JPC vs SPXX

Comparison between Nuveen Preferred & Income Opportunities Fund (JPC, ETF) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF).

5-Year PerformanceSPXX has outperformed JPC, delivering a return of +7.5% compared to +3.7%

JPC vs SPXX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPC(ETF)	SPXX(ETF)
Net Assets	$2.90B	$2.90B
Max Drawdown	82.53%	59.96%
Sharpe Ratio	0.35	0.84
5Y Beta	0.43	0.80
5Y Dividends CAGR	3.90%	7.91%

Net Assets

JPC

$2.90B

SPXX

$2.90B

Max Drawdown

JPC

82.53%

Winner

SPXX

59.96%

Sharpe Ratio

JPC

0.35

Winner

SPXX

0.84

5Y Beta

Winner

JPC

0.43

SPXX

0.80

5Y Dividends CAGR

JPC

3.90%

Winner

SPXX

7.91%

JPC vs SPXX - Historical Returns

Returns include dividend reinvestment.

Period	JPC	SPXX
1 month	-0.36%	+1.36%
3 months	+1.23%	+12.46%
6 months	+0.77%	+3.81%
1 year	+7.51%	+13.24%
5 years(CAGR)	+3.70%	+7.50%
10 years(CAGR)	+5.61%	+10.16%
Max(CAGR)	+6.17%	+7.46%

JPC

-0.36%

Winner

SPXX

+1.36%

JPC

+1.23%

Winner

SPXX

+12.46%

JPC

+0.77%

Winner

SPXX

+3.81%

JPC

+7.51%

Winner

SPXX

+13.24%

5Y(CAGR)

JPC

+3.70%

Winner

SPXX

+7.50%

10Y(CAGR)

JPC

+5.61%

Winner

SPXX

+10.16%

Max(CAGR)

JPC

+6.17%

Winner

SPXX

+7.46%

JPC vs SPXX - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	JPC	SPXX
2026	+0.27%	+3.52%
2025	+11.93%	+11.56%
2024	+26.27%	+28.64%
2023	+0.04%	+1.77%
2022	-20.05%	-7.14%
2021	+10.57%	+31.06%
2020	-2.15%	+0.75%
2019	+32.55%	+23.48%
2018	-11.31%	-14.40%
2017	+11.56%	+28.09%
2016	+15.56%	+14.57%
2015	+5.74%	+2.35%
2014	+16.77%	+9.85%
2013	-3.19%	+15.93%
2012	+33.68%	+15.76%
2011	+4.46%	-5.57%
2010	+21.17%	+13.97%
2009	+75.50%	+28.61%
2008	-51.43%	-29.58%
2007	-16.32%	-4.08%
2006	+27.82%	+22.10%
2005	-7.13%	-13.75%
2004	+2.12%	N/A
2003	+10.08%	N/A

JPC vs SPXX Drawdown Comparison

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

The maximum drawdown for SPXX was -52.38%, occurring on Mar 9, 2009. Recovery took 924 trading sessions.

The current JPC drawdown is -3.17%. The current SPXX drawdown is -1.43%.

Rank	JPC	SPXX
#1	-76.06% Mar 2, 2007 - Jul 22, 2011	-52.38% Apr 12, 2007 - Dec 9, 2010
#2	-52.47% Feb 10, 2020 - May 4, 2021	-43.80% Jun 7, 2018 - Mar 1, 2021
#3	-32.24% Nov 1, 2021 - Sep 11, 2024	-18.59% Dec 14, 2010 - Feb 13, 2012
#4	-21.07% Apr 1, 2004 - Nov 2, 2004	-18.06% Jan 12, 2022 - Dec 1, 2022
#5	-18.25% Jul 22, 2011 - Feb 8, 2012	-17.95% Dec 1, 2022 - Jun 6, 2024
#6	-18.17% Oct 23, 2017 - Mar 15, 2019	-17.67% Feb 19, 2025 - Jun 30, 2025
#7	-17.32% May 10, 2013 - Jun 23, 2014	-14.69% Nov 30, 2005 - Aug 31, 2006
#8	-15.31% Feb 10, 2005 - Jul 27, 2006	-14.67% Nov 24, 2015 - Apr 12, 2016
#9	-13.93% Sep 6, 2016 - Apr 18, 2017	-11.85% Jan 12, 2026 - May 13, 2026
#10	-11.65% Mar 14, 2025 - May 12, 2025	-11.20% Oct 1, 2012 - Jan 11, 2013
#11	-11.43% Feb 13, 2026 - Mar 30, 2026	-9.73% Jun 15, 2021 - Dec 30, 2021
#12	-11.36% Jul 11, 2003 - Nov 14, 2003	-9.68% Jul 16, 2015 - Nov 3, 2015
#13	-8.48% Feb 4, 2016 - Mar 17, 2016	-7.94% Jan 26, 2018 - May 4, 2018
#14	-7.92% Nov 1, 2012 - Dec 7, 2012	-7.77% Apr 2, 2012 - Jul 27, 2012
#15	-6.81% Dec 2, 2015 - Jan 5, 2016	-7.69% Jul 16, 2024 - Aug 26, 2024

Correlation

Correlation between JPC and SPXX is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2003 - 2026)

JPC vs SPXX dividend yield comparison.

Year	JPC	SPXX
2026	4.84%	4.25%
2025	9.79%	7.48%
2024	8.94%	6.87%
2023	8.00%	7.82%
2022	8.74%	7.30%
2021	6.52%	5.27%
2020	6.95%	6.56%
2019	7.00%	6.44%
2018	9.02%	7.98%
2017	7.50%	5.69%
2016	8.14%	5.14%
2015	8.65%	7.75%
2014	7.95%	7.30%
2013	8.56%	7.93%
2012	7.82%	8.66%
2011	9.36%	9.28%
2010	8.14%	8.09%
2009	8.34%	8.56%
2008	21.74%	13.80%
2007	10.43%	9.46%
2006	7.70%	8.36%
2005	10.94%	0.00%
2004	10.05%	0.00%
2003	5.49%	0.00%