JLS vs WCBR

Comparison between Nuveen Mortgage and Income Fund (JLS, ETF) and WISDOMTREE CYBERSECURITY FUND (WCBR, ETF).

5-Year PerformanceWCBR has outperformed JLS, delivering a return of +8.4% compared to +5.4%

JLS vs WCBR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JLS(ETF)	WCBR(ETF)
Net Assets	$103M	$103M
Expense Ratio	N/A	0.45%
Max Drawdown	51.18%	52.47%
Sharpe Ratio	-0.13	0.61
5Y Beta	0.16	1.10
P/E Ratio	N/A	-118.77
Forward P/E	N/A	35.68
PEG Ratio	N/A	4.03
5Y Dividends CAGR	17.50%	N/A
Debt to Equity	N/A	19.14%
P/S Ratio	N/A	6.75
P/B Ratio	N/A	7.30

Net Assets

Winner

JLS

$103M

WCBR

$103M

Expense Ratio

JLS

N/A

WCBR

0.45%

Max Drawdown

Winner

JLS

51.18%

WCBR

52.47%

Sharpe Ratio

JLS

-0.13

Winner

WCBR

0.61

5Y Beta

Winner

JLS

0.16

WCBR

1.10

P/E Ratio

JLS

N/A

WCBR

-118.77

Forward P/E

JLS

N/A

WCBR

35.68

PEG Ratio

JLS

N/A

WCBR

4.03

5Y Dividends CAGR

JLS

17.50%

WCBR

N/A

Debt to Equity

JLS

N/A

WCBR

19.14%

P/S Ratio

JLS

N/A

WCBR

6.75

P/B Ratio

JLS

N/A

WCBR

7.30

JLS vs WCBR - Historical Returns

Returns include dividend reinvestment.

Period	JLS	WCBR
1 month	+2.22%	+18.94%
3 months	-1.76%	+43.09%
6 months	+1.04%	+41.24%
1 year	+2.76%	+19.64%
5 years(CAGR)	+5.40%	+8.38%
10 years(CAGR)	+5.57%	N/A
Max(CAGR)	+6.24%	+8.15%

JLS

+2.22%

Winner

WCBR

+18.94%

JLS

-1.76%

Winner

WCBR

+43.09%

JLS

+1.04%

Winner

WCBR

+41.24%

JLS

+2.76%

Winner

WCBR

+19.64%

5Y(CAGR)

JLS

+5.40%

Winner

WCBR

+8.38%

10Y(CAGR)

JLS

+5.57%

WCBR

N/A

Max(CAGR)

JLS

+6.24%

Winner

WCBR

+8.15%

JLS vs WCBR - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	JLS	WCBR
2026	+2.73%	+38.28%
2025	+10.68%	-2.17%
2024	+17.77%	+14.67%
2023	+15.34%	+68.18%
2022	-17.75%	-40.31%
2021	+12.20%	+6.99%
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 WCBR Drawdown Comparison

The maximum drawdown for JLS was -35.17%, occurring on Mar 26, 2020. Recovery took 390 trading sessions.

The maximum drawdown for WCBR was -52.25%, occurring on Jan 5, 2023. Recovery took 771 trading sessions.

The current JLS drawdown is -3.30%. The current WCBR drawdown is -6.91%.

Rank	JLS	WCBR
#1	-35.17% Jan 24, 2020 - Aug 11, 2021	-52.25% Nov 9, 2021 - Dec 4, 2024
#2	-23.51% Oct 28, 2021 - Mar 11, 2024	-30.27% Feb 13, 2025 - May 22, 2026
#3	-20.88% Apr 1, 2013 - Jul 6, 2016	-21.32% Feb 9, 2021 - Aug 5, 2021
#4	-17.47% Mar 4, 2011 - Feb 17, 2012	-14.46% Jun 1, 2026 - Jul 1, 2026
#5	-9.28% Mar 10, 2025 - Jun 24, 2025	-12.48% Sep 7, 2021 - Oct 18, 2021
#6	-7.28% Oct 3, 2012 - Dec 6, 2012	-8.43% Dec 6, 2024 - Jan 28, 2025
#7	-6.69% Dec 21, 2009 - Sep 8, 2010	-6.91% Jul 14, 2026 - Jul 21, 2026
#8	-5.40% May 15, 2026 - Jun 22, 2026	-4.90% May 26, 2026 - May 29, 2026
#9	-5.33% Feb 13, 2026 - Apr 8, 2026	-3.49% Aug 5, 2021 - Aug 24, 2021
#10	-5.25% Nov 27, 2018 - Feb 13, 2019	-3.41% Jul 9, 2026 - Jul 14, 2026
#11	-4.91% Dec 12, 2024 - Feb 4, 2025	-2.48% Oct 21, 2021 - Oct 29, 2021
#12	-4.01% Nov 12, 2010 - Dec 23, 2010	-2.46% Feb 2, 2021 - Feb 5, 2021
#13	-3.98% Sep 30, 2019 - Jan 24, 2020	-2.42% Oct 29, 2021 - Nov 4, 2021
#14	-3.95% Dec 29, 2017 - Aug 14, 2018	-1.97% Jan 28, 2025 - Feb 4, 2025
#15	-3.88% Dec 7, 2012 - Jan 4, 2013	-1.58% Dec 4, 2024 - Dec 6, 2024

Correlation

Correlation between JLS and WCBR is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2010 - 2026)

JLS vs WCBR dividend yield comparison.

Year	JLS	WCBR
2026	6.11%	0.00%
2025	10.13%	0.00%
2024	9.91%	0.02%
2023	9.29%	0.00%
2022	6.56%	0.03%
2021	4.61%	0.43%
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%