NCV vs BUCK
Comparison between Virtus Convertible & Income Fund (NCV, ETF) and SIMPLIFY TREASURY OPTION INCOME ETF (BUCK, ETF).
NCV vs BUCK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NCV
$420M
Winner
BUCK
$421M
Expense Ratio
NCV
N/A
BUCK
0.35%
Max Drawdown
NCV
84.83%
Winner
BUCK
7.67%
Sharpe Ratio
Winner
NCV
2.08
BUCK
1.16
5Y Beta
NCV
0.74
Winner
BUCK
0.04
5Y Dividends CAGR
NCV
-1.12%
BUCK
N/A
NCV vs BUCK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NCV
+1.73%
BUCK
+0.38%
3M
Winner
NCV
+10.81%
BUCK
+1.09%
6M
Winner
NCV
+16.64%
BUCK
+2.18%
1Y
Winner
NCV
+40.69%
BUCK
+7.42%
5Y(CAGR)
NCV
+5.50%
BUCK
N/A
10Y(CAGR)
NCV
+8.15%
BUCK
N/A
Max(CAGR)
Winner
NCV
+6.57%
BUCK
+5.09%
NCV vs BUCK - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | NCV | BUCK |
|---|---|---|
| 2026 | +16.90% | +1.77% |
| 2025 | +22.91% | +4.17% |
| 2024 | +16.54% | +7.31% |
| 2023 | +13.01% | +4.71% |
| 2022 | -33.85% | +0.39% |
| 2021 | +11.44% | N/A |
| 2020 | +12.09% | N/A |
| 2019 | +20.19% | N/A |
| 2018 | -16.72% | N/A |
| 2017 | +23.13% | N/A |
| 2016 | +28.60% | N/A |
| 2015 | -32.82% | N/A |
| 2014 | +8.50% | N/A |
| 2013 | +21.81% | N/A |
| 2012 | +9.97% | N/A |
| 2011 | -7.46% | N/A |
| 2010 | +25.26% | N/A |
| 2009 | +112.18% | N/A |
| 2008 | -58.08% | N/A |
| 2007 | -16.53% | N/A |
| 2006 | +21.89% | N/A |
| 2005 | +0.06% | N/A |
| 2004 | +14.67% | N/A |
| 2003 | +18.55% | N/A |
NCV vs BUCK Drawdown Comparison
The maximum drawdown for NCV was -78.88%, occurring on Nov 21, 2008. Recovery took 917 trading sessions.
The maximum drawdown for BUCK was -5.43%, occurring on Apr 11, 2025. Recovery took 112 trading sessions.
The current NCV drawdown is -2.34%. The current BUCK drawdown is -0.04%.
| Rank | NCV | BUCK |
|---|---|---|
| #1 | -78.88% Jun 5, 2007 - Jan 24, 2011 | -5.43% Apr 2, 2025 - Sep 12, 2025 |
| #2 | -56.13% Feb 13, 2020 - Dec 7, 2020 | -2.03% Mar 28, 2024 - Jun 20, 2024 |
| #3 | -47.95% Jul 3, 2014 - Oct 6, 2017 | -0.85% Dec 12, 2024 - Jan 15, 2025 |
| #4 | -44.60% Nov 5, 2021 - Nov 10, 2025 | -0.81% Sep 27, 2024 - Nov 5, 2024 |
| #5 | -30.39% Sep 14, 2018 - Feb 10, 2020 | -0.76% Jun 21, 2024 - Jul 19, 2024 |
| #6 | -27.22% Apr 4, 2011 - Sep 12, 2012 | -0.64% Nov 6, 2023 - Dec 28, 2023 |
| #7 | -15.11% Feb 10, 2004 - Sep 7, 2004 | -0.60% Jul 19, 2024 - Aug 1, 2024 |
| #8 | -12.69% Dec 30, 2004 - Jul 28, 2005 | -0.60% Jul 13, 2023 - Jul 28, 2023 |
| #9 | -11.98% Oct 8, 2012 - Jan 23, 2013 | -0.56% Aug 20, 2024 - Aug 22, 2024 |
| #10 | -11.39% Feb 11, 2026 - Apr 9, 2026 | -0.52% Sep 24, 2024 - Sep 27, 2024 |
| #11 | -11.17% May 21, 2013 - Oct 17, 2013 | -0.52% Sep 17, 2024 - Sep 24, 2024 |
| #12 | -8.21% Feb 10, 2021 - Jun 1, 2021 | -0.52% Jan 30, 2024 - Feb 2, 2024 |
| #13 | -8.02% Jul 11, 2003 - Oct 3, 2003 | -0.48% Aug 23, 2024 - Sep 3, 2024 |
| #14 | -7.53% Jul 7, 2021 - Aug 31, 2021 | -0.46% Dec 4, 2025 - Dec 23, 2025 |
| #15 | -7.40% Sep 8, 2005 - Jan 6, 2006 | -0.44% Feb 3, 2026 - Feb 25, 2026 |
Correlation
Correlation between NCV and BUCK is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2003 - 2026)
NCV vs BUCK dividend yield comparison.
| Year | NCV | BUCK |
|---|---|---|
| 2026 | 3.97% | 2.94% |
| 2025 | 10.77% | 7.59% |
| 2024 | 11.76% | 8.84% |
| 2023 | 12.86% | 4.84% |
| 2022 | 15.00% | 0.59% |
| 2021 | 8.75% | 0.00% |
| 2020 | 9.41% | 0.00% |
| 2019 | 11.61% | 0.00% |
| 2018 | 15.03% | 0.00% |
| 2017 | 11.10% | 0.00% |
| 2016 | 12.23% | 0.00% |
| 2015 | 17.69% | 0.00% |
| 2014 | 11.46% | 0.00% |
| 2013 | 11.12% | 0.00% |
| 2012 | 12.43% | 0.00% |
| 2011 | 13.34% | 0.00% |
| 2010 | 12.23% | 0.00% |
| 2009 | 10.68% | 0.00% |
| 2008 | 26.94% | 0.00% |
| 2007 | 12.30% | 0.00% |
| 2006 | 10.49% | 0.00% |
| 2005 | 14.76% | 0.00% |
| 2004 | 13.92% | 0.00% |
| 2003 | 6.70% | 0.00% |
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