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Upturn AI SWOT - About
Virtus LifeSci Biotech Products ETF (BBP)
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Upturn Advisory Summary
01/30/2025: BBP (1-star) is currently NOT-A-BUY. Pass it for now.
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
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 21.42% | Avg. Invested days 66 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 01/30/2025 |
Key Highlights
Volume (30-day avg) 1641 | Beta 0.66 | 52 Weeks Range 50.43 - 69.12 | Updated Date 04/2/2025 |
52 Weeks Range 50.43 - 69.12 | Updated Date 04/2/2025 |
Upturn AI SWOT
Virtus LifeSci Biotech Products ETF
ETF Overview
Overview
The Virtus LifeSci Biotech Products ETF (BBP) focuses on investing in companies that derive a significant portion of their revenue from biotechnology products, therapies, and services. It aims to provide exposure to the biotech sector's product-driven revenue streams.
Reputation and Reliability
Virtus Investment Partners is a well-established asset manager with a history of providing various investment solutions.
Management Expertise
Virtus has a team of experienced professionals managing its ETF offerings, with expertise in healthcare and biotechnology sectors.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the performance of the LifeSci Biotech Products Index.
Investment Approach and Strategy
Strategy: The ETF seeks to replicate the performance of the LifeSci Biotech Products Index, which tracks companies with significant revenue from biotechnology products.
Composition The ETF primarily holds stocks of companies within the biotechnology sector.
Market Position
Market Share: BBP's market share within the broader biotech ETF market is relatively smaller compared to more established competitors.
Total Net Assets (AUM): 27970000
Competitors
Key Competitors
- IBB
- XBI
- BBH
Competitive Landscape
The biotech ETF industry is competitive, dominated by IBB and XBI. BBP differentiates itself by focusing on revenue from biotech products. A disadvantage to BBP is its lower AUM and trading volume compared to larger ETFs. BBP offers a niche approach compared to competitors. However, BBP may have higher risk due to its niche specialization.
Financial Performance
Historical Performance: Historical performance data should be sourced from reliable financial data providers to analyze trends.
Benchmark Comparison: Benchmark comparison requires historical data to compare performance against the LifeSci Biotech Products Index.
Expense Ratio: 0.58
Liquidity
Average Trading Volume
BBP's average trading volume is relatively low, which could affect trade execution and cost.
Bid-Ask Spread
BBP's bid-ask spread may be wider due to its lower trading volume, potentially increasing transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, regulatory changes, and clinical trial outcomes influence BBP's performance.
Growth Trajectory
Growth trends depend on the success of biotechnology companies' product pipelines and market adoption of their therapies; changes to strategy/holdings would require monitoring the ETF's composition and updates from Virtus.
Moat and Competitive Advantages
Competitive Edge
BBP's competitive edge is its focus on companies with established revenue streams from biotech products, rather than those heavily reliant on research and development. This targeted approach can provide a different risk-return profile within the biotech sector. This focus differentiates it from broader biotech ETFs. However, this specialization may also lead to concentration risk compared to more diversified funds.
Risk Analysis
Volatility
BBP's historical volatility needs to be assessed using past performance data, and is expected to be high, typical of biotech.
Market Risk
Market risks include regulatory hurdles, clinical trial failures, competition, and overall market sentiment towards the biotech sector.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking targeted exposure to biotechnology product revenue streams with a moderate to high risk tolerance.
Market Risk
BBP may be more suitable for investors with a long-term investment horizon who understand the biotech sector and are comfortable with potential volatility.
Summary
The Virtus LifeSci Biotech Products ETF (BBP) offers a niche investment strategy focused on companies with revenue from biotech products. It distinguishes itself from broader biotech ETFs, targeting a specific segment within the sector. While this focus can offer a distinct risk-return profile, investors should be aware of the ETF's lower AUM, trading volume, and specialization risk. BBP is most suitable for investors with a higher risk tolerance seeking targeted exposure to the revenue-generating aspect of the biotech industry. Overall, BBP is a niche player in the Biotech ETF market.
Similar Companies
BBH
VanEck Biotech ETF
BBH
VanEck Biotech ETF
IBB
iShares Biotechnology ETF
IBB
iShares Biotechnology ETF
LABD
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LABD
Direxion Daily S&P Biotech Bear 3X Shares
LABU
Direxion Daily S&P Biotech Bull 3X Shares
LABU
Direxion Daily S&P Biotech Bull 3X Shares
XBI
SPDR® S&P Biotech ETF
XBI
SPDR® S&P Biotech ETF
Sources and Disclaimers
Data Sources:
- Virtus Investment Partners website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is estimated and may vary. Past performance is not indicative of future results.
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 Products 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 at least one drug therapy approved by the U.S. Food and Drug Administration (FDA) for marketing.
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