JRS vs LQTI

Comparison between Nuveen Real Estate Income Fund. (JRS, ETF) and FT VEST INVESTMENT GRADE & TARGET INCOME ETF (LQTI, ETF).

JRS vs LQTI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JRS(ETF)	LQTI(ETF)
Net Assets	$273M	$273M
Expense Ratio	N/A	0.65%
Max Drawdown	90.70%	9.29%
Sharpe Ratio	0.99	-0.37
5Y Beta	0.62	0.12
5Y Dividends CAGR	-1.63%	N/A

Net Assets

Winner

JRS

$273M

LQTI

$273M

Expense Ratio

JRS

N/A

LQTI

0.65%

Max Drawdown

JRS

90.70%

Winner

LQTI

9.29%

Sharpe Ratio

Winner

JRS

0.99

LQTI

-0.37

5Y Beta

JRS

0.62

Winner

LQTI

0.12

5Y Dividends CAGR

JRS

-1.63%

LQTI

N/A

JRS vs LQTI - Historical Returns

Returns include dividend reinvestment.

Period	JRS	LQTI
1 month	-1.61%	+0.60%
3 months	+7.03%	-1.06%
6 months	+9.16%	-2.61%
1 year	+16.32%	+1.45%
5 years(CAGR)	+3.06%	N/A
10 years(CAGR)	+5.30%	N/A
Max(CAGR)	+7.21%	+3.57%

JRS

-1.61%

Winner

LQTI

+0.60%

Winner

JRS

+7.03%

LQTI

-1.06%

Winner

JRS

+9.16%

LQTI

-2.61%

Winner

JRS

+16.32%

LQTI

+1.45%

5Y(CAGR)

JRS

+3.06%

LQTI

N/A

10Y(CAGR)

JRS

+5.30%

LQTI

N/A

Max(CAGR)

Winner

JRS

+7.21%

LQTI

+3.57%

JRS vs LQTI - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	JRS	LQTI
2026	+17.48%	-0.71%
2025	-1.77%	+6.69%
2024	+19.56%	N/A
2023	+11.22%	N/A
2022	-35.38%	N/A
2021	+66.40%	N/A
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 LQTI Drawdown Comparison

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

The maximum drawdown for LQTI was -3.40%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current JRS drawdown is -3.61%. The current LQTI drawdown is -2.70%.

Rank	JRS	LQTI
#1	-87.70% Feb 7, 2007 - May 9, 2016	-3.40% Feb 26, 2026 - Mar 27, 2026
#2	-54.50% Feb 14, 2020 - Apr 8, 2021	-3.23% Apr 4, 2025 - Jun 12, 2025
#3	-45.52% Dec 31, 2021 - Jul 20, 2026	-1.76% Oct 24, 2025 - Feb 12, 2026
#4	-22.19% Apr 1, 2004 - Sep 2, 2004	-1.27% Mar 3, 2025 - Apr 2, 2025
#5	-21.97% Dec 29, 2017 - Feb 22, 2019	-1.09% Jul 2, 2025 - Jul 29, 2025
#6	-18.26% Sep 8, 2016 - Jun 13, 2017	-1.07% Sep 15, 2025 - Oct 14, 2025
#7	-13.95% Dec 14, 2004 - May 10, 2005	-0.68% Jun 12, 2025 - Jun 23, 2025
#8	-13.80% Sep 17, 2002 - Feb 21, 2003	-0.67% Aug 13, 2025 - Aug 27, 2025
#9	-13.60% Oct 16, 2006 - Dec 4, 2006	-0.57% Feb 19, 2026 - Feb 26, 2026
#10	-11.72% Jun 20, 2002 - Sep 6, 2002	-0.42% Aug 28, 2025 - Sep 3, 2025
#11	-10.32% Aug 3, 2005 - Jan 5, 2006	-0.41% Aug 7, 2025 - Aug 13, 2025
#12	-9.04% Sep 8, 2021 - Oct 25, 2021	-0.34% Feb 14, 2025 - Feb 21, 2025
#13	-8.15% Feb 10, 2004 - Mar 5, 2004	-0.22% Oct 22, 2025 - Oct 24, 2025
#14	-8.01% Nov 4, 2004 - Dec 1, 2004	-0.19% Jul 29, 2025 - Aug 1, 2025
#15	-7.93% Jul 14, 2003 - Sep 18, 2003	-0.15% Jun 24, 2025 - Jun 27, 2025

Correlation

Correlation between JRS and LQTI is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.45

-101

Dividend Comparison (2002 - 2026)

JRS vs LQTI dividend yield comparison.

Year	JRS	LQTI
2026	4.21%	6.17%
2025	8.88%	7.01%
2024	7.88%	0.00%
2023	8.70%	0.00%
2022	11.06%	0.00%
2021	5.93%	0.00%
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%