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JPC vs IGLB

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

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

JPC vs IGLB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

JPC vs IGLB - Historical Returns

Returns include dividend reinvestment.

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

JPC vs IGLB - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearJPCIGLB
2026-1.14%-2.20%
2025+11.93%+7.47%
2024+26.27%-0.58%
2023+0.04%+9.75%
2022-20.05%-24.20%
2021+10.57%-0.96%
2020-2.15%+12.71%
2019+32.55%+22.84%
2018-11.31%-6.19%
2017+11.56%+11.45%
2016+15.56%+9.78%
2015+5.74%-6.13%
2014+16.77%+15.38%
2013-3.19%-7.90%
2012+33.68%+12.74%
2011+4.46%+16.81%
2010+21.17%+10.32%
2009+75.50%-0.47%
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 IGLB Drawdown Comparison

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

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

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

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

Correlation

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

0.88
-101

Dividend Comparison (2003 - 2026)

JPC vs IGLB dividend yield comparison.

YearJPCIGLB
20266.66%3.21%
20259.79%5.14%
20248.94%5.10%
20238.00%4.59%
20228.74%4.56%
20216.52%3.16%
20206.95%3.22%
20197.00%3.73%
20189.02%4.56%
20177.50%3.94%
20168.14%4.21%
20158.65%4.57%
20147.95%3.76%
20138.56%4.66%
20127.82%4.37%
20119.36%4.45%
20108.14%5.29%
20098.34%0.31%
200821.74%0.00%
200710.43%0.00%
20067.70%0.00%
200510.94%0.00%
200410.05%0.00%
20035.49%0.00%

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