NIE vs PCEF
Comparison between Virtus Equity & Convertible Income Fund (NIE, ETF) and INVESCO CEF INCOME COMPOSITE ETF (PCEF, ETF).
5-Year PerformanceNIE has outperformed PCEF, delivering a return of +10.1% compared to +5.0%
NIE vs PCEF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NIE vs PCEF - Historical Returns
Returns include dividend reinvestment.
NIE vs PCEF - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | NIE | PCEF |
|---|---|---|
| 2026 | +10.69% | +5.96% |
| 2025 | +15.68% | +12.41% |
| 2024 | +30.10% | +16.34% |
| 2023 | +25.76% | +8.35% |
| 2022 | -27.06% | -18.65% |
| 2021 | +19.62% | +16.44% |
| 2020 | +32.12% | +4.56% |
| 2019 | +29.25% | +22.63% |
| 2018 | -6.49% | -9.18% |
| 2017 | +21.91% | +13.66% |
| 2016 | +12.12% | +14.58% |
| 2015 | -5.39% | -1.55% |
| 2014 | +13.87% | +5.21% |
| 2013 | +23.03% | +2.76% |
| 2012 | +11.55% | +14.15% |
| 2011 | -9.28% | +0.18% |
| 2010 | +16.88% | +8.37% |
| 2009 | +39.29% | N/A |
| 2008 | -37.43% | N/A |
| 2007 | -4.09% | N/A |
NIE vs PCEF Drawdown Comparison
The maximum drawdown for NIE was -57.98%, occurring on Nov 20, 2008. Recovery took 855 trading sessions.
The maximum drawdown for PCEF was -38.59%, occurring on Mar 23, 2020. Recovery took 209 trading sessions.
The current NIE drawdown is -1.34%. The current PCEF drawdown is -0.72%.
| Rank | NIE | PCEF |
|---|---|---|
| #1 | -57.98% Jun 18, 2007 - Nov 5, 2010 | -38.59% Feb 20, 2020 - Dec 16, 2020 |
| #2 | -39.10% Feb 19, 2020 - Jul 14, 2020 | -24.21% Nov 8, 2021 - Aug 21, 2024 |
| #3 | -30.98% Dec 28, 2021 - Mar 26, 2024 | -14.90% Jul 7, 2011 - Feb 7, 2012 |
| #4 | -24.95% Aug 29, 2018 - Jul 19, 2019 | -14.09% Feb 19, 2025 - Jun 12, 2025 |
| #5 | -24.08% Apr 6, 2011 - Jan 23, 2013 | -13.67% Aug 29, 2018 - Mar 15, 2019 |
| #6 | -20.78% Jan 22, 2025 - Jul 21, 2025 | -13.62% Apr 28, 2015 - May 27, 2016 |
| #7 | -18.12% Nov 26, 2014 - Jul 8, 2016 | -11.76% Apr 26, 2010 - Sep 9, 2010 |
| #8 | -10.51% Jul 10, 2024 - Oct 8, 2024 | -10.50% May 21, 2013 - Mar 31, 2014 |
| #9 | -9.62% Jan 26, 2018 - Jun 5, 2018 | -8.30% Feb 25, 2026 - Apr 30, 2026 |
| #10 | -9.59% Feb 17, 2021 - Apr 13, 2021 | -7.29% Oct 8, 2012 - Jan 2, 2013 |
| #11 | -9.02% Jan 12, 2026 - Apr 14, 2026 | -6.77% Jul 23, 2014 - Apr 10, 2015 |
| #12 | -8.31% May 21, 2013 - Sep 18, 2013 | -6.53% Sep 8, 2016 - Jan 4, 2017 |
| #13 | -8.17% Aug 23, 2016 - Dec 20, 2016 | -6.00% Nov 8, 2010 - Mar 30, 2011 |
| #14 | -7.75% Sep 2, 2020 - Oct 12, 2020 | -5.42% May 1, 2012 - Jul 11, 2012 |
| #15 | -7.01% Sep 18, 2014 - Oct 31, 2014 | -5.03% Jan 12, 2018 - Aug 27, 2018 |
Correlation
Correlation between NIE and PCEF is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
NIE vs PCEF dividend yield comparison.
| Year | NIE | PCEF |
|---|---|---|
| 2026 | 4.08% | 4.39% |
| 2025 | 10.14% | 7.96% |
| 2024 | 8.11% | 8.79% |
| 2023 | 9.56% | 9.86% |
| 2022 | 21.81% | 8.93% |
| 2021 | 10.86% | 6.67% |
| 2020 | 5.37% | 7.54% |
| 2019 | 6.71% | 7.12% |
| 2018 | 8.20% | 8.21% |
| 2017 | 7.19% | 6.96% |
| 2016 | 8.25% | 7.72% |
| 2015 | 8.46% | 9.18% |
| 2014 | 6.38% | 8.02% |
| 2013 | 6.97% | 8.13% |
| 2012 | 6.73% | 7.39% |
| 2011 | 7.18% | 8.80% |
| 2010 | 6.15% | 7.59% |
| 2009 | 6.76% | 0.00% |
| 2008 | 19.06% | 0.00% |
| 2007 | 7.56% | 0.00% |
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