HMOP vs JQC

Comparison between HARTFORD MUNICIPAL OPPORTUNITIES ETF (HMOP, ETF) and Nuveen Credit Strategies Income Fund (JQC, ETF).

5-Year PerformanceJQC has outperformed HMOP, delivering a return of +5.0% compared to +1.1%

HMOP vs JQC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HMOP(ETF)	JQC(ETF)
Net Assets	$785M	$789M
Expense Ratio	0.29%	N/A
Max Drawdown	16.09%	81.25%
Sharpe Ratio	0.25	-0.46
5Y Beta	0.03	0.37
5Y Dividends CAGR	-6.56%	-3.75%

Net Assets

HMOP

$785M

Winner

JQC

$789M

Expense Ratio

HMOP

0.29%

JQC

N/A

Max Drawdown

Winner

HMOP

16.09%

JQC

81.25%

Sharpe Ratio

Winner

HMOP

0.25

JQC

-0.46

5Y Beta

Winner

HMOP

0.03

JQC

0.37

5Y Dividends CAGR

HMOP

-6.56%

Winner

JQC

-3.75%

HMOP vs JQC - Historical Returns

Returns include dividend reinvestment.

Period	HMOP	JQC
1 month	+0.37%	+1.25%
3 months	+0.30%	+2.71%
6 months	-1.23%	+2.50%
1 year	+4.45%	-2.84%
5 years(CAGR)	+1.12%	+4.98%
10 years(CAGR)	+2.57%	+5.50%
Max(CAGR)	+2.57%	+4.95%

HMOP

+0.37%

Winner

JQC

+1.25%

HMOP

+0.30%

Winner

JQC

+2.71%

HMOP

-1.23%

Winner

JQC

+2.50%

Winner

HMOP

+4.45%

JQC

-2.84%

5Y(CAGR)

HMOP

+1.12%

Winner

JQC

+4.98%

10Y(CAGR)

HMOP

+2.57%

Winner

JQC

+5.50%

Max(CAGR)

HMOP

+2.57%

Winner

JQC

+4.95%

HMOP vs JQC - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	HMOP	JQC
2026	+0.78%	+2.81%
2025	+4.78%	-0.94%
2024	+2.62%	+20.69%
2023	+6.62%	+12.77%
2022	-8.27%	-14.32%
2021	+1.96%	+13.85%
2020	+5.35%	-3.05%
2019	+7.75%	+21.60%
2018	+1.57%	-5.84%
2017	+0.05%	-1.39%
2016	N/A	+21.60%
2015	N/A	-3.41%
2014	N/A	-3.21%
2013	N/A	+8.23%
2012	N/A	+30.13%
2011	N/A	-0.19%
2010	N/A	+23.15%
2009	N/A	+67.27%
2008	N/A	-48.74%
2007	N/A	-14.88%
2006	N/A	+26.10%
2005	N/A	-4.38%
2004	N/A	+2.91%
2003	N/A	+0.24%

HMOP vs JQC Drawdown Comparison

The maximum drawdown for HMOP was -13.12%, occurring on Oct 25, 2022. Recovery took 766 trading sessions.

The maximum drawdown for JQC was -75.13%, occurring on Mar 9, 2009. Recovery took 1030 trading sessions.

The current HMOP drawdown is -1.46%. The current JQC drawdown is -3.19%.

Rank	HMOP	JQC
#1	-13.12% Jul 19, 2021 - Aug 5, 2024	-75.13% Mar 26, 2007 - Apr 26, 2011
#2	-11.23% Mar 9, 2020 - Jul 30, 2020	-47.91% Feb 19, 2020 - Mar 1, 2021
#3	-3.71% Feb 28, 2025 - Sep 5, 2025	-20.01% Apr 1, 2004 - Nov 3, 2004
#4	-2.70% Feb 27, 2026 - Mar 26, 2026	-19.80% Jan 18, 2022 - Jan 30, 2024
#5	-2.35% Dec 6, 2024 - Feb 26, 2025	-18.69% Apr 30, 2013 - Aug 12, 2016
#6	-2.02% Oct 3, 2024 - Dec 4, 2024	-16.85% Jul 7, 2011 - Feb 1, 2012
#7	-1.95% Feb 11, 2021 - May 28, 2021	-15.38% Dec 9, 2024 - Jul 18, 2025
#8	-1.76% Jan 25, 2018 - Dec 4, 2018	-13.26% Feb 11, 2005 - Jul 25, 2006
#9	-1.59% Aug 28, 2019 - Jan 3, 2020	-11.52% Jul 9, 2003 - Jan 5, 2004
#10	-0.88% Aug 7, 2020 - Nov 17, 2020	-10.94% Mar 2, 2017 - Feb 22, 2019
#11	-0.81% Aug 5, 2024 - Sep 5, 2024	-10.17% Aug 26, 2025 - Mar 27, 2026
#12	-0.79% Dec 18, 2017 - Jan 3, 2018	-8.26% Nov 6, 2012 - Dec 6, 2012
#13	-0.69% Jan 3, 2018 - Jan 25, 2018	-5.77% Jun 29, 2021 - Oct 22, 2021
#14	-0.47% Oct 27, 2025 - Nov 10, 2025	-5.63% Jul 11, 2019 - Dec 4, 2019
#15	-0.46% Sep 17, 2025 - Oct 13, 2025	-5.39% Nov 4, 2004 - Feb 7, 2005

Correlation

Correlation between HMOP and JQC is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2003 - 2026)

HMOP vs JQC dividend yield comparison.

Year	HMOP	JQC
2026	2.04%	8.51%
2025	3.39%	12.91%
2024	3.22%	11.39%
2023	2.92%	11.42%
2022	2.12%	9.71%
2021	1.67%	10.03%
2020	5.26%	16.11%
2019	2.87%	16.14%
2018	2.27%	6.53%
2017	0.00%	7.42%
2016	0.00%	6.99%
2015	0.00%	7.51%
2014	0.00%	6.51%
2013	0.00%	7.74%
2012	0.00%	8.32%
2011	0.00%	9.81%
2010	0.00%	7.95%
2009	0.00%	8.39%
2008	0.00%	20.62%
2007	0.00%	10.36%
2006	0.00%	7.77%
2005	0.00%	9.67%
2004	0.00%	8.58%
2003	0.00%	3.34%