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Upturn AI SWOT - About
Virtus ETF Trust Virtus Newfleet Short Duration High Yield Bond ETF (VSHY)
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Upturn Advisory Summary
10/24/2025: VSHY (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 15.27% | Avg. Invested days 90 | 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 0.7 | 52 Weeks Range 20.00 - 21.85 | Updated Date 06/30/2025 |
52 Weeks Range 20.00 - 21.85 | Updated Date 06/30/2025 |
Upturn AI SWOT
Virtus ETF Trust Virtus Newfleet Short Duration High Yield Bond ETF
ETF Overview
Overview
The Virtus Newfleet Short Duration High Yield Bond ETF (NYSEARCA: FTBF) seeks to provide current income by investing primarily in a portfolio of short-duration high-yield corporate bonds. The fund focuses on bonds with relatively short maturities to manage interest rate risk while aiming to generate attractive yields.
Reputation and Reliability
Virtus Investment Partners is a multi-boutique asset management firm with a solid reputation and a long track record in the investment management industry.
Management Expertise
Newfleet Asset Management, a division of Virtus, has a dedicated team of fixed-income specialists with expertise in managing high-yield bond portfolios.
Investment Objective
Goal
To provide current income.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index. It employs active management to select a portfolio of short-duration high-yield bonds.
Composition The ETF primarily holds high-yield corporate bonds with short maturities.
Market Position
Market Share: Insufficient data available to determine accurate market share.
Total Net Assets (AUM): 413800000
Competitors
Key Competitors
- iShares Broad USD High Yield Corporate Bond ETF (USHY)
- SPDR Bloomberg High Yield Bond ETF (JNK)
- VanEck High Yield Muni ETF (HYD)
Competitive Landscape
The high-yield bond ETF market is competitive, with several large players offering similar strategies. FTBF differentiates itself by focusing on short-duration high-yield bonds, which can be attractive in a rising interest rate environment. However, larger ETFs may offer greater liquidity and lower expense ratios.
Financial Performance
Historical Performance: Historical performance data is readily available from financial websites, showing total return and yield over various periods (1-month, YTD, 1-year, 3-year, 5-year, 10-year).
Benchmark Comparison: FTBF's performance should be compared to a relevant short-duration high-yield bond index to evaluate its effectiveness.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity.
Bid-Ask Spread
The ETF's bid-ask spread is reasonable, indicating lower trading costs.
Market Dynamics
Market Environment Factors
Economic growth, inflation expectations, and credit spreads significantly affect FTBF's performance.
Growth Trajectory
The fund's growth is dependent on investor demand for short-duration high-yield exposure and the manager's ability to generate positive returns.
Moat and Competitive Advantages
Competitive Edge
FTBF's competitive edge lies in its targeted focus on short-duration high-yield bonds, which can provide a degree of interest rate protection. Newfleet Asset Management's expertise in fixed-income investing contributes to the fund's appeal. This specialization differentiates it from broader high-yield bond ETFs. Its strategy may appeal to investors seeking income while mitigating interest rate risk.
Risk Analysis
Volatility
The ETF's volatility is moderate, as high-yield bonds are inherently riskier than investment-grade bonds.
Market Risk
The ETF is subject to credit risk (risk of default) and interest rate risk (although mitigated by the short duration). It also faces liquidity risk if market conditions deteriorate.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking current income and willing to accept moderate credit risk in exchange for higher yields, while preferring lower interest rate risk than longer-duration bonds offer.
Market Risk
The ETF is suitable for investors who want income generation but are cautious about interest rate sensitivity. It may also suit active traders.
Summary
The Virtus Newfleet Short Duration High Yield Bond ETF provides current income by investing in short-duration high-yield corporate bonds. Its focus on short maturities helps mitigate interest rate risk, appealing to investors seeking income with some level of risk management. It's managed by a experienced management company. This ETF offers a way to access the high-yield market with less duration risk. Investors should carefully assess their risk tolerance and investment objectives before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Virtus Investment Partners Website
- SEC Filings
- Financial News Providers
- ETF Database
Disclaimers:
Investment involves risk, including the potential loss of principal. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions. Market share data may not be available for specific time periods.
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 Virtus Newfleet Short Duration High Yield Bond 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 a diversified portfolio of high yield bonds and other debt securities. It invests primarily in U.S. securities but may invest in foreign securities including those in emerging markets (i.e., those that are in the early stages of their economic development). The fund may use credit default swaps to increase or hedge (decrease) investment exposure to various fixed income sectors and instruments.
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.