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Upturn AI SWOT - About
Virtus Duff & Phelps Clean Energy ETF (VCLN)
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Upturn Advisory Summary
03/13/2025: VCLN (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
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -35.3% | Avg. Invested days 26 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/13/2025 |
Key Highlights
Volume (30-day avg) 113 | Beta 1.25 | 52 Weeks Range 16.20 - 19.82 | Updated Date 03/28/2025 |
52 Weeks Range 16.20 - 19.82 | Updated Date 03/28/2025 |
Upturn AI SWOT
Virtus Duff & Phelps Clean Energy ETF
ETF Overview
Overview
The Virtus Duff & Phelps Clean Energy ETF (VCLN) aims to provide investment results that closely correspond, before fees and expenses, to the performance of the Nasdaq Clean Edge Green Energy Index. It focuses on companies involved in clean energy technologies.
Reputation and Reliability
Virtus Investment Partners is a multi-manager asset management firm with a generally good reputation. However, ETF performance varies and should be assessed independently.
Management Expertise
Virtus has a team of investment professionals with experience in managing sector-specific ETFs.
Investment Objective
Goal
To track the investment results of the Nasdaq Clean Edge Green Energy Index.
Investment Approach and Strategy
Strategy: The ETF uses a passive investment strategy, attempting to replicate the performance of its underlying index.
Composition The ETF holds stocks of companies involved in various segments of the clean energy sector, including renewable energy, energy storage, and related technologies.
Market Position
Market Share: VCLN has a smaller market share compared to larger, more established clean energy ETFs.
Total Net Assets (AUM): 56711987.9
Competitors
Key Competitors
- ICLN
- TAN
- QCLN
- FAN
Competitive Landscape
The clean energy ETF market is competitive, with larger ETFs like ICLN and TAN dominating. VCLN's smaller size may offer agility but also lower liquidity compared to its larger competitors. VCLNu2019s relatively high expense ratio is a disadvantage, while a focused investment strategy and unique index can be seen as advantages.
Financial Performance
Historical Performance: Historical performance data should be reviewed from credible financial sources.
Benchmark Comparison: The ETF's performance should be compared to the Nasdaq Clean Edge Green Energy Index to assess tracking efficiency.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The ETF's average trading volume should be assessed from credible financial sources.
Bid-Ask Spread
The ETF's bid-ask spread should be assessed from credible financial sources to estimate trading costs.
Market Dynamics
Market Environment Factors
Government policies, technological advancements, and increasing environmental awareness significantly influence the clean energy sector. Economic indicators and overall market sentiment also play a role.
Growth Trajectory
Growth trends depend on the adoption of clean energy technologies, government incentives, and infrastructure development. Changes in strategy and holdings are dictated by the underlying index.
Moat and Competitive Advantages
Competitive Edge
Virtus Duff & Phelps Clean Energy ETFu2019s advantage lies in its unique index and focused investment strategy, which targets companies directly involved in clean energy. However, it faces challenges due to its relatively smaller size and higher expense ratio compared to other clean energy ETFs. The ETF's smaller AUM may offer agility, but also limit its liquidity. Management's expertise and sector-specific focus are potential strengths.
Risk Analysis
Volatility
The ETF's historical volatility depends on the volatility of the underlying clean energy stocks.
Market Risk
The ETF is subject to market risk associated with the clean energy sector, including regulatory changes, technological disruptions, and economic cycles.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking exposure to the clean energy sector and willing to accept the associated risks and volatility.
Market Risk
The ETF may be suitable for long-term investors seeking exposure to clean energy, but active traders may also find opportunities due to sector volatility.
Summary
Virtus Duff & Phelps Clean Energy ETF offers targeted exposure to the clean energy sector through a passive investment approach, replicating the Nasdaq Clean Edge Green Energy Index. While its smaller size and higher expense ratio pose challenges, its focused strategy can be appealing to investors seeking specific clean energy exposure. Performance should be evaluated relative to its benchmark and competitors. Investors should consider their risk tolerance and investment goals before investing. Government policy and technological advancements have strong influences on the sector.
Similar Companies
- ICLN
- TAN
- QCLN
- FAN
- ACES
- PBW
Sources and Disclaimers
Data Sources:
- Virtus Investment Partners
- Nasdaq
- ETF.com
- Morningstar
- YCharts
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making 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
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 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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