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IPPP vs. NPFI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IPPP vs. NPFI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Preferred-Plus ETF (IPPP) and Nuveen Preferred And Income ETF (NPFI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IPPP

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*

NPFI

1D
-0.11%
1M
0.76%
YTD
1.62%
6M
2.06%
1Y
7.90%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IPPP vs. NPFI - Yearly Performance Comparison


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Return for Risk

IPPP vs. NPFI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IPPP

NPFI
NPFI Risk / Return Rank: 7676
Overall Rank
NPFI Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
NPFI Sortino Ratio Rank: 8989
Sortino Ratio Rank
NPFI Omega Ratio Rank: 9292
Omega Ratio Rank
NPFI Calmar Ratio Rank: 5050
Calmar Ratio Rank
NPFI Martin Ratio Rank: 6565
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IPPP vs. NPFI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Preferred-Plus ETF (IPPP) and Nuveen Preferred And Income ETF (NPFI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

IPPP vs. NPFI - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IPPPNPFIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.72

Sharpe Ratio (All Time)

Calculated using the full available price history

2.65

Drawdowns

IPPP vs. NPFI - Drawdown Comparison

The maximum IPPP drawdown since its inception was 0.00%, smaller than the maximum NPFI drawdown of -3.18%. Use the drawdown chart below to compare losses from any high point for IPPP and NPFI.


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Drawdown Indicators


IPPPNPFIDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-3.18%

+3.18%

Max Drawdown (1Y)

Largest decline over 1 year

-3.18%

Current Drawdown

Current decline from peak

0.00%

-0.11%

+0.11%

Average Drawdown

Average peak-to-trough decline

0.00%

-0.34%

+0.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.66%

Volatility

IPPP vs. NPFI - Volatility Comparison


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Volatility by Period


IPPPNPFIDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.83%

Volatility (6M)

Calculated over the trailing 6-month period

2.53%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

2.91%

-2.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

2.95%

-2.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

2.95%

-2.95%

IPPP vs. NPFI - Expense Ratio Comparison

IPPP has a 1.27% expense ratio, which is higher than NPFI's 0.55% expense ratio.


Dividends

IPPP vs. NPFI - Dividend Comparison

IPPP has not paid dividends to shareholders, while NPFI's dividend yield for the trailing twelve months is around 6.41%.


PositionTTM20252024
IPPP
Preferred-Plus ETF
0.00%0.00%0.00%
NPFI
Nuveen Preferred And Income ETF
6.41%6.33%5.10%

Frequently Asked Questions


On fees, NPFI is cheaper at 0.55% per year. The better choice depends on whether you care most about return, fees, risk, or income.

NPFI is cheaper with a 0.55% expense ratio, compared with 1.27% for IPPP.

NPFI has the higher dividend yield at 6.41%, compared with 0.00% for IPPP.

They also come from different issuers: Innovative Portfolios and Nuveen. Their fees differ too: 1.27% for IPPP and 0.55% for NPFI.

Portfolio Optimizer

Find the right allocation for IPPP and NPFI

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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