JPC vs IYY

Comparison between Nuveen Preferred & Income Opportunities Fund (JPC, ETF) and ISHARES DOW JONES U.S. ETF (IYY, ETF).

5-Year PerformanceIYY has outperformed JPC, delivering a return of +12.3% compared to +3.6%

JPC vs IYY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPC(ETF)	IYY(ETF)
Net Assets	$2.90B	$3B
Expense Ratio	N/A	0.20%
Max Drawdown	82.53%	56.28%
Sharpe Ratio	0.18	1.38
5Y Beta	0.44	0.98
P/E Ratio	N/A	26.46
Forward P/E	N/A	20.05
5Y Dividends CAGR	5.53%	5.54%
5Y EPS CAGR	N/A	28.15%
Debt to Equity	N/A	59.81%
P/S Ratio	N/A	3.44
P/B Ratio	N/A	5.18

Net Assets

JPC

$2.90B

Winner

IYY

$3B

Expense Ratio

JPC

N/A

IYY

0.20%

Max Drawdown

JPC

82.53%

Winner

IYY

56.28%

Sharpe Ratio

JPC

0.18

Winner

IYY

1.38

5Y Beta

Winner

JPC

0.44

IYY

0.98

P/E Ratio

JPC

N/A

IYY

26.46

Forward P/E

JPC

N/A

IYY

20.05

5Y Dividends CAGR

JPC

5.53%

Winner

IYY

5.54%

5Y EPS CAGR

JPC

N/A

IYY

28.15%

Debt to Equity

JPC

N/A

IYY

59.81%

P/S Ratio

JPC

N/A

IYY

3.44

P/B Ratio

JPC

N/A

IYY

5.18

JPC vs IYY - Historical Returns

Returns include dividend reinvestment.

Period	JPC	IYY
1 month	-0.74%	+2.12%
3 months	-1.53%	+4.94%
6 months	-2.02%	+11.80%
1 year	+5.21%	+22.42%
5 years(CAGR)	+3.59%	+12.29%
10 years(CAGR)	+5.31%	+14.80%
Max(CAGR)	+6.16%	+8.45%

JPC

-0.74%

Winner

IYY

+2.12%

JPC

-1.53%

Winner

IYY

+4.94%

JPC

-2.02%

Winner

IYY

+11.80%

JPC

+5.21%

Winner

IYY

+22.42%

5Y(CAGR)

JPC

+3.59%

Winner

IYY

+12.29%

10Y(CAGR)

JPC

+5.31%

Winner

IYY

+14.80%

Max(CAGR)

JPC

+6.16%

Winner

IYY

+8.45%

JPC vs IYY - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	JPC	IYY
2026	+0.94%	+13.02%
2025	+11.93%	+17.42%
2024	+26.27%	+25.12%
2023	+0.04%	+27.02%
2022	-20.05%	-19.98%
2021	+10.57%	+28.14%
2020	-2.15%	+19.15%
2019	+32.55%	+30.69%
2018	-11.31%	-5.87%
2017	+11.56%	+20.44%
2016	+15.56%	+13.81%
2015	+5.74%	+0.62%
2014	+16.77%	+13.91%
2013	-3.19%	+29.38%
2012	+33.68%	+14.37%
2011	+4.46%	+0.06%
2010	+21.17%	+14.63%
2009	+75.50%	+25.06%
2008	-51.43%	-36.28%
2007	-16.32%	+5.85%
2006	+27.82%	+13.57%
2005	-7.13%	+7.14%
2004	+2.12%	+12.15%
2003	+10.08%	+26.50%
2002	N/A	-22.31%
2001	N/A	-8.58%
2000	N/A	-9.07%

JPC vs IYY Drawdown Comparison

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

The maximum drawdown for IYY was -55.16%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.

The current JPC drawdown is -2.52%. The current IYY drawdown is -0.41%.

Rank	JPC	IYY
#1	-76.06% Mar 2, 2007 - Jul 22, 2011	-55.16% Oct 9, 2007 - Mar 13, 2012
#2	-52.47% Feb 10, 2020 - May 4, 2021	-48.49% Sep 1, 2000 - Oct 12, 2006
#3	-32.24% Nov 1, 2021 - Sep 11, 2024	-34.90% Feb 19, 2020 - Aug 12, 2020
#4	-21.07% Apr 1, 2004 - Nov 2, 2004	-25.46% Dec 27, 2021 - Dec 14, 2023
#5	-18.25% Jul 22, 2011 - Feb 8, 2012	-19.86% Sep 20, 2018 - Apr 12, 2019
#6	-18.17% Oct 23, 2017 - Mar 15, 2019	-19.06% Feb 19, 2025 - Jun 26, 2025
#7	-17.32% May 10, 2013 - Jun 23, 2014	-14.48% Jun 23, 2015 - Jun 7, 2016
#8	-15.31% Feb 10, 2005 - Jul 27, 2006	-10.01% Apr 2, 2012 - Aug 17, 2012
#9	-13.93% Sep 6, 2016 - Apr 18, 2017	-9.56% Jan 26, 2018 - Jul 25, 2018
#10	-11.65% Mar 14, 2025 - May 12, 2025	-9.39% Sep 2, 2020 - Nov 11, 2020
#11	-11.43% Feb 13, 2026 - Mar 30, 2026	-9.34% Jul 19, 2007 - Oct 5, 2007
#12	-11.36% Jul 11, 2003 - Nov 14, 2003	-8.94% Jan 27, 2026 - Apr 14, 2026
#13	-8.48% Feb 4, 2016 - Mar 17, 2016	-8.53% Jul 16, 2024 - Sep 19, 2024
#14	-7.92% Nov 1, 2012 - Dec 7, 2012	-7.49% Sep 18, 2014 - Oct 31, 2014
#15	-6.81% Dec 2, 2015 - Jan 5, 2016	-7.44% Sep 14, 2012 - Jan 2, 2013

Correlation

Correlation between JPC and IYY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2000 - 2026)

JPC vs IYY dividend yield comparison.

Year	JPC	IYY
2026	5.66%	0.38%
2025	9.79%	0.95%
2024	8.94%	1.05%
2023	8.00%	1.29%
2022	8.74%	1.48%
2021	6.52%	1.04%
2020	6.95%	1.31%
2019	7.00%	1.80%
2018	9.02%	1.97%
2017	7.50%	1.62%
2016	8.14%	1.81%
2015	8.65%	1.97%
2014	7.95%	1.66%
2013	8.56%	1.62%
2012	7.82%	1.99%
2011	9.36%	1.84%
2010	8.14%	1.62%
2009	8.34%	1.77%
2008	21.74%	2.63%
2007	10.43%	1.57%
2006	7.70%	1.47%
2005	10.94%	1.55%
2004	10.05%	1.59%
2003	5.49%	1.27%
2002	0.00%	1.46%
2001	0.00%	1.07%
2000	0.00%	0.41%