JPC vs VXUS
Nuveen Preferred & Income Opportunities Fund vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.
Side-by-Side Comparison
| Metric | JPC | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 2.14% | 0.05% | |
| AUM | - | $158.1B | |
| Dividend Yield | 9.90% | 2.59% | |
| Holdings | 260 | 8,747 | |
| YTD Return | +0.16% | +15.22% | |
| 1Y Return | +4.17% | +26.86% | |
| 3Y Return (annualized) | +16.15% | +20.34% | |
| 5Y Return (annualized) | +3.39% | +9.38% | |
| Volatility (annualized) | 18.2% | 15.1% | |
| Max Drawdown | -82.5% | -39.9% | |
| Fund Family | Nuveen | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Mar 26, 2003 | Jan 26, 2011 |
JPC vs VXUS Performance
Nuveen Preferred & Income Opportunities Fund (JPC) is a ETF from Nuveen and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year JPC returned +4.17% while VXUS returned +26.86%. Year to date, JPC is up 0.16% versus a gain of 15.22% for VXUS.
Over three years, JPC compounded at +16.15% per year against +20.34% for VXUS; over five years the annualized figures are +3.39% and +9.38% respectively. Across the full 16-year window we track, VXUS has the edge at +4.89% annualized vs -0.86%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JPC has been the more volatile fund, with annualized monthly volatility of 18.2% compared with 15.1% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -82.5% for JPC and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JPC charges 2.14% per year while VXUS charges 0.05%. On a $10,000 position that is $214 vs $5 annually, a gap of $209 per year that compounds over a long holding period. On income, JPC currently yields 9.90% against 2.59% for VXUS.
Holdings Overlap
JPC and VXUS share 3 holdings out of 8080 unique holdings combined, representing a 0.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JPC or VXUS?
JPC has an expense ratio of 2.14% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $209 per year of difference.
Which performed better, JPC or VXUS?
Over the past year JPC returned +4.17% vs +26.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), JPC annualized -0.86% vs +4.89% for VXUS. Past performance does not guarantee future results.
Which is riskier, JPC or VXUS?
JPC has been the more volatile fund at 18.2% annualized versus 15.1% for VXUS. Worst drawdown: JPC -82.5% vs VXUS -39.9%.
Should I hold both JPC and VXUS?
JPC and VXUS have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JPC and VXUS?
JPC and VXUS share 3 common holdings with a 0.6% weight overlap. Combined, they hold 8080 unique securities.
Which pays a higher dividend, JPC or VXUS?
JPC yields 9.90% while VXUS yields 2.59%, so JPC currently pays the higher dividend yield.
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