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IGLB vs JPC

Comparison between ISHARES 10+ YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGLB, ETF) and Nuveen Preferred & Income Opportunities Fund (JPC, ETF).

5-Year PerformanceJPC has outperformed IGLB, delivering a return of +3.1% compared to -3.3%

IGLB vs JPC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IGLB
$2.90B
JPC
$2.90B
Expense Ratio
IGLB
0.04%
JPC
N/A
Max Drawdown
Winner
IGLB
39.97%
JPC
82.53%
Sharpe Ratio
IGLB
-0.43
Winner
JPC
-0.07
5Y Beta
Winner
IGLB
0.22
JPC
0.44
5Y Dividends CAGR
IGLB
1.45%
Winner
JPC
5.43%

IGLB vs JPC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IGLB
-1.02%
JPC
-3.06%
3M
IGLB
-1.79%
Winner
JPC
-1.00%
6M
IGLB
-4.56%
Winner
JPC
-3.94%
1Y
IGLB
+0.61%
Winner
JPC
+2.21%
5Y(CAGR)
IGLB
-3.28%
Winner
JPC
+3.13%
10Y(CAGR)
IGLB
+1.39%
Winner
JPC
+4.98%
Max(CAGR)
IGLB
+4.06%
Winner
JPC
+6.06%

IGLB vs JPC - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearIGLBJPC
2026-2.20%-1.14%
2025+7.47%+11.93%
2024-0.58%+26.27%
2023+9.75%+0.04%
2022-24.20%-20.05%
2021-0.96%+10.57%
2020+12.71%-2.15%
2019+22.84%+32.55%
2018-6.19%-11.31%
2017+11.45%+11.56%
2016+9.78%+15.56%
2015-6.13%+5.74%
2014+15.38%+16.77%
2013-7.90%-3.19%
2012+12.74%+33.68%
2011+16.81%+4.46%
2010+10.32%+21.17%
2009-0.47%+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%

IGLB vs JPC Drawdown Comparison

The maximum drawdown for IGLB was -34.13%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

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

The current IGLB drawdown is -16.42%. The current JPC drawdown is -4.52%.

RankIGLBJPC
#1-34.13%
Sep 22, 2021 - Oct 24, 2022
-76.06%
Mar 2, 2007 - Jul 22, 2011
#2-27.72%
Mar 6, 2020 - Jul 9, 2020
-52.47%
Feb 10, 2020 - May 4, 2021
#3-14.42%
May 2, 2013 - May 15, 2014
-32.24%
Nov 1, 2021 - Sep 11, 2024
#4-11.20%
Jan 30, 2015 - Jun 8, 2016
-21.07%
Apr 1, 2004 - Nov 2, 2004
#5-10.23%
Aug 6, 2020 - Aug 4, 2021
-18.25%
Jul 22, 2011 - Feb 8, 2012
#6-9.70%
Dec 15, 2017 - Mar 28, 2019
-18.17%
Oct 23, 2017 - Mar 15, 2019
#7-9.22%
Jul 8, 2016 - Jun 20, 2017
-17.32%
May 10, 2013 - Jun 23, 2014
#8-7.48%
Aug 26, 2010 - May 17, 2011
-15.31%
Feb 10, 2005 - Jul 27, 2006
#9-5.13%
Nov 13, 2012 - May 1, 2013
-13.93%
Sep 6, 2016 - Apr 18, 2017
#10-4.94%
Aug 28, 2019 - Dec 13, 2019
-11.65%
Mar 14, 2025 - May 12, 2025
#11-4.40%
Nov 1, 2011 - Feb 27, 2012
-11.43%
Feb 13, 2026 - Mar 30, 2026
#12-4.33%
Aug 28, 2014 - Oct 14, 2014
-11.36%
Jul 11, 2003 - Nov 14, 2003
#13-4.20%
Aug 10, 2011 - Sep 21, 2011
-8.48%
Feb 4, 2016 - Mar 17, 2016
#14-3.89%
Feb 28, 2012 - May 3, 2012
-7.92%
Nov 1, 2012 - Dec 7, 2012
#15-3.85%
Sep 22, 2011 - Oct 25, 2011
-6.81%
Dec 2, 2015 - Jan 5, 2016

Correlation

Correlation between IGLB and JPC is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (2003 - 2026)

IGLB vs JPC dividend yield comparison.

YearIGLBJPC
20263.21%6.66%
20255.14%9.79%
20245.10%8.94%
20234.59%8.00%
20224.56%8.74%
20213.16%6.52%
20203.22%6.95%
20193.73%7.00%
20184.56%9.02%
20173.94%7.50%
20164.21%8.14%
20154.57%8.65%
20143.76%7.95%
20134.66%8.56%
20124.37%7.82%
20114.45%9.36%
20105.29%8.14%
20090.31%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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