ACV vs BGH

Comparison between Virtus Diversified Income & Convertible Fund (ACV, ETF) and Barings Global Short Duration High Yield Fund (BGH, ETF).

5-Year PerformanceACV has outperformed BGH, delivering a return of +9.6% compared to +6.7%

ACV vs BGH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ACV(ETF)	BGH(ETF)
Net Assets	$301M	$300M
Max Drawdown	54.50%	63.84%
Sharpe Ratio	1.70	0.04
5Y Beta	0.78	0.42
5Y Dividends CAGR	4.24%	5.93%

Net Assets

Winner

ACV

$301M

BGH

$300M

Max Drawdown

Winner

ACV

54.50%

BGH

63.84%

Sharpe Ratio

Winner

ACV

1.70

BGH

0.04

5Y Beta

ACV

0.78

Winner

BGH

0.42

5Y Dividends CAGR

ACV

4.24%

Winner

BGH

5.93%

ACV vs BGH - Historical Returns

Returns include dividend reinvestment.

Period	ACV	BGH
1 month	+2.11%	-0.40%
3 months	+10.55%	+3.72%
6 months	+12.15%	-2.14%
1 year	+36.72%	+2.90%
5 years(CAGR)	+9.62%	+6.68%
10 years(CAGR)	+16.54%	+7.64%
Max(CAGR)	+12.57%	+6.09%

Winner

ACV

+2.11%

BGH

-0.40%

Winner

ACV

+10.55%

BGH

+3.72%

Winner

ACV

+12.15%

BGH

-2.14%

Winner

ACV

+36.72%

BGH

+2.90%

5Y(CAGR)

Winner

ACV

+9.62%

BGH

+6.68%

10Y(CAGR)

Winner

ACV

+16.54%

BGH

+7.64%

Max(CAGR)

Winner

ACV

+12.57%

BGH

+6.09%

ACV vs BGH - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	ACV	BGH
2026	+8.60%	-3.25%
2025	+33.26%	+7.41%
2024	+16.23%	+26.25%
2023	+25.47%	+17.36%
2022	-35.51%	-19.43%
2021	+26.49%	+25.25%
2020	+45.25%	-5.04%
2019	+41.62%	+19.70%
2018	-7.92%	-8.56%
2017	+27.59%	+10.60%
2016	+17.13%	+29.79%
2015	-23.42%	-8.72%
2014	N/A	-1.88%
2013	N/A	+5.32%
2012	N/A	-4.35%

ACV vs BGH Drawdown Comparison

The maximum drawdown for ACV was -53.61%, occurring on Mar 18, 2020. Recovery took 116 trading sessions.

The maximum drawdown for BGH was -48.74%, occurring on Mar 23, 2020. Recovery took 288 trading sessions.

The current ACV drawdown is -3.09%. The current BGH drawdown is -10.48%.

Rank	ACV	BGH
#1	-53.61% Feb 19, 2020 - Aug 4, 2020	-48.74% Feb 20, 2020 - Apr 13, 2021
#2	-48.80% Jan 13, 2022 - Oct 8, 2025	-26.63% Jan 6, 2022 - Feb 29, 2024
#3	-36.80% May 26, 2015 - Apr 10, 2017	-25.45% Jun 18, 2014 - Aug 18, 2016
#4	-28.23% Oct 2, 2018 - Apr 30, 2019	-20.85% Sep 4, 2018 - May 1, 2019
#5	-15.69% Feb 16, 2021 - Jul 1, 2021	-16.88% Sep 17, 2025 - Mar 30, 2026
#6	-14.80% Jan 28, 2026 - May 13, 2026	-15.51% Feb 21, 2025 - Jul 1, 2025
#7	-11.22% Nov 15, 2021 - Dec 23, 2021	-11.53% May 7, 2013 - Jan 6, 2014
#8	-11.16% May 9, 2019 - Jul 10, 2019	-9.18% May 3, 2019 - Jan 8, 2020
#9	-10.11% Sep 7, 2021 - Nov 3, 2021	-7.94% Oct 20, 2017 - Aug 7, 2018
#10	-9.75% Sep 2, 2020 - Oct 9, 2020	-6.58% Oct 26, 2016 - Nov 28, 2016
#11	-9.37% Oct 12, 2020 - Nov 6, 2020	-5.75% Nov 8, 2024 - Dec 2, 2024
#12	-8.91% Jan 26, 2018 - Mar 14, 2018	-5.54% Dec 6, 2024 - Feb 18, 2025
#13	-8.49% Aug 21, 2019 - Nov 6, 2019	-5.00% Nov 16, 2021 - Dec 31, 2021
#14	-8.02% Jul 9, 2021 - Aug 9, 2021	-4.51% Jul 13, 2021 - Aug 31, 2021
#15	-6.42% Jul 25, 2017 - Oct 4, 2017	-4.50% Dec 7, 2012 - Jan 18, 2013

Correlation

Correlation between ACV and BGH is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2012 - 2026)

ACV vs BGH dividend yield comparison.

Year	ACV	BGH
2026	3.26%	4.38%
2025	9.68%	11.38%
2024	9.84%	9.72%
2023	10.30%	10.66%
2022	12.69%	9.99%
2021	24.19%	7.31%
2020	7.28%	9.10%
2019	8.15%	10.14%
2018	10.76%	12.11%
2017	9.18%	9.50%
2016	10.67%	9.61%
2015	5.52%	13.31%
2014	0.00%	14.41%
2013	0.00%	10.05%
2012	0.00%	0.71%