JRI vs OSEA
Comparison between Nuveen Real Asset Income and Growth Fund (JRI, ETF) and HARBOR INTERNATIONAL COMPOUNDERS ETF (OSEA, ETF).
JRI vs OSEA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JRI
$498M
OSEA
$497M
Expense Ratio
JRI
N/A
OSEA
0.55%
Max Drawdown
JRI
64.29%
Winner
OSEA
18.55%
Sharpe Ratio
Winner
JRI
0.51
OSEA
0.08
5Y Beta
Winner
JRI
0.49
OSEA
0.76
5Y Dividends CAGR
JRI
8.48%
OSEA
N/A
JRI vs OSEA - Historical Returns
Returns include dividend reinvestment.
1M
JRI
-2.34%
Winner
OSEA
-2.29%
3M
Winner
JRI
+0.52%
OSEA
-0.88%
6M
JRI
-2.23%
Winner
OSEA
-0.76%
1Y
Winner
JRI
+10.43%
OSEA
+3.81%
5Y(CAGR)
JRI
+5.91%
OSEA
N/A
10Y(CAGR)
JRI
+7.01%
OSEA
N/A
Max(CAGR)
JRI
+7.21%
Winner
OSEA
+12.17%
JRI vs OSEA - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | JRI | OSEA |
|---|---|---|
| 2026 | -1.98% | -1.80% |
| 2025 | +26.60% | +18.62% |
| 2024 | +14.99% | +1.02% |
| 2023 | +8.60% | +19.81% |
| 2022 | -20.87% | +9.76% |
| 2021 | +31.52% | N/A |
| 2020 | -19.68% | N/A |
| 2019 | +44.37% | N/A |
| 2018 | -18.14% | N/A |
| 2017 | +20.55% | N/A |
| 2016 | +14.02% | N/A |
| 2015 | -12.34% | N/A |
| 2014 | +29.61% | N/A |
| 2013 | +6.11% | N/A |
| 2012 | -0.54% | N/A |
JRI vs OSEA Drawdown Comparison
The maximum drawdown for JRI was -60.68%, occurring on Mar 18, 2020. Recovery took 1128 trading sessions.
The maximum drawdown for OSEA was -18.14%, occurring on Apr 8, 2025. Recovery took 173 trading sessions.
The current JRI drawdown is -4.09%. The current OSEA drawdown is -5.27%.
| Rank | JRI | OSEA |
|---|---|---|
| #1 | -60.68% Feb 21, 2020 - Aug 15, 2024 | -18.14% Sep 26, 2024 - Jun 6, 2025 |
| #2 | -29.66% Apr 28, 2015 - Aug 22, 2016 | -14.51% Jul 18, 2023 - Dec 19, 2023 |
| #3 | -21.99% Aug 3, 2017 - Jun 6, 2019 | -12.31% Sep 12, 2022 - Nov 10, 2022 |
| #4 | -14.64% May 2, 2012 - Jan 7, 2013 | -11.08% Feb 25, 2026 - May 6, 2026 |
| #5 | -14.54% May 10, 2013 - Jan 21, 2014 | -8.77% Jul 12, 2024 - Aug 30, 2024 |
| #6 | -13.74% Nov 29, 2024 - Apr 29, 2025 | -6.92% Feb 3, 2023 - Mar 30, 2023 |
| #7 | -12.94% Oct 1, 2025 - Mar 23, 2026 | -6.77% Mar 7, 2024 - May 15, 2024 |
| #8 | -12.82% Sep 8, 2016 - Mar 1, 2017 | -6.30% Dec 14, 2022 - Jan 12, 2023 |
| #9 | -9.27% Dec 11, 2014 - Jan 12, 2015 | -5.90% Oct 27, 2025 - Jan 5, 2026 |
| #10 | -7.66% Sep 10, 2014 - Nov 5, 2014 | -5.57% Jul 23, 2025 - Oct 2, 2025 |
| #11 | -5.38% Jun 30, 2014 - Aug 13, 2014 | -5.31% May 6, 2026 - May 19, 2026 |
| #12 | -4.29% Jan 29, 2015 - Apr 17, 2015 | -5.05% Aug 30, 2024 - Sep 26, 2024 |
| #13 | -4.15% Sep 30, 2024 - Nov 27, 2024 | -4.96% Jun 15, 2023 - Jul 17, 2023 |
| #14 | -3.44% Nov 10, 2014 - Dec 8, 2014 | -4.37% Dec 27, 2023 - Feb 1, 2024 |
| #15 | -3.43% Jul 2, 2025 - Aug 15, 2025 | -3.93% May 15, 2024 - Jun 6, 2024 |
Correlation
Correlation between JRI and OSEA is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2012 - 2026)
JRI vs OSEA dividend yield comparison.
| Year | JRI | OSEA |
|---|---|---|
| 2026 | 5.29% | 0.00% |
| 2025 | 11.77% | 1.24% |
| 2024 | 11.83% | 0.51% |
| 2023 | 9.18% | 0.65% |
| 2022 | 9.89% | 0.11% |
| 2021 | 7.18% | 0.00% |
| 2020 | 9.06% | 0.00% |
| 2019 | 7.05% | 0.00% |
| 2018 | 9.34% | 0.00% |
| 2017 | 7.21% | 0.00% |
| 2016 | 8.57% | 0.00% |
| 2015 | 10.33% | 0.00% |
| 2014 | 14.80% | 0.00% |
| 2013 | 20.27% | 0.00% |
| 2012 | 6.32% | 0.00% |
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