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HYMB vs JPC

Comparison between STATE STREET(R) SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF (HYMB, ETF) and Nuveen Preferred & Income Opportunities Fund (JPC, ETF).

5-Year PerformanceJPC has outperformed HYMB, delivering a return of +4.1% compared to +0.4%

HYMB vs JPC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HYMB
$2.90B
Winner
JPC
$3B
Expense Ratio
HYMB
0.35%
JPC
N/A
Max Drawdown
Winner
HYMB
29.76%
JPC
82.53%
Sharpe Ratio
Winner
HYMB
0.84
JPC
0.46
5Y Beta
Winner
HYMB
0.04
JPC
0.43
5Y Dividends CAGR
HYMB
2.22%
Winner
JPC
5.73%

HYMB vs JPC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HYMB
+0.98%
JPC
-1.47%
3M
Winner
HYMB
+1.05%
JPC
-1.75%
6M
Winner
HYMB
+3.06%
JPC
-0.69%
1Y
HYMB
+7.39%
Winner
JPC
+8.39%
5Y(CAGR)
HYMB
+0.42%
Winner
JPC
+4.07%
10Y(CAGR)
HYMB
+2.45%
Winner
JPC
+5.68%
Max(CAGR)
HYMB
+4.41%
Winner
JPC
+6.18%

HYMB vs JPC - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearHYMBJPC
2026+2.78%+0.37%
2025+1.88%+11.93%
2024+6.23%+26.27%
2023+7.95%+0.04%
2022-15.54%-20.05%
2021+5.37%+10.57%
2020+3.67%-2.15%
2019+9.49%+32.55%
2018+4.78%-11.31%
2017+3.02%+11.56%
2016+1.92%+15.56%
2015+3.59%+5.74%
2014+17.12%+16.77%
2013-8.31%-3.19%
2012+15.62%+33.68%
2011+10.19%+4.46%
2010N/A+21.17%
2009N/A+75.50%
2008N/A-51.43%
2007N/A-16.32%
2006N/A+27.82%
2005N/A-7.13%
2004N/A+2.12%
2003N/A+10.08%

HYMB vs JPC Drawdown Comparison

The maximum drawdown for HYMB was -29.57%, occurring on Mar 23, 2020. Recovery took 212 trading sessions.

The maximum drawdown for JPC was -76.06%, occurring on Mar 9, 2009. Recovery took 1107 trading sessions.

The current HYMB drawdown is -0.20%. The current JPC drawdown is -3.06%.

RankHYMBJPC
#1-29.57%
Mar 5, 2020 - Jan 6, 2021
-76.06%
Mar 2, 2007 - Jul 22, 2011
#2-20.16%
Jul 27, 2021 - Feb 26, 2026
-52.47%
Feb 10, 2020 - May 4, 2021
#3-16.59%
May 20, 2013 - May 20, 2014
-32.24%
Nov 1, 2021 - Sep 11, 2024
#4-7.98%
Aug 29, 2016 - Aug 29, 2017
-21.07%
Apr 1, 2004 - Nov 2, 2004
#5-4.28%
Dec 6, 2012 - Jan 22, 2013
-18.25%
Jul 22, 2011 - Feb 8, 2012
#6-4.19%
Jan 30, 2015 - Oct 22, 2015
-18.17%
Oct 23, 2017 - Mar 15, 2019
#7-3.65%
Sep 5, 2017 - May 25, 2018
-17.32%
May 10, 2013 - Jun 23, 2014
#8-3.11%
Feb 27, 2026 - May 28, 2026
-15.31%
Feb 10, 2005 - Jul 27, 2006
#9-2.49%
Feb 11, 2021 - Apr 22, 2021
-13.93%
Sep 6, 2016 - Apr 18, 2017
#10-1.93%
May 30, 2014 - Aug 11, 2014
-11.65%
Mar 14, 2025 - May 12, 2025
#11-1.89%
Sep 6, 2018 - Dec 28, 2018
-11.43%
Feb 13, 2026 - Mar 30, 2026
#12-1.51%
Oct 4, 2011 - Nov 2, 2011
-11.36%
Jul 11, 2003 - Nov 14, 2003
#13-1.41%
Mar 13, 2012 - Apr 12, 2012
-8.48%
Feb 4, 2016 - Mar 17, 2016
#14-1.33%
Nov 2, 2015 - Dec 23, 2015
-7.92%
Nov 1, 2012 - Dec 7, 2012
#15-1.32%
Jul 6, 2011 - Jul 12, 2011
-6.81%
Dec 2, 2015 - Jan 5, 2016

Correlation

Correlation between HYMB and JPC is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2003 - 2026)

HYMB vs JPC dividend yield comparison.

YearHYMBJPC
20261.90%4.00%
20254.55%9.79%
20244.29%8.94%
20234.07%8.00%
20223.77%8.74%
20213.19%6.52%
20203.55%6.95%
20193.95%7.00%
20184.03%9.02%
20173.78%7.50%
20164.08%8.14%
20154.54%8.65%
20144.49%7.95%
20135.17%8.56%
20124.99%7.82%
20114.30%9.36%
20100.00%8.14%
20090.00%8.34%
20080.00%21.74%
20070.00%10.43%
20060.00%7.70%
20050.00%10.94%
20040.00%10.05%
20030.00%5.49%

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