JSTC vs NCZ

Comparison between ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF (JSTC, ETF) and Virtus Convertible & Income Fund II (NCZ, ETF).

5-Year PerformanceJSTC has outperformed NCZ, delivering a return of +6.7% compared to +6.1%

JSTC vs NCZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JSTC(ETF)	NCZ(ETF)
Net Assets	$335M	$336M
Expense Ratio	0.89%	N/A
Max Drawdown	27.36%	85.64%
Sharpe Ratio	0.95	1.89
5Y Beta	0.79	0.80
5Y Dividends CAGR	N/A	-4.36%

Net Assets

JSTC

$335M

Winner

NCZ

$336M

Expense Ratio

JSTC

0.89%

NCZ

N/A

Max Drawdown

Winner

JSTC

27.36%

NCZ

85.64%

Sharpe Ratio

JSTC

0.95

Winner

NCZ

1.89

5Y Beta

Winner

JSTC

0.79

NCZ

0.80

5Y Dividends CAGR

JSTC

N/A

NCZ

-4.36%

JSTC vs NCZ - Historical Returns

Returns include dividend reinvestment.

Period	JSTC	NCZ
1 month	+6.67%	+2.99%
3 months	+15.21%	+14.62%
6 months	+13.19%	+20.80%
1 year	+19.07%	+41.67%
5 years(CAGR)	+6.68%	+6.11%
10 years(CAGR)	N/A	+9.31%
Max(CAGR)	+8.85%	+6.14%

Winner

JSTC

+6.67%

NCZ

+2.99%

Winner

JSTC

+15.21%

NCZ

+14.62%

JSTC

+13.19%

Winner

NCZ

+20.80%

JSTC

+19.07%

Winner

NCZ

+41.67%

5Y(CAGR)

Winner

JSTC

+6.68%

NCZ

+6.11%

10Y(CAGR)

JSTC

N/A

NCZ

+9.31%

Max(CAGR)

Winner

JSTC

+8.85%

NCZ

+6.14%

JSTC vs NCZ - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	JSTC	NCZ
2026	+11.88%	+18.28%
2025	+12.45%	+23.56%
2024	+10.26%	+19.58%
2023	+14.90%	+16.86%
2022	-17.69%	-35.66%
2021	+20.35%	+10.11%
2020	+2.16%	+11.35%
2019	N/A	+22.29%
2018	N/A	-18.47%
2017	N/A	+23.36%
2016	N/A	+29.64%
2015	N/A	-34.67%
2014	N/A	+10.11%
2013	N/A	+24.09%
2012	N/A	+9.02%
2011	N/A	-6.63%
2010	N/A	+25.37%
2009	N/A	+111.32%
2008	N/A	-61.60%
2007	N/A	-12.60%
2006	N/A	+22.86%
2005	N/A	+0.13%
2004	N/A	+12.68%
2003	N/A	+6.87%

JSTC vs NCZ Drawdown Comparison

The maximum drawdown for JSTC was -26.82%, occurring on Oct 12, 2022. Recovery took 673 trading sessions.

The maximum drawdown for NCZ was -79.41%, occurring on Nov 21, 2008. Recovery took 926 trading sessions.

The current NCZ drawdown is -0.69%.

Rank	JSTC	NCZ
#1	-26.82% Nov 8, 2021 - Jul 16, 2024	-79.41% Jun 4, 2007 - Feb 3, 2011
#2	-16.71% Dec 4, 2024 - May 20, 2025	-56.04% Feb 19, 2020 - Dec 4, 2020
#3	-9.93% Feb 26, 2026 - Apr 17, 2026	-50.80% Jul 3, 2014 - Jun 8, 2018
#4	-6.01% Oct 27, 2025 - Dec 24, 2025	-43.93% Nov 8, 2021 - Sep 10, 2025
#5	-5.28% Sep 3, 2021 - Oct 20, 2021	-30.38% Sep 14, 2018 - Feb 18, 2020
#6	-5.02% Jul 16, 2024 - Aug 19, 2024	-26.78% Jun 3, 2011 - Sep 12, 2012
#7	-4.54% Feb 16, 2021 - Mar 11, 2021	-17.42% Apr 2, 2004 - Sep 13, 2004
#8	-4.52% Jan 20, 2021 - Feb 8, 2021	-13.07% Oct 8, 2012 - Jan 25, 2013
#9	-4.18% May 7, 2021 - May 26, 2021	-11.95% Feb 13, 2026 - Apr 9, 2026
#10	-3.71% Jul 12, 2021 - Jul 29, 2021	-11.62% Dec 28, 2004 - Jul 14, 2005
#11	-3.52% Oct 18, 2024 - Nov 7, 2024	-8.85% Feb 12, 2021 - Jun 11, 2021
#12	-3.32% Aug 30, 2024 - Sep 16, 2024	-8.61% May 20, 2013 - Oct 11, 2013
#13	-3.29% Jul 23, 2025 - Aug 13, 2025	-7.41% Sep 6, 2005 - Jan 10, 2006
#14	-3.23% May 8, 2026 - May 22, 2026	-6.84% Mar 9, 2011 - May 27, 2011
#15	-3.12% Jun 4, 2026 - Jun 15, 2026	-6.39% Nov 3, 2025 - Dec 24, 2025

Correlation

Correlation between JSTC and NCZ is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2003 - 2026)

JSTC vs NCZ dividend yield comparison.

Year	JSTC	NCZ
2026	0.00%	4.59%
2025	1.34%	10.45%
2024	1.11%	11.50%
2023	1.03%	12.84%
2022	0.83%	15.62%
2021	0.96%	8.82%
2020	0.00%	9.28%
2019	0.00%	11.28%
2018	0.00%	15.33%
2017	0.00%	13.80%
2016	0.00%	12.08%
2015	0.00%	18.02%
2014	0.00%	11.45%
2013	0.00%	11.36%
2012	0.00%	12.86%
2011	0.00%	12.96%
2010	0.00%	12.38%
2009	0.00%	12.41%
2008	0.00%	27.60%
2007	0.00%	12.97%
2006	0.00%	10.52%
2005	0.00%	12.68%
2004	0.00%	9.87%
2003	0.00%	3.76%