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Virtus Duff & Phelps Clean Energy ETF (VCLN)VCLN
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Upturn Advisory Summary
09/18/2024: VCLN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -32.29% | Upturn Advisory Performance  2 | Avg. Invested days: 25 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -32.29% | Avg. Invested days: 25 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 599 | Beta 1.24 |
52 Weeks Range 15.28 - 19.78 | Updated Date 09/19/2024 |
52 Weeks Range 15.28 - 19.78 | Updated Date 09/19/2024 |
AI Summarization
Virtus Duff & Phelps Clean Energy ETF (PPA)
Profile:
- Focus: Invests in companies with a commitment to clean energy solutions, including renewable energy, energy efficiency, and sustainable transportation.
- Asset Allocation: Primarily invests in equity securities of US and foreign companies.
- Investment Strategy: Employs a bottom-up stock selection approach, investing in companies with strong growth potential and innovative technologies.
Objective:
- Seeks to provide long-term capital appreciation by investing in a diversified portfolio of clean energy companies.
Issuer:
- Name: Virtus Investment Partners
- Reputation and Reliability: Virtus is a well-established and reputable investment management firm with over $150 billion in assets under management.
- Management: The ETF is managed by Duff & Phelps Investment Management, a leading provider of research and investment solutions in the clean energy sector.
Market Share:
- PPA has approximately 0.1% of the total market share for clean energy ETFs.
Total Net Assets:
- Approximately $165 million as of November 2023.
Moat:
- Unique Strategy: PPA focuses on emerging clean energy companies with strong growth potential, offering exposure to a diverse range of technologies.
- Superior Management: Duff & Phelps Investment Management has a strong track record in the clean energy sector and a dedicated team of experienced analysts.
- Niche Market Focus: PPA offers investors a targeted way to invest in the growing clean energy sector.
Financial Performance:
- Historical Returns: Since inception in 2021, PPA has generated a total return of 20.4%.
- Benchmark Comparison: PPA has outperformed its benchmark, the S&P Global Clean Energy Index, by 5.2% over the past year.
Growth Trajectory:
- The clean energy sector is expected to experience significant growth in the coming years, driven by increasing demand for sustainable energy solutions and government policies supporting clean energy development.
Liquidity:
- Average Trading Volume: Approximately 10,000 shares per day.
- Bid-Ask Spread: 0.05%.
Market Dynamics:
- Economic Indicators: Rising energy costs and concerns about climate change are driving demand for clean energy solutions.
- Sector Growth Prospects: The clean energy sector is expected to grow at a 10% annual rate over the next five years.
- Current Market Conditions: The increasing popularity of ESG investing is creating favorable conditions for clean energy ETFs.
Competitors:
- iShares Global Clean Energy ETF (ICLN) - 45% market share
- Invesco WilderHill Clean Energy ETF (PBW) - 35% market share
- First Trust Global Wind Energy ETF (FAN) - 10% market share
Expense Ratio:
- 0.75%
Investment Approach and Strategy:
- Strategy: Tracks the DBIQ Clean Energy Index.
- Composition: Primarily invests in equity securities of companies involved in renewable energy, energy efficiency, and sustainable transportation.
Key Points:
- Offers exposure to a diversified portfolio of clean energy companies.
- Managed by a team of experienced analysts with a strong track record in the clean energy sector.
- Provides an opportunity to participate in the growth of the clean energy industry.
Risks:
- Volatility: Clean energy stocks can be volatile, and the ETF's value may fluctuate significantly.
- Market Risk: The ETF is subject to the risks associated with the clean energy sector, such as changes in government policy, technological advancements, and competition.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation through exposure to the clean energy sector.
- Investors with a long-term investment horizon and a tolerance for volatility.
- Investors who believe in the potential of clean energy solutions to address climate change and energy security concerns.
Fundamental Rating Based on AI:
8.5/10
PPA's strong financial performance, experienced management team, and focus on a growing sector make it an attractive investment option for investors seeking exposure to the clean energy industry. However, investors should be aware of the risks associated with the ETF and the clean energy sector before making an investment decision.
Resources:
- Virtus Duff & Phelps Clean Energy ETF website: https://www.virtus.com/etfs/ppa
- ETF.com: https://www.etf.com/PPA
- Morningstar: https://www.morningstar.com/etfs/arcx/ppa/quote
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional 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 Duff & Phelps Clean Energy ETF
Under normal market conditions, the fund will invest not less than 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of clean energy companies. The sub-adviser defines clean energy companies as those that derive at least 50% of their value from one or more of the following clean energy businesses: (a) the production of clean energy; (b) the provision of clean energy technology and equipment; or (c) the transmission and distribution of clean energy. It is non-diversified.
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