PCEF vs NIE
Comparison between INVESCO CEF INCOME COMPOSITE ETF (PCEF, ETF) and Virtus Equity & Convertible Income Fund (NIE, ETF).
5-Year PerformanceNIE has outperformed PCEF, delivering a return of +9.2% compared to +4.7%
PCEF vs NIE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PCEF vs NIE - Historical Returns
Returns include dividend reinvestment.
PCEF vs NIE - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | PCEF | NIE |
|---|---|---|
| 2026 | +6.59% | +7.98% |
| 2025 | +12.41% | +15.68% |
| 2024 | +16.34% | +30.10% |
| 2023 | +8.35% | +25.76% |
| 2022 | -18.65% | -27.06% |
| 2021 | +16.44% | +19.62% |
| 2020 | +4.56% | +32.12% |
| 2019 | +22.63% | +29.25% |
| 2018 | -9.18% | -6.49% |
| 2017 | +13.66% | +21.91% |
| 2016 | +14.58% | +12.12% |
| 2015 | -1.55% | -5.39% |
| 2014 | +5.21% | +13.87% |
| 2013 | +2.76% | +23.03% |
| 2012 | +14.15% | +11.55% |
| 2011 | +0.18% | -9.28% |
| 2010 | +8.37% | +16.88% |
| 2009 | N/A | +39.29% |
| 2008 | N/A | -37.43% |
| 2007 | N/A | -4.09% |
PCEF vs NIE Drawdown Comparison
The maximum drawdown for PCEF was -38.59%, occurring on Mar 23, 2020. Recovery took 209 trading sessions.
The maximum drawdown for NIE was -57.98%, occurring on Nov 20, 2008. Recovery took 855 trading sessions.
The current PCEF drawdown is -1.66%. The current NIE drawdown is -3.76%.
| Rank | PCEF | NIE |
|---|---|---|
| #1 | -38.59% Feb 20, 2020 - Dec 16, 2020 | -57.98% Jun 18, 2007 - Nov 5, 2010 |
| #2 | -24.21% Nov 8, 2021 - Aug 21, 2024 | -39.10% Feb 19, 2020 - Jul 14, 2020 |
| #3 | -14.90% Jul 7, 2011 - Feb 7, 2012 | -30.98% Dec 28, 2021 - Mar 26, 2024 |
| #4 | -14.09% Feb 19, 2025 - Jun 12, 2025 | -24.95% Aug 29, 2018 - Jul 19, 2019 |
| #5 | -13.67% Aug 29, 2018 - Mar 15, 2019 | -24.08% Apr 6, 2011 - Jan 23, 2013 |
| #6 | -13.62% Apr 28, 2015 - May 27, 2016 | -20.78% Jan 22, 2025 - Jul 21, 2025 |
| #7 | -11.76% Apr 26, 2010 - Sep 9, 2010 | -18.12% Nov 26, 2014 - Jul 8, 2016 |
| #8 | -10.50% May 21, 2013 - Mar 31, 2014 | -10.51% Jul 10, 2024 - Oct 8, 2024 |
| #9 | -8.30% Feb 25, 2026 - Apr 30, 2026 | -9.62% Jan 26, 2018 - Jun 5, 2018 |
| #10 | -7.29% Oct 8, 2012 - Jan 2, 2013 | -9.59% Feb 17, 2021 - Apr 13, 2021 |
| #11 | -6.77% Jul 23, 2014 - Apr 10, 2015 | -9.02% Jan 12, 2026 - Apr 14, 2026 |
| #12 | -6.53% Sep 8, 2016 - Jan 4, 2017 | -8.31% May 21, 2013 - Sep 18, 2013 |
| #13 | -6.00% Nov 8, 2010 - Mar 30, 2011 | -8.17% Aug 23, 2016 - Dec 20, 2016 |
| #14 | -5.42% May 1, 2012 - Jul 11, 2012 | -7.75% Sep 2, 2020 - Oct 12, 2020 |
| #15 | -5.03% Jan 12, 2018 - Aug 27, 2018 | -7.01% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PCEF and NIE is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
PCEF vs NIE dividend yield comparison.
| Year | PCEF | NIE |
|---|---|---|
| 2026 | 4.97% | 4.18% |
| 2025 | 7.96% | 10.14% |
| 2024 | 8.79% | 8.11% |
| 2023 | 9.86% | 9.56% |
| 2022 | 8.93% | 21.81% |
| 2021 | 6.67% | 10.86% |
| 2020 | 7.54% | 5.37% |
| 2019 | 7.12% | 6.71% |
| 2018 | 8.21% | 8.20% |
| 2017 | 6.96% | 7.19% |
| 2016 | 7.72% | 8.25% |
| 2015 | 9.18% | 8.46% |
| 2014 | 8.02% | 6.38% |
| 2013 | 8.13% | 6.97% |
| 2012 | 7.39% | 6.73% |
| 2011 | 8.80% | 7.18% |
| 2010 | 7.59% | 6.15% |
| 2009 | 0.00% | 6.76% |
| 2008 | 0.00% | 19.06% |
| 2007 | 0.00% | 7.56% |
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