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JQC vs SCHQ

Comparison between Nuveen Credit Strategies Income Fund (JQC, ETF) and SCHWAB LONG-TERM U.S. TREASURY ETF (SCHQ, ETF).

5-Year PerformanceJQC has outperformed SCHQ, delivering a return of +5.0% compared to -6.9%

JQC vs SCHQ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JQC
$789M
Winner
SCHQ
$793M
Expense Ratio
JQC
N/A
SCHQ
0.03%
Max Drawdown
JQC
81.25%
Winner
SCHQ
50.28%
Sharpe Ratio
JQC
-0.46
Winner
SCHQ
-0.33
5Y Beta
JQC
0.37
Winner
SCHQ
0.07
5Y Dividends CAGR
JQC
-3.75%
Winner
SCHQ
11.03%

JQC vs SCHQ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JQC
+1.25%
SCHQ
-0.16%
3M
Winner
JQC
+2.71%
SCHQ
-0.81%
6M
Winner
JQC
+2.50%
SCHQ
-5.35%
1Y
JQC
-2.84%
Winner
SCHQ
+0.13%
5Y(CAGR)
Winner
JQC
+4.98%
SCHQ
-6.89%
10Y(CAGR)
JQC
+5.50%
SCHQ
N/A
Max(CAGR)
Winner
JQC
+4.95%
SCHQ
-3.99%

JQC vs SCHQ - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearJQCSCHQ
2026+2.81%-2.20%
2025-0.94%+5.23%
2024+20.69%-5.88%
2023+12.77%+1.53%
2022-14.32%-27.71%
2021+13.85%-4.78%
2020-3.05%+16.50%
2019+21.60%-4.02%
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 SCHQ Drawdown Comparison

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

The maximum drawdown for SCHQ was -46.13%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current JQC drawdown is -3.19%. The current SCHQ drawdown is -38.05%.

RankJQCSCHQ
#1-75.13%
Mar 26, 2007 - Apr 26, 2011
-46.13%
Aug 4, 2020 - Oct 19, 2023
#2-47.91%
Feb 19, 2020 - Mar 1, 2021
-14.77%
Mar 9, 2020 - Aug 4, 2020
#3-20.01%
Apr 1, 2004 - Nov 3, 2004
-4.81%
Oct 10, 2019 - Jan 24, 2020
#4-19.80%
Jan 18, 2022 - Jan 30, 2024
-2.39%
Jan 31, 2020 - Feb 20, 2020
#5-18.69%
Apr 30, 2013 - Aug 12, 2016
-1.01%
Mar 3, 2020 - Mar 5, 2020
#6-16.85%
Jul 7, 2011 - Feb 1, 2012
-0.80%
Jan 27, 2020 - Jan 29, 2020
#7-15.38%
Dec 9, 2024 - Jul 18, 2025
-0.69%
Feb 28, 2020 - Mar 3, 2020
#8-13.26%
Feb 11, 2005 - Jul 25, 2006
-0.53%
Feb 25, 2020 - Feb 27, 2020
#9-11.52%
Jul 9, 2003 - Jan 5, 2004
N/A
#10-10.94%
Mar 2, 2017 - Feb 22, 2019
N/A
#11-10.17%
Aug 26, 2025 - Mar 27, 2026
N/A
#12-8.26%
Nov 6, 2012 - Dec 6, 2012
N/A
#13-5.77%
Jun 29, 2021 - Oct 22, 2021
N/A
#14-5.63%
Jul 11, 2019 - Dec 4, 2019
N/A
#15-5.39%
Nov 4, 2004 - Feb 7, 2005
N/A

Correlation

Correlation between JQC and SCHQ is -0.62 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.62
-101

Dividend Comparison (2003 - 2026)

JQC vs SCHQ dividend yield comparison.

YearJQCSCHQ
20268.51%2.94%
202512.91%4.54%
202411.39%4.58%
202311.42%3.79%
20229.71%2.88%
202110.03%1.69%
202016.11%1.51%
201916.14%0.44%
20186.53%0.00%
20177.42%0.00%
20166.99%0.00%
20157.51%0.00%
20146.51%0.00%
20137.74%0.00%
20128.32%0.00%
20119.81%0.00%
20107.95%0.00%
20098.39%0.00%
200820.62%0.00%
200710.36%0.00%
20067.77%0.00%
20059.67%0.00%
20048.58%0.00%
20033.34%0.00%

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