JPC vs MDYG
Comparison between Nuveen Preferred & Income Opportunities Fund (JPC, ETF) and STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP GROWTH ETF (MDYG, ETF).
5-Year PerformanceMDYG has outperformed JPC, delivering a return of +8.1% compared to +3.6%
JPC vs MDYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JPC vs MDYG - Historical Returns
Returns include dividend reinvestment.
JPC vs MDYG - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | JPC | MDYG |
|---|---|---|
| 2026 | +0.94% | +17.37% |
| 2025 | +11.93% | +7.11% |
| 2024 | +26.27% | +16.57% |
| 2023 | +0.04% | +18.29% |
| 2022 | -20.05% | -18.97% |
| 2021 | +10.57% | +20.18% |
| 2020 | -2.15% | +22.17% |
| 2019 | +32.55% | +27.24% |
| 2018 | -11.31% | -11.43% |
| 2017 | +11.56% | +19.20% |
| 2016 | +15.56% | +16.95% |
| 2015 | +5.74% | +2.05% |
| 2014 | +16.77% | +9.06% |
| 2013 | -3.19% | +29.24% |
| 2012 | +33.68% | +16.21% |
| 2011 | +4.46% | -2.11% |
| 2010 | +21.17% | +25.08% |
| 2009 | +75.50% | +50.34% |
| 2008 | -51.43% | -40.78% |
| 2007 | -16.32% | +10.72% |
| 2006 | +27.82% | +11.26% |
| 2005 | -7.13% | +2.98% |
| 2004 | +2.12% | N/A |
| 2003 | +10.08% | N/A |
JPC vs MDYG Drawdown Comparison
The maximum drawdown for JPC was -76.06%, occurring on Mar 9, 2009. Recovery took 1107 trading sessions.
The maximum drawdown for MDYG was -58.46%, occurring on Nov 20, 2008. Recovery took 772 trading sessions.
The current JPC drawdown is -2.52%. The current MDYG drawdown is -1.96%.
| Rank | JPC | MDYG |
|---|---|---|
| #1 | -76.06% Mar 2, 2007 - Jul 22, 2011 | -58.46% Oct 12, 2007 - Nov 4, 2010 |
| #2 | -52.47% Feb 10, 2020 - May 4, 2021 | -39.27% Feb 20, 2020 - Aug 12, 2020 |
| #3 | -32.24% Nov 1, 2021 - Sep 11, 2024 | -29.25% Nov 16, 2021 - Feb 29, 2024 |
| #4 | -21.07% Apr 1, 2004 - Nov 2, 2004 | -26.20% Jul 7, 2011 - Sep 7, 2012 |
| #5 | -18.25% Jul 22, 2011 - Feb 8, 2012 | -25.46% Nov 25, 2024 - Dec 10, 2025 |
| #6 | -18.17% Oct 23, 2017 - Mar 15, 2019 | -24.00% Sep 14, 2018 - Nov 27, 2019 |
| #7 | -17.32% May 10, 2013 - Jun 23, 2014 | -18.21% Aug 17, 2015 - Jul 11, 2016 |
| #8 | -15.31% Feb 10, 2005 - Jul 27, 2006 | -13.93% May 9, 2006 - Dec 5, 2006 |
| #9 | -13.93% Sep 6, 2016 - Apr 18, 2017 | -12.02% Jul 13, 2007 - Oct 5, 2007 |
| #10 | -11.65% Mar 14, 2025 - May 12, 2025 | -10.62% Jul 1, 2014 - Nov 11, 2014 |
| #11 | -11.43% Feb 13, 2026 - Mar 30, 2026 | -9.92% Mar 2, 2026 - Apr 17, 2026 |
| #12 | -11.36% Jul 11, 2003 - Nov 14, 2003 | -9.67% Jan 26, 2018 - Jun 6, 2018 |
| #13 | -8.48% Feb 4, 2016 - Mar 17, 2016 | -9.06% Jul 16, 2024 - Oct 14, 2024 |
| #14 | -7.92% Nov 1, 2012 - Dec 7, 2012 | -8.13% Apr 29, 2011 - Jul 7, 2011 |
| #15 | -6.81% Dec 2, 2015 - Jan 5, 2016 | -8.07% Sep 2, 2020 - Oct 7, 2020 |
Correlation
Correlation between JPC and MDYG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2003 - 2026)
JPC vs MDYG dividend yield comparison.
| Year | JPC | MDYG |
|---|---|---|
| 2026 | 5.66% | 0.25% |
| 2025 | 9.79% | 0.75% |
| 2024 | 8.94% | 0.87% |
| 2023 | 8.00% | 1.20% |
| 2022 | 8.74% | 1.16% |
| 2021 | 6.52% | 0.69% |
| 2020 | 6.95% | 0.71% |
| 2019 | 7.00% | 1.21% |
| 2018 | 9.02% | 1.36% |
| 2017 | 7.50% | 2.23% |
| 2016 | 8.14% | 1.25% |
| 2015 | 8.65% | 2.51% |
| 2014 | 7.95% | 1.60% |
| 2013 | 8.56% | 0.82% |
| 2012 | 7.82% | 0.97% |
| 2011 | 9.36% | 0.66% |
| 2010 | 8.14% | 0.29% |
| 2009 | 8.34% | 0.59% |
| 2008 | 21.74% | 0.94% |
| 2007 | 10.43% | 2.12% |
| 2006 | 7.70% | 3.01% |
| 2005 | 10.94% | 0.05% |
| 2004 | 10.05% | 0.00% |
| 2003 | 5.49% | 0.00% |
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