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Upturn AI SWOT - About
Virtus LifeSci Biotech Clinical Trials ETF (BBC)
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Upturn Advisory Summary
09/15/2025: BBC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 31.86% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/15/2025 |
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 |
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 the clinical trial phase of biotech and pharmaceutical product development. It aims to capture the potential upside of successful clinical trials while managing risk associated with the inherent uncertainty of the sector. The ETF invests primarily in publicly listed companies.
Reputation and Reliability
Virtus Investment Partners is a multi-manager asset management firm with a long track record. They are considered reputable and reliable in the investment management industry.
Management Expertise
Virtus has a dedicated team of investment professionals with expertise in healthcare and biotechnology sectors.
Investment Objective
Goal
The ETF seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the LifeSci Biotechnology Clinical Trials Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the LifeSci Biotechnology Clinical Trials Index.
Composition The ETF holds stocks of companies primarily involved in the clinical trial stage of drug development within the biotechnology sector.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 46997905
Competitors
Key Competitors
- XBI
- IBB
- LABU
Competitive Landscape
The biotech ETF market is dominated by larger, more established ETFs like XBI and IBB. BBC differentiates itself by focusing specifically on companies in the clinical trial phase, offering potentially higher growth but also higher risk compared to broader biotech ETFs. BBC has a significantly smaller AUM compared to its competitors, posing challenges in terms of trading volume and potential fund closure risk. However, its targeted approach may appeal to investors seeking exposure to a specific segment of the biotech industry.
Financial Performance
Historical Performance: Data unavailable for structured array format.
Benchmark Comparison: Data unavailable for structured array format.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The ETF has a relatively low average trading volume, suggesting potentially wider bid-ask spreads and greater price impact from larger trades.
Bid-Ask Spread
The bid-ask spread can be relatively wide due to the lower trading volume, impacting the cost of trading.
Market Dynamics
Market Environment Factors
Economic indicators, regulatory changes in the pharmaceutical industry, and advancements in biotechnology can significantly impact the performance of the ETF. Market sentiment towards riskier assets also plays a role.
Growth Trajectory
The ETF's growth is linked to the success rates of clinical trials and overall investor appetite for biotechnology investments. Any shift toward value investing may negatively impact the growth trend.
Moat and Competitive Advantages
Competitive Edge
BBC's competitive advantage lies in its specialized focus on biotechnology companies involved in clinical trials, offering targeted exposure to a high-growth, high-risk segment of the biotech industry. This niche strategy differentiates it from broad-based biotech ETFs, potentially appealing to investors with a specific thesis on clinical trial success. However, its smaller size and lower liquidity compared to larger competitors may limit its overall appeal. The concentration on clinical trials provides an exposure profile distinct from more general biotechnology indexes.
Risk Analysis
Volatility
The ETF is expected to exhibit high volatility due to the inherent risks associated with clinical trials and the biotechnology sector.
Market Risk
The ETF is subject to market risk specific to the biotechnology sector, including regulatory hurdles, clinical trial failures, and competition from other pharmaceutical companies.
Investor Profile
Ideal Investor Profile
The ETF is suited for investors with a high risk tolerance and a strong belief in the potential of biotechnology companies in the clinical trial phase. Investors should understand the inherent risks associated with drug development.
Market Risk
This ETF is best suited for active traders or investors looking for specific exposure to the clinical trial phase of biotechnology, not necessarily for passive index followers or long-term, conservative investors.
Summary
The Virtus LifeSci Biotech Clinical Trials ETF offers targeted exposure to biotechnology companies involved in clinical trials. Its specialized focus differentiates it from broader biotech ETFs but also introduces higher risk and volatility. The ETF's performance is closely tied to the success rates of clinical trials and overall market sentiment towards the biotech industry. Potential investors should carefully consider their risk tolerance and investment objectives before investing, as the ETF carries a smaller AUM compared to its competitors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Virtus Investment Partners website
- ETF.com
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investors should consult with a financial advisor before making any investment decisions. Market share data may not be fully available or up-to-date.
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.
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.