LRGF vs JPC

Comparison between ISHARES U.S. EQUITY FACTOR ETF (LRGF, ETF) and Nuveen Preferred & Income Opportunities Fund (JPC, ETF).

5-Year PerformanceLRGF has outperformed JPC, delivering a return of +13.0% compared to +4.6%

LRGF vs JPC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LRGF(ETF)	JPC(ETF)
Net Assets	$2.90B	$2.90B
Expense Ratio	0.08%	N/A
Max Drawdown	36.03%	82.53%
Sharpe Ratio	1.71	0.85
5Y Beta	0.98	0.43
P/E Ratio	25.24	N/A
Forward P/E	19.26	N/A
5Y Dividends CAGR	13.96%	5.83%
5Y EPS CAGR	27.15%	N/A
Debt to Equity	-11.89%	N/A
P/S Ratio	2.73	N/A
P/B Ratio	5.06	N/A

Net Assets

LRGF

$2.90B

JPC

$2.90B

Expense Ratio

LRGF

0.08%

JPC

N/A

Max Drawdown

Winner

LRGF

36.03%

JPC

82.53%

Sharpe Ratio

Winner

LRGF

1.71

JPC

0.85

5Y Beta

LRGF

0.98

Winner

JPC

0.43

P/E Ratio

LRGF

25.24

JPC

N/A

Forward P/E

LRGF

19.26

JPC

N/A

5Y Dividends CAGR

Winner

LRGF

13.96%

JPC

5.83%

5Y EPS CAGR

LRGF

27.15%

JPC

N/A

Debt to Equity

LRGF

-11.89%

JPC

N/A

P/S Ratio

LRGF

2.73

JPC

N/A

P/B Ratio

LRGF

5.06

JPC

N/A

LRGF vs JPC - Historical Returns

Returns include dividend reinvestment.

Period	LRGF	JPC
1 month	+7.74%	+4.29%
3 months	+5.56%	-0.38%
6 months	+7.54%	+3.63%
1 year	+26.70%	+12.91%
5 years(CAGR)	+13.04%	+4.64%
10 years(CAGR)	+13.80%	+6.07%
Max(CAGR)	+12.29%	+6.30%

Winner

LRGF

+7.74%

JPC

+4.29%

Winner

LRGF

+5.56%

JPC

-0.38%

Winner

LRGF

+7.54%

JPC

+3.63%

Winner

LRGF

+26.70%

JPC

+12.91%

5Y(CAGR)

Winner

LRGF

+13.04%

JPC

+4.64%

10Y(CAGR)

Winner

LRGF

+13.80%

JPC

+6.07%

Max(CAGR)

Winner

LRGF

+12.29%

JPC

+6.30%

LRGF vs JPC - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	LRGF	JPC
2026	+6.33%	+2.38%
2025	+16.50%	+11.93%
2024	+27.41%	+26.27%
2023	+26.68%	+0.04%
2022	-14.72%	-20.05%
2021	+26.59%	+10.57%
2020	+10.71%	-2.15%
2019	+26.30%	+32.55%
2018	-10.12%	-11.31%
2017	+20.55%	+11.56%
2016	+14.88%	+15.56%
2015	-1.71%	+5.74%
2014	N/A	+16.77%
2013	N/A	-3.19%
2012	N/A	+33.68%
2011	N/A	+4.46%
2010	N/A	+21.17%
2009	N/A	+75.50%
2008	N/A	-51.43%
2007	N/A	-16.32%
2006	N/A	+27.82%
2005	N/A	-7.13%
2004	N/A	+2.12%
2003	N/A	+10.08%

LRGF vs JPC Drawdown Comparison

The maximum drawdown for LRGF was -36.03%, occurring on Mar 23, 2020. Recovery took 182 trading sessions.

The maximum drawdown for JPC was -76.06%, occurring on Mar 9, 2009. Recovery took 1107 trading sessions.

The current JPC drawdown is -1.13%.

Rank	LRGF	JPC
#1	-36.03% Feb 19, 2020 - Nov 5, 2020	-76.06% Mar 2, 2007 - Jul 22, 2011
#2	-21.61% Dec 29, 2021 - Jul 18, 2023	-52.47% Feb 10, 2020 - May 4, 2021
#3	-21.40% Aug 29, 2018 - Oct 28, 2019	-32.24% Nov 1, 2021 - Sep 11, 2024
#4	-19.44% Feb 18, 2025 - Jun 27, 2025	-21.07% Apr 1, 2004 - Nov 2, 2004
#5	-16.11% Jun 22, 2015 - Aug 15, 2016	-18.25% Jul 22, 2011 - Feb 8, 2012
#6	-10.29% Jan 26, 2018 - Aug 21, 2018	-18.17% Oct 23, 2017 - Mar 15, 2019
#7	-9.56% Jul 31, 2023 - Nov 30, 2023	-17.32% May 10, 2013 - Jun 23, 2014
#8	-8.92% Oct 28, 2025 - Apr 15, 2026	-15.31% Feb 10, 2005 - Jul 27, 2006
#9	-8.59% Jul 16, 2024 - Sep 19, 2024	-13.93% Sep 6, 2016 - Apr 18, 2017
#10	-6.40% Sep 2, 2021 - Nov 2, 2021	-11.65% Mar 14, 2025 - May 12, 2025
#11	-5.70% Mar 21, 2024 - May 14, 2024	-11.43% Feb 13, 2026 - Mar 30, 2026
#12	-5.62% Feb 12, 2021 - Mar 15, 2021	-11.36% Jul 11, 2003 - Nov 14, 2003
#13	-5.00% Nov 16, 2021 - Dec 10, 2021	-8.48% Feb 4, 2016 - Mar 17, 2016
#14	-4.87% Dec 6, 2024 - Feb 6, 2025	-7.92% Nov 1, 2012 - Dec 7, 2012
#15	-4.18% Sep 22, 2016 - Nov 10, 2016	-6.81% Dec 2, 2015 - Jan 5, 2016

Correlation

Correlation between LRGF and JPC is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2003 - 2026)

LRGF vs JPC dividend yield comparison.

Year	LRGF	JPC
2026	0.24%	3.11%
2025	1.16%	9.79%
2024	1.23%	8.94%
2023	1.49%	8.00%
2022	1.78%	8.74%
2021	1.05%	6.52%
2020	1.35%	6.95%
2019	1.76%	7.00%
2018	3.27%	9.02%
2017	1.68%	7.50%
2016	1.56%	8.14%
2015	0.83%	8.65%
2014	0.00%	7.95%
2013	0.00%	8.56%
2012	0.00%	7.82%
2011	0.00%	9.36%
2010	0.00%	8.14%
2009	0.00%	8.34%
2008	0.00%	21.74%
2007	0.00%	10.43%
2006	0.00%	7.70%
2005	0.00%	10.94%
2004	0.00%	10.05%
2003	0.00%	5.49%