WCBR vs JLS

Comparison between WISDOMTREE CYBERSECURITY FUND (WCBR, ETF) and Nuveen Mortgage and Income Fund (JLS, ETF).

5-Year PerformanceWCBR has outperformed JLS, delivering a return of +8.4% compared to +5.4%

WCBR vs JLS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WCBR(ETF)	JLS(ETF)
Net Assets	$103M	$103M
Expense Ratio	0.45%	N/A
Max Drawdown	52.47%	51.18%
Sharpe Ratio	0.61	-0.13
5Y Beta	1.10	0.16
P/E Ratio	-118.77	N/A
Forward P/E	35.68	N/A
PEG Ratio	4.03	N/A
5Y Dividends CAGR	N/A	17.50%
Debt to Equity	19.14%	N/A
P/S Ratio	6.75	N/A
P/B Ratio	7.30	N/A

Net Assets

WCBR

$103M

Winner

JLS

$103M

Expense Ratio

WCBR

0.45%

JLS

N/A

Max Drawdown

WCBR

52.47%

Winner

JLS

51.18%

Sharpe Ratio

Winner

WCBR

0.61

JLS

-0.13

5Y Beta

WCBR

1.10

Winner

JLS

0.16

P/E Ratio

WCBR

-118.77

JLS

N/A

Forward P/E

WCBR

35.68

JLS

N/A

PEG Ratio

WCBR

4.03

JLS

N/A

5Y Dividends CAGR

WCBR

N/A

JLS

17.50%

Debt to Equity

WCBR

19.14%

JLS

N/A

P/S Ratio

WCBR

6.75

JLS

N/A

P/B Ratio

WCBR

7.30

JLS

N/A

WCBR vs JLS - Historical Returns

Returns include dividend reinvestment.

Period	WCBR	JLS
1 month	+18.94%	+2.22%
3 months	+43.09%	-1.76%
6 months	+41.24%	+1.04%
1 year	+19.64%	+2.76%
5 years(CAGR)	+8.38%	+5.40%
10 years(CAGR)	N/A	+5.57%
Max(CAGR)	+8.15%	+6.24%

Winner

WCBR

+18.94%

JLS

+2.22%

Winner

WCBR

+43.09%

JLS

-1.76%

Winner

WCBR

+41.24%

JLS

+1.04%

Winner

WCBR

+19.64%

JLS

+2.76%

5Y(CAGR)

Winner

WCBR

+8.38%

JLS

+5.40%

10Y(CAGR)

WCBR

N/A

JLS

+5.57%

Max(CAGR)

Winner

WCBR

+8.15%

JLS

+6.24%

WCBR vs JLS - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	WCBR	JLS
2026	+38.28%	+2.73%
2025	-2.17%	+10.68%
2024	+14.67%	+17.77%
2023	+68.18%	+15.34%
2022	-40.31%	-17.75%
2021	+6.99%	+12.20%
2020	N/A	-5.36%
2019	N/A	+4.30%
2018	N/A	-0.52%
2017	N/A	+17.60%
2016	N/A	+13.96%
2015	N/A	+4.93%
2014	N/A	+6.40%
2013	N/A	-7.06%
2012	N/A	+42.96%
2011	N/A	-11.61%
2010	N/A	+10.36%
2009	N/A	-0.04%

WCBR vs JLS Drawdown Comparison

The maximum drawdown for WCBR was -52.25%, occurring on Jan 5, 2023. Recovery took 771 trading sessions.

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

The current WCBR drawdown is -6.91%. The current JLS drawdown is -3.30%.

Rank	WCBR	JLS
#1	-52.25% Nov 9, 2021 - Dec 4, 2024	-35.17% Jan 24, 2020 - Aug 11, 2021
#2	-30.27% Feb 13, 2025 - May 22, 2026	-23.51% Oct 28, 2021 - Mar 11, 2024
#3	-21.32% Feb 9, 2021 - Aug 5, 2021	-20.88% Apr 1, 2013 - Jul 6, 2016
#4	-14.46% Jun 1, 2026 - Jul 1, 2026	-17.47% Mar 4, 2011 - Feb 17, 2012
#5	-12.48% Sep 7, 2021 - Oct 18, 2021	-9.28% Mar 10, 2025 - Jun 24, 2025
#6	-8.43% Dec 6, 2024 - Jan 28, 2025	-7.28% Oct 3, 2012 - Dec 6, 2012
#7	-6.91% Jul 14, 2026 - Jul 21, 2026	-6.69% Dec 21, 2009 - Sep 8, 2010
#8	-4.90% May 26, 2026 - May 29, 2026	-5.40% May 15, 2026 - Jun 22, 2026
#9	-3.49% Aug 5, 2021 - Aug 24, 2021	-5.33% Feb 13, 2026 - Apr 8, 2026
#10	-3.41% Jul 9, 2026 - Jul 14, 2026	-5.25% Nov 27, 2018 - Feb 13, 2019
#11	-2.48% Oct 21, 2021 - Oct 29, 2021	-4.91% Dec 12, 2024 - Feb 4, 2025
#12	-2.46% Feb 2, 2021 - Feb 5, 2021	-4.01% Nov 12, 2010 - Dec 23, 2010
#13	-2.42% Oct 29, 2021 - Nov 4, 2021	-3.98% Sep 30, 2019 - Jan 24, 2020
#14	-1.97% Jan 28, 2025 - Feb 4, 2025	-3.95% Dec 29, 2017 - Aug 14, 2018
#15	-1.58% Dec 4, 2024 - Dec 6, 2024	-3.88% Dec 7, 2012 - Jan 4, 2013

Correlation

Correlation between WCBR and JLS is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2010 - 2026)

WCBR vs JLS dividend yield comparison.

Year	WCBR	JLS
2026	0.00%	6.11%
2025	0.00%	10.13%
2024	0.02%	9.91%
2023	0.00%	9.29%
2022	0.03%	6.56%
2021	0.43%	4.61%
2020	0.00%	4.94%
2019	0.00%	6.20%
2018	0.00%	9.31%
2017	0.00%	13.44%
2016	0.00%	7.11%
2015	0.00%	6.68%
2014	0.00%	6.68%
2013	0.00%	12.20%
2012	0.00%	7.60%
2011	0.00%	10.17%
2010	0.00%	7.70%