OSEA vs JRI
Comparison between HARBOR INTERNATIONAL COMPOUNDERS ETF (OSEA, ETF) and Nuveen Real Asset Income and Growth Fund (JRI, ETF).
OSEA vs JRI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OSEA
$497M
Winner
JRI
$498M
Expense Ratio
OSEA
0.55%
JRI
N/A
Max Drawdown
Winner
OSEA
18.55%
JRI
64.29%
Sharpe Ratio
OSEA
0.08
Winner
JRI
0.51
5Y Beta
OSEA
0.76
Winner
JRI
0.49
5Y Dividends CAGR
OSEA
N/A
JRI
8.48%
OSEA vs JRI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OSEA
-2.29%
JRI
-2.34%
3M
OSEA
-0.88%
Winner
JRI
+0.52%
6M
Winner
OSEA
-0.76%
JRI
-2.23%
1Y
OSEA
+3.81%
Winner
JRI
+10.43%
5Y(CAGR)
OSEA
N/A
JRI
+5.91%
10Y(CAGR)
OSEA
N/A
JRI
+7.01%
Max(CAGR)
Winner
OSEA
+12.17%
JRI
+7.21%
OSEA vs JRI - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | OSEA | JRI |
|---|---|---|
| 2026 | -1.80% | -1.98% |
| 2025 | +18.62% | +26.60% |
| 2024 | +1.02% | +14.99% |
| 2023 | +19.81% | +8.60% |
| 2022 | +9.76% | -20.87% |
| 2021 | N/A | +31.52% |
| 2020 | N/A | -19.68% |
| 2019 | N/A | +44.37% |
| 2018 | N/A | -18.14% |
| 2017 | N/A | +20.55% |
| 2016 | N/A | +14.02% |
| 2015 | N/A | -12.34% |
| 2014 | N/A | +29.61% |
| 2013 | N/A | +6.11% |
| 2012 | N/A | -0.54% |
OSEA vs JRI Drawdown Comparison
The maximum drawdown for OSEA was -18.14%, occurring on Apr 8, 2025. Recovery took 173 trading sessions.
The maximum drawdown for JRI was -60.68%, occurring on Mar 18, 2020. Recovery took 1128 trading sessions.
The current OSEA drawdown is -5.27%. The current JRI drawdown is -4.09%.
| Rank | OSEA | JRI |
|---|---|---|
| #1 | -18.14% Sep 26, 2024 - Jun 6, 2025 | -60.68% Feb 21, 2020 - Aug 15, 2024 |
| #2 | -14.51% Jul 18, 2023 - Dec 19, 2023 | -29.66% Apr 28, 2015 - Aug 22, 2016 |
| #3 | -12.31% Sep 12, 2022 - Nov 10, 2022 | -21.99% Aug 3, 2017 - Jun 6, 2019 |
| #4 | -11.08% Feb 25, 2026 - May 6, 2026 | -14.64% May 2, 2012 - Jan 7, 2013 |
| #5 | -8.77% Jul 12, 2024 - Aug 30, 2024 | -14.54% May 10, 2013 - Jan 21, 2014 |
| #6 | -6.92% Feb 3, 2023 - Mar 30, 2023 | -13.74% Nov 29, 2024 - Apr 29, 2025 |
| #7 | -6.77% Mar 7, 2024 - May 15, 2024 | -12.94% Oct 1, 2025 - Mar 23, 2026 |
| #8 | -6.30% Dec 14, 2022 - Jan 12, 2023 | -12.82% Sep 8, 2016 - Mar 1, 2017 |
| #9 | -5.90% Oct 27, 2025 - Jan 5, 2026 | -9.27% Dec 11, 2014 - Jan 12, 2015 |
| #10 | -5.57% Jul 23, 2025 - Oct 2, 2025 | -7.66% Sep 10, 2014 - Nov 5, 2014 |
| #11 | -5.31% May 6, 2026 - May 19, 2026 | -5.38% Jun 30, 2014 - Aug 13, 2014 |
| #12 | -5.05% Aug 30, 2024 - Sep 26, 2024 | -4.29% Jan 29, 2015 - Apr 17, 2015 |
| #13 | -4.96% Jun 15, 2023 - Jul 17, 2023 | -4.15% Sep 30, 2024 - Nov 27, 2024 |
| #14 | -4.37% Dec 27, 2023 - Feb 1, 2024 | -3.44% Nov 10, 2014 - Dec 8, 2014 |
| #15 | -3.93% May 15, 2024 - Jun 6, 2024 | -3.43% Jul 2, 2025 - Aug 15, 2025 |
Correlation
Correlation between OSEA and JRI is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2012 - 2026)
OSEA vs JRI dividend yield comparison.
| Year | OSEA | JRI |
|---|---|---|
| 2026 | 0.00% | 5.29% |
| 2025 | 1.24% | 11.77% |
| 2024 | 0.51% | 11.83% |
| 2023 | 0.65% | 9.18% |
| 2022 | 0.11% | 9.89% |
| 2021 | 0.00% | 7.18% |
| 2020 | 0.00% | 9.06% |
| 2019 | 0.00% | 7.05% |
| 2018 | 0.00% | 9.34% |
| 2017 | 0.00% | 7.21% |
| 2016 | 0.00% | 8.57% |
| 2015 | 0.00% | 10.33% |
| 2014 | 0.00% | 14.80% |
| 2013 | 0.00% | 20.27% |
| 2012 | 0.00% | 6.32% |
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