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PALL vs NIE

Comparison between abrdn Physical Palladium Shares ETF (PALL, ETF) and Virtus Equity & Convertible Income Fund (NIE, ETF).

5-Year PerformanceNIE has outperformed PALL, delivering a return of +10.5% compared to -15.9%

PALL vs NIE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PALL
$809M
NIE
$808M
Expense Ratio
PALL
0.60%
NIE
N/A
Max Drawdown
PALL
73.63%
Winner
NIE
63.84%
Sharpe Ratio
PALL
0.58
Winner
NIE
1.67
5Y Beta
Winner
PALL
0.61
NIE
0.86
5Y Dividends CAGR
PALL
N/A
NIE
10.69%

PALL vs NIE - Historical Returns

Returns include dividend reinvestment.

1M
PALL
-17.39%
Winner
NIE
+0.53%
3M
PALL
-24.39%
Winner
NIE
+7.27%
6M
PALL
-15.98%
Winner
NIE
+9.48%
1Y
PALL
+21.03%
Winner
NIE
+25.11%
5Y(CAGR)
PALL
-15.90%
Winner
NIE
+10.46%
10Y(CAGR)
PALL
+7.62%
Winner
NIE
+14.08%
Max(CAGR)
PALL
+5.73%
Winner
NIE
+9.43%

PALL vs NIE - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearPALLNIE
2026-24.99%+7.91%
2025+73.59%+15.68%
2024-16.30%+30.10%
2023-36.12%+25.76%
2022-2.49%-27.06%
2021-21.26%+19.62%
2020+24.49%+32.12%
2019+52.68%+29.25%
2018+13.98%-6.49%
2017+48.62%+21.91%
2016+25.26%+12.12%
2015-29.75%-5.39%
2014+9.25%+13.87%
2013+0.55%+23.03%
2012+5.76%+11.55%
2011-18.56%-9.28%
2010+78.10%+16.88%
2009N/A+39.29%
2008N/A-37.43%
2007N/A-4.09%

PALL vs NIE Drawdown Comparison

The maximum drawdown for PALL was -73.63%, occurring on Aug 5, 2024. This drawdown has not yet recovered.

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

The current PALL drawdown is -62.12%. The current NIE drawdown is -2.62%.

RankPALLNIE
#1-73.63%
Mar 8, 2022 - Aug 5, 2024
-57.98%
Jun 18, 2007 - Nov 5, 2010
#2-48.40%
Aug 29, 2014 - Aug 17, 2017
-39.10%
Feb 19, 2020 - Jul 14, 2020
#3-46.80%
May 4, 2021 - Mar 4, 2022
-30.98%
Dec 28, 2021 - Mar 26, 2024
#4-45.65%
Feb 27, 2020 - Apr 26, 2021
-24.95%
Aug 29, 2018 - Jul 19, 2019
#5-35.37%
Feb 18, 2011 - Jul 8, 2014
-24.08%
Apr 6, 2011 - Jan 23, 2013
#6-26.03%
Apr 22, 2010 - Sep 29, 2010
-20.78%
Jan 22, 2025 - Jul 21, 2025
#7-25.03%
Jan 12, 2018 - Oct 23, 2018
-18.12%
Nov 26, 2014 - Jul 8, 2016
#8-19.12%
Mar 20, 2019 - Sep 12, 2019
-10.51%
Jul 10, 2024 - Oct 8, 2024
#9-14.79%
Jan 20, 2010 - Mar 5, 2010
-9.62%
Jan 26, 2018 - Jun 5, 2018
#10-10.87%
Jan 22, 2020 - Feb 18, 2020
-9.59%
Feb 17, 2021 - Apr 13, 2021
#11-10.26%
Nov 11, 2010 - Dec 1, 2010
-9.02%
Jan 12, 2026 - Apr 14, 2026
#12-7.22%
Sep 1, 2017 - Oct 13, 2017
-8.31%
May 21, 2013 - Sep 18, 2013
#13-7.07%
Oct 30, 2019 - Nov 26, 2019
-8.17%
Aug 23, 2016 - Dec 20, 2016
#14-6.94%
Mar 17, 2010 - Apr 1, 2010
-7.75%
Sep 2, 2020 - Oct 12, 2020
#15-6.56%
Dec 31, 2010 - Jan 12, 2011
-7.01%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PALL and NIE is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.51
-101

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