HYMU vs NIE
Comparison between iShares High Yield Muni Income Active ETF (HYMU, ETF) and Virtus Equity & Convertible Income Fund (NIE, ETF).
HYMU vs NIE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HYMU
$801M
Winner
NIE
$804M
Expense Ratio
HYMU
0.40%
NIE
N/A
Max Drawdown
HYMU
N/A
NIE
63.84%
Sharpe Ratio
HYMU
-1.06
Winner
NIE
1.09
5Y Beta
Winner
HYMU
0.01
NIE
0.86
5Y Dividends CAGR
HYMU
N/A
NIE
11.38%
HYMU vs NIE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HYMU
+0.34%
NIE
-0.19%
3M
Winner
HYMU
+0.67%
NIE
-0.24%
6M
HYMU
N/A
NIE
+5.78%
1Y
HYMU
N/A
NIE
+16.85%
5Y(CAGR)
HYMU
N/A
NIE
+9.19%
10Y(CAGR)
HYMU
N/A
NIE
+13.31%
Max(CAGR)
HYMU
+2.79%
Winner
NIE
+9.32%
HYMU vs NIE - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | HYMU | NIE |
|---|---|---|
| 2026 | +0.67% | +7.98% |
| 2025 | N/A | +15.68% |
| 2024 | N/A | +30.10% |
| 2023 | N/A | +25.76% |
| 2022 | N/A | -27.06% |
| 2021 | N/A | +19.62% |
| 2020 | N/A | +32.12% |
| 2019 | N/A | +29.25% |
| 2018 | N/A | -6.49% |
| 2017 | N/A | +21.91% |
| 2016 | N/A | +12.12% |
| 2015 | N/A | -5.39% |
| 2014 | N/A | +13.87% |
| 2013 | N/A | +23.03% |
| 2012 | N/A | +11.55% |
| 2011 | N/A | -9.28% |
| 2010 | N/A | +16.88% |
| 2009 | N/A | +39.29% |
| 2008 | N/A | -37.43% |
| 2007 | N/A | -4.09% |
HYMU vs NIE Drawdown Comparison
The maximum drawdown for NIE was -57.98%, occurring on Nov 20, 2008. Recovery took 855 trading sessions.
The current NIE drawdown is -3.76%.
| Rank | HYMU | NIE |
|---|---|---|
| #1 | N/A | -57.98% Jun 18, 2007 - Nov 5, 2010 |
| #2 | N/A | -39.10% Feb 19, 2020 - Jul 14, 2020 |
| #3 | N/A | -30.98% Dec 28, 2021 - Mar 26, 2024 |
| #4 | N/A | -24.95% Aug 29, 2018 - Jul 19, 2019 |
| #5 | N/A | -24.08% Apr 6, 2011 - Jan 23, 2013 |
| #6 | N/A | -20.78% Jan 22, 2025 - Jul 21, 2025 |
| #7 | N/A | -18.12% Nov 26, 2014 - Jul 8, 2016 |
| #8 | N/A | -10.51% Jul 10, 2024 - Oct 8, 2024 |
| #9 | N/A | -9.62% Jan 26, 2018 - Jun 5, 2018 |
| #10 | N/A | -9.59% Feb 17, 2021 - Apr 13, 2021 |
| #11 | N/A | -9.02% Jan 12, 2026 - Apr 14, 2026 |
| #12 | N/A | -8.31% May 21, 2013 - Sep 18, 2013 |
| #13 | N/A | -8.17% Aug 23, 2016 - Dec 20, 2016 |
| #14 | N/A | -7.75% Sep 2, 2020 - Oct 12, 2020 |
| #15 | N/A | -7.01% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between HYMU and NIE is -0.84 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.84
-101
Dividend Comparison (2007 - 2026)
HYMU vs NIE dividend yield comparison.
| Year | HYMU | NIE |
|---|---|---|
| 2026 | 0.67% | 4.18% |
| 2025 | 0.00% | 10.14% |
| 2024 | 0.00% | 8.11% |
| 2023 | 0.00% | 9.56% |
| 2022 | 0.00% | 21.81% |
| 2021 | 0.00% | 10.86% |
| 2020 | 0.00% | 5.37% |
| 2019 | 0.00% | 6.71% |
| 2018 | 0.00% | 8.20% |
| 2017 | 0.00% | 7.19% |
| 2016 | 0.00% | 8.25% |
| 2015 | 0.00% | 8.46% |
| 2014 | 0.00% | 6.38% |
| 2013 | 0.00% | 6.97% |
| 2012 | 0.00% | 6.73% |
| 2011 | 0.00% | 7.18% |
| 2010 | 0.00% | 6.15% |
| 2009 | 0.00% | 6.76% |
| 2008 | 0.00% | 19.06% |
| 2007 | 0.00% | 7.56% |
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