JCE vs ISMD

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

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

JCE vs ISMD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

JCE

$292M

ISMD

$292M

Expense Ratio

JCE

N/A

ISMD

0.53%

Max Drawdown

JCE

64.90%

Winner

ISMD

45.54%

Sharpe Ratio

JCE

0.85

Winner

ISMD

1.56

5Y Beta

Winner

JCE

0.80

ISMD

0.94

P/E Ratio

JCE

N/A

ISMD

-57.16

Forward P/E

JCE

N/A

ISMD

14.99

5Y Dividends CAGR

Winner

JCE

10.60%

ISMD

7.92%

5Y EPS CAGR

JCE

N/A

ISMD

3.29%

Debt to Equity

JCE

N/A

ISMD

79.49%

P/S Ratio

JCE

N/A

ISMD

0.97

P/B Ratio

JCE

N/A

ISMD

1.73

JCE vs ISMD - Historical Returns

Returns include dividend reinvestment.

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

JCE

-0.25%

Winner

ISMD

+3.26%

JCE

+4.73%

Winner

ISMD

+12.88%

JCE

+5.47%

Winner

ISMD

+20.40%

JCE

+15.61%

Winner

ISMD

+36.49%

5Y(CAGR)

Winner

JCE

+11.34%

ISMD

+7.49%

10Y(CAGR)

Winner

JCE

+12.44%

ISMD

+9.34%

Max(CAGR)

Winner

JCE

+9.79%

ISMD

+9.34%

JCE vs ISMD - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	JCE	ISMD
2026	+4.73%	+19.72%
2025	+11.45%	+4.92%
2024	+28.16%	+10.60%
2023	+12.70%	+17.79%
2022	-12.92%	-13.98%
2021	+50.42%	+30.18%
2020	+3.73%	+5.69%
2019	+30.21%	+23.35%
2018	-10.86%	-13.09%
2017	+31.07%	+8.40%
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 ISMD Drawdown Comparison

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

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

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

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

Correlation

Correlation between JCE and ISMD 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 ISMD dividend yield comparison.

Year	JCE	ISMD
2026	2.11%	0.24%
2025	8.03%	1.21%
2024	8.05%	1.24%
2023	9.45%	1.17%
2022	17.22%	1.28%
2021	9.89%	9.35%
2020	6.57%	0.99%
2019	6.84%	0.88%
2018	9.23%	1.35%
2017	17.33%	2.02%
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%