JPC vs IXC

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

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

JPC vs IXC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

JPC

$2.90B

IXC

$2.90B

Expense Ratio

JPC

N/A

IXC

0.40%

Max Drawdown

JPC

82.53%

Winner

IXC

76.12%

Sharpe Ratio

JPC

0.85

Winner

IXC

2.06

5Y Beta

Winner

JPC

0.43

IXC

0.51

P/E Ratio

JPC

N/A

IXC

19.77

Forward P/E

JPC

N/A

IXC

13.87

PEG Ratio

JPC

N/A

IXC

0.76

5Y Dividends CAGR

Winner

JPC

5.83%

IXC

-0.65%

P/S Ratio

JPC

N/A

IXC

1.36

P/B Ratio

JPC

N/A

IXC

2.42

JPC vs IXC - Historical Returns

Returns include dividend reinvestment.

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

Winner

JPC

+4.29%

IXC

-3.91%

JPC

-0.38%

Winner

IXC

+7.26%

JPC

+3.63%

Winner

IXC

+27.64%

JPC

+12.91%

Winner

IXC

+46.79%

5Y(CAGR)

JPC

+4.64%

Winner

IXC

+19.46%

10Y(CAGR)

JPC

+6.07%

Winner

IXC

+10.15%

Max(CAGR)

JPC

+6.30%

Winner

IXC

+8.33%

JPC vs IXC - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

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

JPC vs IXC Drawdown Comparison

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

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

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

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

Correlation

Correlation between JPC and IXC 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)

JPC vs IXC dividend yield comparison.

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