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PFFV vs JCE

Comparison between GLOBAL X VARIABLE RATE PREFERRED ETF (PFFV, ETF) and Nuveen Core Equity Alpha Fund (JCE, ETF).

5-Year PerformanceJCE has outperformed PFFV, delivering a return of +11.4% compared to +2.2%

PFFV vs JCE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PFFV
$306M
Winner
JCE
$307M
Expense Ratio
PFFV
0.25%
JCE
N/A
Max Drawdown
Winner
PFFV
26.68%
JCE
64.90%
Sharpe Ratio
PFFV
0.18
Winner
JCE
0.87
5Y Beta
Winner
PFFV
0.17
JCE
0.79
5Y Dividends CAGR
Winner
PFFV
11.71%
JCE
4.90%

PFFV vs JCE - Historical Returns

Returns include dividend reinvestment.

1M
PFFV
-0.02%
Winner
JCE
+0.64%
3M
PFFV
+1.77%
Winner
JCE
+8.57%
6M
PFFV
+2.82%
Winner
JCE
+8.37%
1Y
PFFV
+5.01%
Winner
JCE
+18.53%
5Y(CAGR)
PFFV
+2.16%
Winner
JCE
+11.40%
10Y(CAGR)
PFFV
N/A
JCE
+12.55%
Max(CAGR)
PFFV
+4.76%
Winner
JCE
+9.87%

PFFV vs JCE - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearPFFVJCE
2026+2.35%+6.45%
2025+0.97%+11.45%
2024+9.69%+28.16%
2023+9.75%+12.70%
2022-13.67%-12.92%
2021+7.08%+50.42%
2020+13.35%+3.73%
2019N/A+30.21%
2018N/A-10.86%
2017N/A+31.07%
2016N/A+1.74%
2015N/A+0.50%
2014N/A+19.62%
2013N/A+35.38%
2012N/A+14.23%
2011N/A+2.56%
2010N/A+19.72%
2009N/A+32.50%
2008N/A-34.35%
2007N/A-11.96%

PFFV vs JCE Drawdown Comparison

The maximum drawdown for PFFV was -18.93%, occurring on May 4, 2023. Recovery took 657 trading sessions.

The maximum drawdown for JCE was -57.60%, occurring on Mar 9, 2009. Recovery took 951 trading sessions.

The current PFFV drawdown is -0.46%. The current JCE drawdown is -1.60%.

RankPFFVJCE
#1-18.93%
Nov 8, 2021 - Jun 21, 2024
-57.60%
Apr 19, 2007 - Jan 26, 2011
#2-6.07%
Feb 25, 2025 - Sep 5, 2025
-43.39%
Feb 14, 2020 - Jan 20, 2021
#3-3.28%
Sep 16, 2020 - Oct 6, 2020
-30.15%
Dec 31, 2021 - Mar 13, 2024
#4-3.23%
Feb 17, 2026 - May 6, 2026
-28.91%
Aug 8, 2018 - Dec 27, 2019
#5-3.11%
Sep 16, 2025 - Jan 26, 2026
-21.74%
Jun 30, 2011 - Feb 7, 2012
#6-3.01%
Nov 8, 2024 - Feb 20, 2025
-19.02%
Feb 19, 2025 - Jul 25, 2025
#7-2.99%
Dec 18, 2020 - Mar 11, 2021
-18.87%
Mar 23, 2015 - Jul 11, 2016
#8-2.43%
Oct 12, 2020 - Nov 9, 2020
-12.12%
Jul 29, 2014 - Nov 20, 2014
#9-2.37%
Jul 12, 2024 - Aug 21, 2024
-11.72%
Jul 21, 2016 - Feb 21, 2017
#10-2.24%
Aug 26, 2020 - Sep 16, 2020
-10.87%
Jan 27, 2026 - Apr 15, 2026
#11-1.94%
Sep 22, 2021 - Nov 1, 2021
-10.02%
Oct 5, 2012 - Jan 16, 2013
#12-1.76%
Sep 24, 2024 - Oct 15, 2024
-9.26%
May 1, 2012 - Sep 12, 2012
#13-1.64%
Jun 24, 2020 - Jul 16, 2020
-9.17%
May 21, 2013 - Jul 15, 2013
#14-1.61%
May 7, 2021 - May 24, 2021
-9.05%
Jan 26, 2018 - May 21, 2018
#15-1.43%
Mar 16, 2021 - Mar 24, 2021
-8.34%
Jan 21, 2014 - Feb 26, 2014

Correlation

Correlation between PFFV and JCE is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2007 - 2026)

PFFV vs JCE dividend yield comparison.

YearPFFVJCE
20262.99%4.39%
20258.26%8.03%
20247.33%8.05%
20237.17%9.45%
20226.60%17.22%
20215.23%9.89%
20202.29%6.57%
20190.00%6.84%
20180.00%9.23%
20170.00%17.33%
20160.00%8.68%
20150.00%19.27%
20140.00%14.38%
20130.00%8.51%
20120.00%8.09%
20110.00%8.66%
20100.00%10.14%
20090.00%7.04%
20080.00%15.53%
20070.00%7.89%

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