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JOET

Virtus ETF Trust II (JOET)

$36.8

Delayed price

PASS

BUY Advisory
SELL Advisory (Profit)
SELL Advisory (Loss)

Profit
Loss
Pass (Skip investing)

Time period over

ALL
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Upturn Advisory Summary

04/01/2025: JOET (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

Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Analysis of Past Performance

Type ETF

Historic Profit 7.25%

Avg. Invested days 46

Today’s Advisory PASS

Upturn Star Rating

Upturn Advisory Performance

3.0

ETF Returns Performance

2.0

Profits based on simulation

Last Close 04/01/2025

Key Highlights

Volume (30-day avg) 41926	Beta 1.02	52 Weeks Range 31.64 - 40.84	Updated Date 04/1/2025
52 Weeks Range 31.64 - 40.84	Updated Date 04/1/2025

Upturn AI SWOT

Virtus ETF Trust II

ETF Overview

Overview

Virtus ETF Trust II is a platform offering various ETFs with different investment strategies, including actively managed and index-tracking funds focusing on equities, fixed income, and alternative assets.

Reputation and Reliability

Virtus Investment Partners is a multi-boutique asset manager with a history of providing investment solutions.

Management Expertise

The management team comprises experienced investment professionals specializing in different asset classes.

Investment Objective

Goal

The investment objective varies depending on the specific ETF within the Virtus ETF Trust II platform. Each ETF has a distinct investment goal.

Investment Approach and Strategy

Strategy: Strategies vary, including active management seeking to outperform benchmarks, and passive index tracking replicating the performance of specific indices.

Composition The assets held depend on the specific ETF's investment strategy, encompassing stocks, bonds, commodities, and other assets.

Market Position

Market Share: Dependent on the specific ETF within the trust.

Total Net Assets (AUM): Varies by ETF.

Competitors

Key Competitors

Competitive Landscape

The ETF industry is highly competitive, with numerous providers offering a wide range of investment strategies. Virtus ETF Trust II competes on factors such as investment performance, expense ratios, and specialized investment approaches. Differentiation through active management or niche market focus is essential.

Financial Performance

Historical Performance: Varies by ETF. Data unavailable to compute.

Benchmark Comparison: Varies by ETF. Data unavailable to compute.

Expense Ratio: Varies by ETF.

Liquidity

Average Trading Volume

Liquidity depends on the specific ETF's popularity and assets under management.

Bid-Ask Spread

The bid-ask spread reflects the cost of trading and varies based on the ETF's liquidity.

Market Dynamics

Market Environment Factors

Economic indicators, sector growth prospects, and overall market sentiment influence the performance of the underlying assets held by each ETF.

Growth Trajectory

Growth trends depend on the specific ETF's investment strategy and market conditions.

Moat and Competitive Advantages

Competitive Edge

Virtus ETF Trust II's competitive advantages stem from its diverse range of investment strategies, including actively managed funds that seek to outperform passive benchmarks. The multi-boutique structure allows for specialized investment expertise in different asset classes. This can appeal to investors seeking differentiated investment approaches. Strong performance and lower expense ratios of their ETFs, combined with innovative market strategies, make it stand out from other major players.

Risk Analysis

Volatility

Volatility depends on the specific ETF's underlying assets and investment strategy.

Market Risk

Market risk is inherent in the underlying assets of each ETF, and investors are exposed to potential losses due to market fluctuations.

Investor Profile

Ideal Investor Profile

The ideal investor profile varies depending on the specific ETF, ranging from conservative income-seeking investors to growth-oriented investors seeking capital appreciation.

Market Risk

Suitability depends on the investor's risk tolerance, investment goals, and time horizon. Some ETFs may be suitable for long-term investors, while others are more appropriate for active traders.

Summary

Virtus ETF Trust II is a platform offering various ETFs with differing investment strategies, from passive indexing to active management. The diverse product range caters to a broad spectrum of investors with different risk profiles and investment objectives. Performance and suitability depend on the specific ETF within the trust. Investors should carefully consider their investment goals and risk tolerance before investing in any ETF. Key strengths include a diversified product line with focus on actively managed investments and a seasoned management team.

Similar Companies

Sources and Disclaimers

Data Sources:

Virtus Investment Partners Website
ETF.com
Morningstar
Yahoo Finance

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Virtus ETF Trust II

Exchange NASDAQ	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 is designed to track the performance of quality large-capitalization companies listed in the United States. The index includes common stock and ADRs. The fund will invest not less than 80% of its net assets (plus the amount of any borrowings for investment purposes) in U.S. securities.

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Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.