TBLL vs JPC

Comparison between INVESCO SHORT TERM TREASURY ETF (TBLL, ETF) and Nuveen Preferred & Income Opportunities Fund (JPC, ETF).

5-Year PerformanceJPC has outperformed TBLL, delivering a return of +4.1% compared to +3.4%

TBLL vs JPC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TBLL(ETF)	JPC(ETF)
Net Assets	$2.90B	$3B
Expense Ratio	0.08%	N/A
Max Drawdown	1.30%	82.53%
Sharpe Ratio	1.24	0.46
5Y Beta	-0.00	0.43
5Y Dividends CAGR	69.64%	5.73%

Net Assets

TBLL

$2.90B

Winner

JPC

$3B

Expense Ratio

TBLL

0.08%

JPC

N/A

Max Drawdown

Winner

TBLL

1.30%

JPC

82.53%

Sharpe Ratio

Winner

TBLL

1.24

JPC

0.46

5Y Beta

Winner

TBLL

-0.00

JPC

0.43

5Y Dividends CAGR

Winner

TBLL

69.64%

JPC

5.73%

TBLL vs JPC - Historical Returns

Returns include dividend reinvestment.

Period	TBLL	JPC
1 month	+0.30%	-1.47%
3 months	+0.89%	-1.75%
6 months	+1.74%	-0.69%
1 year	+3.92%	+8.39%
5 years(CAGR)	+3.36%	+4.07%
10 years(CAGR)	+2.38%	+5.68%
Max(CAGR)	+2.38%	+6.18%

Winner

TBLL

+0.30%

JPC

-1.47%

Winner

TBLL

+0.89%

JPC

-1.75%

Winner

TBLL

+1.74%

JPC

-0.69%

TBLL

+3.92%

Winner

JPC

+8.39%

5Y(CAGR)

TBLL

+3.36%

Winner

JPC

+4.07%

10Y(CAGR)

TBLL

+2.38%

Winner

JPC

+5.68%

Max(CAGR)

TBLL

+2.38%

Winner

JPC

+6.18%

TBLL vs JPC - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	TBLL	JPC
2026	+1.42%	+0.37%
2025	+4.21%	+11.93%
2024	+5.11%	+26.27%
2023	+4.98%	+0.04%
2022	+1.12%	-20.05%
2021	-0.02%	+10.57%
2020	+0.87%	-2.15%
2019	+2.16%	+32.55%
2018	+1.83%	-11.31%
2017	+0.62%	+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%

TBLL vs JPC Drawdown Comparison

The maximum drawdown for TBLL was -0.63%, occurring on Feb 14, 2022. Recovery took 631 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 -3.06%.

Rank	TBLL	JPC
#1	-0.63% May 11, 2020 - Nov 9, 2022	-76.06% Mar 2, 2007 - Jul 22, 2011
#2	-0.52% Mar 18, 2020 - May 11, 2020	-52.47% Feb 10, 2020 - May 4, 2021
#3	-0.36% Sep 28, 2023 - Oct 20, 2023	-32.24% Nov 1, 2021 - Sep 11, 2024
#4	-0.18% Dec 19, 2023 - Dec 21, 2023	-21.07% Apr 1, 2004 - Nov 2, 2004
#5	-0.17% Apr 1, 2019 - Apr 4, 2019	-18.25% Jul 22, 2011 - Feb 8, 2012
#6	-0.16% Sep 24, 2018 - Oct 22, 2018	-18.17% Oct 23, 2017 - Mar 15, 2019
#7	-0.15% Dec 19, 2019 - Jan 23, 2020	-17.32% May 10, 2013 - Jun 23, 2014
#8	-0.14% Mar 13, 2020 - Mar 18, 2020	-15.31% Feb 10, 2005 - Jul 27, 2006
#9	-0.11% Dec 4, 2018 - Dec 7, 2018	-13.93% Sep 6, 2016 - Apr 18, 2017
#10	-0.10% Nov 10, 2022 - Nov 14, 2022	-11.65% Mar 14, 2025 - May 12, 2025
#11	-0.10% Nov 13, 2017 - Nov 28, 2017	-11.43% Feb 13, 2026 - Mar 30, 2026
#12	-0.10% Aug 17, 2018 - Aug 22, 2018	-11.36% Jul 11, 2003 - Nov 14, 2003
#13	-0.09% Nov 6, 2023 - Nov 9, 2023	-8.48% Feb 4, 2016 - Mar 17, 2016
#14	-0.08% Dec 15, 2023 - Dec 19, 2023	-7.92% Nov 1, 2012 - Dec 7, 2012
#15	-0.08% Jul 11, 2024 - Jul 15, 2024	-6.81% Dec 2, 2015 - Jan 5, 2016

Correlation

Correlation between TBLL and JPC is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2003 - 2026)

TBLL vs JPC dividend yield comparison.

Year	TBLL	JPC
2026	1.45%	4.00%
2025	4.08%	9.79%
2024	4.99%	8.94%
2023	4.63%	8.00%
2022	1.37%	8.74%
2021	0.03%	6.52%
2020	0.80%	6.95%
2019	2.08%	7.00%
2018	1.69%	9.02%
2017	0.71%	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%