JPC vs REMX

Comparison between Nuveen Preferred & Income Opportunities Fund (JPC, ETF) and VANECK RARE EARTH AND STRATEGIC METALS ETF (REMX, ETF).

5-Year PerformanceREMX has outperformed JPC, delivering a return of +8.0% compared to +4.7%

JPC vs REMX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPC(ETF)	REMX(ETF)
Net Assets	$3B	$3B
Expense Ratio	N/A	0.53%
Max Drawdown	82.53%	92.95%
Sharpe Ratio	0.79	2.42
5Y Beta	0.43	1.12
5Y Dividends CAGR	5.83%	13.97%

Net Assets

JPC

$3B

REMX

$3B

Expense Ratio

JPC

N/A

REMX

0.53%

Max Drawdown

Winner

JPC

82.53%

REMX

92.95%

Sharpe Ratio

JPC

0.79

Winner

REMX

2.42

5Y Beta

Winner

JPC

0.43

REMX

1.12

5Y Dividends CAGR

JPC

5.83%

Winner

REMX

13.97%

JPC vs REMX - Historical Returns

Returns include dividend reinvestment.

Period	JPC	REMX
1 month	+1.81%	+15.90%
3 months	-1.35%	+19.16%
6 months	+2.49%	+63.17%
1 year	+10.93%	+180.94%
5 years(CAGR)	+4.71%	+7.99%
10 years(CAGR)	+5.85%	+12.30%
Max(CAGR)	+6.27%	-1.97%

JPC

+1.81%

Winner

REMX

+15.90%

JPC

-1.35%

Winner

REMX

+19.16%

JPC

+2.49%

Winner

REMX

+63.17%

JPC

+10.93%

Winner

REMX

+180.94%

5Y(CAGR)

JPC

+4.71%

Winner

REMX

+7.99%

10Y(CAGR)

JPC

+5.85%

Winner

REMX

+12.30%

Max(CAGR)

Winner

JPC

+6.27%

REMX

-1.97%

JPC vs REMX - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	JPC	REMX
2026	+1.87%	+42.65%
2025	+11.93%	+90.95%
2024	+26.27%	-34.70%
2023	+0.04%	-17.59%
2022	-20.05%	-31.65%
2021	+10.57%	+72.76%
2020	-2.15%	+60.59%
2019	+32.55%	-0.28%
2018	-11.31%	-50.42%
2017	+11.56%	+80.08%
2016	+15.56%	+31.53%
2015	+5.74%	-44.36%
2014	+16.77%	-28.72%
2013	-3.19%	-33.75%
2012	+33.68%	-13.86%
2011	+4.46%	-38.19%
2010	+21.17%	+23.01%
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 REMX Drawdown Comparison

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

The maximum drawdown for REMX was -90.19%, occurring on Mar 16, 2020. This drawdown has not yet recovered.

The current JPC drawdown is -1.62%. The current REMX drawdown is -49.75%.

Rank	JPC	REMX
#1	-76.06% Mar 2, 2007 - Jul 22, 2011	-90.19% Apr 11, 2011 - Mar 16, 2020
#2	-52.47% Feb 10, 2020 - May 4, 2021	-15.28% Mar 3, 2011 - Mar 31, 2011
#3	-32.24% Nov 1, 2021 - Sep 11, 2024	-10.06% Jan 3, 2011 - Mar 3, 2011
#4	-21.07% Apr 1, 2004 - Nov 2, 2004	-9.15% Nov 11, 2010 - Dec 21, 2010
#5	-18.25% Jul 22, 2011 - Feb 8, 2012	-2.04% Dec 30, 2010 - Jan 3, 2011
#6	-18.17% Oct 23, 2017 - Mar 15, 2019	-1.89% Nov 4, 2010 - Nov 10, 2010
#7	-17.32% May 10, 2013 - Jun 23, 2014	-1.50% Oct 29, 2010 - Nov 4, 2010
#8	-15.31% Feb 10, 2005 - Jul 27, 2006	-0.95% Apr 5, 2011 - Apr 7, 2011
#9	-13.93% Sep 6, 2016 - Apr 18, 2017	-0.05% Dec 21, 2010 - Dec 23, 2010
#10	-11.65% Mar 14, 2025 - May 12, 2025	N/A
#11	-11.43% Feb 13, 2026 - Mar 30, 2026	N/A
#12	-11.36% Jul 11, 2003 - Nov 14, 2003	N/A
#13	-8.48% Feb 4, 2016 - Mar 17, 2016	N/A
#14	-7.92% Nov 1, 2012 - Dec 7, 2012	N/A
#15	-6.81% Dec 2, 2015 - Jan 5, 2016	N/A

Correlation

Correlation between JPC and REMX is -0.45 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.45

-101

Dividend Comparison (2003 - 2026)

JPC vs REMX dividend yield comparison.

Year	JPC	REMX
2026	3.13%	0.00%
2025	9.79%	1.76%
2024	8.94%	2.56%
2023	8.00%	0.00%
2022	8.74%	1.56%
2021	6.52%	5.25%
2020	6.95%	0.81%
2019	7.00%	1.64%
2018	9.02%	12.43%
2017	7.50%	2.89%
2016	8.14%	2.23%
2015	8.65%	4.77%
2014	7.95%	1.53%
2013	8.56%	0.23%
2012	7.82%	1.72%
2011	9.36%	6.39%
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%