JPIN vs NAN

Comparison between JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF (JPIN, ETF) and Nuveen New York Quality Municipal Income Fund (NAN, ETF).

5-Year PerformanceJPIN has outperformed NAN, delivering a return of +7.9% compared to +0.7%

JPIN vs NAN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPIN(ETF)	NAN(ETF)
Net Assets	$370M	$369M
Expense Ratio	0.37%	N/A
Max Drawdown	40.31%	52.20%
Sharpe Ratio	1.19	0.98
5Y Beta	0.60	0.14
5Y Dividends CAGR	15.44%	6.63%

Net Assets

Winner

JPIN

$370M

NAN

$369M

Expense Ratio

JPIN

0.37%

NAN

N/A

Max Drawdown

Winner

JPIN

40.31%

NAN

52.20%

Sharpe Ratio

Winner

JPIN

1.19

NAN

0.98

5Y Beta

JPIN

0.60

Winner

NAN

0.14

5Y Dividends CAGR

Winner

JPIN

15.44%

NAN

6.63%

JPIN vs NAN - Historical Returns

Returns include dividend reinvestment.

Period	JPIN	NAN
1 month	-0.21%	+3.72%
3 months	+5.41%	+6.07%
6 months	+9.04%	+7.41%
1 year	+21.70%	+10.47%
5 years(CAGR)	+7.90%	+0.74%
10 years(CAGR)	+7.71%	+2.32%
Max(CAGR)	+6.85%	+5.05%

JPIN

-0.21%

Winner

NAN

+3.72%

JPIN

+5.41%

Winner

NAN

+6.07%

Winner

JPIN

+9.04%

NAN

+7.41%

Winner

JPIN

+21.70%

NAN

+10.47%

5Y(CAGR)

Winner

JPIN

+7.90%

NAN

+0.74%

10Y(CAGR)

Winner

JPIN

+7.71%

NAN

+2.32%

Max(CAGR)

Winner

JPIN

+6.85%

NAN

+5.05%

JPIN vs NAN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JPIN	NAN
2026	+7.91%	+6.65%
2025	+33.51%	+5.91%
2024	+3.91%	+10.20%
2023	+17.01%	+7.05%
2022	-14.47%	-23.18%
2021	+6.25%	+8.93%
2020	+4.17%	+3.55%
2019	+16.58%	+19.54%
2018	-13.76%	-7.08%
2017	+24.91%	+8.29%
2016	+2.11%	+0.31%
2015	+2.59%	+11.41%
2014	-1.55%	+12.81%
2013	N/A	-13.50%
2012	N/A	+12.99%
2011	N/A	+16.03%
2010	N/A	+5.40%
2009	N/A	+36.13%
2008	N/A	-25.46%
2007	N/A	-9.86%
2006	N/A	+0.39%
2005	N/A	+14.67%
2004	N/A	+3.72%
2003	N/A	+15.05%
2002	N/A	+10.82%
2001	N/A	+6.42%
2000	N/A	+8.59%
1999	N/A	-9.22%

JPIN vs NAN Drawdown Comparison

The maximum drawdown for JPIN was -36.68%, occurring on Mar 23, 2020. Recovery took 736 trading sessions.

The maximum drawdown for NAN was -44.95%, occurring on Oct 10, 2008. Recovery took 767 trading sessions.

The current JPIN drawdown is -3.82%.

Rank	JPIN	NAN
#1	-36.68% Jan 26, 2018 - Dec 29, 2020	-44.95% Feb 7, 2007 - Feb 24, 2010
#2	-29.63% Sep 3, 2021 - Mar 20, 2024	-34.64% Aug 18, 2021 - Jun 22, 2026
#3	-16.95% May 21, 2015 - Mar 27, 2017	-24.81% Mar 5, 2020 - Dec 8, 2020
#4	-12.33% Sep 26, 2024 - Apr 28, 2025	-21.32% Dec 5, 2012 - Nov 20, 2015
#5	-10.41% Feb 25, 2026 - Mar 20, 2026	-17.70% Mar 1, 2004 - Jan 14, 2005
#6	-6.14% Jul 31, 2024 - Aug 19, 2024	-15.65% Jul 27, 2016 - Jun 14, 2019
#7	-5.49% Nov 18, 2014 - Feb 3, 2015	-14.48% Nov 2, 1999 - Dec 29, 2000
#8	-4.50% Mar 27, 2024 - May 6, 2024	-13.00% Nov 9, 2010 - Nov 7, 2011
#9	-4.38% Jun 14, 2021 - Sep 3, 2021	-9.86% Jun 30, 2003 - Dec 29, 2003
#10	-4.27% Feb 25, 2015 - Apr 8, 2015	-8.45% Oct 1, 2002 - Apr 28, 2003
#11	-4.19% Nov 12, 2025 - Dec 10, 2025	-8.11% Mar 1, 2006 - Jan 19, 2007
#12	-3.99% Jan 8, 2021 - Feb 12, 2021	-7.75% Sep 20, 2005 - Dec 23, 2005
#13	-3.80% Sep 16, 2025 - Oct 27, 2025	-7.00% Feb 27, 2002 - Jun 5, 2002
#14	-3.68% Jul 23, 2025 - Aug 12, 2025	-6.48% Nov 16, 2001 - Feb 22, 2002
#15	-3.63% Feb 16, 2021 - Mar 16, 2021	-6.03% Jan 25, 2005 - Apr 27, 2005

Correlation

Correlation between JPIN and NAN is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2000 - 2026)

JPIN vs NAN dividend yield comparison.

Year	JPIN	NAN
2026	0.24%	3.69%
2025	4.50%	7.67%
2024	4.20%	6.45%
2023	6.22%	4.12%
2022	3.06%	5.27%
2021	5.03%	4.15%
2020	2.45%	4.30%
2019	3.30%	4.06%
2018	2.72%	4.79%
2017	2.12%	5.13%
2016	1.67%	5.74%
2015	2.18%	5.54%
2014	0.30%	5.59%
2013	0.00%	5.96%
2012	0.00%	4.92%
2011	0.00%	5.10%
2010	0.00%	6.36%
2009	0.00%	5.62%
2008	0.00%	8.34%
2007	0.00%	6.03%
2006	0.00%	6.00%
2005	0.00%	6.99%
2004	0.00%	6.37%
2003	0.00%	6.05%
2002	0.00%	5.86%
2001	0.00%	5.69%
2000	0.00%	2.41%