NIE vs REZ
Comparison between Virtus Equity & Convertible Income Fund (NIE, ETF) and ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF (REZ, ETF).
5-Year PerformanceNIE has outperformed REZ, delivering a return of +10.2% compared to +4.4%
NIE vs REZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NIE vs REZ - Historical Returns
Returns include dividend reinvestment.
NIE vs REZ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | NIE | REZ |
|---|---|---|
| 2026 | +8.65% | +12.25% |
| 2025 | +15.68% | +5.92% |
| 2024 | +30.10% | +11.32% |
| 2023 | +25.76% | +11.47% |
| 2022 | -27.06% | -27.56% |
| 2021 | +19.62% | +53.51% |
| 2020 | +32.12% | -5.33% |
| 2019 | +29.25% | +28.23% |
| 2018 | -6.49% | +4.66% |
| 2017 | +21.91% | +4.47% |
| 2016 | +12.12% | +4.24% |
| 2015 | -5.39% | +9.49% |
| 2014 | +13.87% | +35.31% |
| 2013 | +23.03% | -4.39% |
| 2012 | +11.55% | +12.79% |
| 2011 | -9.28% | +14.21% |
| 2010 | +16.88% | +33.25% |
| 2009 | +39.29% | +25.83% |
| 2008 | -37.43% | -23.84% |
| 2007 | -4.09% | -18.32% |
NIE vs REZ Drawdown Comparison
The maximum drawdown for NIE was -57.98%, occurring on Nov 20, 2008. Recovery took 855 trading sessions.
The maximum drawdown for REZ was -66.88%, occurring on Mar 5, 2009. Recovery took 987 trading sessions.
The current NIE drawdown is -1.95%.
| Rank | NIE | REZ |
|---|---|---|
| #1 | -57.98% Jun 18, 2007 - Nov 5, 2010 | -66.88% May 30, 2007 - Apr 28, 2011 |
| #2 | -39.10% Feb 19, 2020 - Jul 14, 2020 | -44.15% Feb 14, 2020 - Apr 20, 2021 |
| #3 | -30.98% Dec 28, 2021 - Mar 26, 2024 | -35.03% Apr 20, 2022 - Feb 13, 2026 |
| #4 | -24.95% Aug 29, 2018 - Jul 19, 2019 | -20.19% Jul 22, 2011 - Jan 25, 2012 |
| #5 | -24.08% Apr 6, 2011 - Jan 23, 2013 | -20.10% May 21, 2013 - Aug 18, 2014 |
| #6 | -20.78% Jan 22, 2025 - Jul 21, 2025 | -17.68% Jun 26, 2017 - Aug 15, 2018 |
| #7 | -18.12% Nov 26, 2014 - Jul 8, 2016 | -15.17% Jul 22, 2016 - Jun 16, 2017 |
| #8 | -10.51% Jul 10, 2024 - Oct 8, 2024 | -13.44% Jan 27, 2015 - Dec 28, 2015 |
| #9 | -9.62% Jan 26, 2018 - Jun 5, 2018 | -12.69% Jan 5, 2016 - Mar 14, 2016 |
| #10 | -9.59% Feb 17, 2021 - Apr 13, 2021 | -10.79% Dec 6, 2018 - Jan 29, 2019 |
| #11 | -9.02% Jan 12, 2026 - Apr 14, 2026 | -10.37% Dec 31, 2021 - Mar 29, 2022 |
| #12 | -8.31% May 21, 2013 - Sep 18, 2013 | -10.00% Oct 21, 2019 - Feb 14, 2020 |
| #13 | -8.17% Aug 23, 2016 - Dec 20, 2016 | -8.76% Feb 17, 2026 - Apr 30, 2026 |
| #14 | -7.75% Sep 2, 2020 - Oct 12, 2020 | -8.22% Sep 5, 2014 - Oct 23, 2014 |
| #15 | -7.01% Sep 18, 2014 - Oct 31, 2014 | -7.79% Aug 17, 2018 - Nov 16, 2018 |
Correlation
Correlation between NIE and REZ is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
NIE vs REZ dividend yield comparison.
| Year | NIE | REZ |
|---|---|---|
| 2026 | 1.88% | 0.00% |
| 2025 | 10.14% | 2.74% |
| 2024 | 8.11% | 2.26% |
| 2023 | 9.56% | 2.94% |
| 2022 | 21.81% | 3.37% |
| 2021 | 10.86% | 1.81% |
| 2020 | 5.37% | 3.17% |
| 2019 | 6.71% | 2.90% |
| 2018 | 8.20% | 3.63% |
| 2017 | 7.19% | 3.57% |
| 2016 | 8.25% | 5.55% |
| 2015 | 8.46% | 3.18% |
| 2014 | 6.38% | 3.13% |
| 2013 | 6.97% | 3.92% |
| 2012 | 6.73% | 3.09% |
| 2011 | 7.18% | 3.12% |
| 2010 | 6.15% | 3.03% |
| 2009 | 6.76% | 3.83% |
| 2008 | 19.06% | 8.89% |
| 2007 | 7.56% | 4.58% |
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