NFJ vs WCMI
Comparison between Virtus AllianzGI Dividend Interest & Premium Strategy Fund (NFJ, ETF) and FIRST TRUST WCM INTERNATIONAL EQUITY ETF (WCMI, ETF).
NFJ vs WCMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NFJ
$1.50B
Winner
WCMI
$1.60B
Expense Ratio
NFJ
N/A
WCMI
0.85%
Max Drawdown
NFJ
70.33%
Winner
WCMI
20.16%
Sharpe Ratio
Winner
NFJ
1.98
WCMI
1.10
5Y Beta
Winner
NFJ
0.70
WCMI
0.82
5Y Dividends CAGR
NFJ
6.27%
WCMI
N/A
NFJ vs WCMI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NFJ
+0.92%
WCMI
-0.91%
3M
Winner
NFJ
+8.00%
WCMI
+1.59%
6M
Winner
NFJ
+18.31%
WCMI
+9.86%
1Y
Winner
NFJ
+33.10%
WCMI
+27.13%
5Y(CAGR)
NFJ
+8.92%
WCMI
N/A
10Y(CAGR)
NFJ
+10.60%
WCMI
N/A
Max(CAGR)
NFJ
+6.59%
Winner
WCMI
+21.36%
NFJ vs WCMI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | NFJ | WCMI |
|---|---|---|
| 2026 | +23.78% | +13.03% |
| 2025 | +12.02% | +30.97% |
| 2024 | +10.66% | -5.05% |
| 2023 | +21.88% | N/A |
| 2022 | -24.28% | N/A |
| 2021 | +28.93% | N/A |
| 2020 | +11.82% | N/A |
| 2019 | +29.31% | N/A |
| 2018 | -11.88% | N/A |
| 2017 | +11.11% | N/A |
| 2016 | +13.56% | N/A |
| 2015 | -13.88% | N/A |
| 2014 | +0.41% | N/A |
| 2013 | +22.89% | N/A |
| 2012 | +6.65% | N/A |
| 2011 | +1.14% | N/A |
| 2010 | +24.64% | N/A |
| 2009 | +13.30% | N/A |
| 2008 | -36.98% | N/A |
| 2007 | +2.00% | N/A |
| 2006 | +28.28% | N/A |
| 2005 | -10.77% | N/A |
NFJ vs WCMI Drawdown Comparison
The maximum drawdown for NFJ was -57.94%, occurring on Mar 6, 2009. Recovery took 1183 trading sessions.
The maximum drawdown for WCMI was -12.79%, occurring on Apr 8, 2025. Recovery took 30 trading sessions.
The current NFJ drawdown is -1.10%. The current WCMI drawdown is -1.62%.
| Rank | NFJ | WCMI |
|---|---|---|
| #1 | -57.94% Jul 6, 2007 - Mar 15, 2012 | -12.79% Mar 17, 2025 - Apr 29, 2025 |
| #2 | -41.10% Feb 14, 2020 - Nov 24, 2020 | -12.49% Jan 27, 2026 - Apr 14, 2026 |
| #3 | -34.94% Sep 29, 2014 - Jan 23, 2018 | -8.03% Oct 6, 2025 - Dec 26, 2025 |
| #4 | -30.55% Dec 29, 2021 - Sep 19, 2024 | -7.18% Oct 18, 2024 - Jan 28, 2025 |
| #5 | -21.93% Sep 21, 2018 - Jul 1, 2019 | -6.81% Jun 22, 2026 - Jul 29, 2026 |
| #6 | -17.00% Jan 24, 2025 - Jul 1, 2025 | -5.05% Jun 4, 2026 - Jun 15, 2026 |
| #7 | -13.48% Mar 3, 2005 - Apr 3, 2006 | -4.56% May 6, 2026 - Jun 1, 2026 |
| #8 | -12.18% Oct 1, 2012 - Jan 28, 2013 | -3.85% Apr 17, 2026 - May 5, 2026 |
| #9 | -11.98% Mar 30, 2012 - Aug 16, 2012 | -3.29% Jun 12, 2025 - Jun 26, 2025 |
| #10 | -8.59% Feb 18, 2026 - Apr 13, 2026 | -3.22% Mar 5, 2025 - Mar 17, 2025 |
| #11 | -8.47% Jan 26, 2018 - Sep 20, 2018 | -3.08% Jun 30, 2025 - Sep 8, 2025 |
| #12 | -6.94% May 21, 2013 - Jul 24, 2013 | -2.49% Feb 18, 2025 - Mar 5, 2025 |
| #13 | -6.12% Sep 3, 2021 - Oct 25, 2021 | -1.99% Jan 12, 2026 - Jan 23, 2026 |
| #14 | -6.10% Dec 4, 2024 - Jan 21, 2025 | -1.83% Jan 30, 2025 - Feb 12, 2025 |
| #15 | -5.99% Apr 4, 2006 - Jul 3, 2006 | -1.33% May 2, 2025 - May 12, 2025 |
Correlation
Correlation between NFJ and WCMI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2005 - 2026)
NFJ vs WCMI dividend yield comparison.
| Year | NFJ | WCMI |
|---|---|---|
| 2026 | 3.97% | 0.24% |
| 2025 | 9.46% | 0.78% |
| 2024 | 9.26% | 15.26% |
| 2023 | 7.78% | 0.00% |
| 2022 | 8.83% | 0.00% |
| 2021 | 5.60% | 0.00% |
| 2020 | 6.69% | 0.00% |
| 2019 | 6.92% | 0.00% |
| 2018 | 8.43% | 0.00% |
| 2017 | 8.62% | 0.00% |
| 2016 | 9.52% | 0.00% |
| 2015 | 13.32% | 0.00% |
| 2014 | 11.25% | 0.00% |
| 2013 | 10.16% | 0.00% |
| 2012 | 11.54% | 0.00% |
| 2011 | 11.24% | 0.00% |
| 2010 | 5.14% | 0.00% |
| 2009 | 4.07% | 0.00% |
| 2008 | 15.33% | 0.00% |
| 2007 | 9.65% | 0.00% |
| 2006 | 8.37% | 0.00% |
| 2005 | 7.91% | 0.00% |
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