SMMD vs JPC

Comparison between ISHARES RUSSELL 2500 ETF (SMMD, ETF) and Nuveen Preferred & Income Opportunities Fund (JPC, ETF).

5-Year PerformanceSMMD has outperformed JPC, delivering a return of +7.9% compared to +4.7%

SMMD vs JPC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMMD(ETF)	JPC(ETF)
Net Assets	$3B	$3B
Expense Ratio	0.15%	N/A
Max Drawdown	41.06%	82.53%
Sharpe Ratio	1.76	0.79
5Y Beta	1.05	0.43
5Y Dividends CAGR	8.51%	5.83%

Net Assets

SMMD

$3B

JPC

$3B

Expense Ratio

SMMD

0.15%

JPC

N/A

Max Drawdown

Winner

SMMD

41.06%

JPC

82.53%

Sharpe Ratio

Winner

SMMD

1.76

JPC

0.79

5Y Beta

SMMD

1.05

Winner

JPC

0.43

5Y Dividends CAGR

Winner

SMMD

8.51%

JPC

5.83%

SMMD vs JPC - Historical Returns

Returns include dividend reinvestment.

Period	SMMD	JPC
1 month	+8.13%	+1.81%
3 months	+7.44%	-1.35%
6 months	+18.05%	+2.49%
1 year	+33.99%	+10.93%
5 years(CAGR)	+7.86%	+4.71%
10 years(CAGR)	+10.98%	+5.85%
Max(CAGR)	+10.98%	+6.27%

Winner

SMMD

+8.13%

JPC

+1.81%

Winner

SMMD

+7.44%

JPC

-1.35%

Winner

SMMD

+18.05%

JPC

+2.49%

Winner

SMMD

+33.99%

JPC

+10.93%

5Y(CAGR)

Winner

SMMD

+7.86%

JPC

+4.71%

10Y(CAGR)

Winner

SMMD

+10.98%

JPC

+5.85%

Max(CAGR)

Winner

SMMD

+10.98%

JPC

+6.27%

SMMD vs JPC - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	SMMD	JPC
2026	+14.84%	+1.87%
2025	+11.99%	+11.93%
2024	+12.70%	+26.27%
2023	+18.42%	+0.04%
2022	-18.93%	-20.05%
2021	+19.93%	+10.57%
2020	+20.08%	-2.15%
2019	+28.05%	+32.55%
2018	-8.79%	-11.31%
2017	+10.82%	+11.56%
2016	N/A	+15.56%
2015	N/A	+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%

SMMD vs JPC Drawdown Comparison

The maximum drawdown for SMMD was -41.06%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.

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

The current SMMD drawdown is -0.42%. The current JPC drawdown is -1.62%.

Rank	SMMD	JPC
#1	-41.06% Feb 20, 2020 - Nov 9, 2020	-76.06% Mar 2, 2007 - Jul 22, 2011
#2	-28.24% Nov 8, 2021 - Jul 16, 2024	-52.47% Feb 10, 2020 - May 4, 2021
#3	-25.49% Nov 25, 2024 - Sep 5, 2025	-32.24% Nov 1, 2021 - Sep 11, 2024
#4	-25.07% Sep 6, 2018 - Nov 27, 2019	-21.07% Apr 1, 2004 - Nov 2, 2004
#5	-9.66% Feb 26, 2026 - Apr 13, 2026	-18.25% Jul 22, 2011 - Feb 8, 2012
#6	-8.98% Jan 29, 2018 - May 21, 2018	-18.17% Oct 23, 2017 - Mar 15, 2019
#7	-8.60% Jul 16, 2024 - Sep 19, 2024	-17.32% May 10, 2013 - Jun 23, 2014
#8	-7.49% Mar 15, 2021 - Apr 23, 2021	-15.31% Feb 10, 2005 - Jul 27, 2006
#9	-7.41% Oct 27, 2025 - Dec 4, 2025	-13.93% Sep 6, 2016 - Apr 18, 2017
#10	-7.11% Jun 25, 2021 - Sep 1, 2021	-11.65% Mar 14, 2025 - May 12, 2025
#11	-6.17% Apr 28, 2021 - Jun 8, 2021	-11.43% Feb 13, 2026 - Mar 30, 2026
#12	-5.78% Feb 24, 2021 - Mar 11, 2021	-11.36% Jul 11, 2003 - Nov 14, 2003
#13	-4.76% Sep 2, 2021 - Oct 21, 2021	-8.48% Feb 4, 2016 - Mar 17, 2016
#14	-4.71% Jan 20, 2021 - Feb 4, 2021	-7.92% Nov 1, 2012 - Dec 7, 2012
#15	-4.29% Jul 26, 2017 - Sep 18, 2017	-6.81% Dec 2, 2015 - Jan 5, 2016

Correlation

Correlation between SMMD and JPC is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2003 - 2026)

SMMD vs JPC dividend yield comparison.

Year	SMMD	JPC
2026	0.19%	3.13%
2025	1.28%	9.79%
2024	1.27%	8.94%
2023	1.44%	8.00%
2022	1.79%	8.74%
2021	1.12%	6.52%
2020	1.31%	6.95%
2019	1.50%	7.00%
2018	2.45%	9.02%
2017	0.68%	7.50%
2016	0.00%	8.14%
2015	0.00%	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%