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Virtus Convertible & Income Fund II Common Shares of Beneficial Interest (NCZ)

11.39
-0.38 (-3.23%)
NYSE · Last Trade: Apr 3rd, 1:27 PM EDT
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Competitors to Virtus Convertible & Income Fund II Common Shares of Beneficial Interest (NCZ)

Franklin Liberty U.S. Convertible Securities ETF

Franklin Liberty U.S. Convertible Securities ETF offers exposure to the convertible securities market with a more passive investment strategy. In contrast to the actively managed approach of Virtus, Franklin's fund may appeal to cost-conscious investors seeking lower fees. However, the active management provided by Virtus is a significant advantage for investors looking for potentially higher returns through strategic trading.

Invesco Convertible Securities Fund

Invesco Convertible Securities Fund shares a similar mandate of investing in convertible securities, providing an alternative choice for income-focused investors. They compete by offering unique insights and management styles, with Invesco drawing on its extensive asset management resources. However, Virtus Convertible & Income Fund II may have a competitive edge due to its specific focus on income generation and strategic selection of securities.

MFS Convertible Fund

MFS Convertible Fund offers a diversified approach to convertible securities, utilizing extensive research and risk management strategies to achieve total return goals. The fund competes with Virtus by focusing on both income and capital appreciation. MFS's strong reputation and long-standing expertise in managed funds give it a competitive advantage in gaining investor trust and achieving consistent performance.

Nuveen Convertible & Income Fund NXE -3.02%

Nuveen Convertible & Income Fund specializes in investing in convertible securities and employs a similar investment strategy as Virtus Convertible & Income Fund II. Both funds focus on generating income while participating in the upside of convertible bonds, making them direct competitors in the convertible bond market. Nuveen's established brand and broader distribution network could give it a competitive edge in attracting and retaining investors.