JPC vs JMEE

Comparison between Nuveen Preferred & Income Opportunities Fund (JPC, ETF) and JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF (JMEE, ETF).

JPC vs JMEE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPC(ETF)	JMEE(ETF)
Net Assets	$2.90B	$2.90B
Expense Ratio	N/A	0.24%
Max Drawdown	82.53%	26.10%
Sharpe Ratio	0.18	1.54
5Y Beta	0.44	0.98
P/E Ratio	N/A	30.74
Forward P/E	N/A	16.01
5Y Dividends CAGR	5.53%	N/A
5Y EPS CAGR	N/A	11.90%
Debt to Equity	N/A	49.05%
P/S Ratio	N/A	1.47
P/B Ratio	N/A	2.54

Net Assets

JPC

$2.90B

JMEE

$2.90B

Expense Ratio

JPC

N/A

JMEE

0.24%

Max Drawdown

JPC

82.53%

Winner

JMEE

26.10%

Sharpe Ratio

JPC

0.18

Winner

JMEE

1.54

5Y Beta

Winner

JPC

0.44

JMEE

0.98

P/E Ratio

JPC

N/A

JMEE

30.74

Forward P/E

JPC

N/A

JMEE

16.01

5Y Dividends CAGR

JPC

5.53%

JMEE

N/A

5Y EPS CAGR

JPC

N/A

JMEE

11.90%

Debt to Equity

JPC

N/A

JMEE

49.05%

P/S Ratio

JPC

N/A

JMEE

1.47

P/B Ratio

JPC

N/A

JMEE

2.54

JPC vs JMEE - Historical Returns

Returns include dividend reinvestment.

Period	JPC	JMEE
1 month	-0.74%	+0.95%
3 months	-1.53%	+4.58%
6 months	-2.02%	+10.77%
1 year	+5.21%	+31.33%
5 years(CAGR)	+3.59%	+14.46%
10 years(CAGR)	+5.31%	N/A
Max(CAGR)	+6.16%	+14.46%

JPC

-0.74%

Winner

JMEE

+0.95%

JPC

-1.53%

Winner

JMEE

+4.58%

JPC

-2.02%

Winner

JMEE

+10.77%

JPC

+5.21%

Winner

JMEE

+31.33%

5Y(CAGR)

JPC

+3.59%

Winner

JMEE

+14.46%

10Y(CAGR)

JPC

+5.31%

JMEE

N/A

Max(CAGR)

JPC

+6.16%

Winner

JMEE

+14.46%

JPC vs JMEE - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	JPC	JMEE
2026	+0.94%	+19.39%
2025	+11.93%	+7.89%
2024	+26.27%	+14.18%
2023	+0.04%	+18.51%
2022	-20.05%	+1.48%
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 JMEE Drawdown Comparison

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

The maximum drawdown for JMEE was -25.40%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.

The current JPC drawdown is -2.52%. The current JMEE drawdown is -0.94%.

Rank	JPC	JMEE
#1	-76.06% Mar 2, 2007 - Jul 22, 2011	-25.40% Nov 25, 2024 - Dec 10, 2025
#2	-52.47% Feb 10, 2020 - May 4, 2021	-16.61% Aug 16, 2022 - Jan 31, 2023
#3	-32.24% Nov 1, 2021 - Sep 11, 2024	-14.57% Jun 7, 2022 - Aug 12, 2022
#4	-21.07% Apr 1, 2004 - Nov 2, 2004	-13.74% Jul 31, 2023 - Dec 13, 2023
#5	-18.25% Jul 22, 2011 - Feb 8, 2012	-12.35% Feb 2, 2023 - Jul 18, 2023
#6	-18.17% Oct 23, 2017 - Mar 15, 2019	-8.24% Feb 20, 2026 - Apr 16, 2026
#7	-17.32% May 10, 2013 - Jun 23, 2014	-7.89% Jul 16, 2024 - Sep 19, 2024
#8	-15.31% Feb 10, 2005 - Jul 27, 2006	-7.21% Mar 28, 2024 - Jul 15, 2024
#9	-13.93% Sep 6, 2016 - Apr 18, 2017	-4.44% Dec 27, 2023 - Feb 9, 2024
#10	-11.65% Mar 14, 2025 - May 12, 2025	-4.37% May 17, 2022 - May 27, 2022
#11	-11.43% Feb 13, 2026 - Mar 30, 2026	-4.28% May 6, 2026 - May 26, 2026
#12	-11.36% Jul 11, 2003 - Nov 14, 2003	-3.58% Nov 11, 2024 - Nov 22, 2024
#13	-8.48% Feb 4, 2016 - Mar 17, 2016	-3.57% Oct 17, 2024 - Nov 6, 2024
#14	-7.92% Nov 1, 2012 - Dec 7, 2012	-3.11% Jun 30, 2026 - Aug 4, 2026
#15	-6.81% Dec 2, 2015 - Jan 5, 2016	-2.91% Dec 11, 2025 - Jan 6, 2026

Correlation

Correlation between JPC and JMEE is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2003 - 2026)

JPC vs JMEE dividend yield comparison.

Year	JPC	JMEE
2026	5.66%	0.00%
2025	9.79%	1.13%
2024	8.94%	0.95%
2023	8.00%	1.25%
2022	8.74%	6.63%
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%