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Upturn AI SWOT - About
Virtus LifeSci Biotech Clinical Trials ETF (BBC)
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Upturn Advisory Summary
10/21/2024: BBC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 14.67% | Avg. Invested days 38 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/21/2024 |
Key Highlights
Volume (30-day avg) 1806 | Beta 0.9 | 52 Weeks Range 16.50 - 31.34 | Updated Date 04/2/2025 |
52 Weeks Range 16.50 - 31.34 | Updated Date 04/2/2025 |
Upturn AI SWOT
Virtus LifeSci Biotech Clinical Trials ETF
ETF Overview
Overview
The Virtus LifeSci Biotech Clinical Trials ETF (BBC) focuses on investing in biotechnology companies that are actively involved in clinical trials. It aims to capture the growth potential of companies developing innovative therapies. Asset allocation is primarily focused on biotech equities. The investment strategy involves identifying companies with promising clinical trial pipelines.
Reputation and Reliability
Virtus Investment Partners has a solid reputation as an asset manager. They are known for offering actively managed and strategically focused investment solutions.
Management Expertise
Virtus has a team of experienced portfolio managers and analysts specializing in the healthcare and biotechnology sectors.
Investment Objective
Goal
The primary investment goal is to seek long-term capital appreciation by investing in companies focused on biotech clinical trials.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but rather uses a proprietary, rules-based methodology to select and weight companies based on clinical trial activity.
Composition The ETF primarily holds stocks of biotechnology companies. The weighting is influenced by factors related to the stage and number of clinical trials the companies are conducting.
Market Position
Market Share: Data unavailable to provide accurate market share.
Total Net Assets (AUM): 31.61
Competitors
Key Competitors
- iShares Biotechnology ETF (IBB)
- SPDR S&P Biotech ETF (XBI)
- ARK Genomic Revolution ETF (ARKG)
Competitive Landscape
The biotech ETF industry is highly competitive. IBB and XBI are larger, more established ETFs offering broad exposure to the biotech sector. BBC differentiates itself by focusing specifically on companies engaged in clinical trials, offering a more targeted investment approach. Advantages may include higher growth potential from successful clinical trials, while disadvantages include increased risk due to the uncertain nature of drug development.
Financial Performance
Historical Performance: Historical performance data unavailable to provide accurate performance.
Benchmark Comparison: Benchmark data unavailable to provide accurate comparison.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
The average trading volume is relatively low, which can impact trade execution.
Bid-Ask Spread
The bid-ask spread is moderate, reflecting the liquidity of the underlying holdings.
Market Dynamics
Market Environment Factors
The ETF is influenced by factors such as FDA regulations, clinical trial outcomes, and overall investor sentiment towards the biotech industry. Economic conditions also play a role, affecting investment in research and development.
Growth Trajectory
The ETF's growth is tied to the success of clinical trials and advancements in biotechnology. Changes in holdings reflect the evolving landscape of companies engaged in clinical development.
Moat and Competitive Advantages
Competitive Edge
The ETFu2019s competitive edge lies in its unique focus on biotech companies actively engaged in clinical trials, potentially capturing higher growth from successful drug development. Its proprietary, rules-based methodology provides a differentiated approach compared to broad biotech ETFs. This targeted approach may appeal to investors seeking exposure to companies at the forefront of biotech innovation. However, this strategy also concentrates risk in companies reliant on clinical trial outcomes.
Risk Analysis
Volatility
The ETF is expected to exhibit high volatility due to the inherent risks associated with biotech companies and the uncertain outcomes of clinical trials.
Market Risk
The ETF faces market risk related to the overall performance of the biotech sector, regulatory changes, and potential setbacks in clinical trials.
Investor Profile
Ideal Investor Profile
The ideal investor profile includes those with a high risk tolerance, long-term investment horizon, and a strong understanding of the biotechnology industry. Investors seeking targeted exposure to clinical trial-focused companies may find this ETF appealing.
Market Risk
The ETF is suitable for long-term investors willing to accept high volatility and sector-specific risks, but not suitable for risk-averse investors.
Summary
The Virtus LifeSci Biotech Clinical Trials ETF (BBC) offers a targeted approach to investing in the biotechnology sector by focusing on companies involved in clinical trials. This strategy provides potential for high growth but comes with significant risks due to the uncertain nature of drug development. The ETFu2019s performance is heavily dependent on clinical trial outcomes and regulatory approvals. Investors should carefully consider their risk tolerance and investment goals before investing in BBC. Despite its focused approach, the fund faces strong competition from larger, more diversified biotech ETFs such as IBB and XBI.
Similar Companies
- IBB
- XBI
- ARKG
- PJP
- BBH
Sources and Disclaimers
Data Sources:
- Virtus Investment Partners Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share figures are estimates and may not be exact. Past performance is not indicative of future results. Investors should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Virtus LifeSci Biotech Clinical Trials ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund will invest not less than 80% of its assets in component securities of the index. The index seeks to track the performance of the common stock of U.S. exchange-listed biotechnology companies with a primary product offering (lead drug) that is typically in a Phase 1, Phase 2 or Phase 3 clinical trial stage of development, but prior to receiving marketing approval.
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