FFC vs NIE

Comparison between Flaherty & Crumrine Preferred and Income Securities Fund Inc (FFC, ETF) and Virtus Equity & Convertible Income Fund (NIE, ETF).

5-Year PerformanceNIE has outperformed FFC, delivering a return of +10.1% compared to +0.6%

FFC vs NIE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FFC(ETF)	NIE(ETF)
Net Assets	$836M	$834M
Max Drawdown	84.52%	63.84%
Sharpe Ratio	0.51	1.41
5Y Beta	0.38	0.87
5Y Dividends CAGR	-3.02%	11.38%

Net Assets

Winner

FFC

$836M

NIE

$834M

Max Drawdown

FFC

84.52%

Winner

NIE

63.84%

Sharpe Ratio

FFC

0.51

Winner

NIE

1.41

5Y Beta

Winner

FFC

0.38

NIE

0.87

5Y Dividends CAGR

FFC

-3.02%

Winner

NIE

11.38%

FFC vs NIE - Historical Returns

Returns include dividend reinvestment.

Period	FFC	NIE
1 month	+2.98%	+0.23%
3 months	+3.13%	+6.53%
6 months	+1.96%	+8.14%
1 year	+7.38%	+21.67%
5 years(CAGR)	+0.60%	+10.10%
10 years(CAGR)	+4.49%	+13.58%
Max(CAGR)	+6.98%	+9.51%

Winner

FFC

+2.98%

NIE

+0.23%

FFC

+3.13%

Winner

NIE

+6.53%

FFC

+1.96%

Winner

NIE

+8.14%

FFC

+7.38%

Winner

NIE

+21.67%

5Y(CAGR)

FFC

+0.60%

Winner

NIE

+10.10%

10Y(CAGR)

FFC

+4.49%

Winner

NIE

+13.58%

Max(CAGR)

FFC

+6.98%

Winner

NIE

+9.51%

FFC vs NIE - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	FFC	NIE
2026	+1.96%	+10.69%
2025	+12.69%	+15.68%
2024	+18.93%	+30.10%
2023	-2.70%	+25.76%
2022	-24.85%	-27.06%
2021	+0.24%	+19.62%
2020	+15.33%	+32.12%
2019	+36.09%	+29.25%
2018	-10.57%	-6.49%
2017	+12.35%	+21.91%
2016	+1.96%	+12.12%
2015	+10.61%	-5.39%
2014	+16.64%	+13.87%
2013	-2.95%	+23.03%
2012	+21.79%	+11.55%
2011	+17.58%	-9.28%
2010	+26.92%	+16.88%
2009	+91.83%	+39.29%
2008	-45.64%	-37.43%
2007	-18.92%	-4.09%
2006	+16.18%	N/A
2005	-19.12%	N/A
2004	+5.73%	N/A
2003	+17.65%	N/A

FFC vs NIE Drawdown Comparison

The maximum drawdown for FFC was -77.78%, occurring on Oct 10, 2008. Recovery took 743 trading sessions.

The maximum drawdown for NIE was -57.98%, occurring on Nov 20, 2008. Recovery took 855 trading sessions.

The current FFC drawdown is -0.39%. The current NIE drawdown is -1.34%.

Rank	FFC	NIE
#1	-77.78% Apr 5, 2007 - Mar 18, 2010	-57.98% Jun 18, 2007 - Nov 5, 2010
#2	-54.06% Feb 11, 2020 - Sep 1, 2020	-39.10% Feb 19, 2020 - Jul 14, 2020
#3	-39.53% Aug 2, 2021 - Feb 2, 2026	-30.98% Dec 28, 2021 - Mar 26, 2024
#4	-22.80% Feb 7, 2005 - Mar 22, 2007	-24.95% Aug 29, 2018 - Jul 19, 2019
#5	-19.96% Jul 14, 2017 - May 16, 2019	-24.08% Apr 6, 2011 - Jan 23, 2013
#6	-18.07% Apr 29, 2013 - Apr 16, 2014	-20.78% Jan 22, 2025 - Jul 21, 2025
#7	-17.61% Mar 29, 2004 - Dec 31, 2004	-18.12% Nov 26, 2014 - Jul 8, 2016
#8	-17.36% Jul 22, 2011 - Dec 22, 2011	-10.51% Jul 10, 2024 - Oct 8, 2024
#9	-14.89% Aug 18, 2016 - May 1, 2017	-9.62% Jan 26, 2018 - Jun 5, 2018
#10	-13.14% May 3, 2010 - Jun 18, 2010	-9.59% Feb 17, 2021 - Apr 13, 2021
#11	-12.95% May 19, 2015 - Nov 2, 2015	-9.02% Jan 12, 2026 - Apr 14, 2026
#12	-11.09% Oct 13, 2010 - Feb 7, 2011	-8.31% May 21, 2013 - Sep 18, 2013
#13	-10.93% Oct 17, 2012 - Jan 9, 2013	-8.17% Aug 23, 2016 - Dec 20, 2016
#14	-10.12% Feb 17, 2026 - Mar 30, 2026	-7.75% Sep 2, 2020 - Oct 12, 2020
#15	-9.43% Dec 22, 2020 - Mar 31, 2021	-7.01% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FFC and NIE is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2003 - 2026)

FFC vs NIE dividend yield comparison.

Year	FFC	NIE
2026	3.72%	4.08%
2025	7.08%	10.14%
2024	6.97%	8.11%
2023	7.54%	9.56%
2022	9.11%	21.81%
2021	7.03%	10.86%
2020	6.18%	5.37%
2019	6.27%	6.71%
2018	8.21%	8.20%
2017	7.29%	7.19%
2016	8.62%	8.25%
2015	8.14%	8.46%
2014	8.57%	6.38%
2013	9.58%	6.97%
2012	8.95%	6.73%
2011	9.51%	7.18%
2010	9.17%	6.15%
2009	9.79%	6.76%
2008	20.46%	19.06%
2007	9.50%	7.56%
2006	7.26%	0.00%
2005	9.83%	0.00%
2004	8.59%	0.00%
2003	9.16%	0.00%