JFR vs EPS
Comparison between Nuveen Floating Rate Income Fund (JFR, ETF) and WISDOMTREE U.S. LARGECAP FUND (EPS, ETF).
5-Year PerformanceEPS has outperformed JFR, delivering a return of +12.5% compared to +5.5%
JFR vs EPS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JFR vs EPS - Historical Returns
Returns include dividend reinvestment.
JFR vs EPS - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | JFR | EPS |
|---|---|---|
| 2026 | +0.49% | +8.53% |
| 2025 | -1.37% | +17.52% |
| 2024 | +20.56% | +24.38% |
| 2023 | +15.24% | +23.19% |
| 2022 | -14.96% | -16.52% |
| 2021 | +24.23% | +29.19% |
| 2020 | -7.58% | +11.09% |
| 2019 | +18.36% | +32.16% |
| 2018 | -11.62% | -7.91% |
| 2017 | +2.78% | +22.21% |
| 2016 | +23.75% | +15.33% |
| 2015 | -0.21% | -1.36% |
| 2014 | -2.02% | +14.27% |
| 2013 | +2.56% | +29.44% |
| 2012 | +21.25% | +12.80% |
| 2011 | -0.88% | +2.58% |
| 2010 | +19.48% | +11.74% |
| 2009 | +71.84% | +23.43% |
| 2008 | -42.63% | -35.92% |
| 2007 | -8.35% | +2.94% |
| 2006 | +16.66% | N/A |
| 2005 | -4.10% | N/A |
| 2004 | -8.97% | N/A |
JFR vs EPS Drawdown Comparison
The maximum drawdown for JFR was -62.58%, occurring on Dec 9, 2008. Recovery took 681 trading sessions.
The maximum drawdown for EPS was -54.41%, occurring on Mar 6, 2009. Recovery took 1115 trading sessions.
The current JFR drawdown is -3.02%.
| Rank | JFR | EPS |
|---|---|---|
| #1 | -62.58% Jun 22, 2007 - Mar 8, 2010 | -54.41% Oct 10, 2007 - Mar 14, 2012 |
| #2 | -47.67% Jan 24, 2020 - Mar 9, 2021 | -35.79% Feb 12, 2020 - Sep 2, 2020 |
| #3 | -20.38% Feb 9, 2022 - Feb 6, 2024 | -23.56% Jan 4, 2022 - Dec 13, 2023 |
| #4 | -20.27% May 19, 2011 - Apr 2, 2012 | -18.98% Sep 20, 2018 - Apr 8, 2019 |
| #5 | -18.76% Mar 11, 2013 - Aug 29, 2016 | -17.65% Feb 19, 2025 - Jun 27, 2025 |
| #6 | -18.14% Oct 23, 2017 - Dec 27, 2019 | -15.09% May 21, 2015 - Jul 14, 2016 |
| #7 | -16.10% Apr 14, 2010 - Dec 17, 2010 | -10.72% Apr 2, 2012 - Aug 21, 2012 |
| #8 | -15.46% Mar 25, 2004 - Nov 30, 2006 | -10.31% Jul 13, 2007 - Oct 9, 2007 |
| #9 | -15.30% Dec 10, 2024 - Jul 31, 2025 | -10.19% Jan 26, 2018 - Aug 29, 2018 |
| #10 | -8.83% May 1, 2012 - Jul 20, 2012 | -8.98% Sep 2, 2020 - Nov 9, 2020 |
| #11 | -8.61% Aug 8, 2025 - Mar 27, 2026 | -8.39% Feb 2, 2026 - Apr 14, 2026 |
| #12 | -7.42% Nov 2, 2012 - Jan 9, 2013 | -7.84% May 3, 2019 - Jul 1, 2019 |
| #13 | -7.04% Feb 3, 2017 - May 24, 2017 | -7.82% Jul 16, 2024 - Aug 30, 2024 |
| #14 | -5.92% Jan 14, 2022 - Feb 9, 2022 | -7.47% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -5.43% Jul 25, 2024 - Aug 14, 2024 | -7.30% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between JFR and EPS is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
JFR vs EPS dividend yield comparison.
| Year | JFR | EPS |
|---|---|---|
| 2026 | 4.33% | 0.26% |
| 2025 | 13.03% | 1.26% |
| 2024 | 11.43% | 1.47% |
| 2023 | 11.51% | 1.73% |
| 2022 | 9.61% | 1.95% |
| 2021 | 6.66% | 1.51% |
| 2020 | 7.19% | 1.85% |
| 2019 | 7.19% | 1.70% |
| 2018 | 7.95% | 2.02% |
| 2017 | 7.23% | 1.59% |
| 2016 | 6.38% | 1.99% |
| 2015 | 7.03% | 2.15% |
| 2014 | 6.62% | 1.66% |
| 2013 | 7.15% | 1.63% |
| 2012 | 7.72% | 2.17% |
| 2011 | 8.16% | 1.95% |
| 2010 | 5.31% | 1.70% |
| 2009 | 5.31% | 1.93% |
| 2008 | 14.89% | 2.73% |
| 2007 | 10.40% | 1.41% |
| 2006 | 7.89% | 0.00% |
| 2005 | 7.27% | 0.00% |
| 2004 | 3.88% | 0.00% |
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