NCV ETF

NCV ETF
$16.58
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Fund Essentials - as of Feb 27, 2026

Net Assets
$427M
Expense Ratio
1.45%
Dividend Yield (Current)
8.82%
Holdings
220
Inception Date
Mar 31, 2003
Fund Family
Virtus Investment Partners
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+12.93%
1 Year+28.56%
3 Year+85.35%
5 Year+37.57%
10 Year+31.92%

Asset Allocation

Stocks: 62.61%
Bonds: 36.83%
Other: 0.56%
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Top Holdings

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TickerNameWeight
LITELumentum Holdings Inc3.80%
WDCWestern Digital Corp Company Guar 11/28 32.64%
WFC.PRLWells Fargo & Co., Class A, Series L, Conv. Pfd.1.98%
-Welltower Op Llc1.83%
BABoeing Co. (The)1.75%
Top 10 Concentration: 18.39%Report Date: Feb 27, 2026
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Dividend Summary

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Dividend Yield (Current)
8.82%
Frequency
Monthly
Latest Distribution
$0.14
Aug 13, 2026
12M Distributions
12 payments
Total: $1.63

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

NCV ETF Overview

NCV ETF (Virtus Convertible & Income Fund) is managed by Virtus Investment Partners with $426.7M in net assets. NCV expense ratio is 1.45%, holding 220 positions across sectors including Information Technology, Health Care, Utilities. Inception date: 2003-03-31.

NCV performance shows a YTD return of 12.93%. The 1-year return is 28.56% and the 5-year return is 37.57%. NCV dividend yield stands at 8.82%, paid monthly.

NCV top holdings include Lumentum Holdings Inc (3.8%), Western Digital Corp Company Guar 11/28 3 (2.6%), Wells Fargo & Co., Class A, Series L, Conv. Pfd. (2.0%), Welltower Op Llc (1.8%), Boeing Co. (The) (1.8%). Go to all NCV holdings, NCV sectors, or NCV dividends.

NCV can be compared against other funds. Use NCV overlap to find shared positions, or NCV vs another fund for a side-by-side view. NCV alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-3.89%
YTD
+12.93%
1 Year
+28.56%
3 Year
+85.35%

Top 10 Holdings (18.4% of portfolio)

#TickerNameSectorWeight
1LITELumentum Holdings IncInformation Technology3.80%
2WDCWestern Digital Corp Company Guar 11/28 3Information Technology2.64%
3WFC.PRLWells Fargo & Co., Class A, Series L, Conv. Pfd.Financials1.98%
4-Welltower Op LlcOther1.83%
5BABoeing Co. (The)Unknown1.75%
6NEENextera Energy Inc.Utilities1.60%
7LYVLive Nation Entertainment IncCommunication Services1.46%
8HALOHalozyme Therapeutics IncHealth Care1.21%
9NETCloudflare Inc (180 Day Lockup)Information Technology1.12%
10PCGPg&E Corp.Utilities1.00%