JCE vs BOCT

Comparison between Nuveen Core Equity Alpha Fund (JCE, ETF) and Innovator U.S. Equity Buffer ETF - October (BOCT, ETF).

5-Year PerformanceJCE has outperformed BOCT, delivering a return of +11.6% compared to +10.5%

JCE vs BOCT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JCE(ETF)	BOCT(ETF)
Net Assets	$296M	$296M
Expense Ratio	N/A	0.79%
Max Drawdown	64.90%	24.54%
Sharpe Ratio	0.94	1.38
5Y Beta	0.80	0.63
5Y Dividends CAGR	4.90%	N/A

Net Assets

Winner

JCE

$296M

BOCT

$296M

Expense Ratio

JCE

N/A

BOCT

0.79%

Max Drawdown

JCE

64.90%

Winner

BOCT

24.54%

Sharpe Ratio

JCE

0.94

Winner

BOCT

1.38

5Y Beta

JCE

0.80

Winner

BOCT

0.63

5Y Dividends CAGR

JCE

4.90%

BOCT

N/A

JCE vs BOCT - Historical Returns

Returns include dividend reinvestment.

Period	JCE	BOCT
1 month	+3.48%	+0.78%
3 months	+7.34%	+4.98%
6 months	+8.81%	+7.50%
1 year	+17.08%	+15.94%
5 years(CAGR)	+11.55%	+10.52%
10 years(CAGR)	+12.17%	N/A
Max(CAGR)	+10.03%	+10.45%

Winner

JCE

+3.48%

BOCT

+0.78%

Winner

JCE

+7.34%

BOCT

+4.98%

Winner

JCE

+8.81%

BOCT

+7.50%

Winner

JCE

+17.08%

BOCT

+15.94%

5Y(CAGR)

Winner

JCE

+11.55%

BOCT

+10.52%

10Y(CAGR)

JCE

+12.17%

BOCT

N/A

Max(CAGR)

JCE

+10.03%

Winner

BOCT

+10.45%

JCE vs BOCT - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	JCE	BOCT
2026	+10.47%	+7.83%
2025	+11.45%	+14.45%
2024	+28.16%	+12.92%
2023	+12.70%	+21.51%
2022	-12.92%	-8.31%
2021	+50.42%	+16.09%
2020	+3.73%	+14.26%
2019	+30.21%	+18.62%
2018	-10.86%	-10.25%
2017	+31.07%	N/A
2016	+1.74%	N/A
2015	+0.50%	N/A
2014	+19.62%	N/A
2013	+35.38%	N/A
2012	+14.23%	N/A
2011	+2.56%	N/A
2010	+19.72%	N/A
2009	+32.50%	N/A
2008	-34.35%	N/A
2007	-11.96%	N/A

JCE vs BOCT Drawdown Comparison

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

The maximum drawdown for BOCT was -24.54%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The current JCE drawdown is -0.06%. The current BOCT drawdown is -0.39%.

Rank	JCE	BOCT
#1	-57.60% Apr 19, 2007 - Jan 26, 2011	-24.54% Feb 19, 2020 - Aug 3, 2020
#2	-43.39% Feb 14, 2020 - Jan 20, 2021	-14.29% Jan 4, 2022 - May 26, 2023
#3	-30.15% Dec 31, 2021 - Mar 13, 2024	-13.61% Feb 19, 2025 - Jun 24, 2025
#4	-28.91% Aug 8, 2018 - Dec 27, 2019	-13.60% Oct 2, 2018 - Apr 12, 2019
#5	-21.74% Jun 30, 2011 - Feb 7, 2012	-7.44% Sep 14, 2023 - Nov 22, 2023
#6	-19.02% Feb 19, 2025 - Jul 25, 2025	-6.09% Feb 2, 2026 - Apr 14, 2026
#7	-18.87% Mar 23, 2015 - Jul 11, 2016	-5.17% Oct 12, 2020 - Nov 6, 2020
#8	-12.12% Jul 29, 2014 - Nov 20, 2014	-4.63% Jul 26, 2019 - Nov 7, 2019
#9	-11.72% Jul 21, 2016 - Feb 21, 2017	-4.13% Apr 30, 2019 - Jun 20, 2019
#10	-10.87% Jan 27, 2026 - Apr 15, 2026	-3.81% Sep 2, 2020 - Sep 30, 2020
#11	-10.02% Oct 5, 2012 - Jan 16, 2013	-3.53% Oct 28, 2025 - Dec 5, 2025
#12	-9.26% May 1, 2012 - Sep 12, 2012	-2.90% Jul 31, 2023 - Aug 31, 2023
#13	-9.17% May 21, 2013 - Jul 15, 2013	-2.70% Jul 16, 2024 - Aug 14, 2024
#14	-9.05% Jan 26, 2018 - May 21, 2018	-2.54% Nov 16, 2021 - Dec 10, 2021
#15	-8.34% Jan 21, 2014 - Feb 26, 2014	-2.46% Dec 4, 2024 - Jan 21, 2025

Correlation

Correlation between JCE and BOCT is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2007 - 2026)

JCE vs BOCT dividend yield comparison.

Year	JCE	BOCT
2026	4.23%	0.00%
2025	8.03%	0.00%
2024	8.05%	0.00%
2023	9.45%	0.00%
2022	17.22%	0.00%
2021	9.89%	0.00%
2020	6.57%	0.00%
2019	6.84%	0.20%
2018	9.23%	0.00%
2017	17.33%	0.00%
2016	8.68%	0.00%
2015	19.27%	0.00%
2014	14.38%	0.00%
2013	8.51%	0.00%
2012	8.09%	0.00%
2011	8.66%	0.00%
2010	10.14%	0.00%
2009	7.04%	0.00%
2008	15.53%	0.00%
2007	7.89%	0.00%