SNPE vs JPC

Comparison between XTRACKERS S&P 500 ESG ETF (SNPE, ETF) and Nuveen Preferred & Income Opportunities Fund (JPC, ETF).

5-Year PerformanceSNPE has outperformed JPC, delivering a return of +14.6% compared to +4.7%

SNPE vs JPC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SNPE(ETF)	JPC(ETF)
Net Assets	$3B	$3B
Expense Ratio	0.10%	N/A
Max Drawdown	33.84%	82.53%
Sharpe Ratio	2.18	0.79
5Y Beta	0.97	0.43
P/E Ratio	29.38	N/A
Forward P/E	20.17	N/A
5Y Dividends CAGR	6.72%	5.83%
5Y EPS CAGR	31.48%	N/A
Debt to Equity	16.70%	N/A
P/S Ratio	3.22	N/A
P/B Ratio	5.66	N/A

Net Assets

SNPE

$3B

JPC

$3B

Expense Ratio

SNPE

0.10%

JPC

N/A

Max Drawdown

Winner

SNPE

33.84%

JPC

82.53%

Sharpe Ratio

Winner

SNPE

2.18

JPC

0.79

5Y Beta

SNPE

0.97

Winner

JPC

0.43

P/E Ratio

SNPE

29.38

JPC

N/A

Forward P/E

SNPE

20.17

JPC

N/A

5Y Dividends CAGR

Winner

SNPE

6.72%

JPC

5.83%

5Y EPS CAGR

SNPE

31.48%

JPC

N/A

Debt to Equity

SNPE

16.70%

JPC

N/A

P/S Ratio

SNPE

3.22

JPC

N/A

P/B Ratio

SNPE

5.66

JPC

N/A

SNPE vs JPC - Historical Returns

Returns include dividend reinvestment.

Period	SNPE	JPC
1 month	+8.72%	+1.81%
3 months	+6.19%	-1.35%
6 months	+9.54%	+2.49%
1 year	+31.13%	+10.93%
5 years(CAGR)	+14.63%	+4.71%
10 years(CAGR)	N/A	+5.85%
Max(CAGR)	+17.22%	+6.27%

Winner

SNPE

+8.72%

JPC

+1.81%

Winner

SNPE

+6.19%

JPC

-1.35%

Winner

SNPE

+9.54%

JPC

+2.49%

Winner

SNPE

+31.13%

JPC

+10.93%

5Y(CAGR)

Winner

SNPE

+14.63%

JPC

+4.71%

10Y(CAGR)

SNPE

N/A

JPC

+5.85%

Max(CAGR)

Winner

SNPE

+17.22%

JPC

+6.27%

SNPE vs JPC - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	SNPE	JPC
2026	+8.07%	+1.87%
2025	+18.98%	+11.93%
2024	+24.53%	+26.27%
2023	+28.32%	+0.04%
2022	-18.42%	-20.05%
2021	+33.36%	+10.57%
2020	+18.83%	-2.15%
2019	+12.92%	+32.55%
2018	N/A	-11.31%
2017	N/A	+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%

SNPE vs JPC Drawdown Comparison

The maximum drawdown for SNPE was -33.35%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.

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

The current JPC drawdown is -1.62%.

Rank	SNPE	JPC
#1	-33.35% Feb 19, 2020 - Aug 5, 2020	-76.06% Mar 2, 2007 - Jul 22, 2011
#2	-24.66% Jan 3, 2022 - Dec 1, 2023	-52.47% Feb 10, 2020 - May 4, 2021
#3	-19.15% Dec 4, 2024 - Jun 30, 2025	-32.24% Nov 1, 2021 - Sep 11, 2024
#4	-10.17% Sep 2, 2020 - Nov 16, 2020	-21.07% Apr 1, 2004 - Nov 2, 2004
#5	-9.46% Feb 9, 2026 - Apr 15, 2026	-18.25% Jul 22, 2011 - Feb 8, 2012
#6	-9.00% Jul 16, 2024 - Sep 24, 2024	-18.17% Oct 23, 2017 - Mar 15, 2019
#7	-5.82% Jul 26, 2019 - Sep 12, 2019	-17.32% May 10, 2013 - Jun 23, 2014
#8	-5.54% Mar 28, 2024 - May 14, 2024	-15.31% Feb 10, 2005 - Jul 27, 2006
#9	-4.99% Sep 2, 2021 - Oct 19, 2021	-13.93% Sep 6, 2016 - Apr 18, 2017
#10	-4.43% Oct 28, 2025 - Dec 5, 2025	-11.65% Mar 14, 2025 - May 12, 2025
#11	-4.16% May 7, 2021 - Jun 10, 2021	-11.43% Feb 13, 2026 - Mar 30, 2026
#12	-4.13% Sep 12, 2019 - Oct 21, 2019	-11.36% Jul 11, 2003 - Nov 14, 2003
#13	-4.01% Feb 16, 2021 - Mar 11, 2021	-8.48% Feb 4, 2016 - Mar 17, 2016
#14	-3.64% Jan 25, 2021 - Feb 4, 2021	-7.92% Nov 1, 2012 - Dec 7, 2012
#15	-3.57% Nov 18, 2021 - Dec 8, 2021	-6.81% Dec 2, 2015 - Jan 5, 2016

Correlation

Correlation between SNPE and JPC is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2003 - 2026)

SNPE vs JPC dividend yield comparison.

Year	SNPE	JPC
2026	0.18%	3.13%
2025	1.01%	9.79%
2024	1.17%	8.94%
2023	1.32%	8.00%
2022	1.65%	8.74%
2021	1.08%	6.52%
2020	1.42%	6.95%
2019	1.20%	7.00%
2018	0.00%	9.02%
2017	0.00%	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%