NCZ vs JSTC

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

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

NCZ vs JSTC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

NCZ

$336M

JSTC

$335M

Expense Ratio

NCZ

N/A

JSTC

0.89%

Max Drawdown

NCZ

85.64%

Winner

JSTC

27.36%

Sharpe Ratio

Winner

NCZ

1.89

JSTC

0.95

5Y Beta

NCZ

0.80

Winner

JSTC

0.79

5Y Dividends CAGR

NCZ

-4.36%

JSTC

N/A

NCZ vs JSTC - Historical Returns

Returns include dividend reinvestment.

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

NCZ

+2.99%

Winner

JSTC

+6.67%

NCZ

+14.62%

Winner

JSTC

+15.21%

Winner

NCZ

+20.80%

JSTC

+13.19%

Winner

NCZ

+41.67%

JSTC

+19.07%

5Y(CAGR)

NCZ

+6.11%

Winner

JSTC

+6.68%

10Y(CAGR)

NCZ

+9.31%

JSTC

N/A

Max(CAGR)

NCZ

+6.14%

Winner

JSTC

+8.85%

NCZ vs JSTC - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	NCZ	JSTC
2026	+18.28%	+11.88%
2025	+23.56%	+12.45%
2024	+19.58%	+10.26%
2023	+16.86%	+14.90%
2022	-35.66%	-17.69%
2021	+10.11%	+20.35%
2020	+11.35%	+2.16%
2019	+22.29%	N/A
2018	-18.47%	N/A
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 JSTC Drawdown Comparison

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

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

The current NCZ drawdown is -0.69%.

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

Correlation

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

0.84

-101

Dividend Comparison (2003 - 2026)

NCZ vs JSTC dividend yield comparison.

Year	NCZ	JSTC
2026	4.59%	0.00%
2025	10.45%	1.34%
2024	11.50%	1.11%
2023	12.84%	1.03%
2022	15.62%	0.83%
2021	8.82%	0.96%
2020	9.28%	0.00%
2019	11.28%	0.00%
2018	15.33%	0.00%
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%