JFR vs BSCW
Comparison between Nuveen Floating Rate Income Fund (JFR, ETF) and Invesco BulletShares 2032 Corporate Bond ETF (BSCW, ETF).
JFR vs BSCW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JFR
$1.30B
Winner
BSCW
$1.40B
Expense Ratio
JFR
N/A
BSCW
0.10%
Max Drawdown
JFR
70.11%
Winner
BSCW
11.22%
Sharpe Ratio
JFR
0.05
Winner
BSCW
0.73
5Y Beta
JFR
0.37
Winner
BSCW
0.08
5Y Dividends CAGR
JFR
12.72%
BSCW
N/A
JFR vs BSCW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JFR
+1.31%
BSCW
+0.15%
3M
Winner
JFR
+0.05%
BSCW
-0.12%
6M
JFR
+1.13%
Winner
BSCW
+1.40%
1Y
JFR
+4.00%
Winner
BSCW
+7.22%
5Y(CAGR)
JFR
+5.46%
BSCW
N/A
10Y(CAGR)
JFR
+5.86%
BSCW
N/A
Max(CAGR)
JFR
+4.72%
Winner
BSCW
+5.77%
JFR vs BSCW - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | JFR | BSCW |
|---|---|---|
| 2026 | +0.49% | +0.53% |
| 2025 | -1.37% | +8.95% |
| 2024 | +20.56% | +2.79% |
| 2023 | +15.24% | +8.39% |
| 2022 | -14.96% | +0.31% |
| 2021 | +24.23% | N/A |
| 2020 | -7.58% | N/A |
| 2019 | +18.36% | N/A |
| 2018 | -11.62% | N/A |
| 2017 | +2.78% | N/A |
| 2016 | +23.75% | N/A |
| 2015 | -0.21% | N/A |
| 2014 | -2.02% | N/A |
| 2013 | +2.56% | N/A |
| 2012 | +21.25% | N/A |
| 2011 | -0.88% | N/A |
| 2010 | +19.48% | N/A |
| 2009 | +71.84% | N/A |
| 2008 | -42.63% | N/A |
| 2007 | -8.35% | N/A |
| 2006 | +16.66% | N/A |
| 2005 | -4.10% | N/A |
| 2004 | -8.97% | N/A |
JFR vs BSCW Drawdown Comparison
The maximum drawdown for JFR was -62.58%, occurring on Dec 9, 2008. Recovery took 681 trading sessions.
The maximum drawdown for BSCW was -8.31%, occurring on Oct 19, 2023. Recovery took 212 trading sessions.
The current JFR drawdown is -3.02%. The current BSCW drawdown is -1.06%.
| Rank | JFR | BSCW |
|---|---|---|
| #1 | -62.58% Jun 22, 2007 - Mar 8, 2010 | -8.31% Feb 2, 2023 - Dec 6, 2023 |
| #2 | -47.67% Jan 24, 2020 - Mar 9, 2021 | -7.49% Sep 9, 2022 - Nov 16, 2022 |
| #3 | -20.38% Feb 9, 2022 - Feb 6, 2024 | -4.69% Sep 16, 2024 - Jun 4, 2025 |
| #4 | -20.27% May 19, 2011 - Apr 2, 2012 | -4.24% Dec 27, 2023 - Jul 5, 2024 |
| #5 | -18.76% Mar 11, 2013 - Aug 29, 2016 | -3.84% Dec 14, 2022 - Jan 12, 2023 |
| #6 | -18.14% Oct 23, 2017 - Dec 27, 2019 | -2.81% Feb 27, 2026 - Mar 26, 2026 |
| #7 | -16.10% Apr 14, 2010 - Dec 17, 2010 | -1.19% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -15.46% Mar 25, 2004 - Nov 30, 2006 | -1.18% Aug 2, 2024 - Aug 14, 2024 |
| #9 | -15.30% Dec 10, 2024 - Jul 31, 2025 | -1.04% Nov 25, 2022 - Nov 30, 2022 |
| #10 | -8.83% May 1, 2012 - Jul 20, 2012 | -1.00% Dec 7, 2022 - Dec 14, 2022 |
| #11 | -8.61% Aug 8, 2025 - Mar 27, 2026 | -0.99% Jan 18, 2023 - Feb 1, 2023 |
| #12 | -7.42% Nov 2, 2012 - Jan 9, 2013 | -0.92% Jul 12, 2024 - Jul 30, 2024 |
| #13 | -7.04% Feb 3, 2017 - May 24, 2017 | -0.89% Sep 15, 2025 - Oct 14, 2025 |
| #14 | -5.92% Jan 14, 2022 - Feb 9, 2022 | -0.83% Jun 4, 2025 - Jun 12, 2025 |
| #15 | -5.43% Jul 25, 2024 - Aug 14, 2024 | -0.78% Jun 30, 2025 - Jul 21, 2025 |
Correlation
Correlation between JFR and BSCW is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2004 - 2026)
JFR vs BSCW dividend yield comparison.
| Year | JFR | BSCW |
|---|---|---|
| 2026 | 4.33% | 1.55% |
| 2025 | 13.03% | 4.81% |
| 2024 | 11.43% | 5.06% |
| 2023 | 11.51% | 4.80% |
| 2022 | 9.61% | 1.12% |
| 2021 | 6.66% | 0.00% |
| 2020 | 7.19% | 0.00% |
| 2019 | 7.19% | 0.00% |
| 2018 | 7.95% | 0.00% |
| 2017 | 7.23% | 0.00% |
| 2016 | 6.38% | 0.00% |
| 2015 | 7.03% | 0.00% |
| 2014 | 6.62% | 0.00% |
| 2013 | 7.15% | 0.00% |
| 2012 | 7.72% | 0.00% |
| 2011 | 8.16% | 0.00% |
| 2010 | 5.31% | 0.00% |
| 2009 | 5.31% | 0.00% |
| 2008 | 14.89% | 0.00% |
| 2007 | 10.40% | 0.00% |
| 2006 | 7.89% | 0.00% |
| 2005 | 7.27% | 0.00% |
| 2004 | 3.88% | 0.00% |
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