JQC vs. VIG
Compare and contrast key facts about Nuveen Credit Strategies Income Fund (JQC) and Vanguard Dividend Appreciation ETF (VIG).
JQC is managed by Nuveen. It was launched on Jun 26, 2003. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JQC or VIG.
Correlation
The correlation between JQC and VIG is 0.42, 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.
Performance
JQC vs. VIG - Performance Comparison
Key characteristics
JQC:
0.33
VIG:
0.50
JQC:
0.54
VIG:
0.80
JQC:
1.08
VIG:
1.11
JQC:
0.32
VIG:
0.51
JQC:
1.41
VIG:
2.44
JQC:
3.48%
VIG:
3.13%
JQC:
14.92%
VIG:
15.37%
JQC:
-75.18%
VIG:
-46.81%
JQC:
-11.26%
VIG:
-9.98%
Returns By Period
In the year-to-date period, JQC achieves a -8.37% return, which is significantly lower than VIG's -5.66% return. Over the past 10 years, JQC has underperformed VIG with an annualized return of 4.51%, while VIG has yielded a comparatively higher 10.68% annualized return.
JQC
-8.37%
-5.52%
-7.46%
3.93%
8.49%
4.51%
VIG
-5.66%
-5.02%
-7.92%
7.54%
12.54%
10.68%
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JQC vs. VIG - Expense Ratio Comparison
JQC has a 4.34% expense ratio, which is higher than VIG's 0.06% expense ratio.
Risk-Adjusted Performance
JQC vs. VIG — Risk-Adjusted Performance Rank
JQC
VIG
JQC vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Credit Strategies Income Fund (JQC) and Vanguard Dividend Appreciation ETF (VIG). 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.
Dividends
JQC vs. VIG - Dividend Comparison
JQC's dividend yield for the trailing twelve months is around 12.93%, more than VIG's 1.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JQC Nuveen Credit Strategies Income Fund | 12.93% | 11.39% | 11.42% | 9.71% | 10.03% | 16.11% | 16.14% | 6.53% | 7.42% | 6.99% | 7.51% | 6.51% |
VIG Vanguard Dividend Appreciation ETF | 1.93% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% |
Drawdowns
JQC vs. VIG - Drawdown Comparison
The maximum JQC drawdown since its inception was -75.18%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for JQC and VIG. For additional features, visit the drawdowns tool.
Volatility
JQC vs. VIG - Volatility Comparison
Nuveen Credit Strategies Income Fund (JQC) and Vanguard Dividend Appreciation ETF (VIG) have volatilities of 11.02% and 11.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.