JPC vs BDYN

Comparison between Nuveen Preferred & Income Opportunities Fund (JPC, ETF) and iShares Dynamic Equity Active ETF (BDYN, ETF).

JPC vs BDYN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPC(ETF)	BDYN(ETF)
Net Assets	$2.90B	$2.90B
Expense Ratio	N/A	0.40%
Max Drawdown	82.53%	10.85%
Sharpe Ratio	0.35	0.67
5Y Beta	0.43	1.07
P/E Ratio	N/A	29.26
Forward P/E	N/A	22.22
PEG Ratio	N/A	0.54
5Y Dividends CAGR	3.90%	N/A
5Y EPS CAGR	N/A	28.34%
P/S Ratio	N/A	0.79
P/B Ratio	N/A	5.94

Net Assets

JPC

$2.90B

BDYN

$2.90B

Expense Ratio

JPC

N/A

BDYN

0.40%

Max Drawdown

JPC

82.53%

Winner

BDYN

10.85%

Sharpe Ratio

JPC

0.35

Winner

BDYN

0.67

5Y Beta

Winner

JPC

0.43

BDYN

1.07

P/E Ratio

JPC

N/A

BDYN

29.26

Forward P/E

JPC

N/A

BDYN

22.22

PEG Ratio

JPC

N/A

BDYN

0.54

5Y Dividends CAGR

JPC

3.90%

BDYN

N/A

5Y EPS CAGR

JPC

N/A

BDYN

28.34%

P/S Ratio

JPC

N/A

BDYN

0.79

P/B Ratio

JPC

N/A

BDYN

5.94

JPC vs BDYN - Historical Returns

Returns include dividend reinvestment.

Period	JPC	BDYN
1 month	-0.36%	-0.56%
3 months	+1.23%	+11.32%
6 months	+0.77%	+4.96%
1 year	+7.51%	N/A
5 years(CAGR)	+3.70%	N/A
10 years(CAGR)	+5.61%	N/A
Max(CAGR)	+6.17%	+13.37%

Winner

JPC

-0.36%

BDYN

-0.56%

JPC

+1.23%

Winner

BDYN

+11.32%

JPC

+0.77%

Winner

BDYN

+4.96%

JPC

+7.51%

BDYN

N/A

5Y(CAGR)

JPC

+3.70%

BDYN

N/A

10Y(CAGR)

JPC

+5.61%

BDYN

N/A

Max(CAGR)

JPC

+6.17%

Winner

BDYN

+13.37%

JPC vs BDYN - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	JPC	BDYN
2026	+0.27%	+5.79%
2025	+11.93%	+3.68%
2024	+26.27%	N/A
2023	+0.04%	N/A
2022	-20.05%	N/A
2021	+10.57%	N/A
2020	-2.15%	N/A
2019	+32.55%	N/A
2018	-11.31%	N/A
2017	+11.56%	N/A
2016	+15.56%	N/A
2015	+5.74%	N/A
2014	+16.77%	N/A
2013	-3.19%	N/A
2012	+33.68%	N/A
2011	+4.46%	N/A
2010	+21.17%	N/A
2009	+75.50%	N/A
2008	-51.43%	N/A
2007	-16.32%	N/A
2006	+27.82%	N/A
2005	-7.13%	N/A
2004	+2.12%	N/A
2003	+10.08%	N/A

JPC vs BDYN Drawdown Comparison

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

The maximum drawdown for BDYN was -10.85%, occurring on Mar 30, 2026. Recovery took 57 trading sessions.

The current JPC drawdown is -3.17%. The current BDYN drawdown is -2.60%.

Rank	JPC	BDYN
#1	-76.06% Mar 2, 2007 - Jul 22, 2011	-10.85% Feb 9, 2026 - May 1, 2026
#2	-52.47% Feb 10, 2020 - May 4, 2021	-5.18% Oct 28, 2025 - Dec 10, 2025
#3	-32.24% Nov 1, 2021 - Sep 11, 2024	-4.58% Jun 2, 2026 - Jun 10, 2026
#4	-21.07% Apr 1, 2004 - Nov 2, 2004	-3.33% Jan 28, 2026 - Feb 9, 2026
#5	-18.25% Jul 22, 2011 - Feb 8, 2012	-2.98% Jan 12, 2026 - Jan 27, 2026
#6	-18.17% Oct 23, 2017 - Mar 15, 2019	-2.87% Oct 8, 2025 - Oct 20, 2025
#7	-17.32% May 10, 2013 - Jun 23, 2014	-2.33% Dec 11, 2025 - Dec 22, 2025
#8	-15.31% Feb 10, 2005 - Jul 27, 2006	-2.19% May 14, 2026 - May 26, 2026
#9	-13.93% Sep 6, 2016 - Apr 18, 2017	-1.52% Sep 22, 2025 - Oct 1, 2025
#10	-11.65% Mar 14, 2025 - May 12, 2025	-1.38% Dec 24, 2025 - Jan 5, 2026
#11	-11.43% Feb 13, 2026 - Mar 30, 2026	-1.02% Oct 20, 2025 - Oct 24, 2025
#12	-11.36% Jul 11, 2003 - Nov 14, 2003	-0.82% May 6, 2026 - May 11, 2026
#13	-8.48% Feb 4, 2016 - Mar 17, 2016	-0.64% Oct 6, 2025 - Oct 8, 2025
#14	-7.92% Nov 1, 2012 - Dec 7, 2012	-0.62% May 1, 2026 - May 5, 2026
#15	-6.81% Dec 2, 2015 - Jan 5, 2016	-0.39% Jan 6, 2026 - Jan 9, 2026

Correlation

Correlation between JPC and BDYN is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (2003 - 2026)

JPC vs BDYN dividend yield comparison.

Year	JPC	BDYN
2026	4.84%	0.00%
2025	9.79%	2.18%
2024	8.94%	0.00%
2023	8.00%	0.00%
2022	8.74%	0.00%
2021	6.52%	0.00%
2020	6.95%	0.00%
2019	7.00%	0.00%
2018	9.02%	0.00%
2017	7.50%	0.00%
2016	8.14%	0.00%
2015	8.65%	0.00%
2014	7.95%	0.00%
2013	8.56%	0.00%
2012	7.82%	0.00%
2011	9.36%	0.00%
2010	8.14%	0.00%
2009	8.34%	0.00%
2008	21.74%	0.00%
2007	10.43%	0.00%
2006	7.70%	0.00%
2005	10.94%	0.00%
2004	10.05%	0.00%
2003	5.49%	0.00%