LQTI vs JRS
Comparison between FT VEST INVESTMENT GRADE & TARGET INCOME ETF (LQTI, ETF) and Nuveen Real Estate Income Fund. (JRS, ETF).
LQTI vs JRS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LQTI
$273M
Winner
JRS
$273M
Expense Ratio
LQTI
0.65%
JRS
N/A
Max Drawdown
Winner
LQTI
9.29%
JRS
90.70%
Sharpe Ratio
LQTI
-0.37
Winner
JRS
0.99
5Y Beta
Winner
LQTI
0.12
JRS
0.62
5Y Dividends CAGR
LQTI
N/A
JRS
-1.63%
LQTI vs JRS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LQTI
+0.60%
JRS
-1.61%
3M
LQTI
-1.06%
Winner
JRS
+7.03%
6M
LQTI
-2.61%
Winner
JRS
+9.16%
1Y
LQTI
+1.45%
Winner
JRS
+16.32%
5Y(CAGR)
LQTI
N/A
JRS
+3.06%
10Y(CAGR)
LQTI
N/A
JRS
+5.30%
Max(CAGR)
LQTI
+3.57%
Winner
JRS
+7.21%
LQTI vs JRS - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | LQTI | JRS |
|---|---|---|
| 2026 | -0.71% | +17.48% |
| 2025 | +6.69% | -1.77% |
| 2024 | N/A | +19.56% |
| 2023 | N/A | +11.22% |
| 2022 | N/A | -35.38% |
| 2021 | N/A | +66.40% |
| 2020 | N/A | -12.66% |
| 2019 | N/A | +36.83% |
| 2018 | N/A | -17.88% |
| 2017 | N/A | +11.96% |
| 2016 | N/A | +10.78% |
| 2015 | N/A | -1.20% |
| 2014 | N/A | +30.79% |
| 2013 | N/A | -3.80% |
| 2012 | N/A | +7.61% |
| 2011 | N/A | +9.22% |
| 2010 | N/A | +39.39% |
| 2009 | N/A | +79.15% |
| 2008 | N/A | -61.78% |
| 2007 | N/A | -37.28% |
| 2006 | N/A | +53.15% |
| 2005 | N/A | +5.64% |
| 2004 | N/A | +21.41% |
| 2003 | N/A | +33.64% |
| 2002 | N/A | +10.59% |
| 2001 | N/A | -0.40% |
LQTI vs JRS Drawdown Comparison
The maximum drawdown for LQTI was -3.40%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for JRS was -87.70%, occurring on Mar 9, 2009. Recovery took 2329 trading sessions.
The current LQTI drawdown is -2.70%. The current JRS drawdown is -3.61%.
| Rank | LQTI | JRS |
|---|---|---|
| #1 | -3.40% Feb 26, 2026 - Mar 27, 2026 | -87.70% Feb 7, 2007 - May 9, 2016 |
| #2 | -3.23% Apr 4, 2025 - Jun 12, 2025 | -54.50% Feb 14, 2020 - Apr 8, 2021 |
| #3 | -1.76% Oct 24, 2025 - Feb 12, 2026 | -45.52% Dec 31, 2021 - Jul 20, 2026 |
| #4 | -1.27% Mar 3, 2025 - Apr 2, 2025 | -22.19% Apr 1, 2004 - Sep 2, 2004 |
| #5 | -1.09% Jul 2, 2025 - Jul 29, 2025 | -21.97% Dec 29, 2017 - Feb 22, 2019 |
| #6 | -1.07% Sep 15, 2025 - Oct 14, 2025 | -18.26% Sep 8, 2016 - Jun 13, 2017 |
| #7 | -0.68% Jun 12, 2025 - Jun 23, 2025 | -13.95% Dec 14, 2004 - May 10, 2005 |
| #8 | -0.67% Aug 13, 2025 - Aug 27, 2025 | -13.80% Sep 17, 2002 - Feb 21, 2003 |
| #9 | -0.57% Feb 19, 2026 - Feb 26, 2026 | -13.60% Oct 16, 2006 - Dec 4, 2006 |
| #10 | -0.42% Aug 28, 2025 - Sep 3, 2025 | -11.72% Jun 20, 2002 - Sep 6, 2002 |
| #11 | -0.41% Aug 7, 2025 - Aug 13, 2025 | -10.32% Aug 3, 2005 - Jan 5, 2006 |
| #12 | -0.34% Feb 14, 2025 - Feb 21, 2025 | -9.04% Sep 8, 2021 - Oct 25, 2021 |
| #13 | -0.22% Oct 22, 2025 - Oct 24, 2025 | -8.15% Feb 10, 2004 - Mar 5, 2004 |
| #14 | -0.19% Jul 29, 2025 - Aug 1, 2025 | -8.01% Nov 4, 2004 - Dec 1, 2004 |
| #15 | -0.15% Jun 24, 2025 - Jun 27, 2025 | -7.93% Jul 14, 2003 - Sep 18, 2003 |
Correlation
Correlation between LQTI and JRS 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)
LQTI vs JRS dividend yield comparison.
| Year | LQTI | JRS |
|---|---|---|
| 2026 | 6.17% | 4.21% |
| 2025 | 7.01% | 8.88% |
| 2024 | 0.00% | 7.88% |
| 2023 | 0.00% | 8.70% |
| 2022 | 0.00% | 11.06% |
| 2021 | 0.00% | 5.93% |
| 2020 | 0.00% | 9.00% |
| 2019 | 0.00% | 7.16% |
| 2018 | 0.00% | 9.99% |
| 2017 | 0.00% | 8.88% |
| 2016 | 0.00% | 9.10% |
| 2015 | 0.00% | 9.04% |
| 2014 | 0.00% | 7.83% |
| 2013 | 0.00% | 9.93% |
| 2012 | 0.00% | 8.78% |
| 2011 | 0.00% | 8.72% |
| 2010 | 0.00% | 8.70% |
| 2009 | 0.00% | 11.51% |
| 2008 | 0.00% | 35.31% |
| 2007 | 0.00% | 16.75% |
| 2006 | 0.00% | 6.90% |
| 2005 | 0.00% | 8.30% |
| 2004 | 0.00% | 7.04% |
| 2003 | 0.00% | 7.37% |
| 2002 | 0.00% | 9.23% |
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