PTL vs JQC

Comparison between INSPIRE 500 ETF (PTL, ETF) and Nuveen Credit Strategies Income Fund (JQC, ETF).

PTL vs JQC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PTL(ETF)	JQC(ETF)
Net Assets	$799M	$800M
Expense Ratio	0.09%	N/A
Max Drawdown	20.02%	81.25%
Sharpe Ratio	1.37	-0.09
5Y Beta	1.00	0.40
P/E Ratio	33.62	N/A
Forward P/E	21.38	N/A
5Y Dividends CAGR	N/A	-5.37%
5Y EPS CAGR	19.67%	N/A
P/S Ratio	3.23	N/A
P/B Ratio	4.49	N/A

Net Assets

PTL

$799M

Winner

JQC

$800M

Expense Ratio

PTL

0.09%

JQC

N/A

Max Drawdown

Winner

PTL

20.02%

JQC

81.25%

Sharpe Ratio

Winner

PTL

1.37

JQC

-0.09

5Y Beta

PTL

1.00

Winner

JQC

0.40

P/E Ratio

PTL

33.62

JQC

N/A

Forward P/E

PTL

21.38

JQC

N/A

5Y Dividends CAGR

PTL

N/A

JQC

-5.37%

5Y EPS CAGR

PTL

19.67%

JQC

N/A

P/S Ratio

PTL

3.23

JQC

N/A

P/B Ratio

PTL

4.49

JQC

N/A

PTL vs JQC - Historical Returns

Returns include dividend reinvestment.

Period	PTL	JQC
1 month	-0.48%	+0.40%
3 months	+7.28%	+1.86%
6 months	+9.76%	+0.79%
1 year	+26.60%	+1.87%
5 years(CAGR)	N/A	+4.69%
10 years(CAGR)	N/A	+5.69%
Max(CAGR)	+17.76%	+4.89%

PTL

-0.48%

Winner

JQC

+0.40%

Winner

PTL

+7.28%

JQC

+1.86%

Winner

PTL

+9.76%

JQC

+0.79%

Winner

PTL

+26.60%

JQC

+1.87%

5Y(CAGR)

PTL

N/A

JQC

+4.69%

10Y(CAGR)

PTL

N/A

JQC

+5.69%

Max(CAGR)

Winner

PTL

+17.76%

JQC

+4.89%

PTL vs JQC - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	PTL	JQC
2026	+11.91%	+0.31%
2025	+17.88%	-0.94%
2024	+7.90%	+20.69%
2023	N/A	+12.77%
2022	N/A	-14.32%
2021	N/A	+13.85%
2020	N/A	-3.05%
2019	N/A	+21.60%
2018	N/A	-5.84%
2017	N/A	-1.39%
2016	N/A	+21.60%
2015	N/A	-3.41%
2014	N/A	-3.21%
2013	N/A	+8.23%
2012	N/A	+30.13%
2011	N/A	-0.19%
2010	N/A	+23.15%
2009	N/A	+67.27%
2008	N/A	-48.74%
2007	N/A	-14.88%
2006	N/A	+26.10%
2005	N/A	-4.38%
2004	N/A	+2.91%
2003	N/A	+0.24%

PTL vs JQC Drawdown Comparison

The maximum drawdown for PTL was -19.72%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.

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

The current PTL drawdown is -4.72%. The current JQC drawdown is -5.55%.

Rank	PTL	JQC
#1	-19.72% Feb 18, 2025 - Jun 24, 2025	-75.13% Mar 26, 2007 - Apr 26, 2011
#2	-7.57% Feb 11, 2026 - Apr 13, 2026	-47.91% Feb 19, 2020 - Mar 1, 2021
#3	-7.33% Jul 16, 2024 - Aug 23, 2024	-20.01% Apr 1, 2004 - Nov 3, 2004
#4	-6.43% Oct 27, 2025 - Dec 5, 2025	-19.80% Jan 18, 2022 - Jan 30, 2024
#5	-6.40% Mar 28, 2024 - Jul 11, 2024	-18.69% Apr 30, 2013 - Aug 12, 2016
#6	-6.28% Nov 29, 2024 - Jan 21, 2025	-16.85% Jul 7, 2011 - Feb 1, 2012
#7	-5.30% Dec 11, 2025 - Jan 15, 2026	-15.38% Dec 9, 2024 - Jul 18, 2025
#8	-4.87% Aug 30, 2024 - Sep 19, 2024	-13.26% Feb 11, 2005 - Jul 25, 2006
#9	-4.72% Jun 2, 2026 - Jun 5, 2026	-11.52% Jul 9, 2003 - Jan 5, 2004
#10	-3.94% Oct 14, 2024 - Nov 6, 2024	-10.94% Mar 2, 2017 - Feb 22, 2019
#11	-3.72% Oct 8, 2025 - Oct 27, 2025	-10.17% Aug 26, 2025 - Mar 27, 2026
#12	-3.45% Jan 16, 2026 - Feb 9, 2026	-8.26% Nov 6, 2012 - Dec 6, 2012
#13	-2.80% Jan 23, 2025 - Feb 18, 2025	-5.77% Jun 29, 2021 - Oct 22, 2021
#14	-2.79% Nov 11, 2024 - Nov 22, 2024	-5.63% Jul 11, 2019 - Dec 4, 2019
#15	-2.60% Jul 25, 2025 - Aug 12, 2025	-5.39% Nov 4, 2004 - Feb 7, 2005

Correlation

Correlation between PTL and JQC is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65

-101

Dividend Comparison (2003 - 2026)

PTL vs JQC dividend yield comparison.

Year	PTL	JQC
2026	0.32%	5.35%
2025	1.24%	12.91%
2024	0.92%	11.39%
2023	0.00%	11.42%
2022	0.00%	9.71%
2021	0.00%	10.03%
2020	0.00%	16.11%
2019	0.00%	16.14%
2018	0.00%	6.53%
2017	0.00%	7.42%
2016	0.00%	6.99%
2015	0.00%	7.51%
2014	0.00%	6.51%
2013	0.00%	7.74%
2012	0.00%	8.32%
2011	0.00%	9.81%
2010	0.00%	7.95%
2009	0.00%	8.39%
2008	0.00%	20.62%
2007	0.00%	10.36%
2006	0.00%	7.77%
2005	0.00%	9.67%
2004	0.00%	8.58%
2003	0.00%	3.34%