NAC vs JPEF

Comparison between Nuveen California Quality Municipal Income Fund (NAC, ETF) and JPMORGAN EQUITY FOCUS ETF (JPEF, ETF).

NAC vs JPEF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NAC(ETF)	JPEF(ETF)
Net Assets	$1.90B	$2B
Expense Ratio	N/A	0.44%
Max Drawdown	53.70%	18.10%
Sharpe Ratio	1.61	1.07
5Y Beta	0.15	0.94
P/E Ratio	N/A	28.18
Forward P/E	N/A	22.16
PEG Ratio	N/A	0.64
5Y Dividends CAGR	6.31%	N/A
5Y EPS CAGR	N/A	28.85%
Debt to Equity	N/A	-65.21%
P/S Ratio	N/A	4.92
P/B Ratio	N/A	4.93

Net Assets

NAC

$1.90B

Winner

JPEF

$2B

Expense Ratio

NAC

N/A

JPEF

0.44%

Max Drawdown

NAC

53.70%

Winner

JPEF

18.10%

Sharpe Ratio

Winner

NAC

1.61

JPEF

1.07

5Y Beta

Winner

NAC

0.15

JPEF

0.94

P/E Ratio

NAC

N/A

JPEF

28.18

Forward P/E

NAC

N/A

JPEF

22.16

PEG Ratio

NAC

N/A

JPEF

0.64

5Y Dividends CAGR

NAC

6.31%

JPEF

N/A

5Y EPS CAGR

NAC

N/A

JPEF

28.85%

Debt to Equity

NAC

N/A

JPEF

-65.21%

P/S Ratio

NAC

N/A

JPEF

4.92

P/B Ratio

NAC

N/A

JPEF

4.93

NAC vs JPEF - Historical Returns

Returns include dividend reinvestment.

Period	NAC	JPEF
1 month	+2.64%	-1.44%
3 months	+5.54%	+9.35%
6 months	+5.60%	+4.24%
1 year	+16.84%	+15.12%
5 years(CAGR)	+0.43%	N/A
10 years(CAGR)	+2.00%	N/A
Max(CAGR)	+5.72%	+17.60%

Winner

NAC

+2.64%

JPEF

-1.44%

NAC

+5.54%

Winner

JPEF

+9.35%

Winner

NAC

+5.60%

JPEF

+4.24%

Winner

NAC

+16.84%

JPEF

+15.12%

5Y(CAGR)

NAC

+0.43%

JPEF

N/A

10Y(CAGR)

NAC

+2.00%

JPEF

N/A

Max(CAGR)

NAC

+5.72%

Winner

JPEF

+17.60%

NAC vs JPEF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NAC	JPEF
2026	+5.06%	+5.57%
2025	+11.67%	+11.96%
2024	+8.68%	+28.45%
2023	+3.70%	+5.72%
2022	-25.50%	N/A
2021	+7.55%	N/A
2020	+6.05%	N/A
2019	+20.38%	N/A
2018	-6.49%	N/A
2017	+6.56%	N/A
2016	-3.29%	N/A
2015	+9.41%	N/A
2014	+24.72%	N/A
2013	-16.01%	N/A
2012	+20.46%	N/A
2011	+25.12%	N/A
2010	+5.90%	N/A
2009	+30.62%	N/A
2008	-22.57%	N/A
2007	-11.93%	N/A
2006	+3.46%	N/A
2005	+15.65%	N/A
2004	+4.51%	N/A
2003	+11.16%	N/A
2002	+9.23%	N/A
2001	+9.47%	N/A
2000	+22.89%	N/A
1999	-13.99%	N/A

NAC vs JPEF Drawdown Comparison

The maximum drawdown for NAC was -46.34%, occurring on Dec 12, 2008. Recovery took 607 trading sessions.

The maximum drawdown for JPEF was -18.09%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.

The current NAC drawdown is -1.20%. The current JPEF drawdown is -3.05%.

Rank	NAC	JPEF
#1	-46.34% May 8, 2007 - Oct 2, 2009	-18.09% Jan 23, 2025 - Jun 30, 2025
#2	-36.30% Sep 14, 2021 - Oct 25, 2023	-9.38% Jul 31, 2023 - Nov 20, 2023
#3	-28.72% Feb 21, 2020 - Dec 7, 2020	-8.37% Jul 16, 2024 - Aug 30, 2024
#4	-24.55% Jan 4, 2013 - Oct 30, 2014	-8.25% Feb 25, 2026 - Apr 15, 2026
#5	-18.84% Jul 8, 2016 - Jul 18, 2019	-5.29% Mar 21, 2024 - May 15, 2024
#6	-17.75% Sep 9, 2010 - Sep 1, 2011	-4.88% Oct 28, 2025 - Dec 26, 2025
#7	-15.95% Nov 2, 1999 - Jul 7, 2000	-4.60% May 14, 2026 - Jun 10, 2026
#8	-15.23% Mar 11, 2004 - Oct 15, 2004	-4.44% Aug 30, 2024 - Sep 19, 2024
#9	-10.99% Jun 13, 2003 - Jan 14, 2004	-4.15% Dec 16, 2024 - Jan 22, 2025
#10	-10.27% Oct 8, 2009 - May 5, 2010	-3.31% Oct 18, 2024 - Nov 6, 2024
#11	-8.73% Nov 15, 2001 - Jul 9, 2002	-2.80% Oct 8, 2025 - Oct 20, 2025
#12	-8.50% Sep 7, 2000 - Dec 22, 2000	-2.72% Dec 26, 2025 - Jan 27, 2026
#13	-8.45% Feb 29, 2012 - May 3, 2012	-2.12% Jul 28, 2025 - Aug 12, 2025
#14	-7.68% Sep 3, 2019 - Jan 30, 2020	-2.01% Jan 29, 2024 - Feb 2, 2024
#15	-7.64% Jan 31, 2001 - Jul 18, 2001	-1.94% Dec 28, 2023 - Jan 10, 2024

Correlation

Correlation between NAC and JPEF is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (1999 - 2026)

NAC vs JPEF dividend yield comparison.

Year	NAC	JPEF
2026	3.64%	0.00%
2025	7.47%	0.70%
2024	6.63%	0.71%
2023	4.03%	0.39%
2022	5.47%	0.00%
2021	4.18%	0.00%
2020	4.17%	0.00%
2019	4.38%	0.00%
2018	5.34%	0.00%
2017	5.54%	0.00%
2016	6.25%	0.00%
2015	6.05%	0.00%
2014	5.61%	0.00%
2013	6.92%	0.00%
2012	5.72%	0.00%
2011	6.38%	0.00%
2010	7.16%	0.00%
2009	6.40%	0.00%
2008	10.52%	0.00%
2007	6.01%	0.00%
2006	5.77%	0.00%
2005	6.22%	0.00%
2004	6.92%	0.00%
2003	6.26%	0.00%
2002	6.47%	0.00%
2001	6.21%	0.00%
2000	6.07%	0.00%
1999	1.19%	0.00%