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BUCK vs NCV

Comparison between SIMPLIFY TREASURY OPTION INCOME ETF (BUCK, ETF) and Virtus Convertible & Income Fund (NCV, ETF).

BUCK vs NCV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BUCK
$421M
NCV
$420M
Expense Ratio
BUCK
0.35%
NCV
N/A
Max Drawdown
Winner
BUCK
7.67%
NCV
84.83%
Sharpe Ratio
BUCK
1.16
Winner
NCV
2.08
5Y Beta
Winner
BUCK
0.04
NCV
0.74
5Y Dividends CAGR
BUCK
N/A
NCV
-1.12%

BUCK vs NCV - Historical Returns

Returns include dividend reinvestment.

1M
BUCK
+0.38%
Winner
NCV
+1.73%
3M
BUCK
+1.09%
Winner
NCV
+10.81%
6M
BUCK
+2.18%
Winner
NCV
+16.64%
1Y
BUCK
+7.42%
Winner
NCV
+40.69%
5Y(CAGR)
BUCK
N/A
NCV
+5.50%
10Y(CAGR)
BUCK
N/A
NCV
+8.15%
Max(CAGR)
BUCK
+5.09%
Winner
NCV
+6.57%

BUCK vs NCV - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearBUCKNCV
2026+1.77%+16.90%
2025+4.17%+22.91%
2024+7.31%+16.54%
2023+4.71%+13.01%
2022+0.39%-33.85%
2021N/A+11.44%
2020N/A+12.09%
2019N/A+20.19%
2018N/A-16.72%
2017N/A+23.13%
2016N/A+28.60%
2015N/A-32.82%
2014N/A+8.50%
2013N/A+21.81%
2012N/A+9.97%
2011N/A-7.46%
2010N/A+25.26%
2009N/A+112.18%
2008N/A-58.08%
2007N/A-16.53%
2006N/A+21.89%
2005N/A+0.06%
2004N/A+14.67%
2003N/A+18.55%

BUCK vs NCV Drawdown Comparison

The maximum drawdown for BUCK was -5.43%, occurring on Apr 11, 2025. Recovery took 112 trading sessions.

The maximum drawdown for NCV was -78.88%, occurring on Nov 21, 2008. Recovery took 917 trading sessions.

The current BUCK drawdown is -0.04%. The current NCV drawdown is -2.34%.

RankBUCKNCV
#1-5.43%
Apr 2, 2025 - Sep 12, 2025
-78.88%
Jun 5, 2007 - Jan 24, 2011
#2-2.03%
Mar 28, 2024 - Jun 20, 2024
-56.13%
Feb 13, 2020 - Dec 7, 2020
#3-0.85%
Dec 12, 2024 - Jan 15, 2025
-47.95%
Jul 3, 2014 - Oct 6, 2017
#4-0.81%
Sep 27, 2024 - Nov 5, 2024
-44.60%
Nov 5, 2021 - Nov 10, 2025
#5-0.76%
Jun 21, 2024 - Jul 19, 2024
-30.39%
Sep 14, 2018 - Feb 10, 2020
#6-0.64%
Nov 6, 2023 - Dec 28, 2023
-27.22%
Apr 4, 2011 - Sep 12, 2012
#7-0.60%
Jul 19, 2024 - Aug 1, 2024
-15.11%
Feb 10, 2004 - Sep 7, 2004
#8-0.60%
Jul 13, 2023 - Jul 28, 2023
-12.69%
Dec 30, 2004 - Jul 28, 2005
#9-0.56%
Aug 20, 2024 - Aug 22, 2024
-11.98%
Oct 8, 2012 - Jan 23, 2013
#10-0.52%
Sep 24, 2024 - Sep 27, 2024
-11.39%
Feb 11, 2026 - Apr 9, 2026
#11-0.52%
Sep 17, 2024 - Sep 24, 2024
-11.17%
May 21, 2013 - Oct 17, 2013
#12-0.52%
Jan 30, 2024 - Feb 2, 2024
-8.21%
Feb 10, 2021 - Jun 1, 2021
#13-0.48%
Aug 23, 2024 - Sep 3, 2024
-8.02%
Jul 11, 2003 - Oct 3, 2003
#14-0.46%
Dec 4, 2025 - Dec 23, 2025
-7.53%
Jul 7, 2021 - Aug 31, 2021
#15-0.44%
Feb 3, 2026 - Feb 25, 2026
-7.40%
Sep 8, 2005 - Jan 6, 2006

Correlation

Correlation between BUCK and NCV is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2003 - 2026)

BUCK vs NCV dividend yield comparison.

YearBUCKNCV
20262.94%3.97%
20257.59%10.77%
20248.84%11.76%
20234.84%12.86%
20220.59%15.00%
20210.00%8.75%
20200.00%9.41%
20190.00%11.61%
20180.00%15.03%
20170.00%11.10%
20160.00%12.23%
20150.00%17.69%
20140.00%11.46%
20130.00%11.12%
20120.00%12.43%
20110.00%13.34%
20100.00%12.23%
20090.00%10.68%
20080.00%26.94%
20070.00%12.30%
20060.00%10.49%
20050.00%14.76%
20040.00%13.92%
20030.00%6.70%

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