NIE vs NBCR

Comparison between Virtus Equity & Convertible Income Fund (NIE, ETF) and NEUBERGER BERMAN CORE EQUITY ETF (NBCR, ETF).

NIE vs NBCR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NIE(ETF)	NBCR(ETF)
Net Assets	$834M	$836M
Expense Ratio	N/A	0.29%
Max Drawdown	63.84%	18.23%
Sharpe Ratio	1.34	0.96
5Y Beta	0.86	0.96
P/E Ratio	N/A	30.60
Forward P/E	N/A	22.19
PEG Ratio	N/A	0.46
5Y Dividends CAGR	11.38%	N/A
5Y EPS CAGR	N/A	26.03%
Debt to Equity	N/A	44.80%
P/S Ratio	N/A	4.34
P/B Ratio	N/A	6.11

Net Assets

NIE

$834M

Winner

NBCR

$836M

Expense Ratio

NIE

N/A

NBCR

0.29%

Max Drawdown

NIE

63.84%

Winner

NBCR

18.23%

Sharpe Ratio

Winner

NIE

1.34

NBCR

0.96

5Y Beta

Winner

NIE

0.86

NBCR

0.96

P/E Ratio

NIE

N/A

NBCR

30.60

Forward P/E

NIE

N/A

NBCR

22.19

PEG Ratio

NIE

N/A

NBCR

0.46

5Y Dividends CAGR

NIE

11.38%

NBCR

N/A

5Y EPS CAGR

NIE

N/A

NBCR

26.03%

Debt to Equity

NIE

N/A

NBCR

44.80%

P/S Ratio

NIE

N/A

NBCR

4.34

P/B Ratio

NIE

N/A

NBCR

6.11

NIE vs NBCR - Historical Returns

Returns include dividend reinvestment.

Period	NIE	NBCR
1 month	-0.72%	+0.85%
3 months	+4.19%	+3.27%
6 months	+5.89%	+4.67%
1 year	+19.86%	+13.46%
5 years(CAGR)	+9.42%	N/A
10 years(CAGR)	+13.36%	N/A
Max(CAGR)	+9.40%	+15.88%

NIE

-0.72%

Winner

NBCR

+0.85%

Winner

NIE

+4.19%

NBCR

+3.27%

Winner

NIE

+5.89%

NBCR

+4.67%

Winner

NIE

+19.86%

NBCR

+13.46%

5Y(CAGR)

NIE

+9.42%

NBCR

N/A

10Y(CAGR)

NIE

+13.36%

NBCR

N/A

Max(CAGR)

NIE

+9.40%

Winner

NBCR

+15.88%

NIE vs NBCR - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	NIE	NBCR
2026	+8.69%	+5.24%
2025	+15.68%	+18.51%
2024	+30.10%	+6.83%
2023	+25.76%	N/A
2022	-27.06%	N/A
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 NBCR Drawdown Comparison

The maximum drawdown for NIE was -57.98%, occurring on Nov 20, 2008. Recovery took 855 trading sessions.

The maximum drawdown for NBCR was -18.23%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.

The current NIE drawdown is -3.13%. The current NBCR drawdown is -2.41%.

Rank	NIE	NBCR
#1	-57.98% Jun 18, 2007 - Nov 5, 2010	-18.23% Feb 19, 2025 - Jun 24, 2025
#2	-39.10% Feb 19, 2020 - Jul 14, 2020	-10.35% Jan 12, 2026 - Apr 17, 2026
#3	-30.98% Dec 28, 2021 - Mar 26, 2024	-4.95% Aug 1, 2024 - Aug 14, 2024
#4	-24.95% Aug 29, 2018 - Jul 19, 2019	-4.88% Dec 4, 2024 - Jan 23, 2025
#5	-24.08% Apr 6, 2011 - Jan 23, 2013	-4.51% Oct 28, 2025 - Dec 5, 2025
#6	-20.78% Jan 22, 2025 - Jul 21, 2025	-4.42% Aug 30, 2024 - Sep 19, 2024
#7	-18.12% Nov 26, 2014 - Jul 8, 2016	-3.66% May 29, 2026 - Jul 10, 2026
#8	-10.51% Jul 10, 2024 - Oct 8, 2024	-2.96% Oct 14, 2024 - Nov 6, 2024
#9	-9.62% Jan 26, 2018 - Jun 5, 2018	-2.85% Oct 6, 2025 - Oct 24, 2025
#10	-9.59% Feb 17, 2021 - Apr 13, 2021	-2.44% Dec 11, 2025 - Dec 23, 2025
#11	-9.02% Jan 12, 2026 - Apr 14, 2026	-2.41% Jul 15, 2026 - Jul 23, 2026
#12	-8.31% May 21, 2013 - Sep 18, 2013	-2.33% Jul 25, 2025 - Aug 12, 2025
#13	-8.17% Aug 23, 2016 - Dec 20, 2016	-2.18% Jan 23, 2025 - Feb 19, 2025
#14	-7.75% Sep 2, 2020 - Oct 12, 2020	-2.01% Nov 11, 2024 - Nov 26, 2024
#15	-7.01% Sep 18, 2014 - Oct 31, 2014	-1.66% May 14, 2026 - May 26, 2026

Correlation

Correlation between NIE and NBCR is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2007 - 2026)

NIE vs NBCR dividend yield comparison.

Year	NIE	NBCR
2026	4.15%	0.00%
2025	10.14%	0.45%
2024	8.11%	0.47%
2023	9.56%	0.00%
2022	21.81%	0.00%
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%