JPC vs LRGF

Comparison between Nuveen Preferred & Income Opportunities Fund (JPC, ETF) and ISHARES U.S. EQUITY FACTOR ETF (LRGF, ETF).

5-Year PerformanceLRGF has outperformed JPC, delivering a return of +13.0% compared to +4.6%

JPC vs LRGF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPC(ETF)	LRGF(ETF)
Net Assets	$2.90B	$2.90B
Expense Ratio	N/A	0.08%
Max Drawdown	82.53%	36.03%
Sharpe Ratio	0.85	1.71
5Y Beta	0.43	0.98
P/E Ratio	N/A	25.24
Forward P/E	N/A	19.26
5Y Dividends CAGR	5.83%	13.96%
5Y EPS CAGR	N/A	27.15%
Debt to Equity	N/A	-11.89%
P/S Ratio	N/A	2.73
P/B Ratio	N/A	5.06

Net Assets

JPC

$2.90B

LRGF

$2.90B

Expense Ratio

JPC

N/A

LRGF

0.08%

Max Drawdown

JPC

82.53%

Winner

LRGF

36.03%

Sharpe Ratio

JPC

0.85

Winner

LRGF

1.71

5Y Beta

Winner

JPC

0.43

LRGF

0.98

P/E Ratio

JPC

N/A

LRGF

25.24

Forward P/E

JPC

N/A

LRGF

19.26

5Y Dividends CAGR

JPC

5.83%

Winner

LRGF

13.96%

5Y EPS CAGR

JPC

N/A

LRGF

27.15%

Debt to Equity

JPC

N/A

LRGF

-11.89%

P/S Ratio

JPC

N/A

LRGF

2.73

P/B Ratio

JPC

N/A

LRGF

5.06

JPC vs LRGF - Historical Returns

Returns include dividend reinvestment.

Period	JPC	LRGF
1 month	+4.29%	+7.74%
3 months	-0.38%	+5.56%
6 months	+3.63%	+7.54%
1 year	+12.91%	+26.70%
5 years(CAGR)	+4.64%	+13.04%
10 years(CAGR)	+6.07%	+13.80%
Max(CAGR)	+6.30%	+12.29%

JPC

+4.29%

Winner

LRGF

+7.74%

JPC

-0.38%

Winner

LRGF

+5.56%

JPC

+3.63%

Winner

LRGF

+7.54%

JPC

+12.91%

Winner

LRGF

+26.70%

5Y(CAGR)

JPC

+4.64%

Winner

LRGF

+13.04%

10Y(CAGR)

JPC

+6.07%

Winner

LRGF

+13.80%

Max(CAGR)

JPC

+6.30%

Winner

LRGF

+12.29%

JPC vs LRGF - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	JPC	LRGF
2026	+2.38%	+6.33%
2025	+11.93%	+16.50%
2024	+26.27%	+27.41%
2023	+0.04%	+26.68%
2022	-20.05%	-14.72%
2021	+10.57%	+26.59%
2020	-2.15%	+10.71%
2019	+32.55%	+26.30%
2018	-11.31%	-10.12%
2017	+11.56%	+20.55%
2016	+15.56%	+14.88%
2015	+5.74%	-1.71%
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 LRGF Drawdown Comparison

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

The maximum drawdown for LRGF was -36.03%, occurring on Mar 23, 2020. Recovery took 182 trading sessions.

The current JPC drawdown is -1.13%.

Rank	JPC	LRGF
#1	-76.06% Mar 2, 2007 - Jul 22, 2011	-36.03% Feb 19, 2020 - Nov 5, 2020
#2	-52.47% Feb 10, 2020 - May 4, 2021	-21.61% Dec 29, 2021 - Jul 18, 2023
#3	-32.24% Nov 1, 2021 - Sep 11, 2024	-21.40% Aug 29, 2018 - Oct 28, 2019
#4	-21.07% Apr 1, 2004 - Nov 2, 2004	-19.44% Feb 18, 2025 - Jun 27, 2025
#5	-18.25% Jul 22, 2011 - Feb 8, 2012	-16.11% Jun 22, 2015 - Aug 15, 2016
#6	-18.17% Oct 23, 2017 - Mar 15, 2019	-10.29% Jan 26, 2018 - Aug 21, 2018
#7	-17.32% May 10, 2013 - Jun 23, 2014	-9.56% Jul 31, 2023 - Nov 30, 2023
#8	-15.31% Feb 10, 2005 - Jul 27, 2006	-8.92% Oct 28, 2025 - Apr 15, 2026
#9	-13.93% Sep 6, 2016 - Apr 18, 2017	-8.59% Jul 16, 2024 - Sep 19, 2024
#10	-11.65% Mar 14, 2025 - May 12, 2025	-6.40% Sep 2, 2021 - Nov 2, 2021
#11	-11.43% Feb 13, 2026 - Mar 30, 2026	-5.70% Mar 21, 2024 - May 14, 2024
#12	-11.36% Jul 11, 2003 - Nov 14, 2003	-5.62% Feb 12, 2021 - Mar 15, 2021
#13	-8.48% Feb 4, 2016 - Mar 17, 2016	-5.00% Nov 16, 2021 - Dec 10, 2021
#14	-7.92% Nov 1, 2012 - Dec 7, 2012	-4.87% Dec 6, 2024 - Feb 6, 2025
#15	-6.81% Dec 2, 2015 - Jan 5, 2016	-4.18% Sep 22, 2016 - Nov 10, 2016

Correlation

Correlation between JPC and LRGF 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 LRGF dividend yield comparison.

Year	JPC	LRGF
2026	3.11%	0.24%
2025	9.79%	1.16%
2024	8.94%	1.23%
2023	8.00%	1.49%
2022	8.74%	1.78%
2021	6.52%	1.05%
2020	6.95%	1.35%
2019	7.00%	1.76%
2018	9.02%	3.27%
2017	7.50%	1.68%
2016	8.14%	1.56%
2015	8.65%	0.83%
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%