IXC vs JPC

Comparison between iShares Global Energy ETF (IXC, ETF) and Nuveen Preferred & Income Opportunities Fund (JPC, ETF).

5-Year PerformanceIXC has outperformed JPC, delivering a return of +19.5% compared to +4.6%

IXC vs JPC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IXC(ETF)	JPC(ETF)
Net Assets	$2.90B	$2.90B
Expense Ratio	0.40%	N/A
Max Drawdown	76.12%	82.53%
Sharpe Ratio	2.06	0.85
5Y Beta	0.51	0.43
P/E Ratio	19.77	N/A
Forward P/E	13.87	N/A
PEG Ratio	0.76	N/A
5Y Dividends CAGR	-0.65%	5.83%
P/S Ratio	1.36	N/A
P/B Ratio	2.42	N/A

Net Assets

IXC

$2.90B

JPC

$2.90B

Expense Ratio

IXC

0.40%

JPC

N/A

Max Drawdown

Winner

IXC

76.12%

JPC

82.53%

Sharpe Ratio

Winner

IXC

2.06

JPC

0.85

5Y Beta

IXC

0.51

Winner

JPC

0.43

P/E Ratio

IXC

19.77

JPC

N/A

Forward P/E

IXC

13.87

JPC

N/A

PEG Ratio

IXC

0.76

JPC

N/A

5Y Dividends CAGR

IXC

-0.65%

Winner

JPC

5.83%

P/S Ratio

IXC

1.36

JPC

N/A

P/B Ratio

IXC

2.42

JPC

N/A

IXC vs JPC - Historical Returns

Returns include dividend reinvestment.

Period	IXC	JPC
1 month	-3.91%	+4.29%
3 months	+7.26%	-0.38%
6 months	+27.64%	+3.63%
1 year	+46.79%	+12.91%
5 years(CAGR)	+19.46%	+4.64%
10 years(CAGR)	+10.15%	+6.07%
Max(CAGR)	+8.33%	+6.30%

IXC

-3.91%

Winner

JPC

+4.29%

Winner

IXC

+7.26%

JPC

-0.38%

Winner

IXC

+27.64%

JPC

+3.63%

Winner

IXC

+46.79%

JPC

+12.91%

5Y(CAGR)

Winner

IXC

+19.46%

JPC

+4.64%

10Y(CAGR)

Winner

IXC

+10.15%

JPC

+6.07%

Max(CAGR)

Winner

IXC

+8.33%

JPC

+6.30%

IXC vs JPC - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IXC	JPC
2026	+23.86%	+2.38%
2025	+12.88%	+11.93%
2024	+1.20%	+26.27%
2023	+7.37%	+0.04%
2022	+44.60%	-20.05%
2021	+40.41%	+10.57%
2020	-31.49%	-2.15%
2019	+10.53%	+32.55%
2018	-16.17%	-11.31%
2017	+4.28%	+11.56%
2016	+28.34%	+15.56%
2015	-22.09%	+5.74%
2014	-10.58%	+16.77%
2013	+13.54%	-3.19%
2012	+0.31%	+33.68%
2011	-0.76%	+4.46%
2010	+8.40%	+21.17%
2009	+18.92%	+75.50%
2008	-37.05%	-51.43%
2007	+33.58%	-16.32%
2006	+16.60%	+27.82%
2005	+32.98%	-7.13%
2004	+25.83%	+2.12%
2003	+26.84%	+10.08%
2002	-4.39%	N/A
2001	+8.39%	N/A

IXC vs JPC Drawdown Comparison

The maximum drawdown for IXC was -67.90%, occurring on Mar 18, 2020. Recovery took 1954 trading sessions.

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

The current IXC drawdown is -8.93%. The current JPC drawdown is -1.13%.

Rank	IXC	JPC
#1	-67.90% Jun 23, 2014 - Mar 25, 2022	-76.06% Mar 2, 2007 - Jul 22, 2011
#2	-55.80% May 21, 2008 - May 2, 2014	-52.47% Feb 10, 2020 - May 4, 2021
#3	-24.90% Jun 8, 2022 - Nov 15, 2022	-32.24% Nov 1, 2021 - Sep 11, 2024
#4	-24.11% Apr 2, 2002 - Dec 9, 2003	-21.07% Apr 1, 2004 - Nov 2, 2004
#5	-19.04% Apr 10, 2024 - Sep 24, 2025	-18.25% Jul 22, 2011 - Feb 8, 2012
#6	-16.46% Jan 3, 2008 - Apr 16, 2008	-18.17% Oct 23, 2017 - Mar 15, 2019
#7	-15.32% May 10, 2006 - Nov 29, 2006	-17.32% May 10, 2013 - Jun 23, 2014
#8	-15.18% Jan 26, 2023 - Sep 1, 2023	-15.31% Feb 10, 2005 - Jul 27, 2006
#9	-15.05% Sep 29, 2005 - Jan 17, 2006	-13.93% Sep 6, 2016 - Apr 18, 2017
#10	-14.64% Jul 19, 2007 - Sep 21, 2007	-11.65% Mar 14, 2025 - May 12, 2025
#11	-12.63% Mar 4, 2005 - Jun 17, 2005	-11.43% Feb 13, 2026 - Mar 30, 2026
#12	-11.11% Dec 14, 2006 - Apr 12, 2007	-11.36% Jul 11, 2003 - Nov 14, 2003
#13	-9.98% Sep 14, 2023 - Mar 15, 2024	-8.48% Feb 4, 2016 - Mar 17, 2016
#14	-9.66% Mar 27, 2026 - Apr 17, 2026	-7.92% Nov 1, 2012 - Dec 7, 2012
#15	-9.41% Nov 15, 2022 - Jan 26, 2023	-6.81% Dec 2, 2015 - Jan 5, 2016

Correlation

Correlation between IXC and JPC is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2001 - 2026)

IXC vs JPC dividend yield comparison.

Year	IXC	JPC
2026	0.00%	3.11%
2025	3.68%	9.79%
2024	4.56%	8.94%
2023	3.45%	8.00%
2022	4.76%	8.74%
2021	3.98%	6.52%
2020	4.86%	6.95%
2019	7.00%	7.00%
2018	3.51%	9.02%
2017	3.05%	7.50%
2016	2.86%	8.14%
2015	3.77%	8.65%
2014	3.02%	7.95%
2013	2.48%	8.56%
2012	2.55%	7.82%
2011	2.30%	9.36%
2010	1.84%	8.14%
2009	2.10%	8.34%
2008	2.69%	21.74%
2007	1.96%	10.43%
2006	1.62%	7.70%
2005	1.18%	10.94%
2004	1.74%	10.05%
2003	1.05%	5.49%
2002	1.99%	0.00%
2001	0.14%	0.00%