JQC vs PTL

Comparison between Nuveen Credit Strategies Income Fund (JQC, ETF) and INSPIRE 500 ETF (PTL, ETF).

JQC vs PTL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JQC(ETF)	PTL(ETF)
Net Assets	$800M	$799M
Expense Ratio	N/A	0.09%
Max Drawdown	81.25%	20.02%
Sharpe Ratio	-0.09	1.37
5Y Beta	0.40	1.00
P/E Ratio	N/A	33.62
Forward P/E	N/A	21.38
5Y Dividends CAGR	-5.37%	N/A
5Y EPS CAGR	N/A	19.67%
P/S Ratio	N/A	3.23
P/B Ratio	N/A	4.49

Net Assets

Winner

JQC

$800M

PTL

$799M

Expense Ratio

JQC

N/A

PTL

0.09%

Max Drawdown

JQC

81.25%

Winner

PTL

20.02%

Sharpe Ratio

JQC

-0.09

Winner

PTL

1.37

5Y Beta

Winner

JQC

0.40

PTL

1.00

P/E Ratio

JQC

N/A

PTL

33.62

Forward P/E

JQC

N/A

PTL

21.38

5Y Dividends CAGR

JQC

-5.37%

PTL

N/A

5Y EPS CAGR

JQC

N/A

PTL

19.67%

P/S Ratio

JQC

N/A

PTL

3.23

P/B Ratio

JQC

N/A

PTL

4.49

JQC vs PTL - Historical Returns

Returns include dividend reinvestment.

Period	JQC	PTL
1 month	+0.40%	-0.48%
3 months	+1.86%	+7.28%
6 months	+0.79%	+9.76%
1 year	+1.87%	+26.60%
5 years(CAGR)	+4.69%	N/A
10 years(CAGR)	+5.69%	N/A
Max(CAGR)	+4.89%	+17.76%

Winner

JQC

+0.40%

PTL

-0.48%

JQC

+1.86%

Winner

PTL

+7.28%

JQC

+0.79%

Winner

PTL

+9.76%

JQC

+1.87%

Winner

PTL

+26.60%

5Y(CAGR)

JQC

+4.69%

PTL

N/A

10Y(CAGR)

JQC

+5.69%

PTL

N/A

Max(CAGR)

JQC

+4.89%

Winner

PTL

+17.76%

JQC vs PTL - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	JQC	PTL
2026	+0.31%	+11.91%
2025	-0.94%	+17.88%
2024	+20.69%	+7.90%
2023	+12.77%	N/A
2022	-14.32%	N/A
2021	+13.85%	N/A
2020	-3.05%	N/A
2019	+21.60%	N/A
2018	-5.84%	N/A
2017	-1.39%	N/A
2016	+21.60%	N/A
2015	-3.41%	N/A
2014	-3.21%	N/A
2013	+8.23%	N/A
2012	+30.13%	N/A
2011	-0.19%	N/A
2010	+23.15%	N/A
2009	+67.27%	N/A
2008	-48.74%	N/A
2007	-14.88%	N/A
2006	+26.10%	N/A
2005	-4.38%	N/A
2004	+2.91%	N/A
2003	+0.24%	N/A

JQC vs PTL Drawdown Comparison

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

The maximum drawdown for PTL was -19.72%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.

The current JQC drawdown is -5.55%. The current PTL drawdown is -4.72%.

Rank	JQC	PTL
#1	-75.13% Mar 26, 2007 - Apr 26, 2011	-19.72% Feb 18, 2025 - Jun 24, 2025
#2	-47.91% Feb 19, 2020 - Mar 1, 2021	-7.57% Feb 11, 2026 - Apr 13, 2026
#3	-20.01% Apr 1, 2004 - Nov 3, 2004	-7.33% Jul 16, 2024 - Aug 23, 2024
#4	-19.80% Jan 18, 2022 - Jan 30, 2024	-6.43% Oct 27, 2025 - Dec 5, 2025
#5	-18.69% Apr 30, 2013 - Aug 12, 2016	-6.40% Mar 28, 2024 - Jul 11, 2024
#6	-16.85% Jul 7, 2011 - Feb 1, 2012	-6.28% Nov 29, 2024 - Jan 21, 2025
#7	-15.38% Dec 9, 2024 - Jul 18, 2025	-5.30% Dec 11, 2025 - Jan 15, 2026
#8	-13.26% Feb 11, 2005 - Jul 25, 2006	-4.87% Aug 30, 2024 - Sep 19, 2024
#9	-11.52% Jul 9, 2003 - Jan 5, 2004	-4.72% Jun 2, 2026 - Jun 5, 2026
#10	-10.94% Mar 2, 2017 - Feb 22, 2019	-3.94% Oct 14, 2024 - Nov 6, 2024
#11	-10.17% Aug 26, 2025 - Mar 27, 2026	-3.72% Oct 8, 2025 - Oct 27, 2025
#12	-8.26% Nov 6, 2012 - Dec 6, 2012	-3.45% Jan 16, 2026 - Feb 9, 2026
#13	-5.77% Jun 29, 2021 - Oct 22, 2021	-2.80% Jan 23, 2025 - Feb 18, 2025
#14	-5.63% Jul 11, 2019 - Dec 4, 2019	-2.79% Nov 11, 2024 - Nov 22, 2024
#15	-5.39% Nov 4, 2004 - Feb 7, 2005	-2.60% Jul 25, 2025 - Aug 12, 2025

Correlation

Correlation between JQC and PTL is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65

-101

Dividend Comparison (2003 - 2026)

JQC vs PTL dividend yield comparison.

Year	JQC	PTL
2026	5.35%	0.32%
2025	12.91%	1.24%
2024	11.39%	0.92%
2023	11.42%	0.00%
2022	9.71%	0.00%
2021	10.03%	0.00%
2020	16.11%	0.00%
2019	16.14%	0.00%
2018	6.53%	0.00%
2017	7.42%	0.00%
2016	6.99%	0.00%
2015	7.51%	0.00%
2014	6.51%	0.00%
2013	7.74%	0.00%
2012	8.32%	0.00%
2011	9.81%	0.00%
2010	7.95%	0.00%
2009	8.39%	0.00%
2008	20.62%	0.00%
2007	10.36%	0.00%
2006	7.77%	0.00%
2005	9.67%	0.00%
2004	8.58%	0.00%
2003	3.34%	0.00%