PRFZ vs JPC

Comparison between INVESCO FTSE RAFI US 1500 SMALL-MID ETF (PRFZ, ETF) and Nuveen Preferred & Income Opportunities Fund (JPC, ETF).

5-Year PerformancePRFZ has outperformed JPC, delivering a return of +7.6% compared to +4.1%

PRFZ vs JPC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PRFZ(ETF)	JPC(ETF)
Net Assets	$2.90B	$3B
Expense Ratio	0.34%	N/A
Max Drawdown	63.04%	82.53%
Sharpe Ratio	1.33	0.46
5Y Beta	1.05	0.43
P/E Ratio	-28.83	N/A
Forward P/E	14.13	N/A
5Y Dividends CAGR	6.33%	5.73%
5Y EPS CAGR	11.04%	N/A
Debt to Equity	23.59%	N/A
P/S Ratio	1.18	N/A
P/B Ratio	2.07	N/A

Net Assets

PRFZ

$2.90B

Winner

JPC

$3B

Expense Ratio

PRFZ

0.34%

JPC

N/A

Max Drawdown

Winner

PRFZ

63.04%

JPC

82.53%

Sharpe Ratio

Winner

PRFZ

1.33

JPC

0.46

5Y Beta

PRFZ

1.05

Winner

JPC

0.43

P/E Ratio

PRFZ

-28.83

JPC

N/A

Forward P/E

PRFZ

14.13

JPC

N/A

5Y Dividends CAGR

Winner

PRFZ

6.33%

JPC

5.73%

5Y EPS CAGR

PRFZ

11.04%

JPC

N/A

Debt to Equity

PRFZ

23.59%

JPC

N/A

P/S Ratio

PRFZ

1.18

JPC

N/A

P/B Ratio

PRFZ

2.07

JPC

N/A

PRFZ vs JPC - Historical Returns

Returns include dividend reinvestment.

Period	PRFZ	JPC
1 month	-0.82%	-1.47%
3 months	+6.58%	-1.75%
6 months	+9.47%	-0.69%
1 year	+29.82%	+8.39%
5 years(CAGR)	+7.59%	+4.07%
10 years(CAGR)	+11.17%	+5.68%
Max(CAGR)	+9.80%	+6.18%

Winner

PRFZ

-0.82%

JPC

-1.47%

Winner

PRFZ

+6.58%

JPC

-1.75%

Winner

PRFZ

+9.47%

JPC

-0.69%

Winner

PRFZ

+29.82%

JPC

+8.39%

5Y(CAGR)

Winner

PRFZ

+7.59%

JPC

+4.07%

10Y(CAGR)

Winner

PRFZ

+11.17%

JPC

+5.68%

Max(CAGR)

Winner

PRFZ

+9.80%

JPC

+6.18%

PRFZ vs JPC - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	PRFZ	JPC
2026	+10.32%	+0.37%
2025	+11.06%	+11.93%
2024	+13.71%	+26.27%
2023	+20.63%	+0.04%
2022	-16.92%	-20.05%
2021	+29.77%	+10.57%
2020	+11.69%	-2.15%
2019	+21.04%	+32.55%
2018	-12.17%	-11.31%
2017	+12.95%	+11.56%
2016	+27.40%	+15.56%
2015	-5.03%	+5.74%
2014	+5.29%	+16.77%
2013	+37.93%	-3.19%
2012	+16.23%	+33.68%
2011	-7.67%	+4.46%
2010	+26.22%	+21.17%
2009	+55.38%	+75.50%
2008	-38.15%	-51.43%
2007	-0.59%	-16.32%
2006	+8.00%	+27.82%
2005	N/A	-7.13%
2004	N/A	+2.12%
2003	N/A	+10.08%

PRFZ vs JPC Drawdown Comparison

The maximum drawdown for PRFZ was -62.42%, occurring on Mar 9, 2009. Recovery took 693 trading sessions.

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

The current PRFZ drawdown is -2.92%. The current JPC drawdown is -3.06%.

Rank	PRFZ	JPC
#1	-62.42% Jul 13, 2007 - Apr 14, 2010	-76.06% Mar 2, 2007 - Jul 22, 2011
#2	-44.27% Aug 31, 2018 - Nov 24, 2020	-52.47% Feb 10, 2020 - May 4, 2021
#3	-29.36% Apr 29, 2011 - Sep 14, 2012	-32.24% Nov 1, 2021 - Sep 11, 2024
#4	-26.58% Nov 8, 2021 - Mar 27, 2024	-21.07% Apr 1, 2004 - Nov 2, 2004
#5	-26.54% Nov 25, 2024 - Sep 5, 2025	-18.25% Jul 22, 2011 - Feb 8, 2012
#6	-24.05% Jun 23, 2015 - Sep 2, 2016	-18.17% Oct 23, 2017 - Mar 15, 2019
#7	-22.45% Apr 23, 2010 - Dec 3, 2010	-17.32% May 10, 2013 - Jun 23, 2014
#8	-12.72% Jul 3, 2014 - Dec 29, 2014	-15.31% Feb 10, 2005 - Jul 27, 2006
#9	-10.39% Jan 22, 2026 - Apr 17, 2026	-13.93% Sep 6, 2016 - Apr 18, 2017
#10	-9.52% Sep 14, 2012 - Dec 20, 2012	-11.65% Mar 14, 2025 - May 12, 2025
#11	-9.44% Jun 8, 2021 - Oct 22, 2021	-11.43% Feb 13, 2026 - Mar 30, 2026
#12	-9.42% Jul 31, 2024 - Sep 19, 2024	-11.36% Jul 11, 2003 - Nov 14, 2003
#13	-9.27% Jan 23, 2018 - May 17, 2018	-8.48% Feb 4, 2016 - Mar 17, 2016
#14	-8.51% Mar 15, 2021 - May 27, 2021	-7.92% Nov 1, 2012 - Dec 7, 2012
#15	-8.15% Oct 27, 2025 - Dec 4, 2025	-6.81% Dec 2, 2015 - Jan 5, 2016

Correlation

Correlation between PRFZ and JPC is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2003 - 2026)

PRFZ vs JPC dividend yield comparison.

Year	PRFZ	JPC
2026	0.20%	4.00%
2025	0.82%	9.79%
2024	1.45%	8.94%
2023	1.42%	8.00%
2022	1.33%	8.74%
2021	0.93%	6.52%
2020	0.91%	6.95%
2019	1.29%	7.00%
2018	1.37%	9.02%
2017	0.97%	7.50%
2016	1.31%	8.14%
2015	1.39%	8.65%
2014	1.14%	7.95%
2013	0.93%	8.56%
2012	1.73%	7.82%
2011	0.98%	9.36%
2010	0.70%	8.14%
2009	0.71%	8.34%
2008	1.51%	21.74%
2007	0.77%	10.43%
2006	0.26%	7.70%
2005	0.00%	10.94%
2004	0.00%	10.05%
2003	0.00%	5.49%