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Upturn AI SWOT - About
Virtus Duff & Phelps Clean Energy ETF (VCLN)
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Upturn Advisory Summary
08/14/2025: VCLN (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 10.02% | Avg. Invested days 38 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.23 | 52 Weeks Range 14.97 - 21.88 | Updated Date 06/29/2025 |
52 Weeks Range 14.97 - 21.88 | Updated Date 06/29/2025 |
Upturn AI SWOT
Virtus Duff & Phelps Clean Energy ETF
ETF Overview
Overview
The Virtus Duff & Phelps Clean Energy ETF (VCLN) seeks to track the performance of companies involved in the clean energy sector, focusing on businesses that contribute to renewable energy, energy efficiency, and related technologies. The ETF employs a full replication strategy, attempting to hold all or substantially all of the securities in the index.
Reputation and Reliability
Virtus Investment Partners is a well-established asset management firm with a history of providing investment solutions across various asset classes. They are known for their multi-boutique model, offering diverse investment strategies.
Management Expertise
Duff & Phelps Investment Management Co. serves as the investment sub-advisor. Their team specializes in sector-specific investing, offering in-depth knowledge of clean energy markets.
Investment Objective
Goal
To track the performance, before fees and expenses, of the Nasdaq Clean Edge Green Energy Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the Nasdaq Clean Edge Green Energy Index, which measures the performance of companies involved in clean energy technologies.
Composition The ETF predominantly holds stocks of companies in the clean energy sector, including those involved in renewable energy generation, energy storage, and related technologies. The allocation is weighted by market capitalization.
Market Position
Market Share: VCLN has a moderate market share within the clean energy ETF segment.
Total Net Assets (AUM): 188998159.65
Competitors
Key Competitors
- iShares Global Clean Energy ETF (ICLN)
- ALPS Clean Energy ETF (ACES)
- Invesco WilderHill Clean Energy ETF (PBW)
Competitive Landscape
The clean energy ETF market is highly competitive, with ICLN and ACES holding significant market share. VCLN provides a more narrowly focused approach to the clean energy sector, but its lower AUM means it faces disadvantages in terms of liquidity and trading volume. The advantage of VCLN compared to competitors is its unique index and strategy, allowing it to focus on a particular area of the clean energy sector. A disadvantage of VCLN compared to its competitors is that its size limits trading volumes and scalability.
Financial Performance
Historical Performance: Historical performance data can be obtained from financial websites. Provide specific numerical data in a structured array.
Benchmark Comparison: Performance should be compared to the Nasdaq Clean Edge Green Energy Index. Provide specific numerical data in a structured array.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The average trading volume indicates moderate liquidity for VCLN.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and government policies promoting clean energy influence VCLN's performance. The growth prospects of the clean energy sector, driven by climate change concerns and technological advancements, are crucial. The performance of the underlying companies in the index also has a big impact.
Growth Trajectory
VCLN's growth trajectory depends on the adoption of clean energy technologies and the overall performance of companies within the sector. Changes to the underlying index, such as the inclusion or exclusion of specific companies, may occur.
Moat and Competitive Advantages
Competitive Edge
VCLN's competitive edge lies in its collaboration with Duff & Phelps, giving it a deep understanding of the clean energy sector. This knowledge helps them to identify and select companies involved in specific niches. Its differentiated index provides exposure to clean energy opportunities. This tailored approach to the clean energy sector gives it a competitive edge, attracting investors seeking focused exposure.
Risk Analysis
Volatility
The ETF's volatility can be assessed by reviewing its historical price fluctuations and beta. Numerical data should be used.
Market Risk
Specific risks include regulatory changes, technological obsolescence, and commodity price fluctuations affecting renewable energy sources. As a sector focused fund, it carries concentration risk.
Investor Profile
Ideal Investor Profile
The ideal investor for VCLN is someone seeking exposure to the clean energy sector and comfortable with sector-specific risks.
Market Risk
VCLN may suit long-term investors seeking growth in the clean energy sector. Given its sector focus, active monitoring is recommended.
Summary
Virtus Duff & Phelps Clean Energy ETF (VCLN) offers a way to invest in companies that contribute to renewable energy, energy efficiency, and related technologies. The ETF tracks the Nasdaq Clean Edge Green Energy Index, it has moderate liquidity, and is affected by the factors of economic indicators and government policies. VCLN's competitive advantage comes from the combined efforts of Virtus Investment Partners and Duff & Phelps. It may be a suitable option for long-term investors seeking growth in the clean energy market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Virtus Investment Partners Website
- ETF.com
- Morningstar
- Nasdaq
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market data is subject to change. Consult with a financial advisor 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 Duff & Phelps Clean Energy 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 net assets (plus the amount of any borrowings for investment purposes) in equity securities of clean energy companies. The sub-adviser defines clean energy companies as those that derive at least 50% of their value from one or more of the following clean energy businesses: (a) the production of clean energy; (b) the provision of clean energy technology and equipment; or (c) the transmission and distribution of clean energy. It is non-diversified.
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