REMX vs JPC

Comparison between VANECK RARE EARTH AND STRATEGIC METALS ETF (REMX, ETF) and Nuveen Preferred & Income Opportunities Fund (JPC, ETF).

5-Year PerformanceREMX has outperformed JPC, delivering a return of +8.0% compared to +4.7%

REMX vs JPC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	REMX(ETF)	JPC(ETF)
Net Assets	$3B	$3B
Expense Ratio	0.53%	N/A
Max Drawdown	92.95%	82.53%
Sharpe Ratio	2.42	0.79
5Y Beta	1.12	0.43
5Y Dividends CAGR	13.97%	5.83%

Net Assets

REMX

$3B

JPC

$3B

Expense Ratio

REMX

0.53%

JPC

N/A

Max Drawdown

REMX

92.95%

Winner

JPC

82.53%

Sharpe Ratio

Winner

REMX

2.42

JPC

0.79

5Y Beta

REMX

1.12

Winner

JPC

0.43

5Y Dividends CAGR

Winner

REMX

13.97%

JPC

5.83%

REMX vs JPC - Historical Returns

Returns include dividend reinvestment.

Period	REMX	JPC
1 month	+15.90%	+1.81%
3 months	+19.16%	-1.35%
6 months	+63.17%	+2.49%
1 year	+180.94%	+10.93%
5 years(CAGR)	+7.99%	+4.71%
10 years(CAGR)	+12.30%	+5.85%
Max(CAGR)	-1.97%	+6.27%

Winner

REMX

+15.90%

JPC

+1.81%

Winner

REMX

+19.16%

JPC

-1.35%

Winner

REMX

+63.17%

JPC

+2.49%

Winner

REMX

+180.94%

JPC

+10.93%

5Y(CAGR)

Winner

REMX

+7.99%

JPC

+4.71%

10Y(CAGR)

Winner

REMX

+12.30%

JPC

+5.85%

Max(CAGR)

REMX

-1.97%

Winner

JPC

+6.27%

REMX vs JPC - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	REMX	JPC
2026	+42.65%	+1.87%
2025	+90.95%	+11.93%
2024	-34.70%	+26.27%
2023	-17.59%	+0.04%
2022	-31.65%	-20.05%
2021	+72.76%	+10.57%
2020	+60.59%	-2.15%
2019	-0.28%	+32.55%
2018	-50.42%	-11.31%
2017	+80.08%	+11.56%
2016	+31.53%	+15.56%
2015	-44.36%	+5.74%
2014	-28.72%	+16.77%
2013	-33.75%	-3.19%
2012	-13.86%	+33.68%
2011	-38.19%	+4.46%
2010	+23.01%	+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%

REMX vs JPC Drawdown Comparison

The maximum drawdown for REMX was -90.19%, occurring on Mar 16, 2020. This drawdown has not yet recovered.

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

The current REMX drawdown is -49.75%. The current JPC drawdown is -1.62%.

Rank	REMX	JPC
#1	-90.19% Apr 11, 2011 - Mar 16, 2020	-76.06% Mar 2, 2007 - Jul 22, 2011
#2	-15.28% Mar 3, 2011 - Mar 31, 2011	-52.47% Feb 10, 2020 - May 4, 2021
#3	-10.06% Jan 3, 2011 - Mar 3, 2011	-32.24% Nov 1, 2021 - Sep 11, 2024
#4	-9.15% Nov 11, 2010 - Dec 21, 2010	-21.07% Apr 1, 2004 - Nov 2, 2004
#5	-2.04% Dec 30, 2010 - Jan 3, 2011	-18.25% Jul 22, 2011 - Feb 8, 2012
#6	-1.89% Nov 4, 2010 - Nov 10, 2010	-18.17% Oct 23, 2017 - Mar 15, 2019
#7	-1.50% Oct 29, 2010 - Nov 4, 2010	-17.32% May 10, 2013 - Jun 23, 2014
#8	-0.95% Apr 5, 2011 - Apr 7, 2011	-15.31% Feb 10, 2005 - Jul 27, 2006
#9	-0.05% Dec 21, 2010 - Dec 23, 2010	-13.93% Sep 6, 2016 - Apr 18, 2017
#10	N/A	-11.65% Mar 14, 2025 - May 12, 2025
#11	N/A	-11.43% Feb 13, 2026 - Mar 30, 2026
#12	N/A	-11.36% Jul 11, 2003 - Nov 14, 2003
#13	N/A	-8.48% Feb 4, 2016 - Mar 17, 2016
#14	N/A	-7.92% Nov 1, 2012 - Dec 7, 2012
#15	N/A	-6.81% Dec 2, 2015 - Jan 5, 2016

Correlation

Correlation between REMX and JPC is -0.45 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.45

-101

Dividend Comparison (2003 - 2026)

REMX vs JPC dividend yield comparison.

Year	REMX	JPC
2026	0.00%	3.13%
2025	1.76%	9.79%
2024	2.56%	8.94%
2023	0.00%	8.00%
2022	1.56%	8.74%
2021	5.25%	6.52%
2020	0.81%	6.95%
2019	1.64%	7.00%
2018	12.43%	9.02%
2017	2.89%	7.50%
2016	2.23%	8.14%
2015	4.77%	8.65%
2014	1.53%	7.95%
2013	0.23%	8.56%
2012	1.72%	7.82%
2011	6.39%	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%