Virtus ETFs: A Comprehensive Investment Overview

Virtus ETFs offer a range of investment options for investors seeking a more diversified portfolio.

Virtus Investment Partners, the parent company, has a long history of managing institutional assets, dating back to 1996.

Their ETFs are designed to track various market indexes, sectors, or asset classes, providing investors with a convenient way to gain exposure to specific areas of the market.

With over $20 billion in assets under management, Virtus ETFs have established themselves as a credible player in the ETF market.

Related reading: Do Angel Investors Get Equity

Virtus Investment Partners has a reputation as an experienced investment manager, which can instill confidence in investors seeking professional management of their assets.

Investors can gain exposure to specific market sectors or investment strategies through Virtus ETFs, allowing for targeted portfolio diversification.

The active management approach employed by Virtus Investment Partners ETFs can offer potential opportunities for outperformance compared to passively managed ETFs.

Check this out: U.s. Investors Are Increasingly Planning to Invest in Crypto Etfs

The Virtus ETF list offers a range of investment options for those looking to diversify their portfolio. Each ETF has its own unique characteristics, but they all share the goal of providing investors with a convenient and cost-effective way to invest in various asset classes.

One of the standout features of the Virtus ETF list is the variety of Morningstar categories represented. From utilities to international dividend stocks, there's an ETF to suit every investor's needs.

Some ETFs, like the Virtus Newfleet ABS/MBS ETF (VABS), have a strong focus on short-term bonds, while others, such as the Virtus Reaves Utilities ETF (UTES), concentrate on utilities.

Here's a breakdown of the Virtus ETF list:

As you can see, the Virtus ETF list offers a range of options for investors looking to invest in different asset classes. By choosing the right ETF, investors can create a diversified portfolio that meets their individual needs and goals.

When evaluating investment options, it's essential to understand the default list criteria.

This list shows only funds that are open to new purchases or limited, and does not include funds that are closed to new investments.

Understanding these criteria can help you make informed decisions about where to invest your money.

Curious to learn more? Check out: New York Life Etfs

Virtus Investment Partners is an investment management firm that offers a range of exchange-traded funds (ETFs) to investors.

They provide a variety of ETFs across different asset classes and investment strategies.

One notable ETF offered by Virtus Investment Partners is the Virtus InfraCap U.S. Preferred Stock ETF (PFFA).

Their investment strategies allow for diversification and potentially lower risk for investors.

This is a key benefit for those looking to manage their investments effectively.

Intriguing read: Types of Investment Strategies

Mid-caps offer a sweet spot for investors, being large enough to know and small enough to grow.

Investors lacking exposure to mid-caps may be missing out on important equity growth potential.

Mid-caps have a market capitalization between that of large-cap and small-cap stocks, typically between $2 billion and $10 billion.

This size range allows mid-caps to have a certain level of stability and financial resources, making them more attractive to investors.

Mid-caps are often less volatile than small-cap stocks and less expensive than large-cap stocks, making them a more attractive option for investors looking for a balance between growth and stability.

If this caught your attention, see: Large Company Growth Index Fund

Virtus ETFs have delivered impressive performance, with a current year performance of 4.43% and a performance since inception of 64.85%.

Their active management approach has allowed them to achieve a capture ratio down of 97.38% over the past year, indicating that 97.38% of their losses have been avoided. This is a testament to their expertise in navigating market fluctuations.

The Virtus InfraCap U.S. Preferred Stock ETF (PFFA) is a notable example of their success, with a trailing return of 12.39% over the past year. This is a significant return, especially considering the market's overall performance.

Here are some key performance metrics for Virtus ETFs:

Their ability to generate attractive risk-adjusted returns is a major benefit for investors. With a Treynor ratio of 7.43 over the past year, Virtus ETFs have demonstrated their potential to outperform the market while managing risk effectively.

The performance of an investment can be a key factor in determining its overall value.

The current performance for this year is 4.43%, which is a respectable return.

The performance since inception is 64.85%, indicating a significant increase in value over time.

The high for the past year was 23.31%, while the low was 21.48%.

The maximum loss for the past year was -1.45%, which is relatively small compared to the overall performance.

The investment has a high correlation with the market, with a correlation of 99.98% for the past year.

Here are some key performance metrics for the past year:

The investment's performance has been consistent over the past few years, with a trailing return of 8.53% since inception.

Investing in Virtus ETFs can offer several benefits to investors.

Virtus Investment Partners has a reputation as an experienced investment manager, which can instill confidence in investors seeking professional management of their assets.

Investors can gain exposure to specific market sectors or investment strategies through Virtus ETFs, allowing for targeted portfolio diversification.

The active management approach employed by Virtus Investment Partners ETFs can offer potential opportunities for outperformance compared to passively managed ETFs.

The active management team aims to leverage their expertise and insights to capture market inefficiencies and generate attractive risk-adjusted returns.

Intriguing read: Horizons Etfs Management

Some Virtus ETFs have high expense ratios, such as the Virtus Private Credit ETF with an adjusted expense ratio of 9.720%.

Investors should be aware that Virtus ETFs can experience fluctuations in value due to market volatility.

The Virtus Newfleet ABS/MBS ETF has a total return of 0.98% YTD, while the Virtus Reaves Utilities ETF has a total return of 11.86% YTD.

Here is a list of the top 3 Virtus ETFs by total return YTD:

The Virtus LifeSci Biotech Clinical Trls ETF has a total return of -7.75% YTD, making it one of the worst-performing Virtus ETFs.

Check this out: Virtus Infracap U.s. Preferred Stock Etf

The Virtus Seix AAA Private Credit CLO ETF (PCLO) is a liquid, transparent, and cost-effective vehicle that offers exposure to the private credit CLO universe.

Virtus Investment Partners has a reputation as an experienced investment manager, which can instill confidence in investors seeking professional management of their assets.

Investors can gain exposure to specific market sectors or investment strategies through Virtus ETFs, allowing for targeted portfolio diversification.

Recommended read: Best Clo Etfs

The active management approach employed by Virtus Investment Partners ETFs, such as the Virtus InfraCap U.S. Preferred Stock ETF (PFFA), can offer potential opportunities for outperformance compared to passively managed ETFs.

The Virtus Seix AAA Private Credit CLO ETF (PCLO) is the healthiest segment of the private credit CLO universe, making it an attractive option for investors.

By leveraging their expertise and insights, the active management team aims to capture market inefficiencies and generate attractive risk-adjusted returns.

For more insights, see: What Is Webull Cash Management

When comparing Virtus Investment Partners ETFs, it's essential to consider their unique approaches. Virtus InfraCap U.S. Preferred Stock ETF (PFFA) stands out with its active management strategy, focusing on preferred stocks issued by real estate investment trusts (REITs) and master limited partnerships (MLPs).

PFFA's active management aims to identify opportunities for income generation and capital appreciation. This contrasts with the passive management approach of iShares Preferred and Income Securities ETF (PFF) and the Invesco Preferred ETF (PGX), which track a preferred stock index.

For another approach, see: Vanguard Index Funds Returns

The choice between these ETFs depends on individual preferences for active versus passive management. Investors should consider their specific investment objectives and risk tolerance when deciding between PFFA and the more passive PFF and PGX.

PFFA's unique approach may appeal to investors seeking an active management strategy. However, PFF and PGX offer a more straightforward, index-tracking approach that can be beneficial for those who prefer a hands-off investment experience.

Suggestion: Passive Etfs

Investing in Virtus Investment Partners ETFs can be a double-edged sword, with both advantages and potential risks to consider.

Market volatility is a major concern, as ETFs can experience fluctuations in value, just like any other investment.

Actively managed ETFs, such as those offered by Virtus Investment Partners, may have higher expense ratios compared to passively managed ETFs.

These higher expense ratios can eat into your returns over time, making it essential to carefully evaluate the costs involved.

Investors should also consider the potential risks associated with each Virtus Investment Partners ETF, including market volatility and the possibility of losses.

Carefully evaluating the investment objectives, strategies, and risks associated with each ETF is crucial before making any investment decisions.

Conducting thorough research and consulting with a qualified financial advisor can help ensure the chosen ETF aligns with your investment goals and risk tolerance.

Readers also liked: No Load Mutual Funds May Have Lower Expense Ratios

Virtus ETFs offer a range of investment options, including the Virtus InfraCap U.S. Highway Builder ETF, which focuses on the infrastructure sector.

The Virtus InfraCap U.S. Highway Builder ETF invests in companies involved in the construction and maintenance of highways, bridges, and other infrastructure projects.

This ETF has a low expense ratio of 0.96%, making it an attractive option for investors looking for a cost-effective way to gain exposure to the infrastructure sector.

The Virtus Global Multi-Sector Income ETF, on the other hand, takes a more diversified approach by investing in a broad range of income-generating assets, including bonds, stocks, and other securities.

This ETF has a yield of 4.65%, making it a potential option for investors seeking regular income.

The Virtus Alternatives Absolute Return Fund, which is available as an ETF, aims to provide absolute returns in all market conditions, regardless of the direction of the overall market.

The fund has a low correlation to traditional asset classes, making it a potential addition to a diversified portfolio.

A fresh viewpoint: Sector Rotating Strategy Etfs