JPC vs SMMD

Comparison between Nuveen Preferred & Income Opportunities Fund (JPC, ETF) and ISHARES RUSSELL 2500 ETF (SMMD, ETF).

5-Year PerformanceSMMD has outperformed JPC, delivering a return of +7.9% compared to +4.7%

JPC vs SMMD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPC(ETF)	SMMD(ETF)
Net Assets	$3B	$3B
Expense Ratio	N/A	0.15%
Max Drawdown	82.53%	41.06%
Sharpe Ratio	0.79	1.76
5Y Beta	0.43	1.05
5Y Dividends CAGR	5.83%	8.51%

Net Assets

JPC

$3B

SMMD

$3B

Expense Ratio

JPC

N/A

SMMD

0.15%

Max Drawdown

JPC

82.53%

Winner

SMMD

41.06%

Sharpe Ratio

JPC

0.79

Winner

SMMD

1.76

5Y Beta

Winner

JPC

0.43

SMMD

1.05

5Y Dividends CAGR

JPC

5.83%

Winner

SMMD

8.51%

JPC vs SMMD - Historical Returns

Returns include dividend reinvestment.

Period	JPC	SMMD
1 month	+1.81%	+8.13%
3 months	-1.35%	+7.44%
6 months	+2.49%	+18.05%
1 year	+10.93%	+33.99%
5 years(CAGR)	+4.71%	+7.86%
10 years(CAGR)	+5.85%	+10.98%
Max(CAGR)	+6.27%	+10.98%

JPC

+1.81%

Winner

SMMD

+8.13%

JPC

-1.35%

Winner

SMMD

+7.44%

JPC

+2.49%

Winner

SMMD

+18.05%

JPC

+10.93%

Winner

SMMD

+33.99%

5Y(CAGR)

JPC

+4.71%

Winner

SMMD

+7.86%

10Y(CAGR)

JPC

+5.85%

Winner

SMMD

+10.98%

Max(CAGR)

JPC

+6.27%

Winner

SMMD

+10.98%

JPC vs SMMD - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	JPC	SMMD
2026	+1.87%	+14.84%
2025	+11.93%	+11.99%
2024	+26.27%	+12.70%
2023	+0.04%	+18.42%
2022	-20.05%	-18.93%
2021	+10.57%	+19.93%
2020	-2.15%	+20.08%
2019	+32.55%	+28.05%
2018	-11.31%	-8.79%
2017	+11.56%	+10.82%
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 SMMD Drawdown Comparison

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

The maximum drawdown for SMMD was -41.06%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.

The current JPC drawdown is -1.62%. The current SMMD drawdown is -0.42%.

Rank	JPC	SMMD
#1	-76.06% Mar 2, 2007 - Jul 22, 2011	-41.06% Feb 20, 2020 - Nov 9, 2020
#2	-52.47% Feb 10, 2020 - May 4, 2021	-28.24% Nov 8, 2021 - Jul 16, 2024
#3	-32.24% Nov 1, 2021 - Sep 11, 2024	-25.49% Nov 25, 2024 - Sep 5, 2025
#4	-21.07% Apr 1, 2004 - Nov 2, 2004	-25.07% Sep 6, 2018 - Nov 27, 2019
#5	-18.25% Jul 22, 2011 - Feb 8, 2012	-9.66% Feb 26, 2026 - Apr 13, 2026
#6	-18.17% Oct 23, 2017 - Mar 15, 2019	-8.98% Jan 29, 2018 - May 21, 2018
#7	-17.32% May 10, 2013 - Jun 23, 2014	-8.60% Jul 16, 2024 - Sep 19, 2024
#8	-15.31% Feb 10, 2005 - Jul 27, 2006	-7.49% Mar 15, 2021 - Apr 23, 2021
#9	-13.93% Sep 6, 2016 - Apr 18, 2017	-7.41% Oct 27, 2025 - Dec 4, 2025
#10	-11.65% Mar 14, 2025 - May 12, 2025	-7.11% Jun 25, 2021 - Sep 1, 2021
#11	-11.43% Feb 13, 2026 - Mar 30, 2026	-6.17% Apr 28, 2021 - Jun 8, 2021
#12	-11.36% Jul 11, 2003 - Nov 14, 2003	-5.78% Feb 24, 2021 - Mar 11, 2021
#13	-8.48% Feb 4, 2016 - Mar 17, 2016	-4.76% Sep 2, 2021 - Oct 21, 2021
#14	-7.92% Nov 1, 2012 - Dec 7, 2012	-4.71% Jan 20, 2021 - Feb 4, 2021
#15	-6.81% Dec 2, 2015 - Jan 5, 2016	-4.29% Jul 26, 2017 - Sep 18, 2017

Correlation

Correlation between JPC and SMMD is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2003 - 2026)

JPC vs SMMD dividend yield comparison.

Year	JPC	SMMD
2026	3.13%	0.19%
2025	9.79%	1.28%
2024	8.94%	1.27%
2023	8.00%	1.44%
2022	8.74%	1.79%
2021	6.52%	1.12%
2020	6.95%	1.31%
2019	7.00%	1.50%
2018	9.02%	2.45%
2017	7.50%	0.68%
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%