JLS vs FEBT
Comparison between Nuveen Mortgage and Income Fund (JLS, ETF) and ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF (FEBT, ETF).
JLS vs FEBT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JLS
$104M
FEBT
$103M
Expense Ratio
JLS
N/A
FEBT
0.74%
Max Drawdown
JLS
51.18%
Winner
FEBT
13.19%
Sharpe Ratio
JLS
0.50
Winner
FEBT
1.81
5Y Beta
Winner
JLS
0.17
FEBT
0.59
5Y Dividends CAGR
JLS
18.31%
FEBT
N/A
JLS vs FEBT - Historical Returns
Returns include dividend reinvestment.
1M
JLS
-2.51%
Winner
FEBT
+1.12%
3M
JLS
+0.05%
Winner
FEBT
+5.45%
6M
JLS
+0.62%
Winner
FEBT
+7.32%
1Y
JLS
+7.89%
Winner
FEBT
+19.40%
5Y(CAGR)
JLS
+5.28%
FEBT
N/A
10Y(CAGR)
JLS
+5.74%
FEBT
N/A
Max(CAGR)
JLS
+6.26%
Winner
FEBT
+15.51%
JLS vs FEBT - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | JLS | FEBT |
|---|---|---|
| 2026 | +2.28% | +6.44% |
| 2025 | +10.68% | +12.67% |
| 2024 | +17.77% | +17.84% |
| 2023 | +15.34% | +14.73% |
| 2022 | -17.75% | N/A |
| 2021 | +12.20% | N/A |
| 2020 | -5.36% | N/A |
| 2019 | +4.30% | N/A |
| 2018 | -0.52% | N/A |
| 2017 | +17.60% | N/A |
| 2016 | +13.96% | N/A |
| 2015 | +4.93% | N/A |
| 2014 | +6.40% | N/A |
| 2013 | -7.06% | N/A |
| 2012 | +42.96% | N/A |
| 2011 | -11.61% | N/A |
| 2010 | +10.36% | N/A |
| 2009 | -0.04% | N/A |
JLS vs FEBT Drawdown Comparison
The maximum drawdown for JLS was -35.17%, occurring on Mar 26, 2020. Recovery took 390 trading sessions.
The maximum drawdown for FEBT was -13.19%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The current JLS drawdown is -3.73%. The current FEBT drawdown is -1.45%.
| Rank | JLS | FEBT |
|---|---|---|
| #1 | -35.17% Jan 24, 2020 - Aug 11, 2021 | -13.19% Feb 19, 2025 - Jun 24, 2025 |
| #2 | -23.51% Oct 28, 2021 - Mar 11, 2024 | -7.46% Jul 28, 2023 - Nov 20, 2023 |
| #3 | -20.88% Apr 1, 2013 - Jul 6, 2016 | -6.04% Feb 9, 2026 - Apr 14, 2026 |
| #4 | -17.47% Mar 4, 2011 - Feb 17, 2012 | -5.22% Feb 7, 2023 - Apr 13, 2023 |
| #5 | -9.28% Mar 10, 2025 - Jun 24, 2025 | -4.53% Jul 16, 2024 - Aug 19, 2024 |
| #6 | -7.28% Oct 3, 2012 - Dec 6, 2012 | -3.10% Mar 28, 2024 - May 9, 2024 |
| #7 | -6.69% Dec 21, 2009 - Sep 8, 2010 | -2.47% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -5.33% Feb 13, 2026 - Apr 8, 2026 | -2.15% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -5.25% Nov 27, 2018 - Feb 13, 2019 | -1.90% Apr 28, 2023 - May 18, 2023 |
| #10 | -4.91% Dec 12, 2024 - Feb 4, 2025 | -1.74% Feb 2, 2026 - Feb 9, 2026 |
| #11 | -4.01% Nov 12, 2010 - Dec 23, 2010 | -1.65% Apr 18, 2023 - Apr 28, 2023 |
| #12 | -3.98% Sep 30, 2019 - Jan 24, 2020 | -1.52% Oct 8, 2025 - Oct 20, 2025 |
| #13 | -3.95% Dec 29, 2017 - Aug 14, 2018 | -1.51% May 18, 2023 - May 26, 2023 |
| #14 | -3.88% Dec 7, 2012 - Jan 4, 2013 | -1.51% Jul 28, 2025 - Aug 8, 2025 |
| #15 | -3.82% Sep 2, 2016 - Nov 25, 2016 | -1.51% Dec 28, 2023 - Jan 10, 2024 |
Correlation
Correlation between JLS and FEBT is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2010 - 2026)
JLS vs FEBT dividend yield comparison.
| Year | JLS | FEBT |
|---|---|---|
| 2026 | 4.31% | 0.00% |
| 2025 | 10.13% | 0.00% |
| 2024 | 9.91% | 0.28% |
| 2023 | 9.29% | 0.00% |
| 2022 | 6.56% | 0.00% |
| 2021 | 4.61% | 0.00% |
| 2020 | 4.94% | 0.00% |
| 2019 | 6.20% | 0.00% |
| 2018 | 9.31% | 0.00% |
| 2017 | 13.44% | 0.00% |
| 2016 | 7.11% | 0.00% |
| 2015 | 6.68% | 0.00% |
| 2014 | 6.68% | 0.00% |
| 2013 | 12.20% | 0.00% |
| 2012 | 7.60% | 0.00% |
| 2011 | 10.17% | 0.00% |
| 2010 | 7.70% | 0.00% |
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