JQC vs PFM

Comparison between Nuveen Credit Strategies Income Fund (JQC, ETF) and INVESCO DIVIDEND ACHIEVERS ETF (PFM, ETF).

5-Year PerformancePFM has outperformed JQC, delivering a return of +10.8% compared to +5.0%

JQC vs PFM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JQC(ETF)	PFM(ETF)
Net Assets	$789M	$790M
Expense Ratio	N/A	0.52%
Max Drawdown	81.25%	54.71%
Sharpe Ratio	-0.46	1.48
5Y Beta	0.37	0.67
P/E Ratio	N/A	25.06
Forward P/E	N/A	20.62
5Y Dividends CAGR	-3.75%	4.18%
5Y EPS CAGR	N/A	14.33%
P/S Ratio	N/A	2.66
P/B Ratio	N/A	4.73

Net Assets

JQC

$789M

Winner

PFM

$790M

Expense Ratio

JQC

N/A

PFM

0.52%

Max Drawdown

JQC

81.25%

Winner

PFM

54.71%

Sharpe Ratio

JQC

-0.46

Winner

PFM

1.48

5Y Beta

Winner

JQC

0.37

PFM

0.67

P/E Ratio

JQC

N/A

PFM

25.06

Forward P/E

JQC

N/A

PFM

20.62

5Y Dividends CAGR

JQC

-3.75%

Winner

PFM

4.18%

5Y EPS CAGR

JQC

N/A

PFM

14.33%

P/S Ratio

JQC

N/A

PFM

2.66

P/B Ratio

JQC

N/A

PFM

4.73

JQC vs PFM - Historical Returns

Returns include dividend reinvestment.

Period	JQC	PFM
1 month	+1.25%	+2.61%
3 months	+2.71%	+5.09%
6 months	+2.50%	+8.15%
1 year	-2.84%	+18.46%
5 years(CAGR)	+4.98%	+10.81%
10 years(CAGR)	+5.50%	+11.81%
Max(CAGR)	+4.95%	+8.87%

JQC

+1.25%

Winner

PFM

+2.61%

JQC

+2.71%

Winner

PFM

+5.09%

JQC

+2.50%

Winner

PFM

+8.15%

JQC

-2.84%

Winner

PFM

+18.46%

5Y(CAGR)

JQC

+4.98%

Winner

PFM

+10.81%

10Y(CAGR)

JQC

+5.50%

Winner

PFM

+11.81%

Max(CAGR)

JQC

+4.95%

Winner

PFM

+8.87%

JQC vs PFM - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	JQC	PFM
2026	+2.81%	+12.43%
2025	-0.94%	+14.36%
2024	+20.69%	+16.93%
2023	+12.77%	+11.52%
2022	-14.32%	-6.07%
2021	+13.85%	+24.81%
2020	-3.05%	+9.32%
2019	+21.60%	+27.28%
2018	-5.84%	-4.59%
2017	-1.39%	+17.03%
2016	+21.60%	+15.96%
2015	-3.41%	-3.12%
2014	-3.21%	+12.13%
2013	+8.23%	+22.82%
2012	+30.13%	+9.73%
2011	-0.19%	+8.29%
2010	+23.15%	+13.16%
2009	+67.27%	+7.39%
2008	-48.74%	-28.22%
2007	-14.88%	-0.21%
2006	+26.10%	+14.35%
2005	-4.38%	+1.93%
2004	+2.91%	N/A
2003	+0.24%	N/A

JQC vs PFM Drawdown Comparison

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

The maximum drawdown for PFM was -53.22%, occurring on Mar 9, 2009. Recovery took 1225 trading sessions.

The current JQC drawdown is -3.19%. The current PFM drawdown is -0.65%.

Rank	JQC	PFM
#1	-75.13% Mar 26, 2007 - Apr 26, 2011	-53.22% Oct 9, 2007 - Aug 17, 2012
#2	-47.91% Feb 19, 2020 - Mar 1, 2021	-32.19% Feb 14, 2020 - Sep 2, 2020
#3	-20.01% Apr 1, 2004 - Nov 3, 2004	-17.82% Jan 4, 2022 - Jul 20, 2023
#4	-19.80% Jan 18, 2022 - Jan 30, 2024	-15.08% Sep 21, 2018 - Mar 21, 2019
#5	-18.69% Apr 30, 2013 - Aug 12, 2016	-14.51% Feb 19, 2025 - Jun 30, 2025
#6	-16.85% Jul 7, 2011 - Feb 1, 2012	-13.07% Dec 23, 2014 - Mar 17, 2016
#7	-15.38% Dec 9, 2024 - Jul 18, 2025	-10.83% Jan 26, 2018 - Sep 11, 2018
#8	-13.26% Feb 11, 2005 - Jul 25, 2006	-9.67% Jul 26, 2023 - Dec 11, 2023
#9	-11.52% Jul 9, 2003 - Jan 5, 2004	-8.41% Jun 4, 2007 - Oct 1, 2007
#10	-10.94% Mar 2, 2017 - Feb 22, 2019	-7.10% Feb 11, 2026 - Apr 30, 2026
#11	-10.17% Aug 26, 2025 - Mar 27, 2026	-6.82% Oct 12, 2020 - Nov 9, 2020
#12	-8.26% Nov 6, 2012 - Dec 6, 2012	-6.63% Dec 31, 2013 - Mar 18, 2014
#13	-5.77% Jun 29, 2021 - Oct 22, 2021	-6.40% Oct 8, 2012 - Jan 4, 2013
#14	-5.63% Jul 11, 2019 - Dec 4, 2019	-6.39% Sep 2, 2020 - Oct 12, 2020
#15	-5.39% Nov 4, 2004 - Feb 7, 2005	-5.97% May 21, 2013 - Jul 18, 2013

Correlation

Correlation between JQC and PFM is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2003 - 2026)

JQC vs PFM dividend yield comparison.

Year	JQC	PFM
2026	8.51%	0.67%
2025	12.91%	1.41%
2024	11.39%	1.58%
2023	11.42%	1.86%
2022	9.71%	1.95%
2021	10.03%	1.69%
2020	16.11%	1.92%
2019	16.14%	1.94%
2018	6.53%	2.27%
2017	7.42%	1.70%
2016	6.99%	2.56%
2015	7.51%	2.36%
2014	6.51%	1.93%
2013	7.74%	1.88%
2012	8.32%	2.36%
2011	9.81%	2.17%
2010	7.95%	1.99%
2009	8.39%	1.55%
2008	20.62%	3.12%
2007	10.36%	1.97%
2006	7.77%	1.84%
2005	9.67%	0.58%
2004	8.58%	0.00%
2003	3.34%	0.00%