IGE vs JQC

Comparison between ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF) and Nuveen Credit Strategies Income Fund (JQC, ETF).

5-Year PerformanceIGE has outperformed JQC, delivering a return of +16.8% compared to +4.7%

IGE vs JQC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGE(ETF)	JQC(ETF)
Net Assets	$803M	$801M
Expense Ratio	0.39%	N/A
Max Drawdown	73.46%	81.25%
Sharpe Ratio	1.81	-0.14
5Y Beta	0.68	0.39
P/E Ratio	22.82	N/A
Forward P/E	13.01	N/A
5Y Dividends CAGR	12.57%	-5.37%
5Y EPS CAGR	28.16%	N/A
Debt to Equity	45.38%	N/A
P/S Ratio	1.80	N/A
P/B Ratio	2.50	N/A

Net Assets

Winner

IGE

$803M

JQC

$801M

Expense Ratio

IGE

0.39%

JQC

N/A

Max Drawdown

Winner

IGE

73.46%

JQC

81.25%

Sharpe Ratio

Winner

IGE

1.81

JQC

-0.14

5Y Beta

IGE

0.68

Winner

JQC

0.39

P/E Ratio

IGE

22.82

JQC

N/A

Forward P/E

IGE

13.01

JQC

N/A

5Y Dividends CAGR

Winner

IGE

12.57%

JQC

-5.37%

5Y EPS CAGR

IGE

28.16%

JQC

N/A

Debt to Equity

IGE

45.38%

JQC

N/A

P/S Ratio

IGE

1.80

JQC

N/A

P/B Ratio

IGE

2.50

JQC

N/A

IGE vs JQC - Historical Returns

Returns include dividend reinvestment.

Period	IGE	JQC
1 month	-3.29%	+0.20%
3 months	-1.80%	+5.10%
6 months	+19.59%	+2.03%
1 year	+36.49%	+1.77%
5 years(CAGR)	+16.77%	+4.74%
10 years(CAGR)	+9.52%	+5.89%
Max(CAGR)	+7.97%	+4.92%

IGE

-3.29%

Winner

JQC

+0.20%

IGE

-1.80%

Winner

JQC

+5.10%

Winner

IGE

+19.59%

JQC

+2.03%

Winner

IGE

+36.49%

JQC

+1.77%

5Y(CAGR)

Winner

IGE

+16.77%

JQC

+4.74%

10Y(CAGR)

Winner

IGE

+9.52%

JQC

+5.89%

Max(CAGR)

Winner

IGE

+7.97%

JQC

+4.92%

IGE vs JQC - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IGE	JQC
2026	+17.80%	+1.15%
2025	+18.87%	-0.94%
2024	+7.10%	+20.69%
2023	+6.22%	+12.77%
2022	+31.15%	-14.32%
2021	+38.01%	+13.85%
2020	-19.74%	-3.05%
2019	+15.24%	+21.60%
2018	-23.01%	-5.84%
2017	-0.50%	-1.39%
2016	+30.28%	+21.60%
2015	-24.89%	-3.41%
2014	-9.16%	-3.21%
2013	+13.43%	+8.23%
2012	-1.17%	+30.13%
2011	-8.30%	-0.19%
2010	+19.38%	+23.15%
2009	+30.69%	+67.27%
2008	-43.73%	-48.74%
2007	+38.51%	-14.88%
2006	+11.89%	+26.10%
2005	+40.03%	-4.38%
2004	+24.17%	+2.91%
2003	+30.72%	+0.24%
2002	-13.54%	N/A
2001	+5.48%	N/A

IGE vs JQC Drawdown Comparison

The maximum drawdown for IGE was -67.55%, occurring on Mar 18, 2020. Recovery took 1935 trading sessions.

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

The current IGE drawdown is -5.24%. The current JQC drawdown is -4.76%.

Rank	IGE	JQC
#1	-67.55% Jul 3, 2014 - Mar 10, 2022	-75.13% Mar 26, 2007 - Apr 26, 2011
#2	-61.55% May 20, 2008 - Jun 12, 2014	-47.91% Feb 19, 2020 - Mar 1, 2021
#3	-31.20% Apr 2, 2002 - Dec 17, 2003	-20.01% Apr 1, 2004 - Nov 3, 2004
#4	-25.68% Jun 7, 2022 - Mar 13, 2024	-19.80% Jan 18, 2022 - Jan 30, 2024
#5	-19.49% Nov 22, 2024 - Aug 27, 2025	-18.69% Apr 30, 2013 - Aug 12, 2016
#6	-18.06% May 10, 2006 - Mar 29, 2007	-16.85% Jul 7, 2011 - Feb 1, 2012
#7	-16.15% Jan 3, 2008 - Apr 16, 2008	-15.38% Dec 9, 2024 - Jul 18, 2025
#8	-14.70% Sep 29, 2005 - Jan 4, 2006	-13.26% Feb 11, 2005 - Jul 25, 2006
#9	-14.26% Mar 4, 2005 - Jun 17, 2005	-11.52% Jul 9, 2003 - Jan 5, 2004
#10	-13.77% Jul 19, 2007 - Sep 20, 2007	-10.94% Mar 2, 2017 - Feb 22, 2019
#11	-11.17% Jan 31, 2006 - Apr 17, 2006	-10.17% Aug 26, 2025 - Mar 27, 2026
#12	-9.92% Nov 6, 2007 - Dec 28, 2007	-8.26% Nov 6, 2012 - Dec 6, 2012
#13	-9.49% Apr 20, 2022 - May 26, 2022	-5.77% Jun 29, 2021 - Oct 22, 2021
#14	-8.96% Apr 5, 2024 - Oct 4, 2024	-5.63% Jul 11, 2019 - Dec 4, 2019
#15	-8.08% Dec 28, 2001 - Feb 25, 2002	-5.39% Nov 4, 2004 - Feb 7, 2005

Correlation

Correlation between IGE and JQC is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2001 - 2026)

IGE vs JQC dividend yield comparison.

Year	IGE	JQC
2026	0.40%	5.31%
2025	2.32%	12.91%
2024	2.54%	11.39%
2023	2.85%	11.42%
2022	2.96%	9.71%
2021	2.92%	10.03%
2020	3.34%	16.11%
2019	5.55%	16.14%
2018	2.68%	6.53%
2017	2.11%	7.42%
2016	1.66%	6.99%
2015	3.08%	7.51%
2014	1.83%	6.51%
2013	1.50%	7.74%
2012	1.56%	8.32%
2011	1.19%	9.81%
2010	1.38%	7.95%
2009	1.05%	8.39%
2008	1.36%	20.62%
2007	0.81%	10.36%
2006	1.14%	7.77%
2005	0.97%	9.67%
2004	1.09%	8.58%
2003	1.38%	3.34%
2002	1.71%	0.00%
2001	0.39%	0.00%