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JQC vs SPY

Comparison between Nuveen Credit Strategies Income Fund (JQC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed JQC, delivering a return of +13.3% compared to +4.7%

JQC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JQC
$800M
Winner
SPY
$735B
Expense Ratio
JQC
N/A
SPY
0.09%
Max Drawdown
JQC
81.25%
Winner
SPY
56.47%
Sharpe Ratio
JQC
-0.09
Winner
SPY
1.62
5Y Beta
Winner
JQC
0.40
SPY
1.00
P/E Ratio
JQC
N/A
SPY
28.99
Forward P/E
JQC
N/A
SPY
22.37
5Y Dividends CAGR
JQC
-5.37%
Winner
SPY
5.43%
5Y EPS CAGR
JQC
N/A
SPY
26.05%
Debt to Equity
JQC
N/A
SPY
32.40%
P/S Ratio
JQC
N/A
SPY
3.74
P/B Ratio
JQC
N/A
SPY
5.61

JQC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
JQC
+0.40%
Winner
SPY
+1.90%
3M
JQC
+1.86%
Winner
SPY
+8.55%
6M
JQC
+0.79%
Winner
SPY
+8.18%
1Y
JQC
+1.87%
Winner
SPY
+25.79%
5Y(CAGR)
JQC
+4.69%
Winner
SPY
+13.32%
10Y(CAGR)
JQC
+5.69%
Winner
SPY
+15.19%
Max(CAGR)
JQC
+4.89%
Winner
SPY
+8.47%

JQC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJQCSPY
2026+0.31%+8.26%
2025-0.94%+18.00%
2024+20.69%+25.59%
2023+12.77%+26.72%
2022-14.32%-18.64%
2021+13.85%+30.52%
2020-3.05%+17.28%
2019+21.60%+31.09%
2018-5.84%-5.24%
2017-1.39%+20.78%
2016+21.60%+13.59%
2015-3.41%+1.31%
2014-3.21%+14.56%
2013+8.23%+29.00%
2012+30.13%+14.17%
2011-0.19%+0.85%
2010+23.15%+13.14%
2009+67.27%+22.67%
2008-48.74%-36.25%
2007-14.88%+5.32%
2006+26.10%+13.85%
2005-4.38%+5.32%
2004+2.91%+10.75%
2003+0.24%+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

JQC vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current JQC drawdown is -5.55%. The current SPY drawdown is -2.90%.

RankJQCSPY
#1-75.13%
Mar 26, 2007 - Apr 26, 2011
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-47.91%
Feb 19, 2020 - Mar 1, 2021
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-20.01%
Apr 1, 2004 - Nov 3, 2004
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-19.80%
Jan 18, 2022 - Jan 30, 2024
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-18.69%
Apr 30, 2013 - Aug 12, 2016
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.85%
Jul 7, 2011 - Feb 1, 2012
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.38%
Dec 9, 2024 - Jul 18, 2025
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-13.26%
Feb 11, 2005 - Jul 25, 2006
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.52%
Jul 9, 2003 - Jan 5, 2004
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.94%
Mar 2, 2017 - Feb 22, 2019
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.17%
Aug 26, 2025 - Mar 27, 2026
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.26%
Nov 6, 2012 - Dec 6, 2012
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.77%
Jun 29, 2021 - Oct 22, 2021
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.63%
Jul 11, 2019 - Dec 4, 2019
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.39%
Nov 4, 2004 - Feb 7, 2005
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JQC and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (1999 - 2026)

JQC vs SPY dividend yield comparison.

YearJQCSPY
20265.35%0.24%
202512.91%1.07%
202411.39%1.21%
202311.42%1.40%
20229.71%1.65%
202110.03%1.20%
202016.11%1.52%
201916.14%1.75%
20186.53%2.04%
20177.42%1.80%
20166.99%2.03%
20157.51%2.06%
20146.51%1.87%
20137.74%1.81%
20128.32%2.18%
20119.81%2.05%
20107.95%1.80%
20098.39%1.95%
200820.62%3.02%
200710.36%1.85%
20067.77%1.73%
20059.67%1.73%
20048.58%1.82%
20033.34%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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