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Virtus LifeSci Biotech Clinical Trials ETF (BBC)
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Upturn Advisory Summary
12/05/2025: BBC (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 111.47% | Avg. Invested days 60 | 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 12/05/2025 |
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 investing in biotechnology companies actively involved in clinical trials. The ETF aims to capture the growth potential of companies developing novel therapies and treatments, targeting the clinical trial stage of drug development, excluding generic drug manufacturers or companies which have received FDA approval for any drugs.
Reputation and Reliability
Virtus Investment Partners is a multi-manager asset management firm with a history of providing diverse investment strategies. They are a well-established player in the ETF market, although not among the very largest issuers.
Management Expertise
Virtus has a team of experienced portfolio managers and analysts focused on specific sectors and investment strategies, including healthcare and biotechnology.
Investment Objective
Goal
The ETF seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the LifeSci Biotech Clinical Trials Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the performance of the LifeSci Biotech Clinical Trials Index, which is comprised of US-listed biotechnology companies that are actively involved in clinical trials.
Composition The ETF primarily holds common stocks of biotechnology companies. It excludes companies already having received FDA approval for drugs or focused on generic drug production.
Market Position
Market Share: Relatively small, but captures a unique sub-segment of the biotech sector.
Total Net Assets (AUM): 22540000
Competitors
Key Competitors
- XBI
- IBB
- BBH
- LABU
- LABD
Competitive Landscape
The biotech ETF market is dominated by larger funds like XBI and IBB. BBC differentiates itself by focusing specifically on companies involved in clinical trials, offering more targeted exposure. This specialization is an advantage for investors seeking targeted exposure, but a disadvantage for those preferring broader biotech coverage.
Financial Performance
Historical Performance: Performance varies based on clinical trial outcomes and market sentiment towards biotech. Data should be sourced from financial data providers.
Benchmark Comparison: The ETF aims to track the LifeSci Biotech Clinical Trials Index, so performance should be compared against this index to assess tracking error. Data should be sourced from financial data providers.
Expense Ratio: 0.65
Liquidity
Average Trading Volume
The ETF's average daily trading volume is low, potentially increasing transaction costs.
Bid-Ask Spread
The bid-ask spread can be relatively wide due to the lower trading volume, impacting entry and exit prices.
Market Dynamics
Market Environment Factors
The ETF is influenced by factors like FDA regulations, clinical trial success rates, investor sentiment towards biotech, and overall economic conditions.
Growth Trajectory
The ETF's growth depends on the success of clinical trials and the overall demand for exposure to early-stage biotech companies. Changes to holdings are dictated by index rebalancing and reconstitution.
Moat and Competitive Advantages
Competitive Edge
The ETF's focus on clinical-stage biotech firms provides a targeted approach that differs from broader biotech ETFs. It offers exposure to potential breakthroughs and high-growth opportunities. This niche focus attracts investors seeking exposure to the most innovative segment of the biotechnology industry. However, this targeted strategy also entails higher risk due to the inherent uncertainty of clinical trials.
Risk Analysis
Volatility
The ETF is likely to exhibit high volatility due to the speculative nature of clinical-stage biotech companies.
Market Risk
The ETF is exposed to market risk, regulatory risk (FDA decisions), clinical trial failure risk, and funding risk for biotech companies.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-tolerant, has a long-term investment horizon, and seeks targeted exposure to the biotech industry, particularly clinical-stage companies.
Market Risk
The ETF is more suitable for active traders or investors with a higher risk tolerance, rather than passive index followers seeking broad market exposure.
Summary
The Virtus LifeSci Biotech Clinical Trials ETF provides focused exposure to biotech companies in clinical trials, offering potential for high growth but also significant risk. Its niche focus differentiates it from broader biotech ETFs. Investors should be aware of the ETF's high expense ratio and lower liquidity. It's appropriate for those with a high-risk tolerance seeking to capitalize on potential breakthroughs in clinical-stage drug development.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Virtus Investment Partners
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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.