JMM vs KNGZ

Comparison between Nuveen Multi-Market Income Fund (JMM, ETF) and FIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF (KNGZ, ETF).

5-Year PerformanceKNGZ has outperformed JMM, delivering a return of +9.3% compared to +0.3%

JMM vs KNGZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JMM(ETF)	KNGZ(ETF)
Net Assets	$62M	$62M
Expense Ratio	N/A	0.50%
Max Drawdown	49.78%	37.44%
Sharpe Ratio	-0.58	1.31
5Y Beta	0.14	0.79
P/E Ratio	N/A	18.45
Forward P/E	N/A	13.77
PEG Ratio	N/A	0.04
5Y Dividends CAGR	2.92%	10.49%
5Y EPS CAGR	N/A	4.19%
Debt to Equity	N/A	-280.61%
P/S Ratio	N/A	1.50
P/B Ratio	N/A	2.48

Net Assets

JMM

$62M

Winner

KNGZ

$62M

Expense Ratio

JMM

N/A

KNGZ

0.50%

Max Drawdown

JMM

49.78%

Winner

KNGZ

37.44%

Sharpe Ratio

JMM

-0.58

Winner

KNGZ

1.31

5Y Beta

Winner

JMM

0.14

KNGZ

0.79

P/E Ratio

JMM

N/A

KNGZ

18.45

Forward P/E

JMM

N/A

KNGZ

13.77

PEG Ratio

JMM

N/A

KNGZ

0.04

5Y Dividends CAGR

JMM

2.92%

Winner

KNGZ

10.49%

5Y EPS CAGR

JMM

N/A

KNGZ

4.19%

Debt to Equity

JMM

N/A

KNGZ

-280.61%

P/S Ratio

JMM

N/A

KNGZ

1.50

P/B Ratio

JMM

N/A

KNGZ

2.48

JMM vs KNGZ - Historical Returns

Returns include dividend reinvestment.

Period	JMM	KNGZ
1 month	-0.71%	+0.16%
3 months	-1.07%	+4.55%
6 months	-4.65%	+9.58%
1 year	-3.75%	+19.94%
5 years(CAGR)	+0.25%	+9.27%
10 years(CAGR)	+2.85%	+11.02%
Max(CAGR)	+5.62%	+11.02%

JMM

-0.71%

Winner

KNGZ

+0.16%

JMM

-1.07%

Winner

KNGZ

+4.55%

JMM

-4.65%

Winner

KNGZ

+9.58%

JMM

-3.75%

Winner

KNGZ

+19.94%

5Y(CAGR)

JMM

+0.25%

Winner

KNGZ

+9.27%

10Y(CAGR)

JMM

+2.85%

Winner

KNGZ

+11.02%

Max(CAGR)

JMM

+5.62%

Winner

KNGZ

+11.02%

JMM vs KNGZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JMM	KNGZ
2026	-1.57%	+13.02%
2025	+4.90%	+14.39%
2024	+8.06%	+10.63%
2023	+6.54%	+9.48%
2022	-16.62%	-7.56%
2021	+10.98%	+30.02%
2020	+1.98%	+5.51%
2019	+13.39%	+27.24%
2018	-5.12%	-7.47%
2017	+10.38%	+9.90%
2016	+10.05%	N/A
2015	-3.73%	N/A
2014	+11.14%	N/A
2013	-7.11%	N/A
2012	+16.97%	N/A
2011	-0.76%	N/A
2010	+22.86%	N/A
2009	+41.47%	N/A
2008	-18.30%	N/A
2007	+4.19%	N/A
2006	+14.18%	N/A
2005	-1.18%	N/A
2004	+3.56%	N/A
2003	+8.27%	N/A
2002	+10.28%	N/A
2001	+10.71%	N/A
2000	+20.84%	N/A
1999	-5.79%	N/A

JMM vs KNGZ Drawdown Comparison

The maximum drawdown for JMM was -40.49%, occurring on Oct 10, 2008. Recovery took 376 trading sessions.

The maximum drawdown for KNGZ was -37.44%, occurring on Mar 23, 2020. Recovery took 215 trading sessions.

The current JMM drawdown is -6.60%. The current KNGZ drawdown is -3.70%.

Rank	JMM	KNGZ
#1	-40.49% Jan 31, 2008 - Jul 29, 2009	-37.44% Jan 17, 2020 - Nov 23, 2020
#2	-26.45% Feb 21, 2020 - Nov 19, 2020	-19.72% Jan 11, 2022 - Dec 26, 2023
#3	-24.18% Dec 31, 2021 - Mar 3, 2025	-19.69% Nov 25, 2024 - Jul 3, 2025
#4	-17.65% Oct 13, 2010 - Jul 25, 2012	-16.97% Sep 20, 2018 - Apr 24, 2019
#5	-16.18% May 9, 2013 - Feb 6, 2015	-10.57% Jan 26, 2018 - Aug 21, 2018
#6	-13.65% May 7, 2007 - Jan 31, 2008	-9.41% Feb 11, 2026 - Apr 30, 2026
#7	-10.41% Nov 5, 1999 - Jul 6, 2000	-8.85% May 3, 2019 - Jul 24, 2019
#8	-10.02% Jan 26, 2018 - May 21, 2019	-7.97% Jul 24, 2019 - Sep 17, 2019
#9	-9.92% Mar 27, 2025 - Jul 11, 2025	-6.73% Oct 27, 2025 - Dec 3, 2025
#10	-9.88% Sep 9, 2005 - Jul 27, 2006	-6.10% Jul 16, 2024 - Aug 23, 2024
#11	-9.81% Feb 27, 2004 - Oct 7, 2004	-5.73% Jun 4, 2021 - Aug 13, 2021
#12	-9.39% Feb 6, 2015 - Apr 4, 2016	-5.45% Aug 13, 2021 - Nov 5, 2021
#13	-8.67% Mar 2, 2005 - Jun 23, 2005	-5.45% Mar 28, 2024 - May 15, 2024
#14	-8.27% Feb 27, 2026 - Mar 27, 2026	-4.49% Sep 17, 2019 - Oct 21, 2019
#15	-7.77% Oct 28, 2009 - Dec 24, 2009	-4.07% Jun 2, 2026 - Jun 24, 2026

Correlation

Correlation between JMM and KNGZ is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2000 - 2026)

JMM vs KNGZ dividend yield comparison.

Year	JMM	KNGZ
2026	3.54%	1.16%
2025	5.76%	2.70%
2024	5.48%	2.55%
2023	5.58%	3.10%
2022	6.13%	2.52%
2021	4.60%	1.95%
2020	4.49%	2.44%
2019	4.86%	2.85%
2018	5.34%	4.09%
2017	5.63%	1.10%
2016	6.19%	0.00%
2015	6.76%	0.00%
2014	5.74%	0.00%
2013	7.23%	0.00%
2012	7.11%	0.00%
2011	8.19%	0.00%
2010	8.77%	0.00%
2009	9.31%	0.00%
2008	9.42%	0.00%
2007	6.46%	0.00%
2006	6.36%	0.00%
2005	6.97%	0.00%
2004	7.75%	0.00%
2003	7.79%	0.00%
2002	7.98%	0.00%
2001	7.81%	0.00%
2000	3.56%	0.00%