KOKU vs JQC

Comparison between XTRACKERS MSCI KOKUSAI EQUITY ETF (KOKU, ETF) and Nuveen Credit Strategies Income Fund (JQC, ETF).

5-Year PerformanceKOKU has outperformed JQC, delivering a return of +11.8% compared to +4.7%

KOKU vs JQC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KOKU(ETF)	JQC(ETF)
Net Assets	$805M	$801M
Expense Ratio	0.09%	N/A
Max Drawdown	26.83%	81.25%
Sharpe Ratio	1.42	-0.14
5Y Beta	0.92	0.39
P/E Ratio	27.90	N/A
Forward P/E	21.20	N/A
5Y Dividends CAGR	26.32%	-5.37%
5Y EPS CAGR	27.28%	N/A
Debt to Equity	29.85%	N/A
P/S Ratio	3.82	N/A
P/B Ratio	5.48	N/A

Net Assets

Winner

KOKU

$805M

JQC

$801M

Expense Ratio

KOKU

0.09%

JQC

N/A

Max Drawdown

Winner

KOKU

26.83%

JQC

81.25%

Sharpe Ratio

Winner

KOKU

1.42

JQC

-0.14

5Y Beta

KOKU

0.92

Winner

JQC

0.39

P/E Ratio

KOKU

27.90

JQC

N/A

Forward P/E

KOKU

21.20

JQC

N/A

5Y Dividends CAGR

Winner

KOKU

26.32%

JQC

-5.37%

5Y EPS CAGR

KOKU

27.28%

JQC

N/A

Debt to Equity

KOKU

29.85%

JQC

N/A

P/S Ratio

KOKU

3.82

JQC

N/A

P/B Ratio

KOKU

5.48

JQC

N/A

KOKU vs JQC - Historical Returns

Returns include dividend reinvestment.

Period	KOKU	JQC
1 month	+0.90%	+0.20%
3 months	+10.62%	+5.10%
6 months	+9.26%	+2.03%
1 year	+22.07%	+1.77%
5 years(CAGR)	+11.80%	+4.74%
10 years(CAGR)	N/A	+5.89%
Max(CAGR)	+18.10%	+4.92%

Winner

KOKU

+0.90%

JQC

+0.20%

Winner

KOKU

+10.62%

JQC

+5.10%

Winner

KOKU

+9.26%

JQC

+2.03%

Winner

KOKU

+22.07%

JQC

+1.77%

5Y(CAGR)

Winner

KOKU

+11.80%

JQC

+4.74%

10Y(CAGR)

KOKU

N/A

JQC

+5.89%

Max(CAGR)

Winner

KOKU

+18.10%

JQC

+4.92%

KOKU vs JQC - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	KOKU	JQC
2026	+8.23%	+1.15%
2025	+21.54%	-0.94%
2024	+20.42%	+20.69%
2023	+24.37%	+12.77%
2022	-18.29%	-14.32%
2021	+24.87%	+13.85%
2020	+40.42%	-3.05%
2019	N/A	+21.60%
2018	N/A	-5.84%
2017	N/A	-1.39%
2016	N/A	+21.60%
2015	N/A	-3.41%
2014	N/A	-3.21%
2013	N/A	+8.23%
2012	N/A	+30.13%
2011	N/A	-0.19%
2010	N/A	+23.15%
2009	N/A	+67.27%
2008	N/A	-48.74%
2007	N/A	-14.88%
2006	N/A	+26.10%
2005	N/A	-4.38%
2004	N/A	+2.91%
2003	N/A	+0.24%

KOKU vs JQC Drawdown Comparison

The maximum drawdown for KOKU was -25.78%, occurring on Oct 12, 2022. Recovery took 490 trading sessions.

The maximum drawdown for JQC was -75.13%, occurring on Mar 9, 2009. Recovery took 1030 trading sessions.

The current KOKU drawdown is -1.90%. The current JQC drawdown is -4.76%.

Rank	KOKU	JQC
#1	-25.78% Jan 3, 2022 - Dec 14, 2023	-75.13% Mar 26, 2007 - Apr 26, 2011
#2	-17.73% Feb 14, 2025 - Jun 3, 2025	-47.91% Feb 19, 2020 - Mar 1, 2021
#3	-9.04% Jan 27, 2026 - Apr 15, 2026	-20.01% Apr 1, 2004 - Nov 3, 2004
#4	-8.83% Sep 2, 2020 - Nov 9, 2020	-19.80% Jan 18, 2022 - Jan 30, 2024
#5	-7.91% Jul 16, 2024 - Aug 23, 2024	-18.69% Apr 30, 2013 - Aug 12, 2016
#6	-6.87% Jun 8, 2020 - Jul 15, 2020	-16.85% Jul 7, 2011 - Feb 1, 2012
#7	-5.46% Sep 2, 2021 - Oct 25, 2021	-15.38% Dec 9, 2024 - Jul 18, 2025
#8	-5.14% Mar 28, 2024 - May 10, 2024	-13.26% Feb 11, 2005 - Jul 25, 2006
#9	-4.91% Oct 28, 2025 - Dec 10, 2025	-11.52% Jul 9, 2003 - Jan 5, 2004
#10	-4.80% Nov 8, 2021 - Dec 27, 2021	-10.94% Mar 2, 2017 - Feb 22, 2019
#11	-4.53% Dec 6, 2024 - Jan 23, 2025	-10.17% Aug 26, 2025 - Mar 27, 2026
#12	-4.43% Feb 16, 2021 - Mar 15, 2021	-8.26% Nov 6, 2012 - Dec 6, 2012
#13	-4.39% Apr 17, 2020 - Apr 27, 2020	-5.77% Jun 29, 2021 - Oct 22, 2021
#14	-4.06% Aug 30, 2024 - Sep 19, 2024	-5.63% Jul 11, 2019 - Dec 4, 2019
#15	-3.99% Jun 2, 2026 - Jun 10, 2026	-5.39% Nov 4, 2004 - Feb 7, 2005

Correlation

Correlation between KOKU and JQC is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2003 - 2026)

KOKU vs JQC dividend yield comparison.

Year	KOKU	JQC
2026	0.21%	5.31%
2025	1.48%	12.91%
2024	1.63%	11.39%
2023	1.76%	11.42%
2022	1.98%	9.71%
2021	1.89%	10.03%
2020	0.55%	16.11%
2019	0.00%	16.14%
2018	0.00%	6.53%
2017	0.00%	7.42%
2016	0.00%	6.99%
2015	0.00%	7.51%
2014	0.00%	6.51%
2013	0.00%	7.74%
2012	0.00%	8.32%
2011	0.00%	9.81%
2010	0.00%	7.95%
2009	0.00%	8.39%
2008	0.00%	20.62%
2007	0.00%	10.36%
2006	0.00%	7.77%
2005	0.00%	9.67%
2004	0.00%	8.58%
2003	0.00%	3.34%