NIE vs SLVR
Comparison between Virtus Equity & Convertible Income Fund (NIE, ETF) and SPROTT SILVER MINERS & PHYSICAL SILVER ETF (SLVR, ETF).
NIE vs SLVR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NIE
$845M
Winner
SLVR
$847M
Expense Ratio
NIE
N/A
SLVR
0.65%
Max Drawdown
NIE
63.84%
Winner
SLVR
41.60%
Sharpe Ratio
Winner
NIE
1.63
SLVR
1.25
5Y Beta
Winner
NIE
0.86
SLVR
1.25
5Y Dividends CAGR
NIE
10.69%
SLVR
N/A
NIE vs SLVR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NIE
+0.11%
SLVR
-23.53%
3M
Winner
NIE
+11.28%
SLVR
-19.65%
6M
Winner
NIE
+10.93%
SLVR
+2.85%
1Y
NIE
+24.32%
Winner
SLVR
+86.01%
5Y(CAGR)
NIE
+10.19%
SLVR
N/A
10Y(CAGR)
NIE
+14.05%
SLVR
N/A
Max(CAGR)
NIE
+9.46%
Winner
SLVR
+99.44%
NIE vs SLVR - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | NIE | SLVR |
|---|---|---|
| 2026 | +8.65% | -2.19% |
| 2025 | +15.68% | +170.63% |
| 2024 | +30.10% | N/A |
| 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 SLVR Drawdown Comparison
The maximum drawdown for NIE was -57.98%, occurring on Nov 20, 2008. Recovery took 855 trading sessions.
The maximum drawdown for SLVR was -41.60%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The current NIE drawdown is -1.95%. The current SLVR drawdown is -34.78%.
| Rank | NIE | SLVR |
|---|---|---|
| #1 | -57.98% Jun 18, 2007 - Nov 5, 2010 | -41.60% Feb 27, 2026 - Jun 10, 2026 |
| #2 | -39.10% Feb 19, 2020 - Jul 14, 2020 | -26.03% Jan 28, 2026 - Feb 27, 2026 |
| #3 | -30.98% Dec 28, 2021 - Mar 26, 2024 | -23.59% Oct 16, 2025 - Nov 28, 2025 |
| #4 | -24.95% Aug 29, 2018 - Jul 19, 2019 | -23.19% Mar 18, 2025 - May 27, 2025 |
| #5 | -24.08% Apr 6, 2011 - Jan 23, 2013 | -10.63% Jul 22, 2025 - Aug 26, 2025 |
| #6 | -20.78% Jan 22, 2025 - Jul 21, 2025 | -9.38% Feb 20, 2025 - Mar 12, 2025 |
| #7 | -18.12% Nov 26, 2014 - Jul 8, 2016 | -7.35% Dec 26, 2025 - Jan 6, 2026 |
| #8 | -10.51% Jul 10, 2024 - Oct 8, 2024 | -6.20% Jun 9, 2025 - Jul 7, 2025 |
| #9 | -9.62% Jan 26, 2018 - Jun 5, 2018 | -5.67% Sep 15, 2025 - Sep 22, 2025 |
| #10 | -9.59% Feb 17, 2021 - Apr 13, 2021 | -5.44% Jul 11, 2025 - Jul 22, 2025 |
| #11 | -9.02% Jan 12, 2026 - Apr 14, 2026 | -5.43% Oct 8, 2025 - Oct 13, 2025 |
| #12 | -8.31% May 21, 2013 - Sep 18, 2013 | -5.34% Dec 2, 2025 - Dec 9, 2025 |
| #13 | -8.17% Aug 23, 2016 - Dec 20, 2016 | -4.91% Sep 22, 2025 - Sep 26, 2025 |
| #14 | -7.75% Sep 2, 2020 - Oct 12, 2020 | -4.62% Jul 7, 2025 - Jul 10, 2025 |
| #15 | -7.01% Sep 18, 2014 - Oct 31, 2014 | -4.36% Jan 6, 2026 - Jan 12, 2026 |
Correlation
Correlation between NIE and SLVR is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2007 - 2026)
NIE vs SLVR dividend yield comparison.
| Year | NIE | SLVR |
|---|---|---|
| 2026 | 1.88% | 0.00% |
| 2025 | 10.14% | 3.68% |
| 2024 | 8.11% | 0.00% |
| 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% |
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