NIE vs JCPI
Comparison between Virtus Equity & Convertible Income Fund (NIE, ETF) and JPMORGAN INFLATION MANAGED BOND ETF (JCPI, ETF).
NIE vs JCPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
NIE
$845M
JCPI
$845M
Expense Ratio
NIE
N/A
JCPI
0.25%
Max Drawdown
NIE
63.84%
Winner
JCPI
10.91%
Sharpe Ratio
Winner
NIE
1.63
JCPI
0.43
5Y Beta
NIE
0.86
Winner
JCPI
0.03
5Y Dividends CAGR
NIE
10.69%
JCPI
N/A
NIE vs JCPI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NIE
+0.11%
JCPI
-0.47%
3M
Winner
NIE
+11.28%
JCPI
+0.56%
6M
Winner
NIE
+10.93%
JCPI
+1.13%
1Y
Winner
NIE
+24.32%
JCPI
+4.86%
5Y(CAGR)
Winner
NIE
+10.19%
JCPI
+2.92%
10Y(CAGR)
NIE
+14.05%
JCPI
N/A
Max(CAGR)
Winner
NIE
+9.46%
JCPI
+2.92%
NIE vs JCPI - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | NIE | JCPI |
|---|---|---|
| 2026 | +8.65% | +1.41% |
| 2025 | +15.68% | +7.53% |
| 2024 | +30.10% | +4.86% |
| 2023 | +25.76% | +4.54% |
| 2022 | -27.06% | -5.52% |
| 2021 | +19.62% | N/A |
| 2020 | +32.12% | N/A |
| 2019 | +29.25% | N/A |
| 2018 | -6.49% | N/A |
| 2017 | +21.91% | N/A |
| 2016 | +12.12% | N/A |
| 2015 | -5.39% | N/A |
| 2014 | +13.87% | N/A |
| 2013 | +23.03% | N/A |
| 2012 | +11.55% | N/A |
| 2011 | -9.28% | N/A |
| 2010 | +16.88% | N/A |
| 2009 | +39.29% | N/A |
| 2008 | -37.43% | N/A |
| 2007 | -4.09% | N/A |
NIE vs JCPI Drawdown Comparison
The maximum drawdown for NIE was -57.98%, occurring on Nov 20, 2008. Recovery took 855 trading sessions.
The maximum drawdown for JCPI was -7.85%, occurring on Sep 30, 2022. Recovery took 450 trading sessions.
The current NIE drawdown is -1.95%. The current JCPI drawdown is -0.74%.
| Rank | NIE | JCPI |
|---|---|---|
| #1 | -57.98% Jun 18, 2007 - Nov 5, 2010 | -7.85% Aug 1, 2022 - May 15, 2024 |
| #2 | -39.10% Feb 19, 2020 - Jul 14, 2020 | -3.11% May 27, 2022 - Jul 29, 2022 |
| #3 | -30.98% Dec 28, 2021 - Mar 26, 2024 | -2.77% Apr 3, 2025 - Jun 27, 2025 |
| #4 | -24.95% Aug 29, 2018 - Jul 19, 2019 | -2.41% Sep 24, 2024 - Feb 20, 2025 |
| #5 | -24.08% Apr 6, 2011 - Jan 23, 2013 | -2.04% Apr 11, 2022 - May 27, 2022 |
| #6 | -20.78% Jan 22, 2025 - Jul 21, 2025 | -1.60% Feb 27, 2026 - Apr 14, 2026 |
| #7 | -18.12% Nov 26, 2014 - Jul 8, 2016 | -1.00% Jun 5, 2024 - Jun 20, 2024 |
| #8 | -10.51% Jul 10, 2024 - Oct 8, 2024 | -0.99% May 1, 2026 - May 22, 2026 |
| #9 | -9.62% Jan 26, 2018 - Jun 5, 2018 | -0.90% Oct 22, 2025 - Feb 10, 2026 |
| #10 | -9.59% Feb 17, 2021 - Apr 13, 2021 | -0.83% Mar 3, 2025 - Mar 28, 2025 |
| #11 | -9.02% Jan 12, 2026 - Apr 14, 2026 | -0.76% May 16, 2024 - Jun 3, 2024 |
| #12 | -8.31% May 21, 2013 - Sep 18, 2013 | -0.61% Aug 5, 2024 - Aug 21, 2024 |
| #13 | -8.17% Aug 23, 2016 - Dec 20, 2016 | -0.57% Sep 11, 2025 - Oct 14, 2025 |
| #14 | -7.75% Sep 2, 2020 - Oct 12, 2020 | -0.51% Jul 16, 2024 - Jul 31, 2024 |
| #15 | -7.01% Sep 18, 2014 - Oct 31, 2014 | -0.48% Aug 28, 2024 - Sep 6, 2024 |
Correlation
Correlation between NIE and JCPI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2007 - 2026)
NIE vs JCPI dividend yield comparison.
| Year | NIE | JCPI |
|---|---|---|
| 2026 | 1.88% | 1.64% |
| 2025 | 10.14% | 3.93% |
| 2024 | 8.11% | 3.98% |
| 2023 | 9.56% | 3.45% |
| 2022 | 21.81% | 3.29% |
| 2021 | 10.86% | 0.00% |
| 2020 | 5.37% | 0.00% |
| 2019 | 6.71% | 0.00% |
| 2018 | 8.20% | 0.00% |
| 2017 | 7.19% | 0.00% |
| 2016 | 8.25% | 0.00% |
| 2015 | 8.46% | 0.00% |
| 2014 | 6.38% | 0.00% |
| 2013 | 6.97% | 0.00% |
| 2012 | 6.73% | 0.00% |
| 2011 | 7.18% | 0.00% |
| 2010 | 6.15% | 0.00% |
| 2009 | 6.76% | 0.00% |
| 2008 | 19.06% | 0.00% |
| 2007 | 7.56% | 0.00% |
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