NFJ vs PDP
Comparison between Virtus AllianzGI Dividend Interest & Premium Strategy Fund (NFJ, ETF) and INVESCO DORSEY WRIGHT MOMENTUM ETF (PDP, ETF).
5-Year PerformancePDP has outperformed NFJ, delivering a return of +11.2% compared to +8.9%
NFJ vs PDP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NFJ vs PDP - Historical Returns
Returns include dividend reinvestment.
NFJ vs PDP - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | NFJ | PDP |
|---|---|---|
| 2026 | +20.72% | +25.48% |
| 2025 | +12.02% | +8.02% |
| 2024 | +10.66% | +28.47% |
| 2023 | +21.88% | +21.82% |
| 2022 | -24.28% | -23.37% |
| 2021 | +28.93% | +9.40% |
| 2020 | +11.82% | +35.79% |
| 2019 | +29.31% | +34.74% |
| 2018 | -11.88% | -6.40% |
| 2017 | +11.11% | +22.97% |
| 2016 | +13.56% | +4.62% |
| 2015 | -13.88% | +1.55% |
| 2014 | +0.41% | +13.29% |
| 2013 | +22.89% | +28.69% |
| 2012 | +6.65% | +17.82% |
| 2011 | +1.14% | +0.33% |
| 2010 | +24.64% | +24.50% |
| 2009 | +13.30% | +24.87% |
| 2008 | -36.98% | -45.65% |
| 2007 | +2.00% | +13.82% |
| 2006 | +28.28% | N/A |
| 2005 | -10.77% | N/A |
NFJ vs PDP Drawdown Comparison
The maximum drawdown for NFJ was -57.94%, occurring on Mar 6, 2009. Recovery took 1183 trading sessions.
The maximum drawdown for PDP was -59.34%, occurring on Mar 9, 2009. Recovery took 1087 trading sessions.
The current NFJ drawdown is -1.96%. The current PDP drawdown is -2.81%.
| Rank | NFJ | PDP |
|---|---|---|
| #1 | -57.94% Jul 6, 2007 - Mar 15, 2012 | -59.34% Dec 10, 2007 - Apr 3, 2012 |
| #2 | -41.10% Feb 14, 2020 - Nov 24, 2020 | -34.70% Feb 19, 2020 - Jul 17, 2020 |
| #3 | -34.94% Sep 29, 2014 - Jan 23, 2018 | -33.92% Nov 8, 2021 - Jul 12, 2024 |
| #4 | -30.55% Dec 29, 2021 - Sep 19, 2024 | -24.54% Sep 14, 2018 - Jun 10, 2019 |
| #5 | -21.93% Sep 21, 2018 - Jul 1, 2019 | -23.79% Dec 4, 2024 - Sep 19, 2025 |
| #6 | -17.00% Jan 24, 2025 - Jul 1, 2025 | -19.14% Mar 20, 2015 - Feb 9, 2017 |
| #7 | -13.48% Mar 3, 2005 - Apr 3, 2006 | -13.91% Jul 13, 2007 - Oct 9, 2007 |
| #8 | -12.18% Oct 1, 2012 - Jan 28, 2013 | -13.47% Feb 12, 2021 - Aug 5, 2021 |
| #9 | -11.98% Mar 30, 2012 - Aug 16, 2012 | -11.87% Oct 29, 2025 - Jan 13, 2026 |
| #10 | -8.59% Feb 18, 2026 - Apr 13, 2026 | -11.63% Feb 25, 2026 - Apr 10, 2026 |
| #11 | -8.47% Jan 26, 2018 - Sep 20, 2018 | -9.80% May 2, 2012 - Sep 14, 2012 |
| #12 | -6.94% May 21, 2013 - Jul 24, 2013 | -9.76% Sep 5, 2014 - Nov 3, 2014 |
| #13 | -6.12% Sep 3, 2021 - Oct 25, 2021 | -9.59% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.10% Dec 4, 2024 - Jan 21, 2025 | -9.53% Jan 26, 2018 - May 30, 2018 |
| #15 | -5.99% Apr 4, 2006 - Jul 3, 2006 | -8.91% Sep 2, 2020 - Oct 9, 2020 |
Correlation
Correlation between NFJ and PDP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
NFJ vs PDP dividend yield comparison.
| Year | NFJ | PDP |
|---|---|---|
| 2026 | 4.07% | 0.00% |
| 2025 | 9.46% | 0.17% |
| 2024 | 9.26% | 0.15% |
| 2023 | 7.78% | 0.42% |
| 2022 | 8.83% | 0.45% |
| 2021 | 5.60% | 0.00% |
| 2020 | 6.69% | 0.11% |
| 2019 | 6.92% | 0.25% |
| 2018 | 8.43% | 0.18% |
| 2017 | 8.62% | 0.28% |
| 2016 | 9.52% | 0.81% |
| 2015 | 13.32% | 0.39% |
| 2014 | 11.25% | 0.15% |
| 2013 | 10.16% | 0.28% |
| 2012 | 11.54% | 0.85% |
| 2011 | 11.24% | 0.16% |
| 2010 | 5.14% | 0.24% |
| 2009 | 4.07% | 0.54% |
| 2008 | 15.33% | 0.27% |
| 2007 | 9.65% | 0.09% |
| 2006 | 8.37% | 0.00% |
| 2005 | 7.91% | 0.00% |
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