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Upturn AI SWOT - About
Virtus ETF Trust II (SDCP)
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Upturn Advisory Summary
10/24/2025: SDCP (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 8.64% | Avg. Invested days 169 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.30 - 26.53 | Updated Date 06/30/2025 |
52 Weeks Range 24.30 - 26.53 | Updated Date 06/30/2025 |
Upturn AI SWOT
Virtus ETF Trust II
ETF Overview
Overview
Virtus ETF Trust II is a collection of various ETFs focusing on different investment strategies and sectors. Each fund within the trust has its own objective and investment style.
Reputation and Reliability
Virtus Investment Partners is a well-established asset management firm with a long track record.
Management Expertise
Virtus has a team of experienced investment professionals managing the various ETFs within the Virtus ETF Trust II.
Investment Objective
Goal
The investment goal varies for each individual ETF within the trust, ranging from capital appreciation to income generation.
Investment Approach and Strategy
Strategy: The ETFs within the trust may track specific indexes, focus on particular sectors, or employ active management strategies.
Composition The assets held within the trust vary depending on the specific ETF, and can include stocks, bonds, and other asset classes.
Market Position
Market Share: Market share varies widely by individual ETF within the trust.
Total Net Assets (AUM): The total net assets under management vary significantly across the different ETFs within Virtus ETF Trust II.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape depends on the specific ETF within the trust. Each ETF competes with similar funds in its respective category. Virtus ETF Trust II's advantages and disadvantages depend on each ETFs strategy, performance, and fees compared to its competitors.
Financial Performance
Historical Performance: Historical performance varies significantly across the different ETFs within Virtus ETF Trust II.
Benchmark Comparison: Benchmark comparison depends on the specific ETF and its investment objective. Each ETF should be compared to an appropriate benchmark.
Expense Ratio: Expense ratios vary across the different ETFs within Virtus ETF Trust II.
Liquidity
Average Trading Volume
Average trading volume varies significantly across the different ETFs within Virtus ETF Trust II.
Bid-Ask Spread
Bid-ask spread varies significantly across the different ETFs within Virtus ETF Trust II.
Market Dynamics
Market Environment Factors
Market environment factors affecting Virtus ETF Trust II depend on the specific ETFs underlying assets and sector exposures.
Growth Trajectory
Growth trends and patterns depend on the specific ETF and its investment strategy, and any changes in strategy or holdings for each ETF.
Moat and Competitive Advantages
Competitive Edge
Virtus ETF Trust II's competitive advantage lies in its diverse range of investment strategies offered through its individual ETFs. This allows investors to access niche market segments or specific investment approaches. The unique active strategies of some of its funds might give an edge, although this depends heavily on consistent performance. The brand recognition of Virtus and its established distribution network also helps in attracting investor capital. This platform approach allows for both diversification and targeted exposure for sophisticated investors.
Risk Analysis
Volatility
Volatility varies significantly across the different ETFs within Virtus ETF Trust II.
Market Risk
Market risk depends on the specific ETFs underlying assets and sector exposures.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF within Virtus ETF Trust II. It could range from conservative income seekers to aggressive growth investors.
Market Risk
Suitability depends on the specific ETF and the investor's risk tolerance and investment goals.
Summary
Virtus ETF Trust II is a diverse collection of ETFs offering a variety of investment strategies. The funds within the trust target different sectors, asset classes, and investment objectives, catering to a wide range of investor preferences. Due to its diverse nature, each ETF needs to be independently evaluated based on its individual performance, risks, and expenses. Investors should carefully research each specific ETF within the trust to determine its suitability for their portfolio. Virtus ETF Trust II is suitable for investors looking for targeted exposure to specific sectors or investment strategies within a single ETF platform.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Virtus Investment Partners Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice. Investors should conduct their own due diligence before making any investment decisions.
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 ETF Trust II
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund"s sub-adviser, seeks current income with an emphasis on maintaining low volatility and overall short duration (within a range of 1-3 years) by investing primarily in investment grade, more liquid fixed income securities of U.S. issuers. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in fixed income debt obligations.
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.