AVRE vs JQC

Comparison between AVANTIS REAL ESTATE ETF (AVRE, ETF) and Nuveen Credit Strategies Income Fund (JQC, ETF).

5-Year PerformanceJQC has outperformed AVRE, delivering a return of +4.7% compared to +2.4%

AVRE vs JQC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVRE(ETF)	JQC(ETF)
Net Assets	$803M	$800M
Expense Ratio	0.17%	N/A
Max Drawdown	36.40%	81.25%
Sharpe Ratio	0.64	-0.09
5Y Beta	0.46	0.40
P/E Ratio	32.88	N/A
Forward P/E	36.34	N/A
5Y Dividends CAGR	N/A	-5.37%
5Y EPS CAGR	10.68%	N/A
Debt to Equity	42.71%	N/A
P/S Ratio	8.62	N/A
P/B Ratio	2.95	N/A

Net Assets

Winner

AVRE

$803M

JQC

$800M

Expense Ratio

AVRE

0.17%

JQC

N/A

Max Drawdown

Winner

AVRE

36.40%

JQC

81.25%

Sharpe Ratio

Winner

AVRE

0.64

JQC

-0.09

5Y Beta

AVRE

0.46

Winner

JQC

0.40

P/E Ratio

AVRE

32.88

JQC

N/A

Forward P/E

AVRE

36.34

JQC

N/A

5Y Dividends CAGR

AVRE

N/A

JQC

-5.37%

5Y EPS CAGR

AVRE

10.68%

JQC

N/A

Debt to Equity

AVRE

42.71%

JQC

N/A

P/S Ratio

AVRE

8.62

JQC

N/A

P/B Ratio

AVRE

2.95

JQC

N/A

AVRE vs JQC - Historical Returns

Returns include dividend reinvestment.

Period	AVRE	JQC
1 month	-0.15%	+0.40%
3 months	+1.91%	+1.86%
6 months	+9.19%	+0.79%
1 year	+11.43%	+1.87%
5 years(CAGR)	+2.41%	+4.69%
10 years(CAGR)	N/A	+5.69%
Max(CAGR)	+2.41%	+4.89%

AVRE

-0.15%

Winner

JQC

+0.40%

Winner

AVRE

+1.91%

JQC

+1.86%

Winner

AVRE

+9.19%

JQC

+0.79%

Winner

AVRE

+11.43%

JQC

+1.87%

5Y(CAGR)

AVRE

+2.41%

Winner

JQC

+4.69%

10Y(CAGR)

AVRE

N/A

JQC

+5.69%

Max(CAGR)

AVRE

+2.41%

Winner

JQC

+4.89%

AVRE vs JQC - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	AVRE	JQC
2026	+8.63%	+0.31%
2025	+9.20%	-0.94%
2024	+0.27%	+20.69%
2023	+8.83%	+12.77%
2022	-23.13%	-14.32%
2021	+13.16%	+13.85%
2020	N/A	-3.05%
2019	N/A	+21.60%
2018	N/A	-5.84%
2017	N/A	-1.39%
2016	N/A	+21.60%
2015	N/A	-3.41%
2014	N/A	-3.21%
2013	N/A	+8.23%
2012	N/A	+30.13%
2011	N/A	-0.19%
2010	N/A	+23.15%
2009	N/A	+67.27%
2008	N/A	-48.74%
2007	N/A	-14.88%
2006	N/A	+26.10%
2005	N/A	-4.38%
2004	N/A	+2.91%
2003	N/A	+0.24%

AVRE vs JQC Drawdown Comparison

The maximum drawdown for AVRE was -32.47%, occurring on Oct 25, 2023. Recovery took 1076 trading sessions.

The maximum drawdown for JQC was -75.13%, occurring on Mar 9, 2009. Recovery took 1030 trading sessions.

The current AVRE drawdown is -1.54%. The current JQC drawdown is -5.55%.

Rank	AVRE	JQC
#1	-32.47% Dec 31, 2021 - Apr 17, 2026	-75.13% Mar 26, 2007 - Apr 26, 2011
#2	-4.18% Nov 24, 2021 - Dec 8, 2021	-47.91% Feb 19, 2020 - Mar 1, 2021
#3	-3.04% May 6, 2026 - Jun 3, 2026	-20.01% Apr 1, 2004 - Nov 3, 2004
#4	-2.32% Apr 20, 2026 - May 6, 2026	-19.80% Jan 18, 2022 - Jan 30, 2024
#5	-1.35% Nov 3, 2021 - Nov 24, 2021	-18.69% Apr 30, 2013 - Aug 12, 2016
#6	-1.06% Dec 8, 2021 - Dec 15, 2021	-16.85% Jul 7, 2011 - Feb 1, 2012
#7	-0.97% Oct 28, 2021 - Nov 3, 2021	-15.38% Dec 9, 2024 - Jul 18, 2025
#8	-0.76% Dec 15, 2021 - Dec 22, 2021	-13.26% Feb 11, 2005 - Jul 25, 2006
#9	-0.73% Oct 7, 2021 - Oct 12, 2021	-11.52% Jul 9, 2003 - Jan 5, 2004
#10	-0.14% Oct 4, 2021 - Oct 6, 2021	-10.94% Mar 2, 2017 - Feb 22, 2019
#11	-0.07% Oct 15, 2021 - Oct 19, 2021	-10.17% Aug 26, 2025 - Mar 27, 2026
#12	-0.07% Dec 22, 2021 - Dec 27, 2021	-8.26% Nov 6, 2012 - Dec 6, 2012
#13	-0.01% Oct 26, 2021 - Oct 28, 2021	-5.77% Jun 29, 2021 - Oct 22, 2021
#14	N/A	-5.63% Jul 11, 2019 - Dec 4, 2019
#15	N/A	-5.39% Nov 4, 2004 - Feb 7, 2005

Correlation

Correlation between AVRE and JQC is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64

-101

Dividend Comparison (2003 - 2026)

AVRE vs JQC dividend yield comparison.

Year	AVRE	JQC
2026	0.08%	5.35%
2025	4.30%	12.91%
2024	3.99%	11.39%
2023	3.33%	11.42%
2022	3.78%	9.71%
2021	0.61%	10.03%
2020	0.00%	16.11%
2019	0.00%	16.14%
2018	0.00%	6.53%
2017	0.00%	7.42%
2016	0.00%	6.99%
2015	0.00%	7.51%
2014	0.00%	6.51%
2013	0.00%	7.74%
2012	0.00%	8.32%
2011	0.00%	9.81%
2010	0.00%	7.95%
2009	0.00%	8.39%
2008	0.00%	20.62%
2007	0.00%	10.36%
2006	0.00%	7.77%
2005	0.00%	9.67%
2004	0.00%	8.58%
2003	0.00%	3.34%