APLU vs NCV
Comparison between ALLSPRING CORE PLUS ETF (APLU, ETF) and Virtus Convertible & Income Fund (NCV, ETF).
APLU vs NCV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
APLU
$420M
NCV
$418M
Expense Ratio
APLU
0.31%
NCV
N/A
Max Drawdown
Winner
APLU
5.56%
NCV
84.83%
Sharpe Ratio
APLU
-0.29
Winner
NCV
1.30
5Y Beta
Winner
APLU
0.08
NCV
0.76
5Y Dividends CAGR
APLU
N/A
NCV
-4.36%
APLU vs NCV - Historical Returns
Returns include dividend reinvestment.
1M
APLU
+0.57%
Winner
NCV
+1.88%
3M
Winner
APLU
-0.03%
NCV
-1.42%
6M
APLU
-1.53%
Winner
NCV
+7.95%
1Y
APLU
+2.63%
Winner
NCV
+26.04%
5Y(CAGR)
APLU
N/A
NCV
+4.14%
10Y(CAGR)
APLU
N/A
NCV
+6.87%
Max(CAGR)
APLU
+3.18%
Winner
NCV
+6.52%
APLU vs NCV - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | APLU | NCV |
|---|---|---|
| 2026 | +0.36% | +17.19% |
| 2025 | +7.35% | +22.91% |
| 2024 | -1.93% | +16.54% |
| 2023 | N/A | +13.01% |
| 2022 | N/A | -33.85% |
| 2021 | N/A | +11.44% |
| 2020 | N/A | +12.09% |
| 2019 | N/A | +20.19% |
| 2018 | N/A | -16.72% |
| 2017 | N/A | +23.13% |
| 2016 | N/A | +28.60% |
| 2015 | N/A | -32.82% |
| 2014 | N/A | +8.50% |
| 2013 | N/A | +21.81% |
| 2012 | N/A | +9.97% |
| 2011 | N/A | -7.46% |
| 2010 | N/A | +25.26% |
| 2009 | N/A | +112.18% |
| 2008 | N/A | -58.08% |
| 2007 | N/A | -16.53% |
| 2006 | N/A | +21.89% |
| 2005 | N/A | +0.06% |
| 2004 | N/A | +14.67% |
| 2003 | N/A | +18.55% |
APLU vs NCV Drawdown Comparison
The maximum drawdown for APLU was -3.24%, occurring on Jan 13, 2025. Recovery took 52 trading sessions.
The maximum drawdown for NCV was -78.88%, occurring on Nov 21, 2008. Recovery took 917 trading sessions.
The current APLU drawdown is -1.53%. The current NCV drawdown is -3.23%.
| Rank | APLU | NCV |
|---|---|---|
| #1 | -3.24% Dec 6, 2024 - Feb 25, 2025 | -78.88% Jun 5, 2007 - Jan 24, 2011 |
| #2 | -2.85% Apr 7, 2025 - Jun 26, 2025 | -56.13% Feb 13, 2020 - Dec 7, 2020 |
| #3 | -2.84% Feb 27, 2026 - Mar 26, 2026 | -47.95% Jul 3, 2014 - Oct 6, 2017 |
| #4 | -1.28% Oct 22, 2025 - Jan 14, 2026 | -44.60% Nov 5, 2021 - Nov 10, 2025 |
| #5 | -1.02% Jun 30, 2025 - Aug 1, 2025 | -30.39% Sep 14, 2018 - Feb 10, 2020 |
| #6 | -1.01% Mar 3, 2025 - Apr 3, 2025 | -27.22% Apr 4, 2011 - Sep 12, 2012 |
| #7 | -0.84% Aug 19, 2025 - Aug 28, 2025 | -15.11% Feb 10, 2004 - Sep 7, 2004 |
| #8 | -0.72% Sep 16, 2025 - Oct 13, 2025 | -12.69% Dec 30, 2004 - Jul 28, 2005 |
| #9 | -0.66% Jan 14, 2026 - Feb 5, 2026 | -11.98% Oct 8, 2012 - Jan 23, 2013 |
| #10 | -0.42% Aug 7, 2025 - Aug 13, 2025 | -11.39% Feb 11, 2026 - Apr 9, 2026 |
| #11 | -0.38% Aug 13, 2025 - Aug 19, 2025 | -11.17% May 21, 2013 - Oct 17, 2013 |
| #12 | -0.30% Aug 28, 2025 - Sep 3, 2025 | -8.21% Feb 10, 2021 - Jun 1, 2021 |
| #13 | -0.20% Feb 17, 2026 - Feb 23, 2026 | -8.02% Jul 11, 2003 - Oct 3, 2003 |
| #14 | -0.19% Sep 8, 2025 - Sep 11, 2025 | -7.53% Jul 7, 2021 - Aug 31, 2021 |
| #15 | -0.18% Aug 5, 2025 - Aug 7, 2025 | -7.40% Sep 8, 2005 - Jan 6, 2006 |
Correlation
Correlation between APLU and NCV is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2003 - 2026)
APLU vs NCV dividend yield comparison.
| Year | APLU | NCV |
|---|---|---|
| 2026 | 3.07% | 6.49% |
| 2025 | 5.13% | 10.77% |
| 2024 | 0.44% | 11.76% |
| 2023 | 0.00% | 12.86% |
| 2022 | 0.00% | 15.00% |
| 2021 | 0.00% | 8.75% |
| 2020 | 0.00% | 9.41% |
| 2019 | 0.00% | 11.61% |
| 2018 | 0.00% | 15.03% |
| 2017 | 0.00% | 11.10% |
| 2016 | 0.00% | 12.23% |
| 2015 | 0.00% | 17.69% |
| 2014 | 0.00% | 11.46% |
| 2013 | 0.00% | 11.12% |
| 2012 | 0.00% | 12.43% |
| 2011 | 0.00% | 13.34% |
| 2010 | 0.00% | 12.23% |
| 2009 | 0.00% | 10.68% |
| 2008 | 0.00% | 26.94% |
| 2007 | 0.00% | 12.30% |
| 2006 | 0.00% | 10.49% |
| 2005 | 0.00% | 14.76% |
| 2004 | 0.00% | 13.92% |
| 2003 | 0.00% | 6.70% |
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