NIE
Virtus Equity & Convertible Income Fund
1W: -0.9%
1M: -2.4%
3M: -6.4%
YTD: -0.4%
1Y: +0.8%
3Y: +52.2%
5Y: +39.3%
$24.89
-0.01 (-0.04%)
Weekly Expected Move ±2.1%
$24
$24
$25
$25
$26
Similar ETFs
20 peers by holdings overlap (181 holdings)
ACV
Virtus Diversified Income & Convertible Fund
88.5%
Shared73 holdings
Total73
AUM$252M
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CVTRX
Calamos Growth & Income Fund Class A
63.4%
Shared40 holdings
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CSQ
Calamos Strategic Total Return Fund
61.6%
Shared39 holdings
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FFA
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56.3%
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FBALX
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55.8%
Shared54 holdings
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AUM$66.3B
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CAHEX
Calamos Hedged Equity Income Fund Class A
55.8%
Shared50 holdings
Total261
AUM$878M
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SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
55.5%
Shared67 holdings
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HAIAX
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55.5%
Shared30 holdings
Total75
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PEOPX
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55.1%
Shared68 holdings
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MYSPX
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55.1%
Shared68 holdings
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SWPPX
Schwab S&P 500 Index Fund- Select Shares
55.1%
Shared68 holdings
Total500
AUM$148.8B
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GRMAX
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55.1%
Shared68 holdings
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DSPIX
BNY Mellon Institutional S&P 500 Stock Index Fund Class I
55.1%
Shared68 holdings
Total501
AUM$1.4B
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DFUSX
DFA US Large Company Portfolio
55.0%
Shared68 holdings
Total502
AUM$14.9B
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PLFMX
Principal LargeCap S&P 500 Index Fund
54.6%
Shared67 holdings
Total502
AUM$11.0B
Price$36.76
FNILX
Fidelity ZERO Large Cap Index Fund
54.3%
Shared67 holdings
Total502
AUM$19.2B
Price$27.70
IBALX
Transamerica Multi-Managed Balanced Fund
54.2%
Shared44 holdings
Total162
AUM$1.5B
Price$37.30
USSPX
Victory 500 Index Fund Member Shares
53.9%
Shared66 holdings
Total507
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Price$92.93
PRCOX
T. Rowe Price U.S. Equity Research Fund
53.7%
Shared58 holdings
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BUFEX
Buffalo Blue Chip Growth Fund Investor Class
53.6%
Shared33 holdings
Total86
AUM$194M
Price$65.83
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIE | $690M | 73 | 25.0% | 15.5 | 4.5 | 4.1 | 33.6% | 26.6% | 1.05% | +25.8% | +50.1% | 59.6 | 6.3 |
| ACV | $252M | 73 | 16.0% | 15.3 | 4.3 | 4.0 | 32.0% | 26.2% | 1.12% | +24.6% | +48.2% | 56.7 | 6.2 |
| CVTRX | $3.5B | 89 | 36.2% | 11.8 | 1.9 | 1.5 | 17.6% | 12.4% | 1.07% | +25.4% | +47.9% | 56.4 | 6.4 |
| CSQ | $3.3B | 152 | 42.5% | 11.7 | 1.9 | 1.4 | 17.2% | 12.0% | 1.14% | +24.8% | +47.6% | 55.9 | 6.3 |
| FFA | $444M | 62 | 139.3% | 12.4 | 3.6 | 3.6 | 33.5% | 29.4% | 1.79% | +24.5% | +41.2% | 53.7 | 6.3 |
| FBALX | $66.3B | 293 | 25.7% | 9.1 | 4.2 | 5.3 | 61.7% | 58.3% | 1.16% | +24.9% | +46.9% | 58.2 | 6.3 |
| CAHEX | $878M | 261 | 40.1% | 15.3 | 4.2 | 4.1 | 31.9% | 26.6% | 1.30% | +23.5% | +42.2% | 55.7 | 6.3 |
| SDLAX | $2.1B | 500 | 48.8% | 15.2 | 4.1 | 4.0 | 30.9% | 26.2% | 1.37% | +20.9% | +36.5% | 57.5 | 6.3 |
| HAIAX | $11.8B | 75 | 46.7% | 15.3 | 4.6 | 4.2 | 34.9% | 27.6% | 1.02% | +17.9% | +38.5% | 55.8 | 6.4 |
| PEOPX | $2.8B | 501 | 38.1% | 15.3 | 4.2 | 4.1 | 31.9% | 26.8% | 1.31% | +23.3% | +41.5% | 56.8 | 6.3 |
| MYSPX | $2.1B | 502 | 37.6% | 15.3 | 4.2 | 4.1 | 31.9% | 26.8% | 1.31% | +23.3% | +41.4% | 56.8 | 6.3 |