JRS vs. BSTZ
JRS (Nuveen Real Estate Income Fund) and BSTZ (BlackRock Science and Technology Term Trust) are both stocks. Both are in the Financial Services sector — JRS in Asset Management, BSTZ in Capital Markets. Over the past 5 years, JRS returned 3.31%/yr vs 3.19%/yr for BSTZ. At a 0.39 correlation, their price movements are largely independent.
Performance
JRS vs. BSTZ - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, JRS achieves a 18.64% return, which is significantly lower than BSTZ's 28.07% return.
JRS
- 1D
- 0.35%
- 1M
- 6.63%
- 6M
- 15.32%
- YTD
- 18.64%
- 1Y
- 21.05%
- 3Y*
- 13.56%
- 5Y*
- 3.31%
- 10Y*
- 5.15%
- ALL TIME*
- 7.27%
BSTZ
- 1D
- 0.40%
- 1M
- -10.47%
- 6M
- 26.89%
- YTD
- 28.07%
- 1Y
- 44.49%
- 3Y*
- 27.66%
- 5Y*
- 3.19%
- 10Y*
- —
- ALL TIME*
- 14.42%
JRS vs. BSTZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
JRS Nuveen Real Estate Income Fund | 18.64% | -3.38% | 19.74% | 13.42% | -35.61% | 62.86% | -12.66% | 5.61% |
BSTZ BlackRock Science and Technology Term Trust | 28.07% | 25.06% | 37.49% | 18.72% | -55.34% | 12.71% | 87.46% | 5.04% |
Correlation
The correlation between JRS and BSTZ is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Jun 26, 2019 | 0.39 |
Over the past year, the correlation between JRS and BSTZ has dropped to 0.06 - well below their long-term average of 0.39, suggesting their price drivers have been diverging.
Fundamentals
JRS:
$251.08M
BSTZ:
$1.90B
JRS:
$0.73
BSTZ:
$8.53
JRS:
11.96
BSTZ:
3.24
JRS:
0.36
BSTZ:
0.36
JRS:
6.43
BSTZ:
5.26
JRS:
1.06
BSTZ:
1.11
JRS:
$39.07M
BSTZ:
$361.49M
JRS:
$34.33M
BSTZ:
$169.67M
JRS:
$39.91M
BSTZ:
$586.67M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
JRS vs. BSTZ — Risk / Return Rank
JRS
BSTZ
JRS vs. BSTZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Real Estate Income Fund (JRS) and BlackRock Science and Technology Term Trust (BSTZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JRS | BSTZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.27 | ||
| Sortino ratioReturn per unit of downside risk | -0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.29 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.90 | 3.58 | -1.68 |
| Martin ratioReturn relative to average drawdown | 6.18 | 11.56 | -5.39 |
Loading charts...
Drawdowns
JRS vs. BSTZ - Drawdown Comparison
The maximum JRS drawdown since its inception was -87.80%, which is greater than BSTZ's maximum drawdown of -60.51%. Use the drawdown chart below to compare losses from any high point for JRS and BSTZ.
Loading charts...
Drawdown Indicators
| JRS | BSTZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.80% | -60.51% | -27.29% |
Max Drawdown (1Y)Largest decline over 1 year | -11.10% | -12.49% | +1.39% |
Max Drawdown (3Y)Largest decline over 3 years | -25.33% | -25.31% | -0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -45.57% | -60.51% | +14.94% |
Max Drawdown (10Y)Largest decline over 10 years | -54.64% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -12.14% | +12.14% |
Average DrawdownAverage peak-to-trough decline | -18.99% | -27.18% | +8.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.42% | 3.86% | -0.44% |
Volatility
JRS vs. BSTZ - Volatility Comparison
The current volatility for Nuveen Real Estate Income Fund (JRS) is 4.77%, while BlackRock Science and Technology Term Trust (BSTZ) has a volatility of 11.41%. This indicates that JRS experiences smaller price fluctuations and is considered to be less risky than BSTZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| JRS | BSTZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.77% | 11.41% | -6.64% |
Volatility (6M)Calculated over the trailing 6-month period | 12.32% | 23.50% | -11.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.05% | 26.71% | -11.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.91% | 28.09% | -6.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.33% | 30.40% | -6.07% |
Dividends
JRS vs. BSTZ - Dividend Comparison
JRS's dividend yield for the trailing twelve months is around 8.06%, less than BSTZ's 8.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSTZ BlackRock Science and Technology Term Trust | 8.72% | 12.46% | 9.75% | 10.90% | 14.73% | 5.14% | 3.42% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% |
JRS Nuveen Real Estate Income Fund | 8.06% | 8.88% | 7.88% | 8.70% | 11.06% | 5.93% | 9.00% | 7.16% | 9.99% | 8.88% | 9.10% | 9.04% |
Financials
JRS vs. BSTZ - Financials Comparison
This section allows you to compare key financial metrics between Nuveen Real Estate Income Fund and BlackRock Science and Technology Term Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
JRS and BSTZ have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BSTZ has higher volatility (11.41%) compared to JRS (4.77%). In terms of maximum drawdown, JRS dropped -87.80% vs BSTZ's -60.51%.
BSTZ currently has the higher Sharpe Ratio (1.68 vs 1.41), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for JRS and BSTZ
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer