USMC vs JPC

Comparison between PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF) and Nuveen Preferred & Income Opportunities Fund (JPC, ETF).

5-Year PerformanceUSMC has outperformed JPC, delivering a return of +14.6% compared to +4.6%

USMC vs JPC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USMC(ETF)	JPC(ETF)
Net Assets	$2.90B	$2.90B
Expense Ratio	0.12%	N/A
Max Drawdown	29.97%	82.53%
Sharpe Ratio	1.69	0.85
5Y Beta	0.93	0.43
P/E Ratio	28.59	N/A
Forward P/E	21.57	N/A
PEG Ratio	0.60	N/A
5Y Dividends CAGR	-0.46%	5.83%
5Y EPS CAGR	28.15%	N/A
Debt to Equity	-5.44%	N/A
P/S Ratio	5.23	N/A
P/B Ratio	6.54	N/A

Net Assets

USMC

$2.90B

JPC

$2.90B

Expense Ratio

USMC

0.12%

JPC

N/A

Max Drawdown

Winner

USMC

29.97%

JPC

82.53%

Sharpe Ratio

Winner

USMC

1.69

JPC

0.85

5Y Beta

USMC

0.93

Winner

JPC

0.43

P/E Ratio

USMC

28.59

JPC

N/A

Forward P/E

USMC

21.57

JPC

N/A

PEG Ratio

USMC

0.60

JPC

N/A

5Y Dividends CAGR

USMC

-0.46%

Winner

JPC

5.83%

5Y EPS CAGR

USMC

28.15%

JPC

N/A

Debt to Equity

USMC

-5.44%

JPC

N/A

P/S Ratio

USMC

5.23

JPC

N/A

P/B Ratio

USMC

6.54

JPC

N/A

USMC vs JPC - Historical Returns

Returns include dividend reinvestment.

Period	USMC	JPC
1 month	+8.36%	+4.29%
3 months	+5.97%	-0.38%
6 months	+6.79%	+3.63%
1 year	+26.37%	+12.91%
5 years(CAGR)	+14.58%	+4.64%
10 years(CAGR)	+14.98%	+6.07%
Max(CAGR)	+14.98%	+6.30%

Winner

USMC

+8.36%

JPC

+4.29%

Winner

USMC

+5.97%

JPC

-0.38%

Winner

USMC

+6.79%

JPC

+3.63%

Winner

USMC

+26.37%

JPC

+12.91%

5Y(CAGR)

Winner

USMC

+14.58%

JPC

+4.64%

10Y(CAGR)

Winner

USMC

+14.98%

JPC

+6.07%

Max(CAGR)

Winner

USMC

+14.98%

JPC

+6.30%

USMC vs JPC - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	USMC	JPC
2026	+6.25%	+2.38%
2025	+15.84%	+11.93%
2024	+30.19%	+26.27%
2023	+31.46%	+0.04%
2022	-17.74%	-20.05%
2021	+27.40%	+10.57%
2020	+14.89%	-2.15%
2019	+28.26%	+32.55%
2018	-2.42%	-11.31%
2017	+5.48%	+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%

USMC vs JPC Drawdown Comparison

The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 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 -1.13%.

Rank	USMC	JPC
#1	-29.97% Feb 19, 2020 - Aug 18, 2020	-76.06% Mar 2, 2007 - Jul 22, 2011
#2	-24.11% Dec 29, 2021 - Jul 3, 2023	-52.47% Feb 10, 2020 - May 4, 2021
#3	-19.12% Feb 13, 2025 - Jul 3, 2025	-32.24% Nov 1, 2021 - Sep 11, 2024
#4	-16.19% Oct 2, 2018 - Mar 21, 2019	-21.07% Apr 1, 2004 - Nov 2, 2004
#5	-11.01% Jan 29, 2018 - Aug 27, 2018	-18.25% Jul 22, 2011 - Feb 8, 2012
#6	-10.30% Oct 29, 2025 - Apr 17, 2026	-18.17% Oct 23, 2017 - Mar 15, 2019
#7	-9.27% Sep 2, 2020 - Dec 1, 2020	-17.32% May 10, 2013 - Jun 23, 2014
#8	-9.13% Jul 31, 2023 - Nov 20, 2023	-15.31% Feb 10, 2005 - Jul 27, 2006
#9	-8.38% Jul 10, 2024 - Aug 30, 2024	-13.93% Sep 6, 2016 - Apr 18, 2017
#10	-5.90% Apr 29, 2019 - Jun 18, 2019	-11.65% Mar 14, 2025 - May 12, 2025
#11	-5.58% Jul 26, 2019 - Oct 28, 2019	-11.43% Feb 13, 2026 - Mar 30, 2026
#12	-5.44% Mar 20, 2024 - May 15, 2024	-11.36% Jul 11, 2003 - Nov 14, 2003
#13	-5.22% Feb 17, 2021 - Mar 29, 2021	-8.48% Feb 4, 2016 - Mar 17, 2016
#14	-4.45% Dec 17, 2024 - Jan 23, 2025	-7.92% Nov 1, 2012 - Dec 7, 2012
#15	-4.32% Sep 3, 2021 - Oct 20, 2021	-6.81% Dec 2, 2015 - Jan 5, 2016

Correlation

Correlation between USMC and JPC is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2003 - 2026)

USMC vs JPC dividend yield comparison.

Year	USMC	JPC
2026	0.20%	3.11%
2025	0.79%	9.79%
2024	1.04%	8.94%
2023	1.35%	8.00%
2022	1.78%	8.74%
2021	1.53%	6.52%
2020	1.55%	6.95%
2019	2.01%	7.00%
2018	2.28%	9.02%
2017	0.24%	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%