 4, 2026.

QQQ

+17.1%

ROCQ

+11.9%

7.8% of it arrived as cash

5.2 pts behind QQQ

Total return, distributions reinvested

5.2 pts behind QQQ

ROCQ since launch: paid 7.8%, price +4.3%, total +11.9%, QQQ +17.1%, −5.2 pts. Data to Nov 4, 2026.

QQQ

+17.1%

ROCQ

+11.9%

5.2 pts behind QQQ

7.8% of it arrived as cash. Total return, distributions reinvested. ROCQ since launch: paid 7.8%, price +4.3%, total +11.9%, QQQ +17.1%, −5.2 pts. Data to Nov 4, 2026.

Data to Nov 4, 2026.

SCLZ · 1 year to Nov 4, 2026 4.2 pts behind SPY

SCLZ

+10.6%

SPY

+14.8%

4.2 pts behind SPY

SCLZ over 1 year: paid 8.5%, price +1.6%, total +10.6%, SPY +14.8%, −4.2 pts. Data to Nov 4, 2026.

SPY

+14.8%

SCLZ

+10.6%

8.5% of it arrived as cash

4.2 pts behind SPY

Total return, distributions reinvested

4.2 pts behind SPY

SCLZ over 1 year: paid 8.5%, price +1.6%, total +10.6%, SPY +14.8%, −4.2 pts. Data to Nov 4, 2026.

SPY

+14.8%

SCLZ

+10.6%

8.5% cash

4.2 pts behind SPY

8.5% of it arrived as cash. Both charts share one scale, 0 to +17.1%. SCLZ over 1 year: paid 8.5%, price +1.6%, total +10.6%, SPY +14.8%, −4.2 pts. Data to Nov 4, 2026.

Both charts share one scale, 0 to +17.1%. Data to Nov 4, 2026.

Pair scorecard

ROCQ costs 0.44 points a year less.

Points (pts) are percentage points.

ROCQ vs SCLZ: Dividend Yield & Total Return
Measure	ROCQ	SCLZ
Paid and earned
Measure	ROCQ	SCLZ
Total return, 1 year	not published	+10.6%
Price change	rose 4.3% (since Mar 19, 2026)	rose 1.6% (1 year)
Against its benchmark
Measure	ROCQ	SCLZ
Benchmark	Nasdaq-100, measured through QQQ	S&P 500, measured through SPY
Cost and size
Measure	ROCQ	SCLZ
Expense ratio	0.35%	0.79%
Net assets, ROCQ as of Nov 3, 2026 and SCLZ as of Jun 30, 2026	$770m	$20m
Holdings
Measure	ROCQ	SCLZ
Holdings in common	50%

Method

What they share

50%

By the books each fund has filed, ROCQ and SCLZ hold 50% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Nov 3, 2026.

50%

0 half 100%

half

50% in common

Positions both hold · largest shared weight first ROCQ SCLZ

APPLE INC COMMON STOCK 8.27% 6.20%

NVIDIA CORP COMMON STOCK 8.94% 6.03%

ALPHABET INC-CL C 5.12% 5.22%

MICRON TECHNOLOGY INC 5.12% 7.95%

ADVANCED MICRO DEVICES 4.10% 5.18%

AMAZON.COM INC COMMON 4.95% 3.77%

MICROSOFT CORP COMMON 7.25% 3.74%

META PLATFORMS INC COMMON 3.36% 3.36%

BROADCOM INC COMMON 2.71% 4.74%

TESLA INC COMMON STOCK 2.99% 1.81%

WALMART INC COMMON STOCK 4.05% 1.49%

PALANTIR TECHNOLOGIES INC 1.49% 1.43%

Only in one fund ↓

Only in ROCQ

ANALOG DEVICES INC 2.38%

LAM RESEARCH CORP COMMON 2.35%

SPACE EXPLORATION TECHNOLOGIES CORP 2.02%

PALO ALTO NETWORKS INC 1.75%

SEAGATE TECHNOLOGY 1.75%

INTEL CORP COMMON STOCK 1.61%

ASML HOLDING NV NY REG 1.31%

REGENERON PHARMACEUTICALS 1.18%

Only in SCLZ

ELI LILLY & COMPANY 3.88%

JP MORGAN CHASE & COMPANY 3.53%

BERKSHIRE HATHAWAY INC 3.12%

CISCO SYSTEMS INC 3.03%

GE AEROSPACE 2.76%

VISA INC 2.29%

EXXON MOBIL CORP 1.94%

CATERPILLAR INC 1.86%

Check overlap with more funds →

Side by side

ROCQ JPMorgan Nasdaq Equity Premium Yield ETF · Covered call on QQQ, paying monthly SCLZ Swan Enhanced Dividend Income ETF · Dividend stocks with call overlay on SPY, paying monthly

Issuer JPMorgan Swan

Strategy covered call dividend stocks with call overlay

Benchmark Nasdaq-100 (QQQ) S&P 500 (SPY)

Pays monthly monthly

Payout rate, annualized 11.6% 8.7%

Expense ratio 0.35% 0.79%

Cash paid, 1 year 7.8% (since launch, Mar 19, 2026) 8.5%

Price change, 1 year +4.3% (since launch, Mar 19, 2026) +1.6%

Total return, 1 year +11.9% (since launch, Mar 19, 2026) +10.6%

Benchmark return, 1 year +17.1% (since launch, Mar 19, 2026) +14.8%

Ahead or behind −5.2 pts (since launch, Mar 19, 2026) −4.2 pts

Return of capital, latest estimate not published not published

Age 230 days 2.7 years

Net assets, ROCQ as of Nov 3, 2026 and SCLZ as of Jun 30, 2026 $770m $20m

As of Nov 4, 2026. Source: ETFIQ. Cash paid: distributions over the window, as a share of the starting price. Payout rate: the latest payment, annualized, over today’s price.

Window by window

Window by window: ROCQ vs SCLZ: Dividend Yield & Total Return
	Total return		Cash paid		Against the benchmark
Window	ROCQ	SCLZ	ROCQ	SCLZ	ROCQ	SCLZ
3 months	−3.5%	0.0%	2.7%	2.1%	−0.1 pts	+0.2 pts
6 months	−1.2%	+4.4%	5.8%	4.3%	−0.8 pts	−0.6 pts
1 year	–	+10.6%	–	8.5%	–	−4.2 pts
Since launchNot the same days: ROCQ Mar 2026 · SCLZ Feb 2024	+11.9%	+35.4%	7.8%	21.2%	−5.2 pts	−20.8 pts

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Alert

About each fund

ROCQ

Over the period from its first trade on Mar 19, 2026 to Nov 4, 2026, ROCQ paid 7.8% of its starting value in cash distributions while its price rose 4.3%. With every distribution reinvested, the fund returned +11.9%. Nasdaq-100 (QQQ) returned +17.1% over the same days, so a holder was behind by 5.2 pts. At its price on Nov 4, 2026 the latest distribution annualizes to 11.6%, paid monthly.

SCLZ

Over the year to Nov 4, 2026, SCLZ paid 8.5% of its starting value in cash distributions while its price rose 1.6%. With every distribution reinvested, the fund returned +10.6%. S&P 500 (SPY) returned +14.8% over the same days, so a holder was behind by 4.2 pts. At its price on Nov 4, 2026 the latest distribution annualizes to 8.7%, paid monthly.

Questions people ask

Which is cheaper, ROCQ or SCLZ?: ROCQ charges 0.35% a year and SCLZ charges 0.79%, so ROCQ is cheaper. Fees come from each fund's prospectus.

Other comparisons

ROCQ vs DRKY ROCQ vs APRH ROCQ vs APRJ ROCQ vs BIGY SCLZ vs QDTE SCLZ vs FTQI SCLZ vs GPIQ SCLZ vs ACQQ

Where to next

Nasdaq-100 (QQQ) →S&P 500 (SPY) →All income ETFs ranked by the Distribution Coverage Score →How the scores are computed →ROCQ on its own →SCLZ on its own →ROCQ dividend history →ROCQ holdings →SCLZ dividend history →SCLZ holdings →Method →Standards and sources →

Sources and dates

ROCQ filings on SEC EDGAR ↗

ROCQ prospectus with the expense ratio (SEC) ↗

JPMorgan website ↗

SCLZ filings on SEC EDGAR ↗

SCLZ prospectus with the expense ratio (SEC) ↗

Swan website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Every number is an ETFIQ calculation with distributions reinvested.

Cite this pageCitation, APA and Markdown

ETFIQ, ROCQ against SCLZ, data as of Nov 4, 2026. https://etfiq.com/compare/income/rocq-vs-sclz

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.