NBB vs JPRE

Comparison between Nuveen Taxable Municipal Income Fund (NBB, ETF) and JPMORGAN REALTY INCOME ETF (JPRE, ETF).

NBB vs JPRE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NBB(ETF)	JPRE(ETF)
Net Assets	$475M	$474M
Expense Ratio	N/A	0.50%
Max Drawdown	42.71%	31.13%
Sharpe Ratio	0.49	0.73
5Y Beta	0.16	0.45
P/E Ratio	N/A	43.22
Forward P/E	N/A	38.08
PEG Ratio	N/A	0.45
5Y Dividends CAGR	1.84%	N/A
5Y EPS CAGR	N/A	9.44%
Debt to Equity	N/A	82.40%
P/S Ratio	N/A	7.24
P/B Ratio	N/A	3.02

Net Assets

Winner

NBB

$475M

JPRE

$474M

Expense Ratio

NBB

N/A

JPRE

0.50%

Max Drawdown

NBB

42.71%

Winner

JPRE

31.13%

Sharpe Ratio

NBB

0.49

Winner

JPRE

0.73

5Y Beta

Winner

NBB

0.16

JPRE

0.45

P/E Ratio

NBB

N/A

JPRE

43.22

Forward P/E

NBB

N/A

JPRE

38.08

PEG Ratio

NBB

N/A

JPRE

0.45

5Y Dividends CAGR

NBB

1.84%

JPRE

N/A

5Y EPS CAGR

NBB

N/A

JPRE

9.44%

Debt to Equity

NBB

N/A

JPRE

82.40%

P/S Ratio

NBB

N/A

JPRE

7.24

P/B Ratio

NBB

N/A

JPRE

3.02

NBB vs JPRE - Historical Returns

Returns include dividend reinvestment.

Period	NBB	JPRE
1 month	-0.52%	+1.63%
3 months	+3.11%	+7.76%
6 months	+1.39%	+14.37%
1 year	+8.36%	+12.84%
5 years(CAGR)	-0.54%	+6.09%
10 years(CAGR)	+2.81%	N/A
Max(CAGR)	+5.20%	+6.09%

NBB

-0.52%

Winner

JPRE

+1.63%

NBB

+3.11%

Winner

JPRE

+7.76%

NBB

+1.39%

Winner

JPRE

+14.37%

NBB

+8.36%

Winner

JPRE

+12.84%

5Y(CAGR)

NBB

-0.54%

Winner

JPRE

+6.09%

10Y(CAGR)

NBB

+2.81%

JPRE

N/A

Max(CAGR)

NBB

+5.20%

Winner

JPRE

+6.09%

NBB vs JPRE - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	NBB	JPRE
2026	+3.09%	+13.87%
2025	+12.97%	+2.45%
2024	+1.78%	+6.47%
2023	+7.51%	+13.26%
2022	-24.19%	-9.83%
2021	+2.06%	N/A
2020	+13.82%	N/A
2019	+18.82%	N/A
2018	-6.08%	N/A
2017	+12.97%	N/A
2016	+8.81%	N/A
2015	+1.49%	N/A
2014	+22.93%	N/A
2013	-6.71%	N/A
2012	+7.88%	N/A
2011	+18.84%	N/A
2010	-4.27%	N/A

NBB vs JPRE Drawdown Comparison

The maximum drawdown for NBB was -33.51%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for JPRE was -23.82%, occurring on Oct 14, 2022. Recovery took 482 trading sessions.

The current NBB drawdown is -5.92%.

Rank	NBB	JPRE
#1	-33.51% Sep 15, 2021 - Oct 19, 2023	-23.82% Aug 15, 2022 - Jul 17, 2024
#2	-27.83% Feb 21, 2020 - Aug 6, 2020	-16.26% Sep 16, 2024 - Feb 12, 2026
#3	-16.99% May 1, 2013 - May 29, 2014	-12.17% May 27, 2022 - Aug 10, 2022
#4	-12.58% Oct 13, 2010 - Aug 3, 2011	-7.70% Feb 17, 2026 - Apr 16, 2026
#5	-12.45% Sep 6, 2016 - Aug 31, 2017	-3.78% May 26, 2026 - Jun 10, 2026
#6	-10.51% Jan 4, 2018 - Mar 25, 2019	-2.90% Aug 2, 2024 - Aug 14, 2024
#7	-9.87% Feb 2, 2015 - Jan 15, 2016	-2.82% Apr 20, 2026 - May 6, 2026
#8	-8.79% Jan 27, 2021 - Jul 8, 2021	-2.66% May 6, 2026 - May 20, 2026
#9	-7.38% Feb 8, 2012 - May 30, 2012	-2.07% Jul 23, 2024 - Jul 29, 2024
#10	-5.80% Sep 3, 2019 - Jan 15, 2020	-0.93% Jul 17, 2024 - Jul 23, 2024
#11	-5.77% Aug 1, 2012 - Nov 8, 2012	-0.66% Aug 14, 2024 - Aug 20, 2024
#12	-5.39% Aug 7, 2020 - Dec 2, 2020	-0.34% Aug 10, 2022 - Aug 12, 2022
#13	-3.81% Nov 12, 2012 - Jan 11, 2013	-0.25% Aug 23, 2024 - Aug 30, 2024
#14	-3.74% Oct 16, 2017 - Dec 6, 2017	-0.14% Sep 10, 2024 - Sep 12, 2024
#15	-3.33% Aug 29, 2014 - Oct 15, 2014	-0.11% Jul 30, 2024 - Aug 1, 2024

Correlation

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

0.95

-101

Dividend Comparison (2010 - 2026)

NBB vs JPRE dividend yield comparison.

Year	NBB	JPRE
2026	3.06%	0.28%
2025	7.33%	2.62%
2024	6.96%	2.21%
2023	8.33%	3.26%
2022	7.86%	10.60%
2021	5.50%	0.00%
2020	4.67%	0.00%
2019	5.54%	0.00%
2018	6.38%	0.00%
2017	5.62%	0.00%
2016	6.35%	0.00%
2015	6.79%	0.00%
2014	6.57%	0.00%
2013	7.53%	0.00%
2012	6.24%	0.00%
2011	6.84%	0.00%
2010	4.46%	0.00%