JCE vs BUSA
Comparison between Nuveen Core Equity Alpha Fund (JCE, ETF) and BRANDES U.S. VALUE ETF (BUSA, ETF).
JCE vs BUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JCE
$292M
BUSA
$292M
Expense Ratio
JCE
N/A
BUSA
0.60%
Max Drawdown
JCE
64.90%
Winner
BUSA
14.89%
Sharpe Ratio
JCE
0.85
Winner
BUSA
1.59
5Y Beta
JCE
0.80
Winner
BUSA
0.68
P/E Ratio
JCE
N/A
BUSA
20.08
Forward P/E
JCE
N/A
BUSA
12.77
PEG Ratio
JCE
N/A
BUSA
0.41
5Y Dividends CAGR
JCE
10.60%
BUSA
N/A
5Y EPS CAGR
JCE
N/A
BUSA
7.74%
Debt to Equity
JCE
N/A
BUSA
36.33%
P/S Ratio
JCE
N/A
BUSA
0.90
P/B Ratio
JCE
N/A
BUSA
2.04
JCE vs BUSA - Historical Returns
Returns include dividend reinvestment.
1M
JCE
-0.25%
Winner
BUSA
+2.57%
3M
Winner
JCE
+4.73%
BUSA
+3.46%
6M
JCE
+5.47%
Winner
BUSA
+10.66%
1Y
JCE
+15.61%
Winner
BUSA
+24.55%
5Y(CAGR)
JCE
+11.34%
BUSA
N/A
10Y(CAGR)
JCE
+12.44%
BUSA
N/A
Max(CAGR)
JCE
+9.79%
Winner
BUSA
+20.16%
JCE vs BUSA - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | JCE | BUSA |
|---|---|---|
| 2026 | +4.73% | +7.41% |
| 2025 | +11.45% | +17.82% |
| 2024 | +28.16% | +15.31% |
| 2023 | +12.70% | +10.65% |
| 2022 | -12.92% | N/A |
| 2021 | +50.42% | N/A |
| 2020 | +3.73% | N/A |
| 2019 | +30.21% | N/A |
| 2018 | -10.86% | N/A |
| 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 BUSA Drawdown Comparison
The maximum drawdown for JCE was -57.60%, occurring on Mar 9, 2009. Recovery took 951 trading sessions.
The maximum drawdown for BUSA was -14.19%, occurring on Apr 8, 2025. Recovery took 144 trading sessions.
The current JCE drawdown is -3.18%. The current BUSA drawdown is -0.04%.
| Rank | JCE | BUSA |
|---|---|---|
| #1 | -57.60% Apr 19, 2007 - Jan 26, 2011 | -14.19% Nov 29, 2024 - Jul 1, 2025 |
| #2 | -43.39% Feb 14, 2020 - Jan 20, 2021 | -7.61% Feb 6, 2026 - Jun 4, 2026 |
| #3 | -30.15% Dec 31, 2021 - Mar 13, 2024 | -6.29% Jul 30, 2024 - Aug 29, 2024 |
| #4 | -28.91% Aug 8, 2018 - Dec 27, 2019 | -6.02% Oct 17, 2023 - Nov 14, 2023 |
| #5 | -21.74% Jun 30, 2011 - Feb 7, 2012 | -5.66% Mar 28, 2024 - Jul 16, 2024 |
| #6 | -19.02% Feb 19, 2025 - Jul 25, 2025 | -4.53% Jul 23, 2025 - Aug 22, 2025 |
| #7 | -18.87% Mar 23, 2015 - Jul 11, 2016 | -3.80% Oct 27, 2025 - Nov 25, 2025 |
| #8 | -12.12% Jul 29, 2014 - Nov 20, 2014 | -3.78% Aug 30, 2024 - Oct 11, 2024 |
| #9 | -11.72% Jul 21, 2016 - Feb 21, 2017 | -3.49% Oct 3, 2025 - Oct 24, 2025 |
| #10 | -10.87% Jan 27, 2026 - Apr 15, 2026 | -2.77% Oct 16, 2024 - Nov 6, 2024 |
| #11 | -10.02% Oct 5, 2012 - Jan 16, 2013 | -2.44% Nov 11, 2024 - Nov 25, 2024 |
| #12 | -9.26% May 1, 2012 - Sep 12, 2012 | -2.32% Jul 3, 2025 - Jul 23, 2025 |
| #13 | -9.17% May 21, 2013 - Jul 15, 2013 | -2.15% Jan 8, 2024 - Jan 24, 2024 |
| #14 | -9.05% Jan 26, 2018 - May 21, 2018 | -2.03% Jul 17, 2024 - Jul 26, 2024 |
| #15 | -8.34% Jan 21, 2014 - Feb 26, 2014 | -1.91% Sep 11, 2025 - Oct 1, 2025 |
Correlation
Correlation between JCE and BUSA is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2007 - 2026)
JCE vs BUSA dividend yield comparison.
| Year | JCE | BUSA |
|---|---|---|
| 2026 | 2.11% | 0.33% |
| 2025 | 8.03% | 1.53% |
| 2024 | 8.05% | 1.37% |
| 2023 | 9.45% | 0.22% |
| 2022 | 17.22% | 0.00% |
| 2021 | 9.89% | 0.00% |
| 2020 | 6.57% | 0.00% |
| 2019 | 6.84% | 0.00% |
| 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% |
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