ILCG vs JPC
Comparison between ISHARES MORNINGSTAR GROWTH ETF (ILCG, ETF) and Nuveen Preferred & Income Opportunities Fund (JPC, ETF).
5-Year PerformanceILCG has outperformed JPC, delivering a return of +14.0% compared to +4.1%
ILCG vs JPC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ILCG vs JPC - Historical Returns
Returns include dividend reinvestment.
ILCG vs JPC - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | ILCG | JPC |
|---|---|---|
| 2026 | +9.45% | +0.37% |
| 2025 | +16.68% | +11.93% |
| 2024 | +35.11% | +26.27% |
| 2023 | +41.82% | +0.04% |
| 2022 | -32.14% | -20.05% |
| 2021 | +25.79% | +10.57% |
| 2020 | +36.78% | -2.15% |
| 2019 | +33.35% | +32.55% |
| 2018 | +1.05% | -11.31% |
| 2017 | +29.73% | +11.56% |
| 2016 | +3.62% | +15.56% |
| 2015 | +7.61% | +5.74% |
| 2014 | +15.21% | +16.77% |
| 2013 | +28.28% | -3.19% |
| 2012 | +15.97% | +33.68% |
| 2011 | +0.62% | +4.46% |
| 2010 | +10.84% | +21.17% |
| 2009 | +39.28% | +75.50% |
| 2008 | -41.24% | -51.43% |
| 2007 | +12.26% | -16.32% |
| 2006 | +3.17% | +27.82% |
| 2005 | +4.03% | -7.13% |
| 2004 | +1.19% | +2.12% |
| 2003 | N/A | +10.08% |
ILCG vs JPC Drawdown Comparison
The maximum drawdown for ILCG was -52.99%, occurring on Nov 20, 2008. Recovery took 1082 trading sessions.
The maximum drawdown for JPC was -76.06%, occurring on Mar 9, 2009. Recovery took 1107 trading sessions.
The current ILCG drawdown is -5.21%. The current JPC drawdown is -3.06%.
| Rank | ILCG | JPC |
|---|---|---|
| #1 | -52.99% Oct 31, 2007 - Feb 16, 2012 | -76.06% Mar 2, 2007 - Jul 22, 2011 |
| #2 | -35.38% Nov 19, 2021 - Feb 7, 2024 | -52.47% Feb 10, 2020 - May 4, 2021 |
| #3 | -31.61% Feb 19, 2020 - Jun 8, 2020 | -32.24% Nov 1, 2021 - Sep 11, 2024 |
| #4 | -23.10% Jan 23, 2025 - Jun 24, 2025 | -21.07% Apr 1, 2004 - Nov 2, 2004 |
| #5 | -20.71% Oct 1, 2018 - Apr 3, 2019 | -18.25% Jul 22, 2011 - Feb 8, 2012 |
| #6 | -16.14% Jul 20, 2015 - Jan 6, 2017 | -18.17% Oct 23, 2017 - Mar 15, 2019 |
| #7 | -15.65% Oct 29, 2025 - Apr 22, 2026 | -17.32% May 10, 2013 - Jun 23, 2014 |
| #8 | -12.99% Feb 12, 2021 - Apr 26, 2021 | -15.31% Feb 10, 2005 - Jul 27, 2006 |
| #9 | -12.94% Jan 11, 2006 - Nov 15, 2006 | -13.93% Sep 6, 2016 - Apr 18, 2017 |
| #10 | -12.81% Jul 10, 2024 - Oct 9, 2024 | -11.65% Mar 14, 2025 - May 12, 2025 |
| #11 | -11.59% Sep 2, 2020 - Dec 4, 2020 | -11.43% Feb 13, 2026 - Mar 30, 2026 |
| #12 | -9.91% Apr 3, 2012 - Aug 17, 2012 | -11.36% Jul 11, 2003 - Nov 14, 2003 |
| #13 | -9.54% Jan 26, 2018 - Mar 12, 2018 | -8.48% Feb 4, 2016 - Mar 17, 2016 |
| #14 | -9.54% Sep 19, 2012 - Feb 19, 2013 | -7.92% Nov 1, 2012 - Dec 7, 2012 |
| #15 | -9.27% Jul 2, 2004 - Dec 2, 2004 | -6.81% Dec 2, 2015 - Jan 5, 2016 |
Correlation
Correlation between ILCG and JPC is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2003 - 2026)
ILCG vs JPC dividend yield comparison.
| Year | ILCG | JPC |
|---|---|---|
| 2026 | 0.08% | 4.00% |
| 2025 | 0.47% | 9.79% |
| 2024 | 0.50% | 8.94% |
| 2023 | 0.69% | 8.00% |
| 2022 | 0.75% | 8.74% |
| 2021 | 0.34% | 6.52% |
| 2020 | 0.28% | 6.95% |
| 2019 | 0.54% | 7.00% |
| 2018 | 0.81% | 9.02% |
| 2017 | 0.89% | 7.50% |
| 2016 | 0.95% | 8.14% |
| 2015 | 0.99% | 8.65% |
| 2014 | 0.87% | 7.95% |
| 2013 | 0.94% | 8.56% |
| 2012 | 1.27% | 7.82% |
| 2011 | 0.92% | 9.36% |
| 2010 | 0.74% | 8.14% |
| 2009 | 0.83% | 8.34% |
| 2008 | 0.97% | 21.74% |
| 2007 | 0.46% | 10.43% |
| 2006 | 0.45% | 7.70% |
| 2005 | 0.36% | 10.94% |
| 2004 | 1.28% | 10.05% |
| 2003 | 0.00% | 5.49% |
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