ALTL vs JLS

Comparison between PACER LUNT LARGE CAP ALTERNATOR ETF (ALTL, ETF) and Nuveen Mortgage and Income Fund (JLS, ETF).

5-Year PerformanceJLS has outperformed ALTL, delivering a return of +5.5% compared to +4.6%

ALTL vs JLS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ALTL(ETF)	JLS(ETF)
Net Assets	$104M	$104M
Expense Ratio	0.60%	N/A
Max Drawdown	33.20%	51.18%
Sharpe Ratio	1.55	0.50
5Y Beta	0.68	0.16
P/E Ratio	35.38	N/A
Forward P/E	20.71	N/A
5Y Dividends CAGR	4.12%	18.31%
5Y EPS CAGR	16.98%	N/A
Debt to Equity	-81.05%	N/A
P/S Ratio	2.85	N/A
P/B Ratio	4.63	N/A

Net Assets

ALTL

$104M

JLS

$104M

Expense Ratio

ALTL

0.60%

JLS

N/A

Max Drawdown

Winner

ALTL

33.20%

JLS

51.18%

Sharpe Ratio

Winner

ALTL

1.55

JLS

0.50

5Y Beta

ALTL

0.68

Winner

JLS

0.16

P/E Ratio

ALTL

35.38

JLS

N/A

Forward P/E

ALTL

20.71

JLS

N/A

5Y Dividends CAGR

ALTL

4.12%

Winner

JLS

18.31%

5Y EPS CAGR

ALTL

16.98%

JLS

N/A

Debt to Equity

ALTL

-81.05%

JLS

N/A

P/S Ratio

ALTL

2.85

JLS

N/A

P/B Ratio

ALTL

4.63

JLS

N/A

ALTL vs JLS - Historical Returns

Returns include dividend reinvestment.

Period	ALTL	JLS
1 month	+6.09%	-2.59%
3 months	+9.66%	+1.06%
6 months	+14.26%	+2.25%
1 year	+38.24%	+7.37%
5 years(CAGR)	+4.57%	+5.46%
10 years(CAGR)	N/A	+6.00%
Max(CAGR)	+14.03%	+6.29%

Winner

ALTL

+6.09%

JLS

-2.59%

Winner

ALTL

+9.66%

JLS

+1.06%

Winner

ALTL

+14.26%

JLS

+2.25%

Winner

ALTL

+38.24%

JLS

+7.37%

5Y(CAGR)

ALTL

+4.57%

Winner

JLS

+5.46%

10Y(CAGR)

ALTL

N/A

JLS

+6.00%

Max(CAGR)

Winner

ALTL

+14.03%

JLS

+6.29%

ALTL vs JLS - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	ALTL	JLS
2026	+14.72%	+2.91%
2025	+17.18%	+10.68%
2024	+11.30%	+17.77%
2023	-15.85%	+15.34%
2022	-11.91%	-17.75%
2021	+47.70%	+12.20%
2020	+33.75%	-5.36%
2019	N/A	+4.30%
2018	N/A	-0.52%
2017	N/A	+17.60%
2016	N/A	+13.96%
2015	N/A	+4.93%
2014	N/A	+6.40%
2013	N/A	-7.06%
2012	N/A	+42.96%
2011	N/A	-11.61%
2010	N/A	+10.36%
2009	N/A	-0.04%

ALTL vs JLS Drawdown Comparison

The maximum drawdown for ALTL was -31.91%, occurring on Oct 27, 2023. Recovery took 956 trading sessions.

The maximum drawdown for JLS was -35.17%, occurring on Mar 26, 2020. Recovery took 390 trading sessions.

The current ALTL drawdown is -2.80%. The current JLS drawdown is -3.14%.

Rank	ALTL	JLS
#1	-31.91% Jan 4, 2022 - Oct 27, 2025	-35.17% Jan 24, 2020 - Aug 11, 2021
#2	-9.79% Oct 27, 2025 - Jan 6, 2026	-23.51% Oct 28, 2021 - Mar 11, 2024
#3	-9.60% Jan 14, 2021 - Feb 8, 2021	-20.88% Apr 1, 2013 - Jul 6, 2016
#4	-8.75% Jun 2, 2026 - Jun 10, 2026	-17.47% Mar 4, 2011 - Feb 17, 2012
#5	-7.66% Mar 15, 2021 - Apr 28, 2021	-9.28% Mar 10, 2025 - Jun 24, 2025
#6	-6.81% Oct 12, 2020 - Nov 9, 2020	-7.28% Oct 3, 2012 - Dec 6, 2012
#7	-6.72% Dec 8, 2021 - Dec 27, 2021	-6.69% Dec 21, 2009 - Sep 8, 2010
#8	-6.61% Mar 2, 2026 - May 8, 2026	-5.33% Feb 13, 2026 - Apr 8, 2026
#9	-6.29% Sep 2, 2021 - Nov 1, 2021	-5.25% Nov 27, 2018 - Feb 13, 2019
#10	-6.15% May 11, 2026 - May 26, 2026	-4.92% May 15, 2026 - Jun 9, 2026
#11	-6.07% Sep 2, 2020 - Oct 12, 2020	-4.91% Dec 12, 2024 - Feb 4, 2025
#12	-5.49% Jul 6, 2020 - Jul 15, 2020	-4.01% Nov 12, 2010 - Dec 23, 2010
#13	-4.92% Nov 24, 2020 - Dec 4, 2020	-3.98% Sep 30, 2019 - Jan 24, 2020
#14	-4.65% Dec 10, 2020 - Jan 6, 2021	-3.95% Dec 29, 2017 - Aug 14, 2018
#15	-4.20% Nov 10, 2020 - Nov 16, 2020	-3.88% Dec 7, 2012 - Jan 4, 2013

Correlation

Correlation between ALTL and JLS is 0.50 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.50

-101

Dividend Comparison (2010 - 2026)

ALTL vs JLS dividend yield comparison.

Year	ALTL	JLS
2026	0.21%	4.28%
2025	0.95%	10.13%
2024	1.56%	9.91%
2023	1.28%	9.29%
2022	1.23%	6.56%
2021	1.06%	4.61%
2020	0.75%	4.94%
2019	0.00%	6.20%
2018	0.00%	9.31%
2017	0.00%	13.44%
2016	0.00%	7.11%
2015	0.00%	6.68%
2014	0.00%	6.68%
2013	0.00%	12.20%
2012	0.00%	7.60%
2011	0.00%	10.17%
2010	0.00%	7.70%