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Virtus ETF Trust II (ASMF)



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Upturn Advisory Summary
08/14/2025: ASMF (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit -3.01% | Avg. Invested days 30 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 21.82 - 25.89 | Updated Date 06/29/2025 |
52 Weeks Range 21.82 - 25.89 | Updated Date 06/29/2025 |
Upturn AI SWOT
Virtus ETF Trust II
ETF Overview
Overview
Virtus ETF Trust II is a fund family offering diverse investment strategies across various asset classes and sectors. Its focus is on providing targeted exposure with actively managed and index-based ETFs. Asset allocation and investment strategy varies widely across individual ETFs within the Trust, reflecting specific investment objectives.
Reputation and Reliability
Virtus Investment Partners has a established reputation as an asset manager. They offer a range of investment solutions and have a history of providing investment products to meet diverse investor needs.
Management Expertise
The management expertise within Virtus Investment Partners is diverse, with teams dedicated to specific asset classes and investment strategies. The management team's experience and expertise depends on the specific ETF within the trust.
Investment Objective
Goal
The primary investment goal varies across the ETFs within Virtus ETF Trust II and depends on the specific ETF.
Investment Approach and Strategy
Strategy: Each ETF within the Virtus ETF Trust II has a unique strategy. This could include tracking specific indexes, actively managing portfolios, or focusing on particular sectors or investment themes.
Composition The composition of the ETFs within Virtus ETF Trust II varies widely. They hold a mix of assets depending on their investment objectives, including stocks, bonds, and derivatives.
Market Position
Market Share: The market share of each specific ETF within Virtus ETF Trust II varies depending on its investment strategy and sector.
Total Net Assets (AUM): Data not available as it is specific to each fund within Virtus ETF Trust II.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape varies by ETF. Advantages may include specialized investment strategies and active management. Disadvantages may include higher expense ratios compared to passively managed funds.
Financial Performance
Historical Performance: Data not available as it is specific to each fund within Virtus ETF Trust II.
Benchmark Comparison: Data not available as it is specific to each fund within Virtus ETF Trust II.
Expense Ratio: Data not available as it is specific to each fund within Virtus ETF Trust II.
Liquidity
Average Trading Volume
The average trading volume depends on the ETF and can vary significantly.
Bid-Ask Spread
The bid-ask spread depends on the ETF and can vary significantly based on the ETF's average trading volume.
Market Dynamics
Market Environment Factors
Market environment factors affecting Virtus ETF Trust II depend on the specific ETFs within the trust. Economic indicators, sector growth prospects, and overall market conditions all play a role.
Growth Trajectory
The growth trajectory of Virtus ETF Trust II depends on individual ETFs. It includes strategy and holdings changes.
Moat and Competitive Advantages
Competitive Edge
Virtus ETF Trust II's competitive advantages lies in its diverse range of investment options, catering to different investor preferences. Their unique strategies and active management can provide differentiated returns. Their approach to portfolio construction and risk management may attract investors seeking targeted exposure. Further, their strong distribution network and brand reputation can support growth and market penetration.
Risk Analysis
Volatility
Volatility depends on the specific ETF and its underlying assets.
Market Risk
Market risk depends on the specific ETF and its underlying assets.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the specific ETF and its investment objectives, ranging from conservative to aggressive investors.
Market Risk
Suitability depends on the specific ETF, catering to long-term investors, active traders, or passive index followers.
Summary
Virtus ETF Trust II is a comprehensive ETF platform, encompassing a wide array of investment approaches and themes. It provides exposure to different sectors, asset classes, and investment strategies, thereby providing ample option to choose for investors. Its strength lies in its capacity to provide targeted solutions adapted to various investor objectives. The attractiveness and effectiveness of the fund will be determined by factors such as market conditions, investment performance and fund related charges.
Peer Comparison
Sources and Disclaimers
Data Sources:
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Please consult with a financial advisor 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 ETF Trust II
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
Under normal market conditions, AlphaSimplex typically will make extensive use of a variety of derivative instruments, including futures and forward contracts, to capture the exposures suggested by its strategy. These market exposures, which are expected to change over time, primarily include exposures to the returns of U.S. and non-U.S. equity and fixed-income securities and securities indices, currencies, and commodities.

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.