NCZ vs STCE

Comparison between Virtus Convertible & Income Fund II (NCZ, ETF) and SCHWAB CRYPTO THEMATIC ETF (STCE, ETF).

NCZ vs STCE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NCZ(ETF)	STCE(ETF)
Net Assets	$336M	$335M
Expense Ratio	N/A	0.30%
Max Drawdown	85.64%	54.82%
Sharpe Ratio	1.89	1.09
5Y Beta	0.80	2.35
P/E Ratio	N/A	-7.16
Forward P/E	N/A	17.32
5Y Dividends CAGR	-4.36%	N/A
Debt to Equity	N/A	72.58%
P/S Ratio	N/A	2.07
P/B Ratio	N/A	2.67

Net Assets

Winner

NCZ

$336M

STCE

$335M

Expense Ratio

NCZ

N/A

STCE

0.30%

Max Drawdown

NCZ

85.64%

Winner

STCE

54.82%

Sharpe Ratio

Winner

NCZ

1.89

STCE

1.09

5Y Beta

Winner

NCZ

0.80

STCE

2.35

P/E Ratio

NCZ

N/A

STCE

-7.16

Forward P/E

NCZ

N/A

STCE

17.32

5Y Dividends CAGR

NCZ

-4.36%

STCE

N/A

Debt to Equity

NCZ

N/A

STCE

72.58%

P/S Ratio

NCZ

N/A

STCE

2.07

P/B Ratio

NCZ

N/A

STCE

2.67

NCZ vs STCE - Historical Returns

Returns include dividend reinvestment.

Period	NCZ	STCE
1 month	+2.99%	+10.88%
3 months	+14.62%	+35.81%
6 months	+20.80%	+27.55%
1 year	+41.67%	+76.67%
5 years(CAGR)	+6.11%	N/A
10 years(CAGR)	+9.31%	N/A
Max(CAGR)	+6.14%	+35.54%

NCZ

+2.99%

Winner

STCE

+10.88%

NCZ

+14.62%

Winner

STCE

+35.81%

NCZ

+20.80%

Winner

STCE

+27.55%

NCZ

+41.67%

Winner

STCE

+76.67%

5Y(CAGR)

NCZ

+6.11%

STCE

N/A

10Y(CAGR)

NCZ

+9.31%

STCE

N/A

Max(CAGR)

NCZ

+6.14%

Winner

STCE

+35.54%

NCZ vs STCE - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	NCZ	STCE
2026	+18.28%	+21.88%
2025	+23.56%	+31.28%
2024	+19.58%	+44.11%
2023	+16.86%	+108.74%
2022	-35.66%	-38.85%
2021	+10.11%	N/A
2020	+11.35%	N/A
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 STCE Drawdown Comparison

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

The maximum drawdown for STCE was -54.11%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current NCZ drawdown is -0.69%. The current STCE drawdown is -25.91%.

Rank	NCZ	STCE
#1	-79.41% Jun 4, 2007 - Feb 3, 2011	-54.11% Oct 15, 2025 - Mar 30, 2026
#2	-56.04% Feb 19, 2020 - Dec 4, 2020	-49.45% Dec 6, 2024 - Jul 17, 2025
#3	-50.80% Jul 3, 2014 - Jun 8, 2018	-47.18% Aug 15, 2022 - Dec 8, 2023
#4	-43.93% Nov 8, 2021 - Sep 10, 2025	-30.43% Jul 16, 2024 - Oct 28, 2024
#5	-30.38% Sep 14, 2018 - Feb 18, 2020	-28.30% Dec 27, 2023 - Feb 26, 2024
#6	-26.78% Jun 3, 2011 - Sep 12, 2012	-21.55% Mar 25, 2024 - Jul 16, 2024
#7	-17.42% Apr 2, 2004 - Sep 13, 2004	-13.68% Jul 22, 2025 - Aug 29, 2025
#8	-13.07% Oct 8, 2012 - Jan 25, 2013	-12.12% Oct 29, 2024 - Nov 6, 2024
#9	-11.95% Feb 13, 2026 - Apr 9, 2026	-10.02% Nov 12, 2024 - Nov 29, 2024
#10	-11.62% Dec 28, 2004 - Jul 14, 2005	-8.10% Sep 24, 2025 - Oct 1, 2025
#11	-8.85% Feb 12, 2021 - Jun 11, 2021	-8.03% Feb 27, 2024 - Mar 8, 2024
#12	-8.61% May 20, 2013 - Oct 11, 2013	-6.34% Dec 8, 2023 - Dec 13, 2023
#13	-7.41% Sep 6, 2005 - Jan 10, 2006	-6.08% Mar 8, 2024 - Mar 20, 2024
#14	-6.84% Mar 9, 2011 - May 27, 2011	-5.81% Sep 2, 2025 - Sep 9, 2025
#15	-6.39% Nov 3, 2025 - Dec 24, 2025	-5.33% Oct 9, 2025 - Oct 13, 2025

Correlation

Correlation between NCZ and STCE is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2003 - 2026)

NCZ vs STCE dividend yield comparison.

Year	NCZ	STCE
2026	4.59%	0.00%
2025	10.45%	1.96%
2024	11.50%	0.64%
2023	12.84%	0.31%
2022	15.62%	1.46%
2021	8.82%	0.00%
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%