JQC vs KOKU

Comparison between Nuveen Credit Strategies Income Fund (JQC, ETF) and XTRACKERS MSCI KOKUSAI EQUITY ETF (KOKU, ETF).

5-Year PerformanceKOKU has outperformed JQC, delivering a return of +11.8% compared to +4.7%

JQC vs KOKU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JQC(ETF)	KOKU(ETF)
Net Assets	$801M	$805M
Expense Ratio	N/A	0.09%
Max Drawdown	81.25%	26.83%
Sharpe Ratio	-0.14	1.42
5Y Beta	0.39	0.92
P/E Ratio	N/A	27.90
Forward P/E	N/A	21.20
5Y Dividends CAGR	-5.37%	26.32%
5Y EPS CAGR	N/A	27.28%
Debt to Equity	N/A	29.85%
P/S Ratio	N/A	3.82
P/B Ratio	N/A	5.48

Net Assets

JQC

$801M

Winner

KOKU

$805M

Expense Ratio

JQC

N/A

KOKU

0.09%

Max Drawdown

JQC

81.25%

Winner

KOKU

26.83%

Sharpe Ratio

JQC

-0.14

Winner

KOKU

1.42

5Y Beta

Winner

JQC

0.39

KOKU

0.92

P/E Ratio

JQC

N/A

KOKU

27.90

Forward P/E

JQC

N/A

KOKU

21.20

5Y Dividends CAGR

JQC

-5.37%

Winner

KOKU

26.32%

5Y EPS CAGR

JQC

N/A

KOKU

27.28%

Debt to Equity

JQC

N/A

KOKU

29.85%

P/S Ratio

JQC

N/A

KOKU

3.82

P/B Ratio

JQC

N/A

KOKU

5.48

JQC vs KOKU - Historical Returns

Returns include dividend reinvestment.

Period	JQC	KOKU
1 month	+0.20%	+0.90%
3 months	+5.10%	+10.62%
6 months	+2.03%	+9.26%
1 year	+1.77%	+22.07%
5 years(CAGR)	+4.74%	+11.80%
10 years(CAGR)	+5.89%	N/A
Max(CAGR)	+4.92%	+18.10%

JQC

+0.20%

Winner

KOKU

+0.90%

JQC

+5.10%

Winner

KOKU

+10.62%

JQC

+2.03%

Winner

KOKU

+9.26%

JQC

+1.77%

Winner

KOKU

+22.07%

5Y(CAGR)

JQC

+4.74%

Winner

KOKU

+11.80%

10Y(CAGR)

JQC

+5.89%

KOKU

N/A

Max(CAGR)

JQC

+4.92%

Winner

KOKU

+18.10%

JQC vs KOKU - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	JQC	KOKU
2026	+1.15%	+8.23%
2025	-0.94%	+21.54%
2024	+20.69%	+20.42%
2023	+12.77%	+24.37%
2022	-14.32%	-18.29%
2021	+13.85%	+24.87%
2020	-3.05%	+40.42%
2019	+21.60%	N/A
2018	-5.84%	N/A
2017	-1.39%	N/A
2016	+21.60%	N/A
2015	-3.41%	N/A
2014	-3.21%	N/A
2013	+8.23%	N/A
2012	+30.13%	N/A
2011	-0.19%	N/A
2010	+23.15%	N/A
2009	+67.27%	N/A
2008	-48.74%	N/A
2007	-14.88%	N/A
2006	+26.10%	N/A
2005	-4.38%	N/A
2004	+2.91%	N/A
2003	+0.24%	N/A

JQC vs KOKU Drawdown Comparison

The maximum drawdown for JQC was -75.13%, occurring on Mar 9, 2009. Recovery took 1030 trading sessions.

The maximum drawdown for KOKU was -25.78%, occurring on Oct 12, 2022. Recovery took 490 trading sessions.

The current JQC drawdown is -4.76%. The current KOKU drawdown is -1.90%.

Rank	JQC	KOKU
#1	-75.13% Mar 26, 2007 - Apr 26, 2011	-25.78% Jan 3, 2022 - Dec 14, 2023
#2	-47.91% Feb 19, 2020 - Mar 1, 2021	-17.73% Feb 14, 2025 - Jun 3, 2025
#3	-20.01% Apr 1, 2004 - Nov 3, 2004	-9.04% Jan 27, 2026 - Apr 15, 2026
#4	-19.80% Jan 18, 2022 - Jan 30, 2024	-8.83% Sep 2, 2020 - Nov 9, 2020
#5	-18.69% Apr 30, 2013 - Aug 12, 2016	-7.91% Jul 16, 2024 - Aug 23, 2024
#6	-16.85% Jul 7, 2011 - Feb 1, 2012	-6.87% Jun 8, 2020 - Jul 15, 2020
#7	-15.38% Dec 9, 2024 - Jul 18, 2025	-5.46% Sep 2, 2021 - Oct 25, 2021
#8	-13.26% Feb 11, 2005 - Jul 25, 2006	-5.14% Mar 28, 2024 - May 10, 2024
#9	-11.52% Jul 9, 2003 - Jan 5, 2004	-4.91% Oct 28, 2025 - Dec 10, 2025
#10	-10.94% Mar 2, 2017 - Feb 22, 2019	-4.80% Nov 8, 2021 - Dec 27, 2021
#11	-10.17% Aug 26, 2025 - Mar 27, 2026	-4.53% Dec 6, 2024 - Jan 23, 2025
#12	-8.26% Nov 6, 2012 - Dec 6, 2012	-4.43% Feb 16, 2021 - Mar 15, 2021
#13	-5.77% Jun 29, 2021 - Oct 22, 2021	-4.39% Apr 17, 2020 - Apr 27, 2020
#14	-5.63% Jul 11, 2019 - Dec 4, 2019	-4.06% Aug 30, 2024 - Sep 19, 2024
#15	-5.39% Nov 4, 2004 - Feb 7, 2005	-3.99% Jun 2, 2026 - Jun 10, 2026

Correlation

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

0.95

-101

Dividend Comparison (2003 - 2026)

JQC vs KOKU dividend yield comparison.

Year	JQC	KOKU
2026	5.31%	0.21%
2025	12.91%	1.48%
2024	11.39%	1.63%
2023	11.42%	1.76%
2022	9.71%	1.98%
2021	10.03%	1.89%
2020	16.11%	0.55%
2019	16.14%	0.00%
2018	6.53%	0.00%
2017	7.42%	0.00%
2016	6.99%	0.00%
2015	7.51%	0.00%
2014	6.51%	0.00%
2013	7.74%	0.00%
2012	8.32%	0.00%
2011	9.81%	0.00%
2010	7.95%	0.00%
2009	8.39%	0.00%
2008	20.62%	0.00%
2007	10.36%	0.00%
2006	7.77%	0.00%
2005	9.67%	0.00%
2004	8.58%	0.00%
2003	3.34%	0.00%