BUSA vs JCE

Comparison between BRANDES U.S. VALUE ETF (BUSA, ETF) and Nuveen Core Equity Alpha Fund (JCE, ETF).

BUSA vs JCE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BUSA(ETF)	JCE(ETF)
Net Assets	$292M	$292M
Expense Ratio	0.60%	N/A
Max Drawdown	14.89%	64.90%
Sharpe Ratio	1.59	0.85
5Y Beta	0.68	0.80
P/E Ratio	20.08	N/A
Forward P/E	12.77	N/A
PEG Ratio	0.41	N/A
5Y Dividends CAGR	N/A	10.60%
5Y EPS CAGR	7.74%	N/A
Debt to Equity	36.33%	N/A
P/S Ratio	0.90	N/A
P/B Ratio	2.04	N/A

Net Assets

BUSA

$292M

Winner

JCE

$292M

Expense Ratio

BUSA

0.60%

JCE

N/A

Max Drawdown

Winner

BUSA

14.89%

JCE

64.90%

Sharpe Ratio

Winner

BUSA

1.59

JCE

0.85

5Y Beta

Winner

BUSA

0.68

JCE

0.80

P/E Ratio

BUSA

20.08

JCE

N/A

Forward P/E

BUSA

12.77

JCE

N/A

PEG Ratio

BUSA

0.41

JCE

N/A

5Y Dividends CAGR

BUSA

N/A

JCE

10.60%

5Y EPS CAGR

BUSA

7.74%

JCE

N/A

Debt to Equity

BUSA

36.33%

JCE

N/A

P/S Ratio

BUSA

0.90

JCE

N/A

P/B Ratio

BUSA

2.04

JCE

N/A

BUSA vs JCE - Historical Returns

Returns include dividend reinvestment.

Period	BUSA	JCE
1 month	+2.57%	-0.25%
3 months	+3.46%	+4.73%
6 months	+10.66%	+5.47%
1 year	+24.55%	+15.61%
5 years(CAGR)	N/A	+11.34%
10 years(CAGR)	N/A	+12.44%
Max(CAGR)	+20.16%	+9.79%

Winner

BUSA

+2.57%

JCE

-0.25%

BUSA

+3.46%

Winner

JCE

+4.73%

Winner

BUSA

+10.66%

JCE

+5.47%

Winner

BUSA

+24.55%

JCE

+15.61%

5Y(CAGR)

BUSA

N/A

JCE

+11.34%

10Y(CAGR)

BUSA

N/A

JCE

+12.44%

Max(CAGR)

Winner

BUSA

+20.16%

JCE

+9.79%

BUSA vs JCE - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	BUSA	JCE
2026	+7.41%	+4.73%
2025	+17.82%	+11.45%
2024	+15.31%	+28.16%
2023	+10.65%	+12.70%
2022	N/A	-12.92%
2021	N/A	+50.42%
2020	N/A	+3.73%
2019	N/A	+30.21%
2018	N/A	-10.86%
2017	N/A	+31.07%
2016	N/A	+1.74%
2015	N/A	+0.50%
2014	N/A	+19.62%
2013	N/A	+35.38%
2012	N/A	+14.23%
2011	N/A	+2.56%
2010	N/A	+19.72%
2009	N/A	+32.50%
2008	N/A	-34.35%
2007	N/A	-11.96%

BUSA vs JCE Drawdown Comparison

The maximum drawdown for BUSA was -14.19%, occurring on Apr 8, 2025. Recovery took 144 trading sessions.

The maximum drawdown for JCE was -57.60%, occurring on Mar 9, 2009. Recovery took 951 trading sessions.

The current BUSA drawdown is -0.04%. The current JCE drawdown is -3.18%.

Rank	BUSA	JCE
#1	-14.19% Nov 29, 2024 - Jul 1, 2025	-57.60% Apr 19, 2007 - Jan 26, 2011
#2	-7.61% Feb 6, 2026 - Jun 4, 2026	-43.39% Feb 14, 2020 - Jan 20, 2021
#3	-6.29% Jul 30, 2024 - Aug 29, 2024	-30.15% Dec 31, 2021 - Mar 13, 2024
#4	-6.02% Oct 17, 2023 - Nov 14, 2023	-28.91% Aug 8, 2018 - Dec 27, 2019
#5	-5.66% Mar 28, 2024 - Jul 16, 2024	-21.74% Jun 30, 2011 - Feb 7, 2012
#6	-4.53% Jul 23, 2025 - Aug 22, 2025	-19.02% Feb 19, 2025 - Jul 25, 2025
#7	-3.80% Oct 27, 2025 - Nov 25, 2025	-18.87% Mar 23, 2015 - Jul 11, 2016
#8	-3.78% Aug 30, 2024 - Oct 11, 2024	-12.12% Jul 29, 2014 - Nov 20, 2014
#9	-3.49% Oct 3, 2025 - Oct 24, 2025	-11.72% Jul 21, 2016 - Feb 21, 2017
#10	-2.77% Oct 16, 2024 - Nov 6, 2024	-10.87% Jan 27, 2026 - Apr 15, 2026
#11	-2.44% Nov 11, 2024 - Nov 25, 2024	-10.02% Oct 5, 2012 - Jan 16, 2013
#12	-2.32% Jul 3, 2025 - Jul 23, 2025	-9.26% May 1, 2012 - Sep 12, 2012
#13	-2.15% Jan 8, 2024 - Jan 24, 2024	-9.17% May 21, 2013 - Jul 15, 2013
#14	-2.03% Jul 17, 2024 - Jul 26, 2024	-9.05% Jan 26, 2018 - May 21, 2018
#15	-1.91% Sep 11, 2025 - Oct 1, 2025	-8.34% Jan 21, 2014 - Feb 26, 2014

Correlation

Correlation between BUSA and JCE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2007 - 2026)

BUSA vs JCE dividend yield comparison.

Year	BUSA	JCE
2026	0.33%	2.11%
2025	1.53%	8.03%
2024	1.37%	8.05%
2023	0.22%	9.45%
2022	0.00%	17.22%
2021	0.00%	9.89%
2020	0.00%	6.57%
2019	0.00%	6.84%
2018	0.00%	9.23%
2017	0.00%	17.33%
2016	0.00%	8.68%
2015	0.00%	19.27%
2014	0.00%	14.38%
2013	0.00%	8.51%
2012	0.00%	8.09%
2011	0.00%	8.66%
2010	0.00%	10.14%
2009	0.00%	7.04%
2008	0.00%	15.53%
2007	0.00%	7.89%