QQHG vs ROCQ

QQHG vs ROCQ

Which is better, QQHG or ROCQ?

ROCQ costs less.

ROCQ has a lower expense ratio. QQHG is less concentrated, with 50.1% of the fund in its ten largest positions against 54.3%.

Lower Fees: ROCQLess Concentrated: QQHG

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricQQHGROCQ
Expense Ratio0.45%0.35%Best
AUM$3M$740M
Dividend Yield0.20%5.12%
Holdings503103
YTD Return+11.59%+17.21%Best
1Y Return+13.92%-
Top 10 Weight50.1%Best54.3%
Fund FamilyInvesco (US)J.P. Morgan Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 7, 2025Mar 18, 2026

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

QQHG vs ROCQ growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare QQHG against instead:QQHG vs SPYQQHG vs QQQQQHG vs VOOQQHG vs VTIROCQ against:ROCQ vs VXUS

QQHG vs ROCQ Performance

Invesco QQQ Hedged Advantage ETF (QQHG) is an ETF from Invesco (US) and JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) is an ETF from J.P. Morgan Asset Management. Year to date, QQHG is up 11.59% versus a gain of 17.21% for ROCQ.

Past performance does not guarantee future results.

Fees and Cost Over Time

QQHG charges 0.45% per year while ROCQ charges 0.35%. On a $10,000 position that is $45 vs $35 annually, a gap of $10 per year that compounds over a long holding period. On income, QQHG currently yields 0.20% against 5.12% for ROCQ.

Holdings Overlap

QQHG already in ROCQ69.9%
ROCQ already in QQHG75.0%

69.9% of QQHG's money is in holdings ROCQ also owns. 75.0% of ROCQ's money is in holdings QQHG also owns.

Most of ROCQ is already inside QQHG. Owning both mostly buys the same companies twice.

54 positions in common, counted across the 221 positions we hold weights for in QQHG and 96 in ROCQ, against full books of 503 and 103.

What only one of them owns

Our book lists 36 positions for ROCQ that do not appear in our book for QQHG (22.3% of the fund), and 162 for QQHG that do not appear in ROCQ (25.1%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in QQHGWeight in ROCQDifference
NVDANvidia Corp8.40%9.14%0.74%
AAPLApple, Inc7.68%7.68%0.00%
MSFTMicrosoft Corp6.38%6.61%0.23%
GOOGAlphabet Inc. C5.71%5.80%0.09%
MUMicron Technology, Inc.4.77%5.90%1.13%
AMZNAmazon.Com Inc4.39%4.55%0.16%
AMDAdvanced Micro Devices Inc3.76%4.79%1.03%
METAMeta Platforms Inc3.22%3.64%0.42%
AVGOBroadcom Inc2.84%2.65%0.19%
TSLATesla Inc2.99%2.47%0.52%

75.0% of ROCQ is already inside QQHG.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

QQHGROCQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQHG or ROCQ?

QQHG has an expense ratio of 0.45% while ROCQ charges 0.35%. ROCQ is the cheaper option, by $10 a year on a $10,000 investment.

What is the holdings overlap between QQHG and ROCQ?

75.0% of ROCQ's money is in holdings QQHG also owns. 75.0% of ROCQ's is in holdings QQHG also owns. They hold 54 positions in common, counted across the 221 positions we hold weights for in QQHG and 96 in ROCQ.

Which pays a higher dividend, QQHG or ROCQ?

QQHG yields 0.20% while ROCQ yields 5.12%, so ROCQ currently pays the higher dividend yield.

Is ROCQ better than QQHG?

ROCQ has a lower expense ratio. QQHG is less concentrated, with 50.1% of the fund in its ten largest positions against 54.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.