StockComparison Logo
vs

THQ vs NIE

Comparison between abrdn Healthcare Opportunities Fund (THQ, ETF) and Virtus Equity & Convertible Income Fund (NIE, ETF).

5-Year PerformanceNIE has outperformed THQ, delivering a return of +9.2% compared to +4.4%

THQ vs NIE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
THQ
$808M
NIE
$804M
Max Drawdown
Winner
THQ
45.81%
NIE
63.84%
Sharpe Ratio
Winner
THQ
1.37
NIE
1.09
5Y Beta
Winner
THQ
0.60
NIE
0.86
5Y Dividends CAGR
THQ
9.86%
Winner
NIE
11.38%

THQ vs NIE - Historical Returns

Returns include dividend reinvestment.

1M
Winner
THQ
+6.42%
NIE
-0.19%
3M
Winner
THQ
+8.76%
NIE
-0.24%
6M
Winner
THQ
+8.91%
NIE
+5.78%
1Y
Winner
THQ
+31.10%
NIE
+16.85%
5Y(CAGR)
THQ
+4.36%
Winner
NIE
+9.19%
10Y(CAGR)
THQ
+9.71%
Winner
NIE
+13.31%
Max(CAGR)
THQ
+8.38%
Winner
NIE
+9.32%

THQ vs NIE - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearTHQNIE
2026+9.55%+7.98%
2025+15.34%+15.68%
2024+13.74%+30.10%
2023-2.34%+25.76%
2022-16.53%-27.06%
2021+34.88%+19.62%
2020+15.03%+32.12%
2019+22.29%+29.25%
2018+2.99%-6.49%
2017+17.65%+21.91%
2016-2.82%+12.12%
2015-7.08%-5.39%
2014+2.59%+13.87%
2013N/A+23.03%
2012N/A+11.55%
2011N/A-9.28%
2010N/A+16.88%
2009N/A+39.29%
2008N/A-37.43%
2007N/A-4.09%

THQ vs NIE Drawdown Comparison

The maximum drawdown for THQ was -39.35%, occurring on Mar 23, 2020. Recovery took 139 trading sessions.

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

The current THQ drawdown is -1.64%. The current NIE drawdown is -3.76%.

RankTHQNIE
#1-39.35%
Feb 14, 2020 - Sep 2, 2020
-57.98%
Jun 18, 2007 - Nov 5, 2010
#2-32.16%
Dec 31, 2021 - Jul 15, 2024
-39.10%
Feb 19, 2020 - Jul 14, 2020
#3-29.62%
Apr 16, 2015 - Jun 14, 2017
-30.98%
Dec 28, 2021 - Mar 26, 2024
#4-25.83%
Oct 14, 2024 - Jan 6, 2026
-24.95%
Aug 29, 2018 - Jul 19, 2019
#5-18.86%
Dec 3, 2018 - Jul 2, 2019
-24.08%
Apr 6, 2011 - Jan 23, 2013
#6-16.73%
Jan 22, 2026 - Jul 7, 2026
-20.78%
Jan 22, 2025 - Jul 21, 2025
#7-16.72%
Aug 26, 2014 - Dec 9, 2014
-18.12%
Nov 26, 2014 - Jul 8, 2016
#8-13.69%
Jan 29, 2018 - Aug 16, 2018
-10.51%
Jul 10, 2024 - Oct 8, 2024
#9-11.57%
Aug 17, 2021 - Dec 22, 2021
-9.62%
Jan 26, 2018 - Jun 5, 2018
#10-10.24%
Oct 5, 2017 - Jan 22, 2018
-9.59%
Feb 17, 2021 - Apr 13, 2021
#11-9.19%
Oct 1, 2018 - Dec 3, 2018
-9.02%
Jan 12, 2026 - Apr 14, 2026
#12-7.61%
Oct 9, 2020 - Nov 9, 2020
-8.31%
May 21, 2013 - Sep 18, 2013
#13-7.07%
Sep 2, 2020 - Oct 7, 2020
-8.17%
Aug 23, 2016 - Dec 20, 2016
#14-7.00%
Dec 9, 2014 - Dec 19, 2014
-7.75%
Sep 2, 2020 - Oct 12, 2020
#15-6.78%
Jul 20, 2017 - Aug 31, 2017
-7.01%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between THQ and NIE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2007 - 2026)

THQ vs NIE dividend yield comparison.

YearTHQNIE
20267.36%4.18%
202511.29%10.14%
202411.09%8.11%
20237.45%9.56%
20226.81%21.81%
20215.27%10.86%
20206.62%5.37%
20197.08%6.71%
20188.05%8.20%
20177.71%7.19%
20168.70%8.25%
20159.50%8.46%
20142.24%6.38%
20130.00%6.97%
20120.00%6.73%
20110.00%7.18%
20100.00%6.15%
20090.00%6.76%
20080.00%19.06%
20070.00%7.56%

Select Stocks to Compare