JGH vs FXZ
Comparison between Nuveen Global High Income Fund (JGH, ETF) and FIRST TRUST MATERIALS ALPHADEX FUND (FXZ, ETF).
5-Year PerformanceFXZ has outperformed JGH, delivering a return of +7.2% compared to +5.8%
JGH vs FXZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JGH vs FXZ - Historical Returns
Returns include dividend reinvestment.
JGH vs FXZ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | JGH | FXZ |
|---|---|---|
| 2026 | +5.31% | +22.82% |
| 2025 | +8.39% | +17.64% |
| 2024 | +14.75% | -16.23% |
| 2023 | +19.80% | +16.19% |
| 2022 | -21.09% | -0.61% |
| 2021 | +12.72% | +32.14% |
| 2020 | +2.12% | +23.28% |
| 2019 | +29.57% | +21.08% |
| 2018 | -12.08% | -24.45% |
| 2017 | +15.61% | +22.38% |
| 2016 | +29.46% | +30.33% |
| 2015 | -12.95% | -9.94% |
| 2014 | -6.20% | -0.28% |
| 2013 | N/A | +23.25% |
| 2012 | N/A | +22.00% |
| 2011 | N/A | -11.56% |
| 2010 | N/A | +24.41% |
| 2009 | N/A | +53.09% |
| 2008 | N/A | -43.60% |
| 2007 | N/A | +10.42% |
JGH vs FXZ Drawdown Comparison
The maximum drawdown for JGH was -43.75%, occurring on Mar 23, 2020. Recovery took 245 trading sessions.
The maximum drawdown for FXZ was -65.46%, occurring on Mar 6, 2009. Recovery took 648 trading sessions.
The current JGH drawdown is -0.62%. The current FXZ drawdown is -3.35%.
| Rank | JGH | FXZ |
|---|---|---|
| #1 | -43.75% Feb 20, 2020 - Feb 9, 2021 | -65.46% May 16, 2008 - Dec 10, 2010 |
| #2 | -28.65% Jan 4, 2022 - Feb 1, 2024 | -49.41% Jan 26, 2018 - Nov 16, 2020 |
| #3 | -26.38% Nov 24, 2014 - Aug 11, 2016 | -33.99% Apr 9, 2024 - Jan 9, 2026 |
| #4 | -16.30% Jan 11, 2018 - Apr 10, 2019 | -32.59% May 10, 2011 - Dec 18, 2012 |
| #5 | -13.70% Feb 19, 2025 - Jul 1, 2025 | -31.20% Apr 20, 2022 - Apr 3, 2024 |
| #6 | -8.38% Oct 7, 2025 - May 29, 2026 | -26.86% Jul 3, 2014 - Jul 11, 2016 |
| #7 | -6.88% Oct 23, 2017 - Jan 8, 2018 | -18.78% Jul 19, 2007 - Oct 5, 2007 |
| #8 | -6.45% Oct 26, 2016 - Dec 12, 2016 | -18.28% Oct 29, 2007 - Apr 17, 2008 |
| #9 | -5.39% Apr 1, 2024 - May 3, 2024 | -14.68% Jun 1, 2021 - Nov 11, 2021 |
| #10 | -5.27% Aug 29, 2016 - Oct 17, 2016 | -12.75% Feb 11, 2026 - Apr 8, 2026 |
| #11 | -4.89% Oct 14, 2021 - Jan 4, 2022 | -10.88% Nov 12, 2021 - Jan 12, 2022 |
| #12 | -4.84% Feb 13, 2017 - Apr 10, 2017 | -10.29% Jan 14, 2022 - Feb 16, 2022 |
| #13 | -4.83% May 2, 2019 - Jul 10, 2019 | -10.17% Jan 12, 2021 - Feb 24, 2021 |
| #14 | -4.46% Feb 12, 2021 - Mar 11, 2021 | -9.01% Feb 17, 2011 - May 10, 2011 |
| #15 | -4.05% Dec 4, 2024 - Jan 24, 2025 | -8.32% Mar 14, 2013 - May 8, 2013 |
Correlation
Correlation between JGH and FXZ is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2007 - 2026)
JGH vs FXZ dividend yield comparison.
| Year | JGH | FXZ |
|---|---|---|
| 2026 | 4.06% | 0.30% |
| 2025 | 9.82% | 1.74% |
| 2024 | 9.67% | 1.81% |
| 2023 | 10.18% | 1.97% |
| 2022 | 12.05% | 1.56% |
| 2021 | 8.19% | 1.11% |
| 2020 | 7.13% | 1.51% |
| 2019 | 7.53% | 1.58% |
| 2018 | 9.88% | 1.38% |
| 2017 | 8.51% | 1.01% |
| 2016 | 9.61% | 1.19% |
| 2015 | 11.44% | 1.26% |
| 2014 | 0.00% | 1.73% |
| 2013 | 0.00% | 0.90% |
| 2012 | 0.00% | 2.81% |
| 2011 | 0.00% | 0.36% |
| 2010 | 0.00% | 1.61% |
| 2009 | 0.00% | 1.32% |
| 2008 | 0.00% | 1.88% |
| 2007 | 0.00% | 0.34% |
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