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Virtus LifeSci Biotech Clinical Trials ETF (BBC)



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Upturn Advisory Summary
07/29/2025: BBC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 20.1% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 0.74 | 52 Weeks Range 13.42 - 31.34 | Updated Date 06/29/2025 |
52 Weeks Range 13.42 - 31.34 | Updated Date 06/29/2025 |
Upturn AI SWOT
Virtus LifeSci Biotech Clinical Trials ETF
ETF Overview
Overview
The Virtus LifeSci Biotech Clinical Trials ETF (BBC) focuses on companies heavily involved in clinical trials within the biotechnology sector. It provides targeted exposure to innovative drug development and is designed for investors seeking growth in this specialized area.
Reputation and Reliability
Virtus Investment Partners is a reputable asset manager with a long history in the financial industry.
Management Expertise
Virtus has a team of experienced investment professionals specializing in the life sciences and biotechnology sectors.
Investment Objective
Goal
The ETF aims to provide investment results that closely correspond, before fees and expenses, to the performance of the LifeSci Biotech Clinical Trials Index.
Investment Approach and Strategy
Strategy: The ETF tracks the LifeSci Biotech Clinical Trials Index, a rules-based index designed to measure the performance of U.S. listed companies that are publicly traded and have a product in clinical trials.
Composition The ETF primarily holds stocks of companies in the biotechnology sector focused on clinical trials. The composition is weighted based on market capitalization within the index's defined criteria.
Market Position
Market Share: Data unavailable at the time of query.
Total Net Assets (AUM): 22280000
Competitors
Key Competitors
- IBB
- XBI
- BBH
- LABU
Competitive Landscape
The biotechnology ETF market is competitive with well-established funds like IBB and XBI dominating. BBC distinguishes itself by focusing specifically on companies involved in clinical trials, potentially offering more targeted exposure. However, this niche focus may result in lower liquidity and higher volatility compared to broader biotech ETFs.
Financial Performance
Historical Performance: Historical performance data not available at the time of the request.
Benchmark Comparison: Benchmark comparison unavailable at time of query.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
The ETF's average trading volume is relatively low, which can impact ease of buying or selling shares.
Bid-Ask Spread
The bid-ask spread may be wider than larger, more liquid ETFs, increasing transaction costs.
Market Dynamics
Market Environment Factors
The biotechnology sector is influenced by factors like FDA approvals, clinical trial outcomes, regulatory changes, and advancements in medical technology. Positive clinical trial results and favorable regulatory decisions can boost the ETF's performance, while setbacks can negatively impact it.
Growth Trajectory
The growth trajectory of the ETF is tied to the success of clinical trials and overall investor sentiment towards the biotech industry. Changes in the portfolio holdings occur as companies advance or fail in their clinical trial pipelines.
Moat and Competitive Advantages
Competitive Edge
The Virtus LifeSci Biotech Clinical Trials ETF provides a unique niche focus on companies involved in clinical trials, distinguishing it from broader biotech ETFs. This targeted approach offers investors the opportunity to capitalize specifically on drug development advancements. The ETF's methodology excludes companies that have already achieved FDA approval, focusing on the more risky but potentially higher-reward stages of clinical development. This specialized focus may appeal to investors with high risk tolerance, particularly those with specific expertise in drug discovery.
Risk Analysis
Volatility
The ETF is likely to exhibit high volatility due to its focus on clinical-stage biotech companies, which are subject to unpredictable trial outcomes and regulatory decisions.
Market Risk
The ETF is exposed to market risk within the biotech sector, including regulatory risks, competition, and the potential for clinical trial failures.
Investor Profile
Ideal Investor Profile
The ideal investor is one with a high risk tolerance, a strong understanding of the biotechnology sector, and a long-term investment horizon.
Market Risk
This ETF is more suitable for active traders or sophisticated investors seeking targeted exposure to clinical-stage biotech companies rather than passive index followers.
Summary
The Virtus LifeSci Biotech Clinical Trials ETF provides a focused investment in companies actively involved in clinical trials. Its unique approach offers potential for high growth but comes with significant risks, particularly related to clinical trial outcomes and regulatory approvals. The ETF is best suited for risk-tolerant investors with a strong understanding of the biotech sector and a long-term perspective. The ETF faces competition from larger biotech ETFs, which offer broader diversification but lack its targeted approach.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Virtus Investment Partners Website
- ETF.com
- Seeking Alpha
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market share information may not be current and is subject to change.
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 LifeSci Biotech Clinical Trials 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 assets in component securities of the index. The index seeks to track the performance of the common stock of U.S. exchange-listed biotechnology companies with a primary product offering (lead drug) that is typically in a Phase 1, Phase 2 or Phase 3 clinical trial stage of development, but prior to receiving marketing approval.

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