Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.39% 0.13% 82.65M 3009.03
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 70.00% 69.36M Upgrade

Basic Info

Investment Strategy
The Fund seeks income. Under normal market conditions, the Fund will invest at least 80% of its net assets in investment grade tranches of ABS and MBS, and in derivatives and other instruments that have economic characteristics similar to such investments. The Fund will invest exclusively in debt tranches of ABS and MBS.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Other
Peer Group Specialty Fixed Income Funds
Global Macro Bond Other
US Macro General Domestic Taxable Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Specialty Fixed Income Funds
Fund Owner Firm Name Virtus
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
-5.23%
7.60%
7.59%
5.09%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
7.11%
--
--
4.91%
-0.64%
-11.29%
3.97%
2.47%
7.25%
--
--
--
1.62%
-16.03%
6.42%
3.19%
8.56%
--
--
--
--
--
--
7.46%
5.95%
-1.08%
13.34%
18.83%
-7.81%
-30.19%
0.14%
-6.17%
11.27%
As of December 05, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.98%
Stock 0.00%
Bond 98.02%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks income. Under normal market conditions, the Fund will invest at least 80% of its net assets in investment grade tranches of ABS and MBS, and in derivatives and other instruments that have economic characteristics similar to such investments. The Fund will invest exclusively in debt tranches of ABS and MBS.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Other
Peer Group Specialty Fixed Income Funds
Global Macro Bond Other
US Macro General Domestic Taxable Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Specialty Fixed Income Funds
Fund Owner Firm Name Virtus
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders