DIVZ vs JRS

Comparison between POLEN DIVIDEND INCOME ETF (DIVZ, ETF) and Nuveen Real Estate Income Fund. (JRS, ETF).

5-Year PerformanceDIVZ has outperformed JRS, delivering a return of +9.9% compared to +3.3%

DIVZ vs JRS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DIVZ(ETF)	JRS(ETF)
Net Assets	$267M	$267M
Expense Ratio	0.65%	N/A
Max Drawdown	18.09%	90.70%
Sharpe Ratio	0.75	1.10
5Y Beta	0.40	0.62
P/E Ratio	21.44	N/A
Forward P/E	16.69	N/A
PEG Ratio	-43.95	N/A
5Y Dividends CAGR	28.41%	-1.63%
5Y EPS CAGR	6.14%	N/A
P/S Ratio	1.98	N/A
P/B Ratio	3.60	N/A

Net Assets

DIVZ

$267M

JRS

$267M

Expense Ratio

DIVZ

0.65%

JRS

N/A

Max Drawdown

Winner

DIVZ

18.09%

JRS

90.70%

Sharpe Ratio

DIVZ

0.75

Winner

JRS

1.10

5Y Beta

Winner

DIVZ

0.40

JRS

0.62

P/E Ratio

DIVZ

21.44

JRS

N/A

Forward P/E

DIVZ

16.69

JRS

N/A

PEG Ratio

DIVZ

-43.95

JRS

N/A

5Y Dividends CAGR

Winner

DIVZ

28.41%

JRS

-1.63%

5Y EPS CAGR

DIVZ

6.14%

JRS

N/A

P/S Ratio

DIVZ

1.98

JRS

N/A

P/B Ratio

DIVZ

3.60

JRS

N/A

DIVZ vs JRS - Historical Returns

Returns include dividend reinvestment.

Period	DIVZ	JRS
1 month	+3.15%	+6.50%
3 months	+5.12%	+9.72%
6 months	+4.94%	+16.95%
1 year	+11.02%	+20.78%
5 years(CAGR)	+9.85%	+3.31%
10 years(CAGR)	N/A	+5.26%
Max(CAGR)	+11.58%	+7.31%

DIVZ

+3.15%

Winner

JRS

+6.50%

DIVZ

+5.12%

Winner

JRS

+9.72%

DIVZ

+4.94%

Winner

JRS

+16.95%

DIVZ

+11.02%

Winner

JRS

+20.78%

5Y(CAGR)

Winner

DIVZ

+9.85%

JRS

+3.31%

10Y(CAGR)

DIVZ

N/A

JRS

+5.26%

Max(CAGR)

Winner

DIVZ

+11.58%

JRS

+7.31%

DIVZ vs JRS - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	DIVZ	JRS
2026	+6.29%	+19.41%
2025	+16.35%	-1.77%
2024	+17.39%	+19.56%
2023	-0.12%	+11.22%
2022	+2.45%	-35.38%
2021	+19.73%	+66.40%
2020	N/A	-12.66%
2019	N/A	+36.83%
2018	N/A	-17.88%
2017	N/A	+11.96%
2016	N/A	+10.78%
2015	N/A	-1.20%
2014	N/A	+30.79%
2013	N/A	-3.80%
2012	N/A	+7.61%
2011	N/A	+9.22%
2010	N/A	+39.39%
2009	N/A	+79.15%
2008	N/A	-61.78%
2007	N/A	-37.28%
2006	N/A	+53.15%
2005	N/A	+5.64%
2004	N/A	+21.41%
2003	N/A	+33.64%
2002	N/A	+10.59%
2001	N/A	-0.40%

DIVZ vs JRS Drawdown Comparison

The maximum drawdown for DIVZ was -15.44%, occurring on Sep 30, 2022. Recovery took 448 trading sessions.

The maximum drawdown for JRS was -87.70%, occurring on Mar 9, 2009. Recovery took 2329 trading sessions.

The current DIVZ drawdown is -0.93%.

Rank	DIVZ	JRS
#1	-15.44% Jun 7, 2022 - Mar 20, 2024	-87.70% Feb 7, 2007 - May 9, 2016
#2	-8.98% Mar 3, 2025 - May 16, 2025	-54.50% Feb 14, 2020 - Apr 8, 2021
#3	-7.25% Nov 29, 2024 - Feb 13, 2025	-45.52% Dec 31, 2021 - Jul 20, 2026
#4	-6.77% Apr 20, 2022 - Jun 7, 2022	-22.19% Apr 1, 2004 - Sep 2, 2004
#5	-5.96% Oct 22, 2021 - Dec 27, 2021	-21.97% Dec 29, 2017 - Feb 22, 2019
#6	-5.83% Feb 27, 2026 - Apr 15, 2026	-18.26% Sep 8, 2016 - Jun 13, 2017
#7	-5.14% Jun 10, 2021 - Oct 20, 2021	-13.95% Dec 14, 2004 - May 10, 2005
#8	-4.58% Feb 9, 2022 - Mar 22, 2022	-13.80% Sep 17, 2002 - Feb 21, 2003
#9	-4.55% Jul 31, 2024 - Aug 15, 2024	-13.60% Oct 16, 2006 - Dec 4, 2006
#10	-4.08% Sep 11, 2025 - Nov 28, 2025	-11.72% Jun 20, 2002 - Sep 6, 2002
#11	-3.95% Apr 3, 2024 - May 6, 2024	-10.32% Aug 3, 2005 - Jan 5, 2006
#12	-3.84% Jan 14, 2022 - Feb 2, 2022	-9.04% Sep 8, 2021 - Oct 25, 2021
#13	-3.05% Oct 18, 2024 - Nov 11, 2024	-8.15% Feb 10, 2004 - Mar 5, 2004
#14	-2.95% Feb 24, 2021 - Mar 8, 2021	-8.01% Nov 4, 2004 - Dec 1, 2004
#15	-2.93% May 15, 2024 - Jul 11, 2024	-7.93% Jul 14, 2003 - Sep 18, 2003

Correlation

Correlation between DIVZ and JRS is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60

-101

Dividend Comparison (2002 - 2026)

DIVZ vs JRS dividend yield comparison.

Year	DIVZ	JRS
2026	1.28%	4.14%
2025	2.60%	8.88%
2024	2.63%	7.88%
2023	3.66%	8.70%
2022	3.23%	11.06%
2021	3.83%	5.93%
2020	0.00%	9.00%
2019	0.00%	7.16%
2018	0.00%	9.99%
2017	0.00%	8.88%
2016	0.00%	9.10%
2015	0.00%	9.04%
2014	0.00%	7.83%
2013	0.00%	9.93%
2012	0.00%	8.78%
2011	0.00%	8.72%
2010	0.00%	8.70%
2009	0.00%	11.51%
2008	0.00%	35.31%
2007	0.00%	16.75%
2006	0.00%	6.90%
2005	0.00%	8.30%
2004	0.00%	7.04%
2003	0.00%	7.37%
2002	0.00%	9.23%