ISMD vs JCE

Comparison between INSPIRE SMALL/MID CAP ETF (ISMD, ETF) and Nuveen Core Equity Alpha Fund (JCE, ETF).

5-Year PerformanceJCE has outperformed ISMD, delivering a return of +11.3% compared to +7.5%

ISMD vs JCE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ISMD(ETF)	JCE(ETF)
Net Assets	$292M	$292M
Expense Ratio	0.53%	N/A
Max Drawdown	45.54%	64.90%
Sharpe Ratio	1.56	0.85
5Y Beta	0.94	0.80
P/E Ratio	-57.16	N/A
Forward P/E	14.99	N/A
5Y Dividends CAGR	7.92%	10.60%
5Y EPS CAGR	3.29%	N/A
Debt to Equity	79.49%	N/A
P/S Ratio	0.97	N/A
P/B Ratio	1.73	N/A

Net Assets

ISMD

$292M

Winner

JCE

$292M

Expense Ratio

ISMD

0.53%

JCE

N/A

Max Drawdown

Winner

ISMD

45.54%

JCE

64.90%

Sharpe Ratio

Winner

ISMD

1.56

JCE

0.85

5Y Beta

ISMD

0.94

Winner

JCE

0.80

P/E Ratio

ISMD

-57.16

JCE

N/A

Forward P/E

ISMD

14.99

JCE

N/A

5Y Dividends CAGR

ISMD

7.92%

Winner

JCE

10.60%

5Y EPS CAGR

ISMD

3.29%

JCE

N/A

Debt to Equity

ISMD

79.49%

JCE

N/A

P/S Ratio

ISMD

0.97

JCE

N/A

P/B Ratio

ISMD

1.73

JCE

N/A

ISMD vs JCE - Historical Returns

Returns include dividend reinvestment.

Period	ISMD	JCE
1 month	+3.26%	-0.25%
3 months	+12.88%	+4.73%
6 months	+20.40%	+5.47%
1 year	+36.49%	+15.61%
5 years(CAGR)	+7.49%	+11.34%
10 years(CAGR)	+9.34%	+12.44%
Max(CAGR)	+9.34%	+9.79%

Winner

ISMD

+3.26%

JCE

-0.25%

Winner

ISMD

+12.88%

JCE

+4.73%

Winner

ISMD

+20.40%

JCE

+5.47%

Winner

ISMD

+36.49%

JCE

+15.61%

5Y(CAGR)

ISMD

+7.49%

Winner

JCE

+11.34%

10Y(CAGR)

ISMD

+9.34%

Winner

JCE

+12.44%

Max(CAGR)

ISMD

+9.34%

Winner

JCE

+9.79%

ISMD vs JCE - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	ISMD	JCE
2026	+19.72%	+4.73%
2025	+4.92%	+11.45%
2024	+10.60%	+28.16%
2023	+17.79%	+12.70%
2022	-13.98%	-12.92%
2021	+30.18%	+50.42%
2020	+5.69%	+3.73%
2019	+23.35%	+30.21%
2018	-13.09%	-10.86%
2017	+8.40%	+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%

ISMD vs JCE Drawdown Comparison

The maximum drawdown for ISMD was -44.59%, occurring on Mar 23, 2020. Recovery took 571 trading sessions.

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

The current ISMD drawdown is -2.41%. The current JCE drawdown is -3.18%.

Rank	ISMD	JCE
#1	-44.59% Aug 29, 2018 - Dec 4, 2020	-57.60% Apr 19, 2007 - Jan 26, 2011
#2	-26.64% Nov 25, 2024 - Jan 6, 2026	-43.39% Feb 14, 2020 - Jan 20, 2021
#3	-22.55% Jan 4, 2022 - Dec 26, 2023	-30.15% Dec 31, 2021 - Mar 13, 2024
#4	-10.18% Jun 8, 2021 - Nov 3, 2021	-28.91% Aug 8, 2018 - Dec 27, 2019
#5	-9.64% Feb 10, 2026 - Apr 13, 2026	-21.74% Jun 30, 2011 - Feb 7, 2012
#6	-9.13% Jul 31, 2024 - Oct 16, 2024	-19.02% Feb 19, 2025 - Jul 25, 2025
#7	-8.70% Jan 22, 2018 - May 11, 2018	-18.87% Mar 23, 2015 - Jul 11, 2016
#8	-8.47% Nov 16, 2021 - Jan 4, 2022	-12.12% Jul 29, 2014 - Nov 20, 2014
#9	-8.41% Mar 28, 2024 - May 15, 2024	-11.72% Jul 21, 2016 - Feb 21, 2017
#10	-7.92% Mar 15, 2021 - May 7, 2021	-10.87% Jan 27, 2026 - Apr 15, 2026
#11	-7.04% Jul 25, 2017 - Sep 26, 2017	-10.02% Oct 5, 2012 - Jan 16, 2013
#12	-6.28% Dec 28, 2023 - Mar 7, 2024	-9.26% May 1, 2012 - Sep 12, 2012
#13	-5.53% May 15, 2024 - Jul 12, 2024	-9.17% May 21, 2013 - Jul 15, 2013
#14	-5.25% May 7, 2021 - Jun 1, 2021	-9.05% Jan 26, 2018 - May 21, 2018
#15	-5.10% Oct 3, 2017 - Nov 30, 2017	-8.34% Jan 21, 2014 - Feb 26, 2014

Correlation

Correlation between ISMD 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)

ISMD vs JCE dividend yield comparison.

Year	ISMD	JCE
2026	0.24%	2.11%
2025	1.21%	8.03%
2024	1.24%	8.05%
2023	1.17%	9.45%
2022	1.28%	17.22%
2021	9.35%	9.89%
2020	0.99%	6.57%
2019	0.88%	6.84%
2018	1.35%	9.23%
2017	2.02%	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%