JPC vs SNPE

Comparison between Nuveen Preferred & Income Opportunities Fund (JPC, ETF) and XTRACKERS S&P 500 ESG ETF (SNPE, ETF).

5-Year PerformanceSNPE has outperformed JPC, delivering a return of +14.6% compared to +4.7%

JPC vs SNPE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPC(ETF)	SNPE(ETF)
Net Assets	$3B	$3B
Expense Ratio	N/A	0.10%
Max Drawdown	82.53%	33.84%
Sharpe Ratio	0.79	2.18
5Y Beta	0.43	0.97
P/E Ratio	N/A	29.38
Forward P/E	N/A	20.17
5Y Dividends CAGR	5.83%	6.72%
5Y EPS CAGR	N/A	31.48%
Debt to Equity	N/A	16.70%
P/S Ratio	N/A	3.22
P/B Ratio	N/A	5.66

Net Assets

JPC

$3B

SNPE

$3B

Expense Ratio

JPC

N/A

SNPE

0.10%

Max Drawdown

JPC

82.53%

Winner

SNPE

33.84%

Sharpe Ratio

JPC

0.79

Winner

SNPE

2.18

5Y Beta

Winner

JPC

0.43

SNPE

0.97

P/E Ratio

JPC

N/A

SNPE

29.38

Forward P/E

JPC

N/A

SNPE

20.17

5Y Dividends CAGR

JPC

5.83%

Winner

SNPE

6.72%

5Y EPS CAGR

JPC

N/A

SNPE

31.48%

Debt to Equity

JPC

N/A

SNPE

16.70%

P/S Ratio

JPC

N/A

SNPE

3.22

P/B Ratio

JPC

N/A

SNPE

5.66

JPC vs SNPE - Historical Returns

Returns include dividend reinvestment.

Period	JPC	SNPE
1 month	+1.81%	+8.72%
3 months	-1.35%	+6.19%
6 months	+2.49%	+9.54%
1 year	+10.93%	+31.13%
5 years(CAGR)	+4.71%	+14.63%
10 years(CAGR)	+5.85%	N/A
Max(CAGR)	+6.27%	+17.22%

JPC

+1.81%

Winner

SNPE

+8.72%

JPC

-1.35%

Winner

SNPE

+6.19%

JPC

+2.49%

Winner

SNPE

+9.54%

JPC

+10.93%

Winner

SNPE

+31.13%

5Y(CAGR)

JPC

+4.71%

Winner

SNPE

+14.63%

10Y(CAGR)

JPC

+5.85%

SNPE

N/A

Max(CAGR)

JPC

+6.27%

Winner

SNPE

+17.22%

JPC vs SNPE - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	JPC	SNPE
2026	+1.87%	+8.07%
2025	+11.93%	+18.98%
2024	+26.27%	+24.53%
2023	+0.04%	+28.32%
2022	-20.05%	-18.42%
2021	+10.57%	+33.36%
2020	-2.15%	+18.83%
2019	+32.55%	+12.92%
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 SNPE Drawdown Comparison

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

The maximum drawdown for SNPE was -33.35%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.

The current JPC drawdown is -1.62%.

Rank	JPC	SNPE
#1	-76.06% Mar 2, 2007 - Jul 22, 2011	-33.35% Feb 19, 2020 - Aug 5, 2020
#2	-52.47% Feb 10, 2020 - May 4, 2021	-24.66% Jan 3, 2022 - Dec 1, 2023
#3	-32.24% Nov 1, 2021 - Sep 11, 2024	-19.15% Dec 4, 2024 - Jun 30, 2025
#4	-21.07% Apr 1, 2004 - Nov 2, 2004	-10.17% Sep 2, 2020 - Nov 16, 2020
#5	-18.25% Jul 22, 2011 - Feb 8, 2012	-9.46% Feb 9, 2026 - Apr 15, 2026
#6	-18.17% Oct 23, 2017 - Mar 15, 2019	-9.00% Jul 16, 2024 - Sep 24, 2024
#7	-17.32% May 10, 2013 - Jun 23, 2014	-5.82% Jul 26, 2019 - Sep 12, 2019
#8	-15.31% Feb 10, 2005 - Jul 27, 2006	-5.54% Mar 28, 2024 - May 14, 2024
#9	-13.93% Sep 6, 2016 - Apr 18, 2017	-4.99% Sep 2, 2021 - Oct 19, 2021
#10	-11.65% Mar 14, 2025 - May 12, 2025	-4.43% Oct 28, 2025 - Dec 5, 2025
#11	-11.43% Feb 13, 2026 - Mar 30, 2026	-4.16% May 7, 2021 - Jun 10, 2021
#12	-11.36% Jul 11, 2003 - Nov 14, 2003	-4.13% Sep 12, 2019 - Oct 21, 2019
#13	-8.48% Feb 4, 2016 - Mar 17, 2016	-4.01% Feb 16, 2021 - Mar 11, 2021
#14	-7.92% Nov 1, 2012 - Dec 7, 2012	-3.64% Jan 25, 2021 - Feb 4, 2021
#15	-6.81% Dec 2, 2015 - Jan 5, 2016	-3.57% Nov 18, 2021 - Dec 8, 2021

Correlation

Correlation between JPC and SNPE is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2003 - 2026)

JPC vs SNPE dividend yield comparison.

Year	JPC	SNPE
2026	3.13%	0.18%
2025	9.79%	1.01%
2024	8.94%	1.17%
2023	8.00%	1.32%
2022	8.74%	1.65%
2021	6.52%	1.08%
2020	6.95%	1.42%
2019	7.00%	1.20%
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%