FXD vs JRS
Comparison between FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND (FXD, ETF) and Nuveen Real Estate Income Fund. (JRS, ETF).
5-Year PerformanceFXD has outperformed JRS, delivering a return of +3.4% compared to +3.3%
FXD vs JRS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FXD vs JRS - Historical Returns
Returns include dividend reinvestment.
FXD vs JRS - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | FXD | JRS |
|---|---|---|
| 2026 | -0.17% | +19.41% |
| 2025 | +7.10% | -1.77% |
| 2024 | +11.64% | +19.56% |
| 2023 | +23.44% | +11.22% |
| 2022 | -21.71% | -35.38% |
| 2021 | +24.97% | +66.40% |
| 2020 | +12.64% | -12.66% |
| 2019 | +23.21% | +36.83% |
| 2018 | -12.65% | -17.88% |
| 2017 | +19.03% | +11.96% |
| 2016 | +6.77% | +10.78% |
| 2015 | -3.09% | -1.20% |
| 2014 | +12.15% | +30.79% |
| 2013 | +40.52% | -3.80% |
| 2012 | +15.09% | +7.61% |
| 2011 | -0.13% | +9.22% |
| 2010 | +30.59% | +39.39% |
| 2009 | +51.69% | +79.15% |
| 2008 | -41.59% | -61.78% |
| 2007 | -15.15% | -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% |
FXD vs JRS Drawdown Comparison
The maximum drawdown for FXD was -65.27%, occurring on Mar 9, 2009. Recovery took 903 trading sessions.
The maximum drawdown for JRS was -87.70%, occurring on Mar 9, 2009. Recovery took 2329 trading sessions.
The current FXD drawdown is -4.61%.
| Rank | FXD | JRS |
|---|---|---|
| #1 | -65.27% Jul 9, 2007 - Feb 4, 2011 | -87.70% Feb 7, 2007 - May 9, 2016 |
| #2 | -49.54% Feb 19, 2020 - Nov 13, 2020 | -54.50% Feb 14, 2020 - Apr 8, 2021 |
| #3 | -33.74% Nov 16, 2021 - Mar 27, 2024 | -45.52% Dec 31, 2021 - Jul 20, 2026 |
| #4 | -26.02% Dec 4, 2024 - Aug 22, 2025 | -22.19% Apr 1, 2004 - Sep 2, 2004 |
| #5 | -24.03% Jul 7, 2011 - Mar 13, 2012 | -21.97% Dec 29, 2017 - Feb 22, 2019 |
| #6 | -22.16% Jan 24, 2018 - Nov 18, 2019 | -18.26% Sep 8, 2016 - Jun 13, 2017 |
| #7 | -20.18% Mar 20, 2015 - Dec 7, 2016 | -13.95% Dec 14, 2004 - May 10, 2005 |
| #8 | -14.19% Mar 26, 2012 - Jan 2, 2013 | -13.80% Sep 17, 2002 - Feb 21, 2003 |
| #9 | -13.94% Jan 13, 2026 - Mar 30, 2026 | -13.60% Oct 16, 2006 - Dec 4, 2006 |
| #10 | -12.24% Mar 28, 2024 - Oct 18, 2024 | -11.72% Jun 20, 2002 - Sep 6, 2002 |
| #11 | -11.01% Sep 8, 2025 - Jan 6, 2026 | -10.32% Aug 3, 2005 - Jan 5, 2006 |
| #12 | -10.15% Sep 5, 2014 - Nov 12, 2014 | -9.04% Sep 8, 2021 - Oct 25, 2021 |
| #13 | -8.68% Dec 31, 2013 - Feb 25, 2014 | -8.15% Feb 10, 2004 - Mar 5, 2004 |
| #14 | -8.66% May 12, 2011 - Jul 1, 2011 | -8.01% Nov 4, 2004 - Dec 1, 2004 |
| #15 | -7.79% Mar 7, 2014 - Jun 27, 2014 | -7.93% Jul 14, 2003 - Sep 18, 2003 |
Correlation
Correlation between FXD and JRS is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2002 - 2026)
FXD vs JRS dividend yield comparison.
| Year | FXD | JRS |
|---|---|---|
| 2026 | 0.31% | 4.14% |
| 2025 | 0.80% | 8.88% |
| 2024 | 0.89% | 7.88% |
| 2023 | 0.70% | 8.70% |
| 2022 | 1.00% | 11.06% |
| 2021 | 0.62% | 5.93% |
| 2020 | 0.42% | 9.00% |
| 2019 | 0.92% | 7.16% |
| 2018 | 1.08% | 9.99% |
| 2017 | 0.93% | 8.88% |
| 2016 | 1.05% | 9.10% |
| 2015 | 0.90% | 9.04% |
| 2014 | 0.52% | 7.83% |
| 2013 | 0.35% | 9.93% |
| 2012 | 1.44% | 8.78% |
| 2011 | 0.63% | 8.72% |
| 2010 | 0.44% | 8.70% |
| 2009 | 0.46% | 11.51% |
| 2008 | 0.89% | 35.31% |
| 2007 | 0.32% | 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% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks