JPC vs. JEPQ
Compare and contrast key facts about Nuveen Preferred and Income Opportunities Fund (JPC) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
JPC is managed by Nuveen. It was launched on Mar 26, 2003. JEPQ is a passively managed fund by JPMorgan that tracks the performance of the Nasdaq-100 Index. It was launched on May 3, 2022.
Performance
JPC vs. JEPQ - Performance Comparison
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JPC vs. JEPQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
JPC Nuveen Preferred and Income Opportunities Fund | -4.85% | 14.00% | 27.58% | 0.75% | -4.12% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | -2.87% | 15.18% | 24.85% | 36.28% | -12.89% |
Returns By Period
In the year-to-date period, JPC achieves a -4.85% return, which is significantly lower than JEPQ's -2.87% return.
JPC
- 1D
- 4.00%
- 1M
- -7.44%
- YTD
- -4.85%
- 6M
- -3.60%
- 1Y
- 4.45%
- 3Y*
- 14.81%
- 5Y*
- 4.00%
- 10Y*
- 6.06%
JEPQ
- 1D
- 3.25%
- 1M
- -3.50%
- YTD
- -2.87%
- 6M
- 1.65%
- 1Y
- 19.82%
- 3Y*
- 19.06%
- 5Y*
- —
- 10Y*
- —
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JPC vs. JEPQ - Expense Ratio Comparison
JPC has a 0.01% expense ratio, which is lower than JEPQ's 0.35% expense ratio.
Return for Risk
JPC vs. JEPQ — Risk / Return Rank
JPC
JEPQ
JPC vs. JEPQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Preferred and Income Opportunities Fund (JPC) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). 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.
| JPC | JEPQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 1.07 | -0.77 |
Sortino ratioReturn per unit of downside risk | 0.49 | 1.64 | -1.15 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.27 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.44 | 1.70 | -1.27 |
Martin ratioReturn relative to average drawdown | 1.99 | 8.45 | -6.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JPC | JEPQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 1.07 | -0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.82 | -0.57 |
Correlation
The correlation between JPC and JEPQ is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
JPC vs. JEPQ - Dividend Comparison
JPC's dividend yield for the trailing twelve months is around 10.37%, less than JEPQ's 11.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPC Nuveen Preferred and Income Opportunities Fund | 10.37% | 9.79% | 8.94% | 8.00% | 8.74% | 6.52% | 6.95% | 7.00% | 9.02% | 7.50% | 8.14% | 8.65% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 11.10% | 10.53% | 9.65% | 10.03% | 9.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JPC vs. JEPQ - Drawdown Comparison
The maximum JPC drawdown since its inception was -76.07%, which is greater than JEPQ's maximum drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for JPC and JEPQ.
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Drawdown Indicators
| JPC | JEPQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.07% | -20.07% | -56.00% |
Max Drawdown (1Y)Largest decline over 1 year | -11.43% | -11.58% | +0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -32.26% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -52.53% | — | — |
Current DrawdownCurrent decline from peak | -7.89% | -5.85% | -2.04% |
Average DrawdownAverage peak-to-trough decline | -10.00% | -3.55% | -6.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.34% | +0.16% |
Volatility
JPC vs. JEPQ - Volatility Comparison
Nuveen Preferred and Income Opportunities Fund (JPC) has a higher volatility of 7.36% compared to JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 6.02%. This indicates that JPC's price experiences larger fluctuations and is considered to be riskier than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPC | JEPQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.36% | 6.02% | +1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 9.00% | 10.47% | -1.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.79% | 18.52% | -3.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.32% | 16.91% | -2.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.65% | 16.91% | +3.74% |