ANNPX vs. BIV
Compare and contrast key facts about Virtus Convertible Fund (ANNPX) and Vanguard Intermediate-Term Bond ETF (BIV).
ANNPX is managed by Allianz Global Investors. It was launched on Apr 18, 1993. BIV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 5. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANNPX or BIV.
Correlation
The correlation between ANNPX and BIV is -0.13. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
ANNPX vs. BIV - Performance Comparison
Key characteristics
ANNPX:
1.87
BIV:
0.93
ANNPX:
2.56
BIV:
1.38
ANNPX:
1.33
BIV:
1.16
ANNPX:
0.57
BIV:
0.38
ANNPX:
9.04
BIV:
2.26
ANNPX:
2.06%
BIV:
2.21%
ANNPX:
9.91%
BIV:
5.35%
ANNPX:
-39.62%
BIV:
-18.94%
ANNPX:
-18.95%
BIV:
-7.76%
Returns By Period
In the year-to-date period, ANNPX achieves a 3.63% return, which is significantly higher than BIV's 1.13% return. Over the past 10 years, ANNPX has outperformed BIV with an annualized return of 2.99%, while BIV has yielded a comparatively lower 1.73% annualized return.
ANNPX
3.63%
2.12%
12.42%
16.87%
4.44%
2.99%
BIV
1.13%
1.44%
-0.74%
4.31%
-0.20%
1.73%
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ANNPX vs. BIV - Expense Ratio Comparison
ANNPX has a 0.71% expense ratio, which is higher than BIV's 0.04% expense ratio.
Risk-Adjusted Performance
ANNPX vs. BIV — Risk-Adjusted Performance Rank
ANNPX
BIV
ANNPX vs. BIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Convertible Fund (ANNPX) and Vanguard Intermediate-Term Bond ETF (BIV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ANNPX vs. BIV - Dividend Comparison
ANNPX's dividend yield for the trailing twelve months is around 2.23%, less than BIV's 3.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANNPX Virtus Convertible Fund | 2.23% | 2.31% | 2.56% | 1.54% | 0.72% | 0.76% | 2.04% | 4.42% | 5.65% | 2.86% | 2.23% | 1.99% |
BIV Vanguard Intermediate-Term Bond ETF | 3.80% | 3.79% | 3.10% | 2.41% | 3.42% | 2.96% | 2.75% | 2.87% | 2.69% | 2.38% | 3.02% | 3.96% |
Drawdowns
ANNPX vs. BIV - Drawdown Comparison
The maximum ANNPX drawdown since its inception was -39.62%, which is greater than BIV's maximum drawdown of -18.94%. Use the drawdown chart below to compare losses from any high point for ANNPX and BIV. For additional features, visit the drawdowns tool.
Volatility
ANNPX vs. BIV - Volatility Comparison
Virtus Convertible Fund (ANNPX) has a higher volatility of 2.61% compared to Vanguard Intermediate-Term Bond ETF (BIV) at 1.35%. This indicates that ANNPX's price experiences larger fluctuations and is considered to be riskier than BIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.