JRS vs FEMS
Comparison between Nuveen Real Estate Income Fund. (JRS, ETF) and FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND (FEMS, ETF).
5-Year PerformanceFEMS has outperformed JRS, delivering a return of +4.8% compared to +3.0%
JRS vs FEMS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JRS vs FEMS - Historical Returns
Returns include dividend reinvestment.
JRS vs FEMS - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | JRS | FEMS |
|---|---|---|
| 2026 | +15.01% | +11.98% |
| 2025 | -1.77% | +16.57% |
| 2024 | +19.56% | +3.33% |
| 2023 | +11.22% | +4.24% |
| 2022 | -35.38% | +0.56% |
| 2021 | +66.40% | +3.49% |
| 2020 | -12.66% | +5.77% |
| 2019 | +36.83% | +28.95% |
| 2018 | -17.88% | -23.79% |
| 2017 | +11.96% | +47.46% |
| 2016 | +10.78% | +17.27% |
| 2015 | -1.20% | -13.68% |
| 2014 | +30.79% | -5.78% |
| 2013 | -3.80% | +3.56% |
| 2012 | +7.61% | +14.75% |
| 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 FEMS Drawdown Comparison
The maximum drawdown for JRS was -87.70%, occurring on Mar 9, 2009. Recovery took 2329 trading sessions.
The maximum drawdown for FEMS was -47.82%, occurring on Mar 23, 2020. Recovery took 742 trading sessions.
The current JRS drawdown is -3.46%. The current FEMS drawdown is -4.29%.
| Rank | JRS | FEMS |
|---|---|---|
| #1 | -87.70% Feb 7, 2007 - May 9, 2016 | -47.82% Jan 26, 2018 - Jan 7, 2021 |
| #2 | -54.50% Feb 14, 2020 - Apr 8, 2021 | -45.48% Mar 13, 2012 - Aug 22, 2017 |
| #3 | -45.52% Dec 31, 2021 - Oct 27, 2023 | -30.42% Jun 3, 2021 - Jul 3, 2025 |
| #4 | -22.19% Apr 1, 2004 - Sep 2, 2004 | -8.98% May 6, 2026 - Jun 5, 2026 |
| #5 | -21.97% Dec 29, 2017 - Feb 22, 2019 | -8.59% Feb 26, 2026 - Apr 10, 2026 |
| #6 | -18.26% Sep 8, 2016 - Jun 13, 2017 | -8.29% Sep 15, 2017 - Dec 29, 2017 |
| #7 | -13.95% Dec 14, 2004 - May 10, 2005 | -6.77% Apr 29, 2021 - May 28, 2021 |
| #8 | -13.80% Sep 17, 2002 - Feb 21, 2003 | -6.66% Oct 1, 2025 - Jan 8, 2026 |
| #9 | -13.60% Oct 16, 2006 - Dec 4, 2006 | -5.90% Feb 17, 2021 - Apr 8, 2021 |
| #10 | -11.72% Jun 20, 2002 - Sep 6, 2002 | -4.78% Jan 20, 2021 - Feb 5, 2021 |
| #11 | -10.32% Aug 3, 2005 - Jan 5, 2006 | -4.70% Apr 17, 2026 - May 6, 2026 |
| #12 | -9.04% Sep 8, 2021 - Oct 25, 2021 | -4.01% Jan 27, 2026 - Feb 11, 2026 |
| #13 | -8.15% Feb 10, 2004 - Mar 5, 2004 | -1.80% Apr 8, 2021 - Apr 16, 2021 |
| #14 | -8.01% Nov 4, 2004 - Dec 1, 2004 | -1.71% Sep 17, 2025 - Oct 1, 2025 |
| #15 | -7.93% Jul 14, 2003 - Sep 18, 2003 | -1.69% Jan 14, 2021 - Jan 20, 2021 |
Correlation
Correlation between JRS and FEMS is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2002 - 2026)
JRS vs FEMS dividend yield comparison.
| Year | JRS | FEMS |
|---|---|---|
| 2026 | 4.30% | 0.64% |
| 2025 | 8.88% | 4.27% |
| 2024 | 7.88% | 3.97% |
| 2023 | 8.70% | 4.65% |
| 2022 | 11.06% | 4.55% |
| 2021 | 5.93% | 6.25% |
| 2020 | 9.00% | 2.90% |
| 2019 | 7.16% | 4.37% |
| 2018 | 9.99% | 4.68% |
| 2017 | 8.88% | 3.39% |
| 2016 | 9.10% | 2.42% |
| 2015 | 9.04% | 3.28% |
| 2014 | 7.83% | 3.48% |
| 2013 | 9.93% | 1.78% |
| 2012 | 8.78% | 1.96% |
| 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% |
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