NVIR vs JOJO
Comparison between HORIZON KINETICS ENERGY AND REMEDIATION ETF (NVIR, ETF) and ATAC CREDIT ROTATION ETF (JOJO, ETF).
NVIR vs JOJO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NVIR
$5.80M
Winner
JOJO
$5.90M
Expense Ratio
Winner
NVIR
0.85%
JOJO
1.24%
Max Drawdown
Winner
NVIR
23.63%
JOJO
33.72%
Sharpe Ratio
Winner
NVIR
1.52
JOJO
0.92
5Y Beta
NVIR
0.74
Winner
JOJO
0.09
P/E Ratio
NVIR
28.68
JOJO
N/A
Forward P/E
NVIR
15.49
JOJO
N/A
PEG Ratio
NVIR
1.40
JOJO
N/A
Debt to Equity
NVIR
67.66%
JOJO
N/A
P/S Ratio
NVIR
2.71
JOJO
N/A
P/B Ratio
NVIR
3.02
JOJO
N/A
NVIR vs JOJO - Historical Returns
Returns include dividend reinvestment.
1M
NVIR
-1.03%
Winner
JOJO
+0.63%
3M
NVIR
-0.13%
Winner
JOJO
+1.17%
6M
Winner
NVIR
+18.91%
JOJO
+3.21%
1Y
Winner
NVIR
+30.17%
JOJO
+9.83%
5Y(CAGR)
NVIR
N/A
JOJO
-0.52%
Max(CAGR)
Winner
NVIR
+16.42%
JOJO
-0.52%
NVIR vs JOJO - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | NVIR | JOJO |
|---|---|---|
| 2026 | +18.39% | +2.70% |
| 2025 | +8.54% | +10.20% |
| 2024 | +17.58% | +3.21% |
| 2023 | +6.91% | +6.07% |
| 2022 | N/A | -20.36% |
| 2021 | N/A | -0.35% |
NVIR vs JOJO Drawdown Comparison
The maximum drawdown for NVIR was -22.48%, occurring on Apr 8, 2025. Recovery took 240 trading sessions.
The maximum drawdown for JOJO was -28.43%, occurring on Sep 27, 2022. This drawdown has not yet recovered.
The current NVIR drawdown is -5.01%. The current JOJO drawdown is -5.54%.
| Rank | NVIR | JOJO |
|---|---|---|
| #1 | -22.48% Nov 22, 2024 - Nov 10, 2025 | -28.43% Nov 5, 2021 - Sep 27, 2022 |
| #2 | -13.07% Mar 3, 2023 - Jul 11, 2023 | -3.31% Jul 19, 2021 - Oct 27, 2021 |
| #3 | -9.79% Sep 12, 2023 - Mar 19, 2024 | -0.35% Oct 27, 2021 - Nov 3, 2021 |
| #4 | -7.07% Jul 31, 2024 - Sep 24, 2024 | N/A |
| #5 | -7.04% Mar 27, 2026 - Apr 17, 2026 | N/A |
| #6 | -5.00% Dec 5, 2025 - Jan 13, 2026 | N/A |
| #7 | -4.89% Apr 5, 2024 - May 17, 2024 | N/A |
| #8 | -4.64% Oct 11, 2024 - Nov 6, 2024 | N/A |
| #9 | -4.43% May 20, 2024 - Jul 15, 2024 | N/A |
| #10 | -3.74% Nov 11, 2025 - Dec 3, 2025 | N/A |
| #11 | -3.45% Sep 24, 2024 - Oct 2, 2024 | N/A |
| #12 | -2.94% Jul 16, 2024 - Jul 31, 2024 | N/A |
| #13 | -2.40% Mar 2, 2026 - Mar 19, 2026 | N/A |
| #14 | -2.32% Aug 9, 2023 - Aug 30, 2023 | N/A |
| #15 | -2.22% Jul 13, 2023 - Jul 20, 2023 | N/A |
Correlation
Correlation between NVIR and JOJO is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2021 - 2026)
NVIR vs JOJO dividend yield comparison.
| Year | NVIR | JOJO |
|---|---|---|
| 2026 | 0.00% | 2.27% |
| 2025 | 0.92% | 4.78% |
| 2024 | 1.50% | 4.88% |
| 2023 | 1.34% | 4.30% |
| 2022 | 0.00% | 3.63% |
| 2021 | 0.00% | 2.53% |
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