JRI vs BUCK
Comparison between Nuveen Real Asset Income and Growth Fund (JRI, ETF) and SIMPLIFY TREASURY OPTION INCOME ETF (BUCK, ETF).
JRI vs BUCK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JRI
$489M
BUCK
$487M
Expense Ratio
JRI
N/A
BUCK
0.35%
Max Drawdown
JRI
64.29%
Winner
BUCK
7.81%
Sharpe Ratio
JRI
0.17
Winner
BUCK
0.72
5Y Beta
JRI
0.48
Winner
BUCK
0.05
5Y Dividends CAGR
JRI
8.51%
BUCK
N/A
JRI vs BUCK - Historical Returns
Returns include dividend reinvestment.
1M
JRI
-3.43%
Winner
BUCK
+0.54%
3M
JRI
-0.89%
Winner
BUCK
+1.04%
6M
JRI
+1.07%
Winner
BUCK
+2.00%
1Y
Winner
JRI
+5.60%
BUCK
+5.21%
5Y(CAGR)
JRI
+6.09%
BUCK
N/A
10Y(CAGR)
JRI
+6.20%
BUCK
N/A
Max(CAGR)
Winner
JRI
+7.33%
BUCK
+5.06%
JRI vs BUCK - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | JRI | BUCK |
|---|---|---|
| 2026 | +0.17% | +2.80% |
| 2025 | +26.71% | +4.17% |
| 2024 | +15.08% | +7.31% |
| 2023 | +8.67% | +4.71% |
| 2022 | -20.82% | +0.39% |
| 2021 | +31.59% | N/A |
| 2020 | -19.63% | N/A |
| 2019 | +44.45% | N/A |
| 2018 | -18.10% | N/A |
| 2017 | +20.61% | N/A |
| 2016 | +14.09% | N/A |
| 2015 | -12.29% | N/A |
| 2014 | +29.74% | N/A |
| 2013 | +6.25% | N/A |
| 2012 | -0.50% | N/A |
JRI vs BUCK Drawdown Comparison
The maximum drawdown for JRI was -60.68%, occurring on Mar 18, 2020. Recovery took 1127 trading sessions.
The maximum drawdown for BUCK was -5.43%, occurring on Apr 11, 2025. Recovery took 112 trading sessions.
The current JRI drawdown is -3.43%. The current BUCK drawdown is -0.02%.
| Rank | JRI | BUCK |
|---|---|---|
| #1 | -60.68% Feb 21, 2020 - Aug 14, 2024 | -5.43% Apr 2, 2025 - Sep 12, 2025 |
| #2 | -29.62% Apr 28, 2015 - Aug 12, 2016 | -2.03% Mar 28, 2024 - Jun 20, 2024 |
| #3 | -21.93% Aug 3, 2017 - Jun 6, 2019 | -0.85% Dec 12, 2024 - Jan 15, 2025 |
| #4 | -14.64% May 2, 2012 - Jan 7, 2013 | -0.81% Sep 27, 2024 - Nov 5, 2024 |
| #5 | -14.53% May 10, 2013 - Jan 21, 2014 | -0.76% Jun 21, 2024 - Jul 19, 2024 |
| #6 | -13.72% Nov 29, 2024 - Apr 29, 2025 | -0.64% Nov 6, 2023 - Dec 28, 2023 |
| #7 | -12.91% Oct 1, 2025 - Jul 2, 2026 | -0.60% Jul 19, 2024 - Aug 1, 2024 |
| #8 | -12.80% Sep 8, 2016 - Mar 1, 2017 | -0.60% Jul 13, 2023 - Jul 28, 2023 |
| #9 | -9.27% Dec 11, 2014 - Jan 9, 2015 | -0.56% Aug 20, 2024 - Aug 22, 2024 |
| #10 | -7.65% Sep 10, 2014 - Nov 5, 2014 | -0.52% Sep 24, 2024 - Sep 27, 2024 |
| #11 | -5.37% Jun 30, 2014 - Aug 13, 2014 | -0.52% Sep 17, 2024 - Sep 24, 2024 |
| #12 | -4.29% Jan 29, 2015 - Apr 17, 2015 | -0.52% Jan 30, 2024 - Feb 2, 2024 |
| #13 | -4.28% Jul 24, 2026 - Aug 24, 2026 | -0.48% Aug 23, 2024 - Sep 3, 2024 |
| #14 | -4.14% Sep 30, 2024 - Nov 27, 2024 | -0.46% Dec 4, 2025 - Dec 23, 2025 |
| #15 | -3.43% Nov 10, 2014 - Dec 8, 2014 | -0.44% Feb 3, 2026 - Feb 25, 2026 |
Correlation
Correlation between JRI and BUCK is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2012 - 2026)
JRI vs BUCK dividend yield comparison.
| Year | JRI | BUCK |
|---|---|---|
| 2026 | 8.56% | 3.96% |
| 2025 | 11.85% | 7.59% |
| 2024 | 11.91% | 8.84% |
| 2023 | 9.25% | 4.84% |
| 2022 | 9.97% | 0.59% |
| 2021 | 7.23% | 0.00% |
| 2020 | 9.12% | 0.00% |
| 2019 | 7.10% | 0.00% |
| 2018 | 9.40% | 0.00% |
| 2017 | 7.26% | 0.00% |
| 2016 | 8.63% | 0.00% |
| 2015 | 10.40% | 0.00% |
| 2014 | 14.90% | 0.00% |
| 2013 | 20.41% | 0.00% |
| 2012 | 6.36% | 0.00% |
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