JGH vs FXN

Comparison between Nuveen Global High Income Fund (JGH, ETF) and FIRST TRUST ENERGY ALPHADEX FUND (FXN, ETF).

5-Year PerformanceFXN has outperformed JGH, delivering a return of +22.6% compared to +5.0%

JGH vs FXN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JGH(ETF)	FXN(ETF)
Net Assets	$382M	$379M
Expense Ratio	N/A	0.63%
Max Drawdown	48.94%	88.59%
Sharpe Ratio	-0.13	1.81
5Y Beta	0.39	0.75
P/E Ratio	N/A	12.74
Forward P/E	N/A	11.39
PEG Ratio	N/A	0.04
5Y Dividends CAGR	2.53%	6.32%
Debt to Equity	N/A	37.90%
P/S Ratio	N/A	1.60
P/B Ratio	N/A	1.81

Net Assets

Winner

JGH

$382M

FXN

$379M

Expense Ratio

JGH

N/A

FXN

0.63%

Max Drawdown

Winner

JGH

48.94%

FXN

88.59%

Sharpe Ratio

JGH

-0.13

Winner

FXN

1.81

5Y Beta

Winner

JGH

0.39

FXN

0.75

P/E Ratio

JGH

N/A

FXN

12.74

Forward P/E

JGH

N/A

FXN

11.39

PEG Ratio

JGH

N/A

FXN

0.04

5Y Dividends CAGR

JGH

2.53%

Winner

FXN

6.32%

Debt to Equity

JGH

N/A

FXN

37.90%

P/S Ratio

JGH

N/A

FXN

1.60

P/B Ratio

JGH

N/A

FXN

1.81

JGH vs FXN - Historical Returns

Returns include dividend reinvestment.

Period	JGH	FXN
1 month	-0.78%	+8.86%
3 months	+0.93%	+6.87%
6 months	+1.74%	+19.15%
1 year	+2.36%	+54.83%
5 years(CAGR)	+4.96%	+22.59%
10 years(CAGR)	+7.06%	+7.14%
Max(CAGR)	+6.17%	+2.57%

JGH

-0.78%

Winner

FXN

+8.86%

JGH

+0.93%

Winner

FXN

+6.87%

JGH

+1.74%

Winner

FXN

+19.15%

JGH

+2.36%

Winner

FXN

+54.83%

5Y(CAGR)

JGH

+4.96%

Winner

FXN

+22.59%

10Y(CAGR)

JGH

+7.06%

Winner

FXN

+7.14%

Max(CAGR)

Winner

JGH

+6.17%

FXN

+2.57%

JGH vs FXN - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	JGH	FXN
2026	+4.71%	+41.00%
2025	+8.39%	+1.35%
2024	+14.75%	-0.25%
2023	+19.80%	+6.50%
2022	-21.09%	+42.86%
2021	+12.72%	+51.48%
2020	+2.12%	-19.88%
2019	+29.57%	-9.01%
2018	-12.08%	-26.53%
2017	+15.61%	-6.83%
2016	+29.46%	+19.36%
2015	-12.95%	-32.93%
2014	-6.20%	-14.75%
2013	N/A	+26.06%
2012	N/A	-0.19%
2011	N/A	-8.98%
2010	N/A	+22.76%
2009	N/A	+40.64%
2008	N/A	-51.37%
2007	N/A	+16.78%

JGH vs FXN Drawdown Comparison

The maximum drawdown for JGH was -43.75%, occurring on Mar 23, 2020. Recovery took 245 trading sessions.

The maximum drawdown for FXN was -87.39%, occurring on Mar 23, 2020. Recovery took 2957 trading sessions.

The current JGH drawdown is -2.44%.

Rank	JGH	FXN
#1	-43.75% Feb 20, 2020 - Feb 9, 2021	-87.39% Jun 23, 2014 - Mar 26, 2026
#2	-28.65% Jan 4, 2022 - Feb 1, 2024	-72.47% Jun 23, 2008 - Jun 19, 2014
#3	-26.38% Nov 24, 2014 - Aug 11, 2016	-16.00% Jan 3, 2008 - Feb 25, 2008
#4	-16.30% Jan 11, 2018 - Apr 10, 2019	-15.90% Jul 19, 2007 - Oct 11, 2007
#5	-13.70% Feb 19, 2025 - Jul 1, 2025	-13.42% Mar 27, 2026 - Aug 17, 2026
#6	-8.38% Oct 7, 2025 - May 29, 2026	-12.11% Feb 28, 2008 - Apr 8, 2008
#7	-6.88% Oct 23, 2017 - Jan 8, 2018	-8.13% Oct 16, 2007 - Dec 24, 2007
#8	-6.45% Oct 26, 2016 - Dec 12, 2016	-6.46% Apr 21, 2008 - May 6, 2008
#9	-5.39% Apr 1, 2024 - May 3, 2024	-5.55% Jun 18, 2007 - Jul 13, 2007
#10	-5.27% Aug 29, 2016 - Oct 17, 2016	-4.80% May 20, 2008 - Jun 9, 2008
#11	-4.89% Oct 14, 2021 - Jan 4, 2022	-3.68% May 21, 2007 - Jun 1, 2007
#12	-4.84% Feb 13, 2017 - Apr 10, 2017	-3.68% Jun 4, 2007 - Jun 14, 2007
#13	-4.83% May 2, 2019 - Jul 10, 2019	-2.37% Jun 18, 2008 - Jun 23, 2008
#14	-4.46% Feb 12, 2021 - Mar 11, 2021	-2.36% Jun 9, 2008 - Jun 17, 2008
#15	-4.05% Dec 4, 2024 - Jan 24, 2025	-1.56% Jul 13, 2007 - Jul 19, 2007

Correlation

Correlation between JGH and FXN is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47

-101

Dividend Comparison (2007 - 2026)

JGH vs FXN dividend yield comparison.

Year	JGH	FXN
2026	6.69%	0.62%
2025	9.82%	2.53%
2024	9.67%	2.50%
2023	10.18%	3.09%
2022	12.05%	2.28%
2021	8.19%	0.87%
2020	7.13%	4.71%
2019	7.53%	1.47%
2018	9.88%	1.43%
2017	8.51%	1.17%
2016	9.61%	1.05%
2015	11.44%	2.36%
2014	0.00%	1.74%
2013	0.00%	0.82%
2012	0.00%	1.06%
2011	0.00%	0.46%
2010	0.00%	0.55%
2009	0.00%	0.23%
2008	0.00%	0.23%
2007	0.00%	0.51%