NPSRX vs. BKLN
Compare and contrast key facts about Nuveen Preferred Securities & Income Fund (NPSRX) and Invesco Senior Loan ETF (BKLN).
NPSRX is managed by Nuveen. It was launched on Dec 18, 2006. BKLN is a passively managed fund by Invesco that tracks the performance of the S&P/LSTA U.S. Leveraged Loan 100 Index. It was launched on Mar 3, 2011.
Performance
NPSRX vs. BKLN - Performance Comparison
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NPSRX vs. BKLN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NPSRX Nuveen Preferred Securities & Income Fund | -1.95% | 11.19% | 9.12% | 6.19% | -9.50% | 5.43% | 5.53% | 17.68% | -5.65% | 11.27% |
BKLN Invesco Senior Loan ETF | -1.27% | 6.88% | 8.21% | 12.53% | -2.51% | 2.32% | 1.32% | 10.03% | -1.32% | 2.13% |
Returns By Period
In the year-to-date period, NPSRX achieves a -1.95% return, which is significantly lower than BKLN's -1.27% return. Over the past 10 years, NPSRX has outperformed BKLN with an annualized return of 5.22%, while BKLN has yielded a comparatively lower 4.37% annualized return.
NPSRX
- 1D
- -0.13%
- 1M
- -3.30%
- YTD
- -1.95%
- 6M
- 0.47%
- 1Y
- 6.96%
- 3Y*
- 9.61%
- 5Y*
- 3.48%
- 10Y*
- 5.22%
BKLN
- 1D
- 0.49%
- 1M
- 1.56%
- YTD
- -1.27%
- 6M
- 0.69%
- 1Y
- 5.66%
- 3Y*
- 7.57%
- 5Y*
- 5.02%
- 10Y*
- 4.37%
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NPSRX vs. BKLN - Expense Ratio Comparison
NPSRX has a 0.74% expense ratio, which is higher than BKLN's 0.65% expense ratio.
Return for Risk
NPSRX vs. BKLN — Risk / Return Rank
NPSRX
BKLN
NPSRX vs. BKLN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Preferred Securities & Income Fund (NPSRX) and Invesco Senior Loan ETF (BKLN). 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.
| NPSRX | BKLN | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 1.33 | +0.72 |
Sortino ratioReturn per unit of downside risk | 2.78 | 2.08 | +0.69 |
Omega ratioGain probability vs. loss probability | 1.50 | 1.37 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.08 | 1.83 | +0.26 |
Martin ratioReturn relative to average drawdown | 8.55 | 6.90 | +1.65 |
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
| NPSRX | BKLN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 1.33 | +0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 1.13 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.68 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.63 | -0.15 |
Correlation
The correlation between NPSRX and BKLN is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
NPSRX vs. BKLN - Dividend Comparison
NPSRX's dividend yield for the trailing twelve months is around 5.45%, less than BKLN's 7.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NPSRX Nuveen Preferred Securities & Income Fund | 5.45% | 5.72% | 5.38% | 5.87% | 6.18% | 4.97% | 5.02% | 5.39% | 6.00% | 5.51% | 5.81% | 6.20% |
BKLN Invesco Senior Loan ETF | 7.05% | 6.95% | 8.41% | 8.59% | 4.93% | 3.11% | 3.56% | 4.86% | 4.52% | 3.50% | 4.54% | 4.12% |
Drawdowns
NPSRX vs. BKLN - Drawdown Comparison
The maximum NPSRX drawdown since its inception was -62.52%, which is greater than BKLN's maximum drawdown of -24.17%. Use the drawdown chart below to compare losses from any high point for NPSRX and BKLN.
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Drawdown Indicators
| NPSRX | BKLN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.52% | -24.17% | -38.35% |
Max Drawdown (1Y)Largest decline over 1 year | -3.46% | -3.07% | -0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -17.65% | -7.31% | -10.34% |
Max Drawdown (10Y)Largest decline over 10 years | -26.47% | -24.17% | -2.30% |
Current DrawdownCurrent decline from peak | -3.30% | -1.56% | -1.74% |
Average DrawdownAverage peak-to-trough decline | -4.85% | -1.10% | -3.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.84% | 0.81% | +0.03% |
Volatility
NPSRX vs. BKLN - Volatility Comparison
The current volatility for Nuveen Preferred Securities & Income Fund (NPSRX) is 1.24%, while Invesco Senior Loan ETF (BKLN) has a volatility of 1.75%. This indicates that NPSRX experiences smaller price fluctuations and is considered to be less risky than BKLN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NPSRX | BKLN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.24% | 1.75% | -0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 2.17% | 2.43% | -0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.62% | 4.27% | -0.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.96% | 4.46% | +0.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.31% | 6.44% | -0.13% |