NCV vs VFMV
Comparison between Virtus Convertible & Income Fund (NCV, ETF) and VANGUARD U.S. MINIMUM VOLATILITY ETF ETF SHARES (VFMV, ETF).
5-Year PerformanceVFMV has outperformed NCV, delivering a return of +9.7% compared to +5.5%
NCV vs VFMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NCV vs VFMV - Historical Returns
Returns include dividend reinvestment.
NCV vs VFMV - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | NCV | VFMV |
|---|---|---|
| 2026 | +16.90% | +8.01% |
| 2025 | +22.91% | +10.61% |
| 2024 | +16.54% | +16.78% |
| 2023 | +13.01% | +8.55% |
| 2022 | -33.85% | -5.36% |
| 2021 | +11.44% | +21.46% |
| 2020 | +12.09% | +0.16% |
| 2019 | +20.19% | +27.53% |
| 2018 | -16.72% | -1.09% |
| 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 VFMV Drawdown Comparison
The maximum drawdown for NCV was -78.88%, occurring on Nov 21, 2008. Recovery took 917 trading sessions.
The maximum drawdown for VFMV was -33.63%, occurring on Mar 23, 2020. Recovery took 231 trading sessions.
The current NCV drawdown is -2.34%. The current VFMV drawdown is -1.52%.
| Rank | NCV | VFMV |
|---|---|---|
| #1 | -78.88% Jun 5, 2007 - Jan 24, 2011 | -33.63% Feb 20, 2020 - Jan 20, 2021 |
| #2 | -56.13% Feb 13, 2020 - Dec 7, 2020 | -16.10% Sep 14, 2018 - Apr 24, 2019 |
| #3 | -47.95% Jul 3, 2014 - Oct 6, 2017 | -15.40% Dec 29, 2021 - Dec 4, 2023 |
| #4 | -44.60% Nov 5, 2021 - Nov 10, 2025 | -10.35% Feb 25, 2025 - Jun 10, 2025 |
| #5 | -30.39% Sep 14, 2018 - Feb 10, 2020 | -6.24% Nov 26, 2024 - Feb 19, 2025 |
| #6 | -27.22% Apr 4, 2011 - Sep 12, 2012 | -6.09% Feb 12, 2021 - Apr 1, 2021 |
| #7 | -15.11% Feb 10, 2004 - Sep 7, 2004 | -6.00% Mar 2, 2026 - Apr 30, 2026 |
| #8 | -12.69% Dec 30, 2004 - Jul 28, 2005 | -5.36% Sep 2, 2021 - Nov 3, 2021 |
| #9 | -11.98% Oct 8, 2012 - Jan 23, 2013 | -4.37% Mar 28, 2024 - May 14, 2024 |
| #10 | -11.39% Feb 11, 2026 - Apr 9, 2026 | -3.92% Nov 16, 2021 - Dec 15, 2021 |
| #11 | -11.17% May 21, 2013 - Oct 17, 2013 | -3.76% Jan 25, 2021 - Feb 8, 2021 |
| #12 | -8.21% Feb 10, 2021 - Jun 1, 2021 | -3.65% Jul 31, 2024 - Aug 15, 2024 |
| #13 | -8.02% Jul 11, 2003 - Oct 3, 2003 | -3.35% Mar 12, 2018 - Apr 12, 2018 |
| #14 | -7.53% Jul 7, 2021 - Aug 31, 2021 | -3.24% Jul 29, 2019 - Sep 4, 2019 |
| #15 | -7.40% Sep 8, 2005 - Jan 6, 2006 | -3.10% Sep 11, 2025 - Nov 26, 2025 |
Correlation
Correlation between NCV and VFMV is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2003 - 2026)
NCV vs VFMV dividend yield comparison.
| Year | NCV | VFMV |
|---|---|---|
| 2026 | 3.97% | 0.33% |
| 2025 | 10.77% | 2.12% |
| 2024 | 11.76% | 1.46% |
| 2023 | 12.86% | 2.20% |
| 2022 | 15.00% | 2.08% |
| 2021 | 8.75% | 1.31% |
| 2020 | 9.41% | 2.14% |
| 2019 | 11.61% | 2.43% |
| 2018 | 15.03% | 2.29% |
| 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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