JPRE vs NBB

Comparison between JPMORGAN REALTY INCOME ETF (JPRE, ETF) and Nuveen Taxable Municipal Income Fund (NBB, ETF).

JPRE vs NBB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPRE(ETF)	NBB(ETF)
Net Assets	$474M	$475M
Expense Ratio	0.50%	N/A
Max Drawdown	31.13%	42.71%
Sharpe Ratio	0.73	0.49
5Y Beta	0.45	0.16
P/E Ratio	43.22	N/A
Forward P/E	38.08	N/A
PEG Ratio	0.45	N/A
5Y Dividends CAGR	N/A	1.84%
5Y EPS CAGR	9.44%	N/A
Debt to Equity	82.40%	N/A
P/S Ratio	7.24	N/A
P/B Ratio	3.02	N/A

Net Assets

JPRE

$474M

Winner

NBB

$475M

Expense Ratio

JPRE

0.50%

NBB

N/A

Max Drawdown

Winner

JPRE

31.13%

NBB

42.71%

Sharpe Ratio

Winner

JPRE

0.73

NBB

0.49

5Y Beta

JPRE

0.45

Winner

NBB

0.16

P/E Ratio

JPRE

43.22

NBB

N/A

Forward P/E

JPRE

38.08

NBB

N/A

PEG Ratio

JPRE

0.45

NBB

N/A

5Y Dividends CAGR

JPRE

N/A

NBB

1.84%

5Y EPS CAGR

JPRE

9.44%

NBB

N/A

Debt to Equity

JPRE

82.40%

NBB

N/A

P/S Ratio

JPRE

7.24

NBB

N/A

P/B Ratio

JPRE

3.02

NBB

N/A

JPRE vs NBB - Historical Returns

Returns include dividend reinvestment.

Period	JPRE	NBB
1 month	+1.63%	-0.52%
3 months	+7.76%	+3.11%
6 months	+14.37%	+1.39%
1 year	+12.84%	+8.36%
5 years(CAGR)	+6.09%	-0.54%
10 years(CAGR)	N/A	+2.81%
Max(CAGR)	+6.09%	+5.20%

Winner

JPRE

+1.63%

NBB

-0.52%

Winner

JPRE

+7.76%

NBB

+3.11%

Winner

JPRE

+14.37%

NBB

+1.39%

Winner

JPRE

+12.84%

NBB

+8.36%

5Y(CAGR)

Winner

JPRE

+6.09%

NBB

-0.54%

10Y(CAGR)

JPRE

N/A

NBB

+2.81%

Max(CAGR)

Winner

JPRE

+6.09%

NBB

+5.20%

JPRE vs NBB - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	JPRE	NBB
2026	+13.87%	+3.09%
2025	+2.45%	+12.97%
2024	+6.47%	+1.78%
2023	+13.26%	+7.51%
2022	-9.83%	-24.19%
2021	N/A	+2.06%
2020	N/A	+13.82%
2019	N/A	+18.82%
2018	N/A	-6.08%
2017	N/A	+12.97%
2016	N/A	+8.81%
2015	N/A	+1.49%
2014	N/A	+22.93%
2013	N/A	-6.71%
2012	N/A	+7.88%
2011	N/A	+18.84%
2010	N/A	-4.27%

JPRE vs NBB Drawdown Comparison

The maximum drawdown for JPRE was -23.82%, occurring on Oct 14, 2022. Recovery took 482 trading sessions.

The maximum drawdown for NBB was -33.51%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current NBB drawdown is -5.92%.

Rank	JPRE	NBB
#1	-23.82% Aug 15, 2022 - Jul 17, 2024	-33.51% Sep 15, 2021 - Oct 19, 2023
#2	-16.26% Sep 16, 2024 - Feb 12, 2026	-27.83% Feb 21, 2020 - Aug 6, 2020
#3	-12.17% May 27, 2022 - Aug 10, 2022	-16.99% May 1, 2013 - May 29, 2014
#4	-7.70% Feb 17, 2026 - Apr 16, 2026	-12.58% Oct 13, 2010 - Aug 3, 2011
#5	-3.78% May 26, 2026 - Jun 10, 2026	-12.45% Sep 6, 2016 - Aug 31, 2017
#6	-2.90% Aug 2, 2024 - Aug 14, 2024	-10.51% Jan 4, 2018 - Mar 25, 2019
#7	-2.82% Apr 20, 2026 - May 6, 2026	-9.87% Feb 2, 2015 - Jan 15, 2016
#8	-2.66% May 6, 2026 - May 20, 2026	-8.79% Jan 27, 2021 - Jul 8, 2021
#9	-2.07% Jul 23, 2024 - Jul 29, 2024	-7.38% Feb 8, 2012 - May 30, 2012
#10	-0.93% Jul 17, 2024 - Jul 23, 2024	-5.80% Sep 3, 2019 - Jan 15, 2020
#11	-0.66% Aug 14, 2024 - Aug 20, 2024	-5.77% Aug 1, 2012 - Nov 8, 2012
#12	-0.34% Aug 10, 2022 - Aug 12, 2022	-5.39% Aug 7, 2020 - Dec 2, 2020
#13	-0.25% Aug 23, 2024 - Aug 30, 2024	-3.81% Nov 12, 2012 - Jan 11, 2013
#14	-0.14% Sep 10, 2024 - Sep 12, 2024	-3.74% Oct 16, 2017 - Dec 6, 2017
#15	-0.11% Jul 30, 2024 - Aug 1, 2024	-3.33% Aug 29, 2014 - Oct 15, 2014

Correlation

Correlation between JPRE and NBB is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2010 - 2026)

JPRE vs NBB dividend yield comparison.

Year	JPRE	NBB
2026	0.28%	3.06%
2025	2.62%	7.33%
2024	2.21%	6.96%
2023	3.26%	8.33%
2022	10.60%	7.86%
2021	0.00%	5.50%
2020	0.00%	4.67%
2019	0.00%	5.54%
2018	0.00%	6.38%
2017	0.00%	5.62%
2016	0.00%	6.35%
2015	0.00%	6.79%
2014	0.00%	6.57%
2013	0.00%	7.53%
2012	0.00%	6.24%
2011	0.00%	6.84%
2010	0.00%	4.46%