SHYL vs JRS

Comparison between XTRACKERS SHORT DURATION HIGH YIELD BOND ETF (SHYL, ETF) and Nuveen Real Estate Income Fund. (JRS, ETF).

5-Year PerformanceSHYL has outperformed JRS, delivering a return of +4.8% compared to +2.6%

SHYL vs JRS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHYL(ETF)	JRS(ETF)
Net Assets	$261M	$260M
Expense Ratio	0.20%	N/A
Max Drawdown	21.56%	90.70%
Sharpe Ratio	0.63	0.70
5Y Beta	0.21	0.64
5Y Dividends CAGR	2.27%	2.26%

Net Assets

Winner

SHYL

$261M

JRS

$260M

Expense Ratio

SHYL

0.20%

JRS

N/A

Max Drawdown

Winner

SHYL

21.56%

JRS

90.70%

Sharpe Ratio

SHYL

0.63

Winner

JRS

0.70

5Y Beta

Winner

SHYL

0.21

JRS

0.64

5Y Dividends CAGR

Winner

SHYL

2.27%

JRS

2.26%

SHYL vs JRS - Historical Returns

Returns include dividend reinvestment.

Period	SHYL	JRS
1 month	-0.04%	+1.42%
3 months	+1.00%	+3.76%
6 months	+1.43%	+11.13%
1 year	+5.99%	+14.01%
5 years(CAGR)	+4.85%	+2.56%
10 years(CAGR)	+4.78%	+5.59%
Max(CAGR)	+4.78%	+7.02%

SHYL

-0.04%

Winner

JRS

+1.42%

SHYL

+1.00%

Winner

JRS

+3.76%

SHYL

+1.43%

Winner

JRS

+11.13%

SHYL

+5.99%

Winner

JRS

+14.01%

5Y(CAGR)

Winner

SHYL

+4.85%

JRS

+2.56%

10Y(CAGR)

SHYL

+4.78%

Winner

JRS

+5.59%

Max(CAGR)

SHYL

+4.78%

Winner

JRS

+7.02%

SHYL vs JRS - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	SHYL	JRS
2026	+1.07%	+10.71%
2025	+7.62%	-1.77%
2024	+8.82%	+19.56%
2023	+11.25%	+11.22%
2022	-5.15%	-35.38%
2021	+4.82%	+66.40%
2020	+3.53%	-12.66%
2019	+10.13%	+36.83%
2018	-0.67%	-17.88%
2017	N/A	+11.96%
2016	N/A	+10.78%
2015	N/A	-1.20%
2014	N/A	+30.79%
2013	N/A	-3.80%
2012	N/A	+7.61%
2011	N/A	+9.22%
2010	N/A	+39.39%
2009	N/A	+79.15%
2008	N/A	-61.78%
2007	N/A	-37.28%
2006	N/A	+53.15%
2005	N/A	+5.64%
2004	N/A	+21.41%
2003	N/A	+33.64%
2002	N/A	+10.59%
2001	N/A	-0.40%

SHYL vs JRS Drawdown Comparison

The maximum drawdown for SHYL was -19.27%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.

The maximum drawdown for JRS was -87.70%, occurring on Mar 9, 2009. Recovery took 2329 trading sessions.

The current SHYL drawdown is -0.33%. The current JRS drawdown is -7.07%.

Rank	SHYL	JRS
#1	-19.27% Feb 20, 2020 - Nov 10, 2020	-87.70% Feb 7, 2007 - May 9, 2016
#2	-9.59% Dec 27, 2021 - Jul 13, 2023	-54.50% Feb 14, 2020 - Apr 8, 2021
#3	-4.92% Oct 1, 2018 - Jan 30, 2019	-45.52% Dec 31, 2021 - Oct 27, 2023
#4	-4.73% Feb 28, 2025 - May 12, 2025	-22.19% Apr 1, 2004 - Sep 2, 2004
#5	-2.74% Sep 14, 2023 - Nov 3, 2023	-21.97% Dec 29, 2017 - Feb 22, 2019
#6	-1.82% Jan 26, 2018 - Apr 13, 2018	-18.26% Sep 8, 2016 - Jun 13, 2017
#7	-1.79% Mar 20, 2024 - May 3, 2024	-13.95% Dec 14, 2004 - May 10, 2005
#8	-1.59% Jan 22, 2026 - Apr 8, 2026	-13.80% Sep 17, 2002 - Feb 21, 2003
#9	-1.57% Nov 9, 2021 - Dec 23, 2021	-13.60% Oct 16, 2006 - Dec 4, 2006
#10	-1.28% Dec 5, 2024 - Jan 15, 2025	-11.72% Jun 20, 2002 - Sep 6, 2002
#11	-1.22% Jul 29, 2019 - Aug 29, 2019	-10.32% Aug 3, 2005 - Jan 5, 2006
#12	-1.17% Dec 27, 2023 - Feb 23, 2024	-9.04% Sep 8, 2021 - Oct 25, 2021
#13	-1.15% Oct 2, 2025 - Oct 24, 2025	-8.15% Feb 10, 2004 - Mar 5, 2004
#14	-1.13% Apr 12, 2019 - Jun 11, 2019	-8.01% Nov 4, 2004 - Dec 1, 2004
#15	-1.11% Jul 31, 2024 - Aug 13, 2024	-7.93% Jul 14, 2003 - Sep 18, 2003

Correlation

Correlation between SHYL and JRS is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2002 - 2026)

SHYL vs JRS dividend yield comparison.

Year	SHYL	JRS
2026	2.87%	2.06%
2025	7.02%	8.88%
2024	7.26%	7.88%
2023	6.60%	8.70%
2022	5.52%	11.06%
2021	4.65%	5.93%
2020	6.16%	9.00%
2019	5.93%	7.16%
2018	5.54%	9.99%
2017	0.00%	8.88%
2016	0.00%	9.10%
2015	0.00%	9.04%
2014	0.00%	7.83%
2013	0.00%	9.93%
2012	0.00%	8.78%
2011	0.00%	8.72%
2010	0.00%	8.70%
2009	0.00%	11.51%
2008	0.00%	35.31%
2007	0.00%	16.75%
2006	0.00%	6.90%
2005	0.00%	8.30%
2004	0.00%	7.04%
2003	0.00%	7.37%
2002	0.00%	9.23%