CXSE vs JRI

Comparison between WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND (CXSE, ETF) and Nuveen Real Asset Income and Growth Fund (JRI, ETF).

5-Year PerformanceJRI has outperformed CXSE, delivering a return of +6.1% compared to -6.0%

CXSE vs JRI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CXSE(ETF)	JRI(ETF)
Net Assets	$489M	$489M
Expense Ratio	0.32%	N/A
Max Drawdown	71.11%	64.29%
Sharpe Ratio	-0.24	0.17
5Y Beta	0.68	0.48
5Y Dividends CAGR	17.34%	8.51%

Net Assets

Winner

CXSE

$489M

JRI

$489M

Expense Ratio

CXSE

0.32%

JRI

N/A

Max Drawdown

CXSE

71.11%

Winner

JRI

64.29%

Sharpe Ratio

CXSE

-0.24

Winner

JRI

0.17

5Y Beta

CXSE

0.68

Winner

JRI

0.48

5Y Dividends CAGR

Winner

CXSE

17.34%

JRI

8.51%

CXSE vs JRI - Historical Returns

Returns include dividend reinvestment.

Period	CXSE	JRI
1 month	+1.55%	-3.43%
3 months	-5.48%	-0.89%
6 months	-6.20%	+1.07%
1 year	-4.31%	+5.60%
5 years(CAGR)	-6.02%	+6.09%
10 years(CAGR)	+6.30%	+6.20%
Max(CAGR)	+5.74%	+7.33%

Winner

CXSE

+1.55%

JRI

-3.43%

CXSE

-5.48%

Winner

JRI

-0.89%

CXSE

-6.20%

Winner

JRI

+1.07%

CXSE

-4.31%

Winner

JRI

+5.60%

5Y(CAGR)

CXSE

-6.02%

Winner

JRI

+6.09%

10Y(CAGR)

Winner

CXSE

+6.30%

JRI

+6.20%

Max(CAGR)

CXSE

+5.74%

Winner

JRI

+7.33%

CXSE vs JRI - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	CXSE	JRI
2026	-7.95%	+0.17%
2025	+39.36%	+26.71%
2024	+11.98%	+15.08%
2023	-20.35%	+8.67%
2022	-29.27%	-20.82%
2021	-24.40%	+31.59%
2020	+54.60%	-19.63%
2019	+39.98%	+44.45%
2018	-30.42%	-18.10%
2017	+85.13%	+20.61%
2016	+1.18%	+14.09%
2015	-0.86%	-12.29%
2014	+4.63%	+29.74%
2013	-2.55%	+6.25%
2012	+11.69%	-0.50%

CXSE vs JRI Drawdown Comparison

The maximum drawdown for CXSE was -70.01%, occurring on Feb 2, 2024. This drawdown has not yet recovered.

The maximum drawdown for JRI was -60.68%, occurring on Mar 18, 2020. Recovery took 1127 trading sessions.

The current CXSE drawdown is -49.07%. The current JRI drawdown is -3.43%.

Rank	CXSE	JRI
#1	-70.01% Feb 17, 2021 - Feb 2, 2024	-60.68% Feb 21, 2020 - Aug 14, 2024
#2	-40.58% Apr 27, 2015 - May 8, 2017	-29.62% Apr 28, 2015 - Aug 12, 2016
#3	-37.85% Jan 26, 2018 - Jun 10, 2020	-21.93% Aug 3, 2017 - Jun 6, 2019
#4	-21.07% Jan 10, 2013 - Nov 18, 2013	-14.64% May 2, 2012 - Jan 7, 2013
#5	-14.44% Dec 6, 2013 - Jul 15, 2014	-14.53% May 10, 2013 - Jan 21, 2014
#6	-11.22% Sep 4, 2014 - Apr 1, 2015	-13.72% Nov 29, 2024 - Apr 29, 2025
#7	-9.77% Nov 21, 2017 - Jan 3, 2018	-12.91% Oct 1, 2025 - Jul 2, 2026
#8	-8.48% Sep 2, 2020 - Oct 9, 2020	-12.80% Sep 8, 2016 - Mar 1, 2017
#9	-6.93% Jan 25, 2021 - Feb 9, 2021	-9.27% Dec 11, 2014 - Jan 9, 2015
#10	-6.85% Nov 6, 2012 - Dec 10, 2012	-7.65% Sep 10, 2014 - Nov 5, 2014
#11	-5.56% Jul 9, 2020 - Aug 4, 2020	-5.37% Jun 30, 2014 - Aug 13, 2014
#12	-4.82% Nov 5, 2020 - Dec 18, 2020	-4.29% Jan 29, 2015 - Apr 17, 2015
#13	-4.42% Aug 5, 2020 - Aug 24, 2020	-4.28% Jul 24, 2026 - Aug 24, 2026
#14	-3.94% Apr 16, 2015 - Apr 23, 2015	-4.14% Sep 30, 2024 - Nov 27, 2024
#15	-3.91% Sep 20, 2017 - Oct 3, 2017	-3.43% Nov 10, 2014 - Dec 8, 2014

Correlation

Correlation between CXSE and JRI is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.52

-101

Dividend Comparison (2012 - 2026)

CXSE vs JRI dividend yield comparison.

Year	CXSE	JRI
2026	0.29%	8.56%
2025	1.95%	11.85%
2024	1.70%	11.91%
2023	1.71%	9.25%
2022	1.55%	9.97%
2021	0.86%	7.23%
2020	1.01%	9.12%
2019	1.92%	7.10%
2018	2.98%	9.40%
2017	2.48%	7.26%
2016	2.77%	8.63%
2015	5.01%	10.40%
2014	4.57%	14.90%
2013	5.50%	20.41%
2012	0.00%	6.36%