JQC vs IGE

Comparison between Nuveen Credit Strategies Income Fund (JQC, ETF) and ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF).

5-Year PerformanceIGE has outperformed JQC, delivering a return of +16.8% compared to +4.7%

JQC vs IGE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JQC(ETF)	IGE(ETF)
Net Assets	$801M	$803M
Expense Ratio	N/A	0.39%
Max Drawdown	81.25%	73.46%
Sharpe Ratio	-0.14	1.81
5Y Beta	0.39	0.68
P/E Ratio	N/A	22.82
Forward P/E	N/A	13.01
5Y Dividends CAGR	-5.37%	12.57%
5Y EPS CAGR	N/A	28.16%
Debt to Equity	N/A	45.38%
P/S Ratio	N/A	1.80
P/B Ratio	N/A	2.50

Net Assets

JQC

$801M

Winner

IGE

$803M

Expense Ratio

JQC

N/A

IGE

0.39%

Max Drawdown

JQC

81.25%

Winner

IGE

73.46%

Sharpe Ratio

JQC

-0.14

Winner

IGE

1.81

5Y Beta

Winner

JQC

0.39

IGE

0.68

P/E Ratio

JQC

N/A

IGE

22.82

Forward P/E

JQC

N/A

IGE

13.01

5Y Dividends CAGR

JQC

-5.37%

Winner

IGE

12.57%

5Y EPS CAGR

JQC

N/A

IGE

28.16%

Debt to Equity

JQC

N/A

IGE

45.38%

P/S Ratio

JQC

N/A

IGE

1.80

P/B Ratio

JQC

N/A

IGE

2.50

JQC vs IGE - Historical Returns

Returns include dividend reinvestment.

Period	JQC	IGE
1 month	+0.20%	-3.29%
3 months	+5.10%	-1.80%
6 months	+2.03%	+19.59%
1 year	+1.77%	+36.49%
5 years(CAGR)	+4.74%	+16.77%
10 years(CAGR)	+5.89%	+9.52%
Max(CAGR)	+4.92%	+7.97%

Winner

JQC

+0.20%

IGE

-3.29%

Winner

JQC

+5.10%

IGE

-1.80%

JQC

+2.03%

Winner

IGE

+19.59%

JQC

+1.77%

Winner

IGE

+36.49%

5Y(CAGR)

JQC

+4.74%

Winner

IGE

+16.77%

10Y(CAGR)

JQC

+5.89%

Winner

IGE

+9.52%

Max(CAGR)

JQC

+4.92%

Winner

IGE

+7.97%

JQC vs IGE - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	JQC	IGE
2026	+1.15%	+17.80%
2025	-0.94%	+18.87%
2024	+20.69%	+7.10%
2023	+12.77%	+6.22%
2022	-14.32%	+31.15%
2021	+13.85%	+38.01%
2020	-3.05%	-19.74%
2019	+21.60%	+15.24%
2018	-5.84%	-23.01%
2017	-1.39%	-0.50%
2016	+21.60%	+30.28%
2015	-3.41%	-24.89%
2014	-3.21%	-9.16%
2013	+8.23%	+13.43%
2012	+30.13%	-1.17%
2011	-0.19%	-8.30%
2010	+23.15%	+19.38%
2009	+67.27%	+30.69%
2008	-48.74%	-43.73%
2007	-14.88%	+38.51%
2006	+26.10%	+11.89%
2005	-4.38%	+40.03%
2004	+2.91%	+24.17%
2003	+0.24%	+30.72%
2002	N/A	-13.54%
2001	N/A	+5.48%

JQC vs IGE Drawdown Comparison

The maximum drawdown for JQC was -75.13%, occurring on Mar 9, 2009. Recovery took 1030 trading sessions.

The maximum drawdown for IGE was -67.55%, occurring on Mar 18, 2020. Recovery took 1935 trading sessions.

The current JQC drawdown is -4.76%. The current IGE drawdown is -5.24%.

Rank	JQC	IGE
#1	-75.13% Mar 26, 2007 - Apr 26, 2011	-67.55% Jul 3, 2014 - Mar 10, 2022
#2	-47.91% Feb 19, 2020 - Mar 1, 2021	-61.55% May 20, 2008 - Jun 12, 2014
#3	-20.01% Apr 1, 2004 - Nov 3, 2004	-31.20% Apr 2, 2002 - Dec 17, 2003
#4	-19.80% Jan 18, 2022 - Jan 30, 2024	-25.68% Jun 7, 2022 - Mar 13, 2024
#5	-18.69% Apr 30, 2013 - Aug 12, 2016	-19.49% Nov 22, 2024 - Aug 27, 2025
#6	-16.85% Jul 7, 2011 - Feb 1, 2012	-18.06% May 10, 2006 - Mar 29, 2007
#7	-15.38% Dec 9, 2024 - Jul 18, 2025	-16.15% Jan 3, 2008 - Apr 16, 2008
#8	-13.26% Feb 11, 2005 - Jul 25, 2006	-14.70% Sep 29, 2005 - Jan 4, 2006
#9	-11.52% Jul 9, 2003 - Jan 5, 2004	-14.26% Mar 4, 2005 - Jun 17, 2005
#10	-10.94% Mar 2, 2017 - Feb 22, 2019	-13.77% Jul 19, 2007 - Sep 20, 2007
#11	-10.17% Aug 26, 2025 - Mar 27, 2026	-11.17% Jan 31, 2006 - Apr 17, 2006
#12	-8.26% Nov 6, 2012 - Dec 6, 2012	-9.92% Nov 6, 2007 - Dec 28, 2007
#13	-5.77% Jun 29, 2021 - Oct 22, 2021	-9.49% Apr 20, 2022 - May 26, 2022
#14	-5.63% Jul 11, 2019 - Dec 4, 2019	-8.96% Apr 5, 2024 - Oct 4, 2024
#15	-5.39% Nov 4, 2004 - Feb 7, 2005	-8.08% Dec 28, 2001 - Feb 25, 2002

Correlation

Correlation between JQC and IGE is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2001 - 2026)

JQC vs IGE dividend yield comparison.

Year	JQC	IGE
2026	5.31%	0.40%
2025	12.91%	2.32%
2024	11.39%	2.54%
2023	11.42%	2.85%
2022	9.71%	2.96%
2021	10.03%	2.92%
2020	16.11%	3.34%
2019	16.14%	5.55%
2018	6.53%	2.68%
2017	7.42%	2.11%
2016	6.99%	1.66%
2015	7.51%	3.08%
2014	6.51%	1.83%
2013	7.74%	1.50%
2012	8.32%	1.56%
2011	9.81%	1.19%
2010	7.95%	1.38%
2009	8.39%	1.05%
2008	20.62%	1.36%
2007	10.36%	0.81%
2006	7.77%	1.14%
2005	9.67%	0.97%
2004	8.58%	1.09%
2003	3.34%	1.38%
2002	0.00%	1.71%
2001	0.00%	0.39%