JRS vs SIO

Comparison between Nuveen Real Estate Income Fund. (JRS, ETF) and TOUCHSTONE STRATEGIC INCOME ETF (SIO, ETF).

JRS vs SIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JRS(ETF)	SIO(ETF)
Net Assets	$267M	$267M
Expense Ratio	N/A	0.50%
Max Drawdown	90.70%	8.43%
Sharpe Ratio	1.10	0.27
5Y Beta	0.62	0.06
5Y Dividends CAGR	-1.63%	N/A

Net Assets

JRS

$267M

Winner

SIO

$267M

Expense Ratio

JRS

N/A

SIO

0.50%

Max Drawdown

JRS

90.70%

Winner

SIO

8.43%

Sharpe Ratio

Winner

JRS

1.10

SIO

0.27

5Y Beta

JRS

0.62

Winner

SIO

0.06

5Y Dividends CAGR

JRS

-1.63%

SIO

N/A

JRS vs SIO - Historical Returns

Returns include dividend reinvestment.

Period	JRS	SIO
1 month	+6.50%	-0.49%
3 months	+9.72%	-0.36%
6 months	+16.95%	+0.32%
1 year	+20.78%	+4.63%
5 years(CAGR)	+3.31%	N/A
10 years(CAGR)	+5.26%	N/A
Max(CAGR)	+7.31%	+6.25%

Winner

JRS

+6.50%

SIO

-0.49%

Winner

JRS

+9.72%

SIO

-0.36%

Winner

JRS

+16.95%

SIO

+0.32%

Winner

JRS

+20.78%

SIO

+4.63%

5Y(CAGR)

JRS

+3.31%

SIO

N/A

10Y(CAGR)

JRS

+5.26%

SIO

N/A

Max(CAGR)

Winner

JRS

+7.31%

SIO

+6.25%

JRS vs SIO - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	JRS	SIO
2026	+19.41%	+0.53%
2025	-1.77%	+9.20%
2024	+19.56%	+6.44%
2023	+11.22%	+8.06%
2022	-35.38%	+0.71%
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 SIO Drawdown Comparison

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

The maximum drawdown for SIO was -6.95%, occurring on Oct 20, 2022. Recovery took 101 trading sessions.

The current SIO drawdown is -1.43%.

Rank	JRS	SIO
#1	-87.70% Feb 7, 2007 - May 9, 2016	-6.95% Aug 12, 2022 - Jan 6, 2023
#2	-54.50% Feb 14, 2020 - Apr 8, 2021	-4.86% Feb 2, 2023 - Nov 29, 2023
#3	-45.52% Dec 31, 2021 - Jul 20, 2026	-3.18% Sep 20, 2024 - Feb 26, 2025
#4	-22.19% Apr 1, 2004 - Sep 2, 2004	-2.62% Feb 27, 2026 - Mar 27, 2026
#5	-21.97% Dec 29, 2017 - Feb 22, 2019	-2.38% Mar 28, 2024 - May 15, 2024
#6	-18.26% Sep 8, 2016 - Jun 13, 2017	-2.26% Apr 3, 2025 - Apr 29, 2025
#7	-13.95% Dec 14, 2004 - May 10, 2005	-1.46% Feb 1, 2024 - Mar 6, 2024
#8	-13.80% Sep 17, 2002 - Feb 21, 2003	-1.30% Oct 27, 2025 - Dec 26, 2025
#9	-13.60% Oct 16, 2006 - Dec 4, 2006	-1.19% May 16, 2024 - Jun 4, 2024
#10	-11.72% Jun 20, 2002 - Sep 6, 2002	-1.06% Dec 26, 2025 - Feb 10, 2026
#11	-10.32% Aug 3, 2005 - Jan 5, 2006	-1.04% Jun 30, 2025 - Jul 28, 2025
#12	-9.04% Sep 8, 2021 - Oct 25, 2021	-1.03% Dec 27, 2023 - Jan 12, 2024
#13	-8.15% Feb 10, 2004 - Mar 5, 2004	-1.00% Apr 30, 2025 - May 30, 2025
#14	-8.01% Nov 4, 2004 - Dec 1, 2004	-0.95% Mar 8, 2024 - Mar 27, 2024
#15	-7.93% Jul 14, 2003 - Sep 18, 2003	-0.81% Mar 3, 2025 - Apr 1, 2025

Correlation

Correlation between JRS and SIO is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2002 - 2026)

JRS vs SIO dividend yield comparison.

Year	JRS	SIO
2026	4.14%	2.48%
2025	8.88%	6.80%
2024	7.88%	5.30%
2023	8.70%	5.37%
2022	11.06%	3.12%
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%