ACV vs GLO

Comparison between Virtus Diversified Income & Convertible Fund (ACV, ETF) and Clough Global Opportunities Fund. (GLO, ETF).

5-Year PerformanceACV has outperformed GLO, delivering a return of +9.4% compared to -2.6%

ACV vs GLO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ACV(ETF)	GLO(ETF)
Net Assets	$286M	$285M
Max Drawdown	54.50%	79.67%
Sharpe Ratio	1.57	1.38
5Y Beta	0.78	0.75
5Y Dividends CAGR	4.24%	-10.30%

Net Assets

Winner

ACV

$286M

GLO

$285M

Max Drawdown

Winner

ACV

54.50%

GLO

79.67%

Sharpe Ratio

Winner

ACV

1.57

GLO

1.38

5Y Beta

ACV

0.78

Winner

GLO

0.75

5Y Dividends CAGR

Winner

ACV

4.24%

GLO

-10.30%

ACV vs GLO - Historical Returns

Returns include dividend reinvestment.

Period	ACV	GLO
1 month	-0.27%	+1.60%
3 months	+2.06%	+5.84%
6 months	+8.33%	+9.02%
1 year	+33.24%	+24.36%
5 years(CAGR)	+9.38%	-2.58%
10 years(CAGR)	+16.34%	+7.13%
Max(CAGR)	+12.34%	+4.41%

ACV

-0.27%

Winner

GLO

+1.60%

ACV

+2.06%

Winner

GLO

+5.84%

ACV

+8.33%

Winner

GLO

+9.02%

Winner

ACV

+33.24%

GLO

+24.36%

5Y(CAGR)

Winner

ACV

+9.38%

GLO

-2.58%

10Y(CAGR)

Winner

ACV

+16.34%

GLO

+7.13%

Max(CAGR)

Winner

ACV

+12.34%

GLO

+4.41%

ACV vs GLO - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	ACV	GLO
2026	+5.88%	+8.51%
2025	+33.26%	+24.49%
2024	+16.23%	+23.14%
2023	+25.47%	+3.30%
2022	-35.51%	-45.57%
2021	+26.49%	+6.66%
2020	+45.25%	+31.79%
2019	+41.62%	+25.33%
2018	-7.92%	-16.44%
2017	+27.59%	+35.75%
2016	+17.13%	-1.84%
2015	-23.42%	-9.49%
2014	N/A	+11.62%
2013	N/A	+18.10%
2012	N/A	+19.84%
2011	N/A	-15.22%
2010	N/A	+10.71%
2009	N/A	+48.07%
2008	N/A	-46.95%
2007	N/A	+11.99%
2006	N/A	-6.80%

ACV vs GLO Drawdown Comparison

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

The maximum drawdown for GLO was -60.53%, occurring on Nov 20, 2008. Recovery took 1160 trading sessions.

The current ACV drawdown is -5.51%. The current GLO drawdown is -20.41%.

Rank	ACV	GLO
#1	-53.61% Feb 19, 2020 - Aug 4, 2020	-60.53% Jun 5, 2008 - Jan 14, 2013
#2	-48.80% Jan 13, 2022 - Oct 8, 2025	-58.44% Nov 8, 2021 - Oct 27, 2023
#3	-36.80% May 26, 2015 - Apr 10, 2017	-44.43% Feb 21, 2020 - Aug 5, 2020
#4	-28.23% Oct 2, 2018 - Apr 30, 2019	-30.06% Sep 4, 2018 - Jan 14, 2020
#5	-15.69% Feb 16, 2021 - Jul 1, 2021	-25.75% Apr 15, 2015 - Apr 10, 2017
#6	-14.80% Jan 28, 2026 - May 13, 2026	-14.96% May 12, 2006 - Dec 24, 2007
#7	-11.22% Nov 15, 2021 - Dec 23, 2021	-14.13% Jan 3, 2008 - May 8, 2008
#8	-11.16% May 9, 2019 - Jul 10, 2019	-11.76% Jul 1, 2014 - Dec 31, 2014
#9	-10.11% Sep 7, 2021 - Nov 3, 2021	-10.61% Oct 13, 2020 - Nov 16, 2020
#10	-9.75% Sep 2, 2020 - Oct 9, 2020	-9.64% May 3, 2021 - Jun 29, 2021
#11	-9.37% Oct 12, 2020 - Nov 6, 2020	-8.07% Nov 10, 2017 - Jan 23, 2018
#12	-8.91% Jan 26, 2018 - Mar 14, 2018	-8.00% May 20, 2013 - Dec 23, 2013
#13	-8.49% Aug 21, 2019 - Nov 6, 2019	-7.53% Aug 16, 2021 - Oct 28, 2021
#14	-8.02% Jul 9, 2021 - Aug 9, 2021	-7.10% Jan 29, 2018 - Jun 6, 2018
#15	-6.42% Jul 25, 2017 - Oct 4, 2017	-6.94% Jun 29, 2021 - Aug 5, 2021

Correlation

Correlation between ACV and GLO is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70

-101

Dividend Comparison (2006 - 2026)

ACV vs GLO dividend yield comparison.

Year	ACV	GLO
2026	3.35%	4.54%
2025	9.68%	10.62%
2024	9.84%	11.25%
2023	10.30%	12.33%
2022	12.69%	22.32%
2021	24.19%	12.26%
2020	7.28%	9.69%
2019	8.15%	11.12%
2018	10.76%	14.48%
2017	9.18%	10.11%
2016	10.67%	12.63%
2015	5.52%	11.49%
2014	0.00%	11.00%
2013	0.00%	8.26%
2012	0.00%	9.20%
2011	0.00%	10.22%
2010	0.00%	8.03%
2009	0.00%	7.69%
2008	0.00%	16.35%
2007	0.00%	8.12%
2006	0.00%	3.30%