JRS vs DIVZ

Comparison between Nuveen Real Estate Income Fund. (JRS, ETF) and POLEN DIVIDEND INCOME ETF (DIVZ, ETF).

5-Year PerformanceDIVZ has outperformed JRS, delivering a return of +9.9% compared to +3.3%

JRS vs DIVZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JRS(ETF)	DIVZ(ETF)
Net Assets	$267M	$267M
Expense Ratio	N/A	0.65%
Max Drawdown	90.70%	18.09%
Sharpe Ratio	1.10	0.75
5Y Beta	0.62	0.40
P/E Ratio	N/A	21.44
Forward P/E	N/A	16.69
PEG Ratio	N/A	-43.95
5Y Dividends CAGR	-1.63%	28.41%
5Y EPS CAGR	N/A	6.14%
P/S Ratio	N/A	1.98
P/B Ratio	N/A	3.60

Net Assets

JRS

$267M

DIVZ

$267M

Expense Ratio

JRS

N/A

DIVZ

0.65%

Max Drawdown

JRS

90.70%

Winner

DIVZ

18.09%

Sharpe Ratio

Winner

JRS

1.10

DIVZ

0.75

5Y Beta

JRS

0.62

Winner

DIVZ

0.40

P/E Ratio

JRS

N/A

DIVZ

21.44

Forward P/E

JRS

N/A

DIVZ

16.69

PEG Ratio

JRS

N/A

DIVZ

-43.95

5Y Dividends CAGR

JRS

-1.63%

Winner

DIVZ

28.41%

5Y EPS CAGR

JRS

N/A

DIVZ

6.14%

P/S Ratio

JRS

N/A

DIVZ

1.98

P/B Ratio

JRS

N/A

DIVZ

3.60

JRS vs DIVZ - Historical Returns

Returns include dividend reinvestment.

Period	JRS	DIVZ
1 month	+6.50%	+3.15%
3 months	+9.72%	+5.12%
6 months	+16.95%	+4.94%
1 year	+20.78%	+11.02%
5 years(CAGR)	+3.31%	+9.85%
10 years(CAGR)	+5.26%	N/A
Max(CAGR)	+7.31%	+11.58%

Winner

JRS

+6.50%

DIVZ

+3.15%

Winner

JRS

+9.72%

DIVZ

+5.12%

Winner

JRS

+16.95%

DIVZ

+4.94%

Winner

JRS

+20.78%

DIVZ

+11.02%

5Y(CAGR)

JRS

+3.31%

Winner

DIVZ

+9.85%

10Y(CAGR)

JRS

+5.26%

DIVZ

N/A

Max(CAGR)

JRS

+7.31%

Winner

DIVZ

+11.58%

JRS vs DIVZ - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	JRS	DIVZ
2026	+19.41%	+6.29%
2025	-1.77%	+16.35%
2024	+19.56%	+17.39%
2023	+11.22%	-0.12%
2022	-35.38%	+2.45%
2021	+66.40%	+19.73%
2020	-12.66%	N/A
2019	+36.83%	N/A
2018	-17.88%	N/A
2017	+11.96%	N/A
2016	+10.78%	N/A
2015	-1.20%	N/A
2014	+30.79%	N/A
2013	-3.80%	N/A
2012	+7.61%	N/A
2011	+9.22%	N/A
2010	+39.39%	N/A
2009	+79.15%	N/A
2008	-61.78%	N/A
2007	-37.28%	N/A
2006	+53.15%	N/A
2005	+5.64%	N/A
2004	+21.41%	N/A
2003	+33.64%	N/A
2002	+10.59%	N/A
2001	-0.40%	N/A

JRS vs DIVZ Drawdown Comparison

The maximum drawdown for JRS was -87.70%, occurring on Mar 9, 2009. Recovery took 2329 trading sessions.

The maximum drawdown for DIVZ was -15.44%, occurring on Sep 30, 2022. Recovery took 448 trading sessions.

The current DIVZ drawdown is -0.93%.

Rank	JRS	DIVZ
#1	-87.70% Feb 7, 2007 - May 9, 2016	-15.44% Jun 7, 2022 - Mar 20, 2024
#2	-54.50% Feb 14, 2020 - Apr 8, 2021	-8.98% Mar 3, 2025 - May 16, 2025
#3	-45.52% Dec 31, 2021 - Jul 20, 2026	-7.25% Nov 29, 2024 - Feb 13, 2025
#4	-22.19% Apr 1, 2004 - Sep 2, 2004	-6.77% Apr 20, 2022 - Jun 7, 2022
#5	-21.97% Dec 29, 2017 - Feb 22, 2019	-5.96% Oct 22, 2021 - Dec 27, 2021
#6	-18.26% Sep 8, 2016 - Jun 13, 2017	-5.83% Feb 27, 2026 - Apr 15, 2026
#7	-13.95% Dec 14, 2004 - May 10, 2005	-5.14% Jun 10, 2021 - Oct 20, 2021
#8	-13.80% Sep 17, 2002 - Feb 21, 2003	-4.58% Feb 9, 2022 - Mar 22, 2022
#9	-13.60% Oct 16, 2006 - Dec 4, 2006	-4.55% Jul 31, 2024 - Aug 15, 2024
#10	-11.72% Jun 20, 2002 - Sep 6, 2002	-4.08% Sep 11, 2025 - Nov 28, 2025
#11	-10.32% Aug 3, 2005 - Jan 5, 2006	-3.95% Apr 3, 2024 - May 6, 2024
#12	-9.04% Sep 8, 2021 - Oct 25, 2021	-3.84% Jan 14, 2022 - Feb 2, 2022
#13	-8.15% Feb 10, 2004 - Mar 5, 2004	-3.05% Oct 18, 2024 - Nov 11, 2024
#14	-8.01% Nov 4, 2004 - Dec 1, 2004	-2.95% Feb 24, 2021 - Mar 8, 2021
#15	-7.93% Jul 14, 2003 - Sep 18, 2003	-2.93% May 15, 2024 - Jul 11, 2024

Correlation

Correlation between JRS and DIVZ is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60

-101

Dividend Comparison (2002 - 2026)

JRS vs DIVZ dividend yield comparison.

Year	JRS	DIVZ
2026	4.14%	1.28%
2025	8.88%	2.60%
2024	7.88%	2.63%
2023	8.70%	3.66%
2022	11.06%	3.23%
2021	5.93%	3.83%
2020	9.00%	0.00%
2019	7.16%	0.00%
2018	9.99%	0.00%
2017	8.88%	0.00%
2016	9.10%	0.00%
2015	9.04%	0.00%
2014	7.83%	0.00%
2013	9.93%	0.00%
2012	8.78%	0.00%
2011	8.72%	0.00%
2010	8.70%	0.00%
2009	11.51%	0.00%
2008	35.31%	0.00%
2007	16.75%	0.00%
2006	6.90%	0.00%
2005	8.30%	0.00%
2004	7.04%	0.00%
2003	7.37%	0.00%
2002	9.23%	0.00%