JRI vs SIXA

Comparison between Nuveen Real Asset Income and Growth Fund (JRI, ETF) and ETC 6 MERIDIAN MEGA CAP EQUITY ETF (SIXA, ETF).

5-Year PerformanceSIXA has outperformed JRI, delivering a return of +12.9% compared to +5.4%

JRI vs SIXA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JRI(ETF)	SIXA(ETF)
Net Assets	$488M	$487M
Expense Ratio	N/A	0.46%
Max Drawdown	64.29%	19.71%
Sharpe Ratio	0.53	1.66
5Y Beta	0.48	0.57
P/E Ratio	N/A	18.48
Forward P/E	N/A	15.71
PEG Ratio	N/A	0.39
5Y Dividends CAGR	8.48%	18.41%
5Y EPS CAGR	N/A	15.97%
Debt to Equity	N/A	150.22%
P/S Ratio	N/A	2.60
P/B Ratio	N/A	3.93

Net Assets

Winner

JRI

$488M

SIXA

$487M

Expense Ratio

JRI

N/A

SIXA

0.46%

Max Drawdown

JRI

64.29%

Winner

SIXA

19.71%

Sharpe Ratio

JRI

0.53

Winner

SIXA

1.66

5Y Beta

Winner

JRI

0.48

SIXA

0.57

P/E Ratio

JRI

N/A

SIXA

18.48

Forward P/E

JRI

N/A

SIXA

15.71

PEG Ratio

JRI

N/A

SIXA

0.39

5Y Dividends CAGR

JRI

8.48%

Winner

SIXA

18.41%

5Y EPS CAGR

JRI

N/A

SIXA

15.97%

Debt to Equity

JRI

N/A

SIXA

150.22%

P/S Ratio

JRI

N/A

SIXA

2.60

P/B Ratio

JRI

N/A

SIXA

3.93

JRI vs SIXA - Historical Returns

Returns include dividend reinvestment.

Period	JRI	SIXA
1 month	-1.54%	+2.42%
3 months	+1.96%	+7.98%
6 months	-0.03%	+13.68%
1 year	+10.48%	+19.62%
5 years(CAGR)	+5.45%	+12.87%
10 years(CAGR)	+7.04%	N/A
Max(CAGR)	+7.32%	+16.24%

JRI

-1.54%

Winner

SIXA

+2.42%

JRI

+1.96%

Winner

SIXA

+7.98%

JRI

-0.03%

Winner

SIXA

+13.68%

JRI

+10.48%

Winner

SIXA

+19.62%

5Y(CAGR)

JRI

+5.45%

Winner

SIXA

+12.87%

10Y(CAGR)

JRI

+7.04%

SIXA

N/A

Max(CAGR)

JRI

+7.32%

Winner

SIXA

+16.24%

JRI vs SIXA - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	JRI	SIXA
2026	-0.42%	+14.04%
2025	+26.60%	+15.57%
2024	+14.99%	+22.53%
2023	+8.60%	+12.07%
2022	-20.87%	-6.21%
2021	+31.52%	+24.88%
2020	-19.68%	+18.45%
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 SIXA Drawdown Comparison

The maximum drawdown for JRI was -60.68%, occurring on Mar 18, 2020. Recovery took 1128 trading sessions.

The maximum drawdown for SIXA was -18.37%, occurring on Sep 30, 2022. Recovery took 474 trading sessions.

The current JRI drawdown is -2.56%.

Rank	JRI	SIXA
#1	-60.68% Feb 21, 2020 - Aug 15, 2024	-18.37% Jan 12, 2022 - Dec 1, 2023
#2	-29.66% Apr 28, 2015 - Aug 22, 2016	-11.22% Feb 28, 2025 - May 16, 2025
#3	-21.99% Aug 3, 2017 - Jun 6, 2019	-8.47% Sep 2, 2020 - Nov 16, 2020
#4	-14.64% May 2, 2012 - Jan 7, 2013	-7.72% Jun 8, 2020 - Aug 7, 2020
#5	-14.54% May 10, 2013 - Jan 21, 2014	-6.43% Nov 29, 2024 - Feb 10, 2025
#6	-13.74% Nov 29, 2024 - Apr 29, 2025	-5.75% Feb 17, 2021 - Mar 22, 2021
#7	-12.94% Oct 1, 2025 - Mar 23, 2026	-5.59% Feb 27, 2026 - Apr 30, 2026
#8	-12.82% Sep 8, 2016 - Mar 1, 2017	-5.59% Aug 16, 2021 - Nov 3, 2021
#9	-9.27% Dec 11, 2014 - Jan 12, 2015	-4.50% Jul 17, 2024 - Aug 15, 2024
#10	-7.66% Sep 10, 2014 - Nov 5, 2014	-4.15% Nov 23, 2021 - Dec 15, 2021
#11	-5.38% Jun 30, 2014 - Aug 13, 2014	-3.82% May 11, 2020 - May 18, 2020
#12	-4.29% Jan 29, 2015 - Apr 17, 2015	-3.58% Mar 28, 2024 - May 15, 2024
#13	-4.15% Sep 30, 2024 - Nov 27, 2024	-3.17% Jan 21, 2021 - Feb 8, 2021
#14	-3.44% Nov 10, 2014 - Dec 8, 2014	-3.15% May 7, 2021 - May 24, 2021
#15	-3.43% Jul 2, 2025 - Aug 15, 2025	-2.89% Oct 18, 2024 - Nov 8, 2024

Correlation

Correlation between JRI and SIXA is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2012 - 2026)

JRI vs SIXA dividend yield comparison.

Year	JRI	SIXA
2026	5.21%	0.71%
2025	11.77%	2.31%
2024	11.83%	1.62%
2023	9.18%	2.12%
2022	9.89%	2.23%
2021	7.18%	1.63%
2020	9.06%	1.13%
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%