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ASMF
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Virtus ETF Trust II (ASMF)

Upturn stock ratingUpturn stock rating
$22.72
Last Close (24-hour delay)
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PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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*as per simulation
(see disclosures)
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Upturn Advisory Summary

08/14/2025: ASMF (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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 -3.01%
Avg. Invested days 30
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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Virtus ETF Trust II

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ETF Overview

overview logo 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.

reliability logo 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.

reliability logo 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

overview logo 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

overview logo 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.

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

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

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

Upturn AI SummarizationUpturn AI Summarization 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.