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OGIG vs JLS

Comparison between ALPS | O'SHARES GLOBAL INTERNET GIANTS ETF SHARES (OGIG, ETF) and Nuveen Mortgage and Income Fund (JLS, ETF).

5-Year PerformanceJLS has outperformed OGIG, delivering a return of +4.3% compared to -1.0%

OGIG vs JLS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
OGIG
$104M
JLS
$103M
Expense Ratio
OGIG
0.48%
JLS
N/A
Max Drawdown
OGIG
66.05%
Winner
JLS
51.18%
Sharpe Ratio
Winner
OGIG
-0.25
JLS
-0.52
5Y Beta
OGIG
1.19
Winner
JLS
0.17
P/E Ratio
OGIG
33.76
JLS
N/A
Forward P/E
OGIG
27.75
JLS
N/A
5Y Dividends CAGR
OGIG
N/A
JLS
17.11%
Debt to Equity
OGIG
29.50%
JLS
N/A
P/S Ratio
OGIG
3.22
JLS
N/A
P/B Ratio
OGIG
7.49
JLS
N/A

OGIG vs JLS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
OGIG
+9.36%
JLS
-3.30%
3M
Winner
OGIG
+10.42%
JLS
-6.05%
6M
Winner
OGIG
+16.79%
JLS
-4.70%
1Y
OGIG
-4.93%
Winner
JLS
-0.16%
5Y(CAGR)
OGIG
-0.96%
Winner
JLS
+4.28%
10Y(CAGR)
Winner
OGIG
+8.74%
JLS
+4.91%
Max(CAGR)
Winner
OGIG
+8.74%
JLS
+5.99%

OGIG vs JLS - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearOGIGJLS
2026-3.30%-0.66%
2025+13.85%+10.68%
2024+29.95%+17.77%
2023+49.82%+15.34%
2022-50.27%-17.75%
2021-8.51%+12.20%
2020+101.99%-5.36%
2019+36.49%+4.30%
2018-24.48%-0.52%
2017N/A+17.60%
2016N/A+13.96%
2015N/A+4.93%
2014N/A+6.40%
2013N/A-7.06%
2012N/A+42.96%
2011N/A-11.61%
2010N/A+10.36%
2009N/A-0.04%

OGIG vs JLS Drawdown Comparison

The maximum drawdown for OGIG was -66.05%, occurring on Nov 9, 2022. This drawdown has not yet recovered.

The maximum drawdown for JLS was -35.17%, occurring on Mar 26, 2020. Recovery took 390 trading sessions.

The current OGIG drawdown is -21.09%. The current JLS drawdown is -6.49%.

RankOGIGJLS
#1-66.05%
Feb 12, 2021 - Nov 9, 2022
-35.17%
Jan 24, 2020 - Aug 11, 2021
#2-31.57%
Jun 14, 2018 - Jul 15, 2019
-23.51%
Oct 28, 2021 - Mar 11, 2024
#3-30.18%
Feb 19, 2020 - May 6, 2020
-20.88%
Apr 1, 2013 - Jul 6, 2016
#4-13.12%
Jul 26, 2019 - Dec 27, 2019
-17.47%
Mar 4, 2011 - Feb 17, 2012
#5-11.80%
Sep 1, 2020 - Oct 12, 2020
-9.28%
Mar 10, 2025 - Jun 24, 2025
#6-9.64%
Nov 6, 2020 - Nov 27, 2020
-7.28%
Oct 3, 2012 - Dec 6, 2012
#7-6.97%
Oct 13, 2020 - Nov 5, 2020
-6.69%
Dec 21, 2009 - Sep 8, 2010
#8-6.96%
Jul 9, 2020 - Aug 3, 2020
-6.49%
May 15, 2026 - Aug 20, 2026
#9-6.01%
Aug 5, 2020 - Aug 20, 2020
-5.33%
Feb 13, 2026 - Apr 8, 2026
#10-5.02%
Jan 25, 2021 - Feb 2, 2021
-5.25%
Nov 27, 2018 - Feb 13, 2019
#11-3.81%
Dec 22, 2020 - Jan 8, 2021
-4.91%
Dec 12, 2024 - Feb 4, 2025
#12-3.80%
Jun 10, 2020 - Jun 16, 2020
-4.01%
Nov 12, 2010 - Dec 23, 2010
#13-3.75%
Jan 17, 2020 - Feb 4, 2020
-3.98%
Sep 30, 2019 - Jan 24, 2020
#14-2.59%
Jun 3, 2020 - Jun 10, 2020
-3.95%
Dec 29, 2017 - Aug 14, 2018
#15-2.55%
May 22, 2020 - May 29, 2020
-3.88%
Dec 7, 2012 - Jan 4, 2013

Correlation

Correlation between OGIG and JLS is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56
-101

Dividend Comparison (2010 - 2026)

OGIG vs JLS dividend yield comparison.

YearOGIGJLS
20260.00%7.29%
20250.07%10.13%
20240.00%9.91%
20230.00%9.29%
20220.00%6.56%
20210.00%4.61%
20200.00%4.94%
20190.00%6.20%
20180.00%9.31%
20170.00%13.44%
20160.00%7.11%
20150.00%6.68%
20140.00%6.68%
20130.00%12.20%
20120.00%7.60%
20110.00%10.17%
20100.00%7.70%

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