AVK vs QJUN

Comparison between Advent Convertible and Income Fund (AVK, ETF) and FT VEST NASDAQ-100 BUFFER ETF - JUNE (QJUN, ETF).

5-Year PerformanceQJUN has outperformed AVK, delivering a return of +11.1% compared to +5.4%

AVK vs QJUN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVK(ETF)	QJUN(ETF)
Net Assets	$637M	$637M
Expense Ratio	N/A	0.90%
Max Drawdown	72.63%	19.92%
Sharpe Ratio	1.12	1.46
5Y Beta	0.67	0.73
5Y Dividends CAGR	0.53%	N/A

Net Assets

AVK

$637M

Winner

QJUN

$637M

Expense Ratio

AVK

N/A

QJUN

0.90%

Max Drawdown

AVK

72.63%

Winner

QJUN

19.92%

Sharpe Ratio

AVK

1.12

Winner

QJUN

1.46

5Y Beta

Winner

AVK

0.67

QJUN

0.73

5Y Dividends CAGR

AVK

0.53%

QJUN

N/A

AVK vs QJUN - Historical Returns

Returns include dividend reinvestment.

Period	AVK	QJUN
1 month	+4.86%	+0.56%
3 months	+9.43%	+5.67%
6 months	+9.90%	+7.83%
1 year	+22.53%	+16.96%
5 years(CAGR)	+5.40%	+11.13%
10 years(CAGR)	+10.85%	N/A
Max(CAGR)	+7.04%	+11.13%

Winner

AVK

+4.86%

QJUN

+0.56%

Winner

AVK

+9.43%

QJUN

+5.67%

Winner

AVK

+9.90%

QJUN

+7.83%

Winner

AVK

+22.53%

QJUN

+16.96%

5Y(CAGR)

AVK

+5.40%

Winner

QJUN

+11.13%

10Y(CAGR)

AVK

+10.85%

QJUN

N/A

Max(CAGR)

AVK

+7.04%

Winner

QJUN

+11.13%

AVK vs QJUN - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	AVK	QJUN
2026	+7.28%	+6.37%
2025	+19.95%	+13.47%
2024	+19.76%	+17.38%
2023	+16.15%	+37.19%
2022	-34.02%	-17.40%
2021	+31.87%	+7.08%
2020	+17.44%	N/A
2019	+33.44%	N/A
2018	-14.12%	N/A
2017	+17.14%	N/A
2016	+17.46%	N/A
2015	-11.00%	N/A
2014	-6.13%	N/A
2013	+21.73%	N/A
2012	+13.22%	N/A
2011	-12.06%	N/A
2010	+25.01%	N/A
2009	+45.72%	N/A
2008	-46.86%	N/A
2007	-9.22%	N/A
2006	+35.65%	N/A
2005	-6.96%	N/A
2004	+9.88%	N/A
2003	+11.70%	N/A

AVK vs QJUN Drawdown Comparison

The maximum drawdown for AVK was -67.35%, occurring on Dec 15, 2008. Recovery took 920 trading sessions.

The maximum drawdown for QJUN was -19.92%, occurring on Oct 14, 2022. Recovery took 350 trading sessions.

The current AVK drawdown is -2.52%. The current QJUN drawdown is -0.04%.

Rank	AVK	QJUN
#1	-67.35% Jul 3, 2007 - Feb 25, 2011	-19.92% Dec 27, 2021 - May 18, 2023
#2	-49.75% Feb 20, 2020 - Nov 16, 2020	-16.47% Feb 19, 2025 - Jun 10, 2025
#3	-38.46% Dec 31, 2021 - Jun 26, 2025	-8.71% Jul 10, 2024 - Oct 9, 2024
#4	-36.50% Aug 21, 2014 - May 1, 2017	-6.96% Jul 18, 2023 - Nov 10, 2023
#5	-31.14% Mar 4, 2011 - Apr 26, 2013	-5.18% Jan 27, 2026 - Apr 9, 2026
#6	-21.42% Oct 1, 2018 - Apr 8, 2019	-3.88% Apr 11, 2024 - May 6, 2024
#7	-17.57% Apr 2, 2004 - Oct 7, 2004	-3.55% Sep 1, 2021 - Oct 25, 2021
#8	-14.24% Jan 28, 2026 - Apr 20, 2026	-3.20% Dec 16, 2024 - Jan 22, 2025
#9	-13.93% Jan 3, 2005 - Aug 3, 2005	-2.97% Oct 29, 2025 - Dec 2, 2025
#10	-12.65% May 17, 2013 - Nov 29, 2013	-2.59% Nov 19, 2021 - Dec 23, 2021
#11	-11.33% Sep 6, 2005 - Jan 25, 2006	-2.15% Nov 12, 2024 - Dec 2, 2024
#12	-10.28% Nov 15, 2021 - Dec 23, 2021	-2.05% Jan 23, 2025 - Feb 13, 2025
#13	-9.43% May 28, 2003 - Oct 6, 2003	-1.93% Dec 27, 2023 - Jan 10, 2024
#14	-8.73% Jan 26, 2018 - Aug 9, 2018	-1.86% Oct 29, 2024 - Nov 6, 2024
#15	-8.18% Jul 13, 2021 - Aug 9, 2021	-1.84% Jun 16, 2023 - Jun 30, 2023