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THYF vs NIE

Comparison between T. ROWE PRICE U.S. HIGH YIELD ETF (THYF, ETF) and Virtus Equity & Convertible Income Fund (NIE, ETF).

THYF vs NIE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
THYF
$808M
NIE
$808M
Expense Ratio
THYF
0.50%
NIE
N/A
Max Drawdown
Winner
THYF
9.22%
NIE
63.84%
Sharpe Ratio
THYF
0.85
Winner
NIE
1.67
5Y Beta
Winner
THYF
0.20
NIE
0.86
5Y Dividends CAGR
THYF
N/A
NIE
10.69%

THYF vs NIE - Historical Returns

Returns include dividend reinvestment.

1M
THYF
+0.47%
Winner
NIE
+0.53%
3M
THYF
+1.21%
Winner
NIE
+7.27%
6M
THYF
+1.87%
Winner
NIE
+9.48%
1Y
THYF
+6.98%
Winner
NIE
+25.11%
5Y(CAGR)
THYF
N/A
NIE
+10.46%
10Y(CAGR)
THYF
N/A
NIE
+14.08%
Max(CAGR)
THYF
+8.46%
Winner
NIE
+9.43%

THYF vs NIE - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearTHYFNIE
2026+1.40%+7.91%
2025+7.53%+15.68%
2024+9.22%+30.10%
2023+11.09%+25.76%
2022+1.52%-27.06%
2021N/A+19.62%
2020N/A+32.12%
2019N/A+29.25%
2018N/A-6.49%
2017N/A+21.91%
2016N/A+12.12%
2015N/A-5.39%
2014N/A+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%

THYF vs NIE Drawdown Comparison

The maximum drawdown for THYF was -5.24%, occurring on Mar 20, 2023. Recovery took 110 trading sessions.

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

The current THYF drawdown is -0.40%. The current NIE drawdown is -2.62%.

RankTHYFNIE
#1-5.24%
Feb 2, 2023 - Jul 13, 2023
-57.98%
Jun 18, 2007 - Nov 5, 2010
#2-5.07%
Feb 28, 2025 - May 30, 2025
-39.10%
Feb 19, 2020 - Jul 14, 2020
#3-4.20%
Sep 1, 2023 - Nov 22, 2023
-30.98%
Dec 28, 2021 - Mar 26, 2024
#4-3.58%
Dec 13, 2022 - Jan 6, 2023
-24.95%
Aug 29, 2018 - Jul 19, 2019
#5-2.80%
Feb 19, 2026 - Apr 14, 2026
-24.08%
Apr 6, 2011 - Jan 23, 2013
#6-2.58%
Oct 28, 2022 - Nov 11, 2022
-20.78%
Jan 22, 2025 - Jul 21, 2025
#7-1.47%
Mar 27, 2024 - May 3, 2024
-18.12%
Nov 26, 2014 - Jul 8, 2016
#8-1.40%
Jul 31, 2023 - Aug 31, 2023
-10.51%
Jul 10, 2024 - Oct 8, 2024
#9-1.38%
Sep 22, 2025 - Oct 27, 2025
-9.62%
Jan 26, 2018 - Jun 5, 2018
#10-1.32%
Dec 27, 2023 - Jan 25, 2024
-9.59%
Feb 17, 2021 - Apr 13, 2021
#11-1.25%
Nov 23, 2022 - Nov 30, 2022
-9.02%
Jan 12, 2026 - Apr 14, 2026
#12-1.23%
Jan 13, 2023 - Feb 1, 2023
-8.31%
May 21, 2013 - Sep 18, 2013
#13-1.06%
Jan 7, 2025 - Jan 21, 2025
-8.17%
Aug 23, 2016 - Dec 20, 2016
#14-1.01%
Dec 2, 2022 - Dec 13, 2022
-7.75%
Sep 2, 2020 - Oct 12, 2020
#15-1.01%
Oct 27, 2025 - Nov 28, 2025
-7.01%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between THYF and NIE is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2007 - 2026)

THYF vs NIE dividend yield comparison.

YearTHYFNIE
20262.79%1.89%
20257.17%10.14%
20247.30%8.11%
20238.02%9.56%
20221.50%21.81%
20210.00%10.86%
20200.00%5.37%
20190.00%6.71%
20180.00%8.20%
20170.00%7.19%
20160.00%8.25%
20150.00%8.46%
20140.00%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%

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