JPC vs USMC

Comparison between Nuveen Preferred & Income Opportunities Fund (JPC, ETF) and PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF).

5-Year PerformanceUSMC has outperformed JPC, delivering a return of +14.6% compared to +4.6%

JPC vs USMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPC(ETF)	USMC(ETF)
Net Assets	$2.90B	$2.90B
Expense Ratio	N/A	0.12%
Max Drawdown	82.53%	29.97%
Sharpe Ratio	0.85	1.69
5Y Beta	0.43	0.93
P/E Ratio	N/A	28.59
Forward P/E	N/A	21.57
PEG Ratio	N/A	0.60
5Y Dividends CAGR	5.83%	-0.46%
5Y EPS CAGR	N/A	28.15%
Debt to Equity	N/A	-5.44%
P/S Ratio	N/A	5.23
P/B Ratio	N/A	6.54

Net Assets

JPC

$2.90B

USMC

$2.90B

Expense Ratio

JPC

N/A

USMC

0.12%

Max Drawdown

JPC

82.53%

Winner

USMC

29.97%

Sharpe Ratio

JPC

0.85

Winner

USMC

1.69

5Y Beta

Winner

JPC

0.43

USMC

0.93

P/E Ratio

JPC

N/A

USMC

28.59

Forward P/E

JPC

N/A

USMC

21.57

PEG Ratio

JPC

N/A

USMC

0.60

5Y Dividends CAGR

Winner

JPC

5.83%

USMC

-0.46%

5Y EPS CAGR

JPC

N/A

USMC

28.15%

Debt to Equity

JPC

N/A

USMC

-5.44%

P/S Ratio

JPC

N/A

USMC

5.23

P/B Ratio

JPC

N/A

USMC

6.54

JPC vs USMC - Historical Returns

Returns include dividend reinvestment.

Period	JPC	USMC
1 month	+4.29%	+8.36%
3 months	-0.38%	+5.97%
6 months	+3.63%	+6.79%
1 year	+12.91%	+26.37%
5 years(CAGR)	+4.64%	+14.58%
10 years(CAGR)	+6.07%	+14.98%
Max(CAGR)	+6.30%	+14.98%

JPC

+4.29%

Winner

USMC

+8.36%

JPC

-0.38%

Winner

USMC

+5.97%

JPC

+3.63%

Winner

USMC

+6.79%

JPC

+12.91%

Winner

USMC

+26.37%

5Y(CAGR)

JPC

+4.64%

Winner

USMC

+14.58%

10Y(CAGR)

JPC

+6.07%

Winner

USMC

+14.98%

Max(CAGR)

JPC

+6.30%

Winner

USMC

+14.98%

JPC vs USMC - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	JPC	USMC
2026	+2.38%	+6.25%
2025	+11.93%	+15.84%
2024	+26.27%	+30.19%
2023	+0.04%	+31.46%
2022	-20.05%	-17.74%
2021	+10.57%	+27.40%
2020	-2.15%	+14.89%
2019	+32.55%	+28.26%
2018	-11.31%	-2.42%
2017	+11.56%	+5.48%
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 USMC Drawdown Comparison

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

The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.

The current JPC drawdown is -1.13%.

Rank	JPC	USMC
#1	-76.06% Mar 2, 2007 - Jul 22, 2011	-29.97% Feb 19, 2020 - Aug 18, 2020
#2	-52.47% Feb 10, 2020 - May 4, 2021	-24.11% Dec 29, 2021 - Jul 3, 2023
#3	-32.24% Nov 1, 2021 - Sep 11, 2024	-19.12% Feb 13, 2025 - Jul 3, 2025
#4	-21.07% Apr 1, 2004 - Nov 2, 2004	-16.19% Oct 2, 2018 - Mar 21, 2019
#5	-18.25% Jul 22, 2011 - Feb 8, 2012	-11.01% Jan 29, 2018 - Aug 27, 2018
#6	-18.17% Oct 23, 2017 - Mar 15, 2019	-10.30% Oct 29, 2025 - Apr 17, 2026
#7	-17.32% May 10, 2013 - Jun 23, 2014	-9.27% Sep 2, 2020 - Dec 1, 2020
#8	-15.31% Feb 10, 2005 - Jul 27, 2006	-9.13% Jul 31, 2023 - Nov 20, 2023
#9	-13.93% Sep 6, 2016 - Apr 18, 2017	-8.38% Jul 10, 2024 - Aug 30, 2024
#10	-11.65% Mar 14, 2025 - May 12, 2025	-5.90% Apr 29, 2019 - Jun 18, 2019
#11	-11.43% Feb 13, 2026 - Mar 30, 2026	-5.58% Jul 26, 2019 - Oct 28, 2019
#12	-11.36% Jul 11, 2003 - Nov 14, 2003	-5.44% Mar 20, 2024 - May 15, 2024
#13	-8.48% Feb 4, 2016 - Mar 17, 2016	-5.22% Feb 17, 2021 - Mar 29, 2021
#14	-7.92% Nov 1, 2012 - Dec 7, 2012	-4.45% Dec 17, 2024 - Jan 23, 2025
#15	-6.81% Dec 2, 2015 - Jan 5, 2016	-4.32% Sep 3, 2021 - Oct 20, 2021

Correlation

Correlation between JPC and USMC is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2003 - 2026)

JPC vs USMC dividend yield comparison.

Year	JPC	USMC
2026	3.11%	0.20%
2025	9.79%	0.79%
2024	8.94%	1.04%
2023	8.00%	1.35%
2022	8.74%	1.78%
2021	6.52%	1.53%
2020	6.95%	1.55%
2019	7.00%	2.01%
2018	9.02%	2.28%
2017	7.50%	0.24%
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%