ACV vs OBIL
Comparison between Virtus Diversified Income & Convertible Fund (ACV, ETF) and F/M US TREASURY 12 MONTH BILL ETF (OBIL, ETF).
ACV vs OBIL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ACV
$301M
Winner
OBIL
$301M
Expense Ratio
ACV
N/A
OBIL
0.15%
Max Drawdown
ACV
54.50%
Winner
OBIL
1.54%
Sharpe Ratio
Winner
ACV
1.53
OBIL
-0.38
5Y Beta
ACV
0.79
Winner
OBIL
-0.01
5Y Dividends CAGR
ACV
1.34%
OBIL
N/A
ACV vs OBIL - Historical Returns
Returns include dividend reinvestment.
1M
ACV
-1.56%
Winner
OBIL
+0.30%
3M
Winner
ACV
+7.64%
OBIL
+0.67%
6M
Winner
ACV
+4.03%
OBIL
+1.39%
1Y
Winner
ACV
+33.38%
OBIL
+3.62%
5Y(CAGR)
ACV
+9.51%
OBIL
N/A
10Y(CAGR)
ACV
+16.20%
OBIL
N/A
Max(CAGR)
Winner
ACV
+12.52%
OBIL
+4.31%
ACV vs OBIL - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | ACV | OBIL |
|---|---|---|
| 2026 | +9.49% | +1.46% |
| 2025 | +33.26% | +4.30% |
| 2024 | +16.23% | +4.94% |
| 2023 | +25.47% | +4.64% |
| 2022 | -35.51% | +0.52% |
| 2021 | +26.49% | N/A |
| 2020 | +45.25% | N/A |
| 2019 | +41.62% | N/A |
| 2018 | -7.92% | N/A |
| 2017 | +27.59% | N/A |
| 2016 | +17.13% | N/A |
| 2015 | -23.42% | N/A |
ACV vs OBIL Drawdown Comparison
The maximum drawdown for ACV was -53.61%, occurring on Mar 18, 2020. Recovery took 116 trading sessions.
The maximum drawdown for OBIL was -0.33%, occurring on May 26, 2023. Recovery took 33 trading sessions.
The current ACV drawdown is -2.68%. The current OBIL drawdown is -0.07%.
| Rank | ACV | OBIL |
|---|---|---|
| #1 | -53.61% Feb 19, 2020 - Aug 4, 2020 | -0.33% May 4, 2023 - Jun 22, 2023 |
| #2 | -48.80% Jan 13, 2022 - Oct 8, 2025 | -0.33% Mar 17, 2023 - Mar 24, 2023 |
| #3 | -36.80% May 26, 2015 - Apr 10, 2017 | -0.27% Apr 5, 2023 - Apr 25, 2023 |
| #4 | -28.23% Oct 2, 2018 - Apr 30, 2019 | -0.24% Mar 24, 2023 - Apr 5, 2023 |
| #5 | -15.69% Feb 16, 2021 - Jul 1, 2021 | -0.23% Feb 2, 2023 - Mar 2, 2023 |
| #6 | -14.80% Jan 28, 2026 - May 13, 2026 | -0.22% Sep 24, 2024 - Oct 30, 2024 |
| #7 | -11.22% Nov 15, 2021 - Dec 23, 2021 | -0.21% Mar 13, 2023 - Mar 15, 2023 |
| #8 | -11.16% May 9, 2019 - Jul 10, 2019 | -0.20% Mar 15, 2023 - Mar 17, 2023 |
| #9 | -10.11% Sep 7, 2021 - Nov 3, 2021 | -0.19% Feb 1, 2024 - Feb 28, 2024 |
| #10 | -9.75% Sep 2, 2020 - Oct 9, 2020 | -0.17% Apr 25, 2023 - May 3, 2023 |
| #11 | -9.37% Oct 12, 2020 - Nov 6, 2020 | -0.16% Mar 3, 2023 - Mar 10, 2023 |
| #12 | -8.91% Jan 26, 2018 - Mar 14, 2018 | -0.15% Jun 16, 2026 - Jun 26, 2026 |
| #13 | -8.49% Aug 21, 2019 - Nov 6, 2019 | -0.14% Apr 4, 2024 - Apr 17, 2024 |
| #14 | -8.02% Jul 9, 2021 - Aug 9, 2021 | -0.14% Aug 2, 2024 - Aug 13, 2024 |
| #15 | -6.42% Jul 25, 2017 - Oct 4, 2017 | -0.14% Mar 10, 2026 - Mar 30, 2026 |
Correlation
Correlation between ACV and OBIL is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2015 - 2026)
ACV vs OBIL dividend yield comparison.
| Year | ACV | OBIL |
|---|---|---|
| 2026 | 4.59% | 1.77% |
| 2025 | 9.68% | 3.83% |
| 2024 | 9.84% | 4.56% |
| 2023 | 10.30% | 4.92% |
| 2022 | 12.69% | 0.52% |
| 2021 | 24.19% | 0.00% |
| 2020 | 7.28% | 0.00% |
| 2019 | 8.15% | 0.00% |
| 2018 | 10.76% | 0.00% |
| 2017 | 9.18% | 0.00% |
| 2016 | 10.67% | 0.00% |
| 2015 | 5.52% | 0.00% |
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