JFR vs IAI
Comparison between Nuveen Floating Rate Income Fund (JFR, ETF) and ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF (IAI, ETF).
5-Year PerformanceIAI has outperformed JFR, delivering a return of +15.2% compared to +6.0%
JFR vs IAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JFR vs IAI - Historical Returns
Returns include dividend reinvestment.
JFR vs IAI - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | JFR | IAI |
|---|---|---|
| 2026 | +4.21% | +2.71% |
| 2025 | -1.37% | +25.49% |
| 2024 | +20.56% | +35.52% |
| 2023 | +15.24% | +14.79% |
| 2022 | -14.96% | -11.75% |
| 2021 | +24.23% | +41.17% |
| 2020 | -7.58% | +17.15% |
| 2019 | +18.36% | +23.36% |
| 2018 | -11.62% | -9.42% |
| 2017 | +2.78% | +27.80% |
| 2016 | +23.75% | +24.66% |
| 2015 | -0.21% | -0.96% |
| 2014 | -2.02% | +12.35% |
| 2013 | +2.56% | +61.82% |
| 2012 | +21.25% | +13.26% |
| 2011 | -0.88% | -28.09% |
| 2010 | +19.48% | +2.58% |
| 2009 | +71.84% | +39.54% |
| 2008 | -42.63% | -59.22% |
| 2007 | -8.35% | -5.34% |
| 2006 | +16.66% | +5.67% |
| 2005 | -4.10% | N/A |
| 2004 | -8.97% | N/A |
JFR vs IAI Drawdown Comparison
The maximum drawdown for JFR was -62.58%, occurring on Dec 9, 2008. Recovery took 681 trading sessions.
The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.
The current IAI drawdown is -1.92%.
| Rank | JFR | IAI |
|---|---|---|
| #1 | -62.58% Jun 22, 2007 - Mar 8, 2010 | -75.46% Jun 20, 2007 - Dec 7, 2016 |
| #2 | -47.67% Jan 24, 2020 - Mar 9, 2021 | -40.38% Feb 20, 2020 - Nov 23, 2020 |
| #3 | -20.38% Feb 9, 2022 - Feb 6, 2024 | -28.84% Nov 2, 2021 - Mar 4, 2024 |
| #4 | -20.27% May 19, 2011 - Apr 2, 2012 | -23.98% Mar 12, 2018 - Nov 25, 2019 |
| #5 | -18.76% Mar 11, 2013 - Aug 29, 2016 | -23.14% Feb 18, 2025 - Jun 18, 2025 |
| #6 | -18.14% Oct 23, 2017 - Dec 27, 2019 | -19.73% May 9, 2006 - Oct 5, 2006 |
| #7 | -16.10% Apr 14, 2010 - Dec 17, 2010 | -16.52% Jan 15, 2026 - Mar 27, 2026 |
| #8 | -15.46% Mar 25, 2004 - Nov 30, 2006 | -12.16% Feb 7, 2007 - Jun 15, 2007 |
| #9 | -15.30% Dec 10, 2024 - Jul 31, 2025 | -9.18% Jan 12, 2021 - Feb 16, 2021 |
| #10 | -8.83% May 1, 2012 - Jul 20, 2012 | -8.41% Mar 1, 2017 - Jun 28, 2017 |
| #11 | -8.61% Aug 8, 2025 - Jun 11, 2026 | -8.12% Feb 1, 2018 - Mar 6, 2018 |
| #12 | -7.42% Nov 2, 2012 - Jan 9, 2013 | -7.77% Nov 27, 2024 - Jan 21, 2025 |
| #13 | -7.04% Feb 3, 2017 - May 24, 2017 | -7.07% Aug 27, 2021 - Oct 15, 2021 |
| #14 | -5.92% Jan 14, 2022 - Feb 9, 2022 | -7.01% Jul 26, 2024 - Aug 16, 2024 |
| #15 | -5.43% Jul 25, 2024 - Aug 14, 2024 | -6.97% Nov 12, 2025 - Dec 9, 2025 |
Correlation
Correlation between JFR and IAI is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
JFR vs IAI dividend yield comparison.
| Year | JFR | IAI |
|---|---|---|
| 2026 | 6.30% | 0.63% |
| 2025 | 13.03% | 0.95% |
| 2024 | 11.43% | 1.05% |
| 2023 | 11.51% | 1.80% |
| 2022 | 9.61% | 2.14% |
| 2021 | 6.66% | 1.31% |
| 2020 | 7.19% | 1.55% |
| 2019 | 7.19% | 1.52% |
| 2018 | 7.95% | 1.58% |
| 2017 | 7.23% | 1.37% |
| 2016 | 6.38% | 1.49% |
| 2015 | 7.03% | 1.31% |
| 2014 | 6.62% | 1.13% |
| 2013 | 7.15% | 1.13% |
| 2012 | 7.72% | 2.97% |
| 2011 | 8.16% | 1.25% |
| 2010 | 5.31% | 1.62% |
| 2009 | 5.31% | 0.57% |
| 2008 | 14.89% | 2.28% |
| 2007 | 10.40% | 0.68% |
| 2006 | 7.89% | 0.20% |
| 2005 | 7.27% | 0.00% |
| 2004 | 3.88% | 0.00% |
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