NCZ vs FIDI
Comparison between Virtus Convertible & Income Fund II (NCZ, ETF) and FIDELITY INTERNATIONAL HIGH DIVIDEND ETF (FIDI, ETF).
5-Year PerformanceFIDI has outperformed NCZ, delivering a return of +10.5% compared to +6.1%
NCZ vs FIDI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NCZ vs FIDI - Historical Returns
Returns include dividend reinvestment.
NCZ vs FIDI - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | NCZ | FIDI |
|---|---|---|
| 2026 | +18.28% | +8.87% |
| 2025 | +23.56% | +39.31% |
| 2024 | +19.58% | +0.60% |
| 2023 | +16.86% | +15.81% |
| 2022 | -35.66% | -5.45% |
| 2021 | +10.11% | +16.76% |
| 2020 | +11.35% | -12.62% |
| 2019 | +22.29% | +16.38% |
| 2018 | -18.47% | -20.15% |
| 2017 | +23.36% | N/A |
| 2016 | +29.64% | N/A |
| 2015 | -34.67% | N/A |
| 2014 | +10.11% | N/A |
| 2013 | +24.09% | N/A |
| 2012 | +9.02% | N/A |
| 2011 | -6.63% | N/A |
| 2010 | +25.37% | N/A |
| 2009 | +111.32% | N/A |
| 2008 | -61.60% | N/A |
| 2007 | -12.60% | N/A |
| 2006 | +22.86% | N/A |
| 2005 | +0.13% | N/A |
| 2004 | +12.68% | N/A |
| 2003 | +6.87% | N/A |
NCZ vs FIDI Drawdown Comparison
The maximum drawdown for NCZ was -79.41%, occurring on Nov 21, 2008. Recovery took 926 trading sessions.
The maximum drawdown for FIDI was -46.34%, occurring on Mar 16, 2020. Recovery took 999 trading sessions.
The current NCZ drawdown is -0.69%. The current FIDI drawdown is -1.29%.
| Rank | NCZ | FIDI |
|---|---|---|
| #1 | -79.41% Jun 4, 2007 - Feb 3, 2011 | -46.34% Jan 26, 2018 - Jan 13, 2022 |
| #2 | -56.04% Feb 19, 2020 - Dec 4, 2020 | -26.03% Feb 9, 2022 - Dec 14, 2023 |
| #3 | -50.80% Jul 3, 2014 - Jun 8, 2018 | -12.08% Mar 19, 2025 - Apr 24, 2025 |
| #4 | -43.93% Nov 8, 2021 - Sep 10, 2025 | -10.83% Sep 27, 2024 - Mar 5, 2025 |
| #5 | -30.38% Sep 14, 2018 - Feb 18, 2020 | -7.34% May 20, 2024 - Aug 23, 2024 |
| #6 | -26.78% Jun 3, 2011 - Sep 12, 2012 | -6.93% Feb 26, 2026 - Apr 13, 2026 |
| #7 | -17.42% Apr 2, 2004 - Sep 13, 2004 | -4.96% Jan 8, 2024 - Mar 6, 2024 |
| #8 | -13.07% Oct 8, 2012 - Jan 25, 2013 | -4.64% Nov 12, 2025 - Dec 4, 2025 |
| #9 | -11.95% Feb 13, 2026 - Apr 9, 2026 | -4.28% Apr 9, 2024 - May 9, 2024 |
| #10 | -11.62% Dec 28, 2004 - Jul 14, 2005 | -3.67% Jul 23, 2025 - Aug 12, 2025 |
| #11 | -8.85% Feb 12, 2021 - Jun 11, 2021 | -3.28% Apr 14, 2026 - Apr 29, 2026 |
| #12 | -8.61% May 20, 2013 - Oct 11, 2013 | -3.24% Jan 14, 2022 - Feb 8, 2022 |
| #13 | -7.41% Sep 6, 2005 - Jan 10, 2006 | -2.94% Aug 22, 2025 - Oct 3, 2025 |
| #14 | -6.84% Mar 9, 2011 - May 27, 2011 | -2.86% Aug 30, 2024 - Sep 16, 2024 |
| #15 | -6.39% Nov 3, 2025 - Dec 24, 2025 | -2.68% Jun 12, 2025 - Jun 30, 2025 |
Correlation
Correlation between NCZ and FIDI is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2003 - 2026)
NCZ vs FIDI dividend yield comparison.
| Year | NCZ | FIDI |
|---|---|---|
| 2026 | 4.59% | 0.94% |
| 2025 | 10.45% | 4.33% |
| 2024 | 11.50% | 5.72% |
| 2023 | 12.84% | 4.80% |
| 2022 | 15.62% | 5.09% |
| 2021 | 8.82% | 4.00% |
| 2020 | 9.28% | 3.36% |
| 2019 | 11.28% | 4.26% |
| 2018 | 15.33% | 4.37% |
| 2017 | 13.80% | 0.00% |
| 2016 | 12.08% | 0.00% |
| 2015 | 18.02% | 0.00% |
| 2014 | 11.45% | 0.00% |
| 2013 | 11.36% | 0.00% |
| 2012 | 12.86% | 0.00% |
| 2011 | 12.96% | 0.00% |
| 2010 | 12.38% | 0.00% |
| 2009 | 12.41% | 0.00% |
| 2008 | 27.60% | 0.00% |
| 2007 | 12.97% | 0.00% |
| 2006 | 10.52% | 0.00% |
| 2005 | 12.68% | 0.00% |
| 2004 | 9.87% | 0.00% |
| 2003 | 3.76% | 0.00% |
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