TAXX vs JCE
Comparison between BONDBLOXX IR+M TAX-AWARE SHORT DURATION ETF (TAXX, ETF) and Nuveen Core Equity Alpha Fund (JCE, ETF).
TAXX vs JCE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TAXX
$296M
Winner
JCE
$296M
Expense Ratio
TAXX
0.35%
JCE
N/A
Max Drawdown
Winner
TAXX
1.50%
JCE
64.90%
Sharpe Ratio
TAXX
-0.30
Winner
JCE
0.94
5Y Beta
Winner
TAXX
0.01
JCE
0.80
5Y Dividends CAGR
TAXX
N/A
JCE
4.90%
TAXX vs JCE - Historical Returns
Returns include dividend reinvestment.
1M
TAXX
+0.02%
Winner
JCE
+3.48%
3M
TAXX
+0.60%
Winner
JCE
+7.34%
6M
TAXX
+0.92%
Winner
JCE
+8.81%
1Y
TAXX
+3.03%
Winner
JCE
+17.08%
5Y(CAGR)
TAXX
N/A
JCE
+11.55%
10Y(CAGR)
TAXX
N/A
JCE
+12.17%
Max(CAGR)
TAXX
+3.95%
Winner
JCE
+10.03%
TAXX vs JCE - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | TAXX | JCE |
|---|---|---|
| 2026 | +1.22% | +10.47% |
| 2025 | +4.38% | +11.45% |
| 2024 | +3.51% | +28.16% |
| 2023 | N/A | +12.70% |
| 2022 | N/A | -12.92% |
| 2021 | N/A | +50.42% |
| 2020 | N/A | +3.73% |
| 2019 | N/A | +30.21% |
| 2018 | N/A | -10.86% |
| 2017 | N/A | +31.07% |
| 2016 | N/A | +1.74% |
| 2015 | N/A | +0.50% |
| 2014 | N/A | +19.62% |
| 2013 | N/A | +35.38% |
| 2012 | N/A | +14.23% |
| 2011 | N/A | +2.56% |
| 2010 | N/A | +19.72% |
| 2009 | N/A | +32.50% |
| 2008 | N/A | -34.35% |
| 2007 | N/A | -11.96% |
TAXX vs JCE Drawdown Comparison
The maximum drawdown for TAXX was -0.91%, occurring on Apr 11, 2025. Recovery took 28 trading sessions.
The maximum drawdown for JCE was -57.60%, occurring on Mar 9, 2009. Recovery took 951 trading sessions.
The current TAXX drawdown is -0.13%. The current JCE drawdown is -0.06%.
| Rank | TAXX | JCE |
|---|---|---|
| #1 | -0.91% Apr 4, 2025 - May 15, 2025 | -57.60% Apr 19, 2007 - Jan 26, 2011 |
| #2 | -0.88% Feb 27, 2026 - Jun 1, 2026 | -43.39% Feb 14, 2020 - Jan 20, 2021 |
| #3 | -0.63% Jun 30, 2025 - Aug 8, 2025 | -30.15% Dec 31, 2021 - Mar 13, 2024 |
| #4 | -0.59% Mar 20, 2024 - May 3, 2024 | -28.91% Aug 8, 2018 - Dec 27, 2019 |
| #5 | -0.46% Aug 19, 2025 - Sep 5, 2025 | -21.74% Jun 30, 2011 - Feb 7, 2012 |
| #6 | -0.45% Oct 1, 2024 - Nov 25, 2024 | -19.02% Feb 19, 2025 - Jul 25, 2025 |
| #7 | -0.41% Jul 23, 2024 - Aug 2, 2024 | -18.87% Mar 23, 2015 - Jul 11, 2016 |
| #8 | -0.40% Dec 6, 2024 - Jan 17, 2025 | -12.12% Jul 29, 2014 - Nov 20, 2014 |
| #9 | -0.38% May 15, 2024 - Jun 5, 2024 | -11.72% Jul 21, 2016 - Feb 21, 2017 |
| #10 | -0.37% Oct 30, 2025 - Dec 4, 2025 | -10.87% Jan 27, 2026 - Apr 15, 2026 |
| #11 | -0.25% Mar 3, 2025 - Apr 1, 2025 | -10.02% Oct 5, 2012 - Jan 16, 2013 |
| #12 | -0.23% Sep 26, 2025 - Oct 17, 2025 | -9.26% May 1, 2012 - Sep 12, 2012 |
| #13 | -0.20% Jan 27, 2025 - Jan 31, 2025 | -9.17% May 21, 2013 - Jul 15, 2013 |
| #14 | -0.20% Aug 5, 2024 - Aug 13, 2024 | -9.05% Jan 26, 2018 - May 21, 2018 |
| #15 | -0.19% Feb 6, 2025 - Feb 20, 2025 | -8.34% Jan 21, 2014 - Feb 26, 2014 |
Correlation
Correlation between TAXX and JCE is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2007 - 2026)
TAXX vs JCE dividend yield comparison.
| Year | TAXX | JCE |
|---|---|---|
| 2026 | 1.54% | 4.23% |
| 2025 | 3.72% | 8.03% |
| 2024 | 2.70% | 8.05% |
| 2023 | 0.00% | 9.45% |
| 2022 | 0.00% | 17.22% |
| 2021 | 0.00% | 9.89% |
| 2020 | 0.00% | 6.57% |
| 2019 | 0.00% | 6.84% |
| 2018 | 0.00% | 9.23% |
| 2017 | 0.00% | 17.33% |
| 2016 | 0.00% | 8.68% |
| 2015 | 0.00% | 19.27% |
| 2014 | 0.00% | 14.38% |
| 2013 | 0.00% | 8.51% |
| 2012 | 0.00% | 8.09% |
| 2011 | 0.00% | 8.66% |
| 2010 | 0.00% | 10.14% |
| 2009 | 0.00% | 7.04% |
| 2008 | 0.00% | 15.53% |
| 2007 | 0.00% | 7.89% |
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