NCV vs GDEC
Comparison between Virtus Convertible & Income Fund (NCV, ETF) and FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER (GDEC, ETF).
NCV vs GDEC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NCV
$438M
Winner
GDEC
$439M
Expense Ratio
NCV
N/A
GDEC
0.85%
Max Drawdown
NCV
84.83%
Winner
GDEC
10.61%
Sharpe Ratio
Winner
NCV
1.58
GDEC
1.42
5Y Beta
NCV
0.73
Winner
GDEC
0.48
5Y Dividends CAGR
NCV
-4.36%
GDEC
N/A
NCV vs GDEC - Historical Returns
Returns include dividend reinvestment.
1M
NCV
-2.57%
Winner
GDEC
+0.59%
3M
Winner
NCV
+4.77%
GDEC
+2.57%
6M
Winner
NCV
+10.17%
GDEC
+4.70%
1Y
Winner
NCV
+30.27%
GDEC
+11.64%
5Y(CAGR)
NCV
+4.55%
GDEC
N/A
10Y(CAGR)
NCV
+7.01%
GDEC
N/A
Max(CAGR)
NCV
+6.50%
Winner
GDEC
+11.31%
NCV vs GDEC - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | NCV | GDEC |
|---|---|---|
| 2026 | +16.00% | +5.17% |
| 2025 | +22.91% | +12.13% |
| 2024 | +16.54% | +11.94% |
| 2023 | +13.01% | +0.46% |
| 2022 | -33.85% | N/A |
| 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 GDEC Drawdown Comparison
The maximum drawdown for NCV was -78.88%, occurring on Nov 21, 2008. Recovery took 917 trading sessions.
The maximum drawdown for GDEC was -10.61%, occurring on Apr 8, 2025. Recovery took 77 trading sessions.
The current NCV drawdown is -4.12%. The current GDEC drawdown is -0.71%.
| Rank | NCV | GDEC |
|---|---|---|
| #1 | -78.88% Jun 5, 2007 - Jan 24, 2011 | -10.61% Feb 19, 2025 - Jun 10, 2025 |
| #2 | -56.13% Feb 13, 2020 - Dec 7, 2020 | -4.79% Feb 9, 2026 - Apr 14, 2026 |
| #3 | -47.95% Jul 3, 2014 - Oct 6, 2017 | -3.21% Jul 16, 2024 - Aug 15, 2024 |
| #4 | -44.60% Nov 5, 2021 - Nov 10, 2025 | -1.90% Mar 27, 2024 - May 6, 2024 |
| #5 | -30.39% Sep 14, 2018 - Feb 10, 2020 | -1.80% Nov 12, 2025 - Nov 25, 2025 |
| #6 | -27.22% Apr 4, 2011 - Sep 12, 2012 | -1.67% Dec 26, 2024 - Jan 17, 2025 |
| #7 | -15.11% Feb 10, 2004 - Sep 7, 2004 | -1.61% Jun 2, 2026 - Jun 15, 2026 |
| #8 | -12.69% Dec 30, 2004 - Jul 28, 2005 | -1.39% Jan 28, 2026 - Feb 9, 2026 |
| #9 | -11.98% Oct 8, 2012 - Jan 23, 2013 | -1.34% Jul 28, 2025 - Aug 12, 2025 |
| #10 | -11.39% Feb 11, 2026 - Apr 9, 2026 | -1.27% Jan 12, 2026 - Jan 27, 2026 |
| #11 | -11.17% May 21, 2013 - Oct 17, 2013 | -1.12% Aug 30, 2024 - Sep 13, 2024 |
| #12 | -8.21% Feb 10, 2021 - Jun 1, 2021 | -1.07% Jan 23, 2025 - Feb 6, 2025 |
| #13 | -8.02% Jul 11, 2003 - Oct 3, 2003 | -0.96% Oct 8, 2025 - Oct 20, 2025 |
| #14 | -7.53% Jul 7, 2021 - Aug 31, 2021 | -0.95% Jun 15, 2026 - Jul 6, 2026 |
| #15 | -7.40% Sep 8, 2005 - Jan 6, 2006 | -0.93% Dec 27, 2023 - Jan 10, 2024 |
Correlation
Correlation between NCV and GDEC is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
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