NPFI vs ROCQ
Comparison between NUVEEN PREFERRED AND INCOME ETF (NPFI, ETF) and JPMORGAN NASDAQ EQUITY PREMIUM YIELD ETF (ROCQ, ETF).
NPFI vs ROCQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
NPFI
$154M
ROCQ
$154M
Expense Ratio
NPFI
0.56%
Winner
ROCQ
0.35%
Max Drawdown
Winner
NPFI
4.74%
ROCQ
5.15%
Sharpe Ratio
NPFI
1.26
Winner
ROCQ
3.04
5Y Beta
Winner
NPFI
0.11
ROCQ
1.15
P/E Ratio
NPFI
N/A
ROCQ
38.17
Forward P/E
NPFI
N/A
ROCQ
26.61
PEG Ratio
NPFI
N/A
ROCQ
0.53
5Y EPS CAGR
NPFI
N/A
ROCQ
31.27%
Debt to Equity
NPFI
N/A
ROCQ
31.30%
P/S Ratio
NPFI
N/A
ROCQ
6.26
P/B Ratio
NPFI
N/A
ROCQ
9.21
NPFI vs ROCQ - Historical Returns
Returns include dividend reinvestment.
1M
NPFI
+0.20%
Winner
ROCQ
+1.25%
3M
NPFI
+0.68%
Winner
ROCQ
+12.91%
6M
NPFI
+1.84%
ROCQ
N/A
1Y
NPFI
+7.52%
ROCQ
N/A
Max(CAGR)
NPFI
+7.66%
Winner
ROCQ
+76.59%
NPFI vs ROCQ - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | NPFI | ROCQ |
|---|---|---|
| 2026 | +1.32% | +12.91% |
| 2025 | +9.13% | N/A |
| 2024 | +6.56% | N/A |
NPFI vs ROCQ Drawdown Comparison
The maximum drawdown for NPFI was -3.18%, occurring on Mar 30, 2026. Recovery took 67 trading sessions.
The maximum drawdown for ROCQ was -5.15%, occurring on Mar 30, 2026. Recovery took 13 trading sessions.
The current NPFI drawdown is -0.29%. The current ROCQ drawdown is -4.31%.
| Rank | NPFI | ROCQ |
|---|---|---|
| #1 | -3.18% Feb 20, 2026 - May 28, 2026 | -5.15% Mar 19, 2026 - Apr 8, 2026 |
| #2 | -2.94% Feb 27, 2025 - May 12, 2025 | -4.31% Jun 1, 2026 - Jun 5, 2026 |
| #3 | -1.73% Mar 28, 2024 - May 7, 2024 | -2.57% May 14, 2026 - May 26, 2026 |
| #4 | -0.92% Dec 11, 2024 - Jan 21, 2025 | -0.87% Apr 27, 2026 - Apr 30, 2026 |
| #5 | -0.88% Oct 17, 2024 - Dec 4, 2024 | -0.72% Apr 17, 2026 - Apr 22, 2026 |
| #6 | -0.76% Oct 28, 2025 - Nov 28, 2025 | -0.69% May 11, 2026 - May 13, 2026 |
| #7 | -0.61% Jul 22, 2024 - Aug 14, 2024 | -0.57% Apr 22, 2026 - Apr 24, 2026 |
| #8 | -0.61% Oct 6, 2025 - Oct 16, 2025 | -0.36% May 6, 2026 - May 8, 2026 |
| #9 | -0.54% Sep 23, 2024 - Oct 17, 2024 | -0.11% May 1, 2026 - May 5, 2026 |
| #10 | -0.48% Jul 3, 2025 - Jul 25, 2025 | N/A |
| #11 | -0.46% Jan 16, 2026 - Jan 23, 2026 | N/A |
| #12 | -0.37% May 20, 2024 - Jun 5, 2024 | N/A |
| #13 | -0.31% Sep 5, 2024 - Sep 9, 2024 | N/A |
| #14 | -0.29% May 16, 2025 - May 27, 2025 | N/A |
| #15 | -0.29% Jun 2, 2026 - Jun 5, 2026 | N/A |
Correlation
Correlation between NPFI and ROCQ is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2024 - 2026)
NPFI vs ROCQ dividend yield comparison.
| Year | NPFI | ROCQ |
|---|---|---|
| 2026 | 2.42% | 2.11% |
| 2025 | 6.33% | 0.00% |
| 2024 | 5.10% | 0.00% |
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