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BBC
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Virtus LifeSci Biotech Clinical Trials ETF (BBC)

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$21.86
Last Close (24-hour delay)
Profit since last BUY11.64%
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BUY since 38 days
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Upturn Advisory Summary

07/29/2025: BBC (1-star) has a low Upturn Star Rating. Not recommended to BUY.

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 20.1%
Avg. Invested days 42
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 4.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 07/29/2025

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

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Virtus LifeSci Biotech Clinical Trials ETF

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

Virtus Investment Partners is a reputable asset manager with a long history in the financial industry.

reliability logo Management Expertise

Virtus has a team of experienced investment professionals specializing in the life sciences and biotechnology sectors.

Investment Objective

overview logo 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

overview logo 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.

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 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.