JRS vs. XLRE
Compare and contrast key facts about Nuveen Real Estate Income Fund (JRS) and Real Estate Select Sector SPDR Fund (XLRE).
XLRE is a passively managed fund by State Street that tracks the performance of the Real Estate Select Sector Index. It was launched on Oct 7, 2015.
Performance
JRS vs. XLRE - Performance Comparison
Loading graphics...
JRS vs. XLRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JRS Nuveen Real Estate Income Fund | 2.24% | -3.38% | 19.74% | 13.42% | -35.61% | 62.86% | -12.66% | 34.92% | -18.07% | 14.38% |
XLRE Real Estate Select Sector SPDR Fund | 2.17% | 2.63% | 5.09% | 12.36% | -26.25% | 46.10% | -2.18% | 28.68% | -2.39% | 10.69% |
Returns By Period
The year-to-date returns for both stocks are quite close, with JRS having a 2.24% return and XLRE slightly lower at 2.17%. Over the past 10 years, JRS has underperformed XLRE with an annualized return of 5.09%, while XLRE has yielded a comparatively higher 5.98% annualized return.
JRS
- 1D
- 2.68%
- 1M
- -5.16%
- YTD
- 2.24%
- 6M
- -2.35%
- 1Y
- 1.33%
- 3Y*
- 9.92%
- 5Y*
- 3.87%
- 10Y*
- 5.09%
XLRE
- 1D
- 0.29%
- 1M
- -6.14%
- YTD
- 2.17%
- 6M
- -1.08%
- 1Y
- 1.18%
- 3Y*
- 6.70%
- 5Y*
- 3.78%
- 10Y*
- 5.98%
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. XLRE — Risk / Return Rank
JRS
XLRE
JRS vs. XLRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Real Estate Income Fund (JRS) and Real Estate Select Sector SPDR Fund (XLRE). 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.
| JRS | XLRE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.07 | 0.07 | -0.01 |
Sortino ratioReturn per unit of downside risk | 0.23 | 0.21 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.03 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.08 | 0.11 | -0.03 |
Martin ratioReturn relative to average drawdown | 0.27 | 0.37 | -0.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JRS | XLRE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.07 | 0.07 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.20 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.29 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.32 | -0.10 |
Correlation
The correlation between JRS and XLRE is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
JRS vs. XLRE - Dividend Comparison
JRS's dividend yield for the trailing twelve months is around 8.88%, more than XLRE's 3.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JRS Nuveen Real Estate Income Fund | 8.88% | 8.88% | 7.88% | 8.70% | 11.06% | 5.93% | 9.00% | 7.16% | 9.99% | 8.88% | 9.10% | 9.04% |
XLRE Real Estate Select Sector SPDR Fund | 3.42% | 3.45% | 3.43% | 3.31% | 3.70% | 2.61% | 3.15% | 3.06% | 3.78% | 3.25% | 4.22% | 1.09% |
Drawdowns
JRS vs. XLRE - Drawdown Comparison
The maximum JRS drawdown since its inception was -87.80%, which is greater than XLRE's maximum drawdown of -38.83%. Use the drawdown chart below to compare losses from any high point for JRS and XLRE.
Loading graphics...
Drawdown Indicators
| JRS | XLRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.80% | -38.83% | -48.97% |
Max Drawdown (1Y)Largest decline over 1 year | -16.63% | -11.88% | -4.75% |
Max Drawdown (5Y)Largest decline over 5 years | -45.57% | -34.12% | -11.45% |
Max Drawdown (10Y)Largest decline over 10 years | -54.64% | -38.83% | -15.81% |
Current DrawdownCurrent decline from peak | -13.61% | -8.69% | -4.92% |
Average DrawdownAverage peak-to-trough decline | -19.14% | -9.72% | -9.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.95% | 3.39% | +1.56% |
Volatility
JRS vs. XLRE - Volatility Comparison
Nuveen Real Estate Income Fund (JRS) has a higher volatility of 7.33% compared to Real Estate Select Sector SPDR Fund (XLRE) at 4.66%. This indicates that JRS's price experiences larger fluctuations and is considered to be riskier than XLRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JRS | XLRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.33% | 4.66% | +2.67% |
Volatility (6M)Calculated over the trailing 6-month period | 10.39% | 9.62% | +0.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.83% | 16.32% | +3.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.08% | 19.04% | +3.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.30% | 20.40% | +3.90% |