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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.59% 1.53% 5.190M 2095.37
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.52% 69.00% -2.416M Upgrade

Basic Info

Investment Strategy
The Fund seeks capital appreciation by investing in equity securities of clean energy companies, or those that derive at least 50% of their value from one or more of the following: the production of clean energy; the provision of clean energy technology and equipment; the transmission and distribution of clean energy.
General
Security Type Exchange-Traded Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Theme - Alternative Energy
Peer Group Alternative Energy Funds
Global Macro Equity Theme
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Energy Funds
Fund Owner Firm Name Virtus
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
-7.89%
-17.53%
-6.70%
58.37%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
20.34%
--
--
--
--
-11.47%
-19.63%
-21.11%
54.02%
-11.37%
31.18%
61.18%
-11.65%
-13.11%
-3.20%
-8.96%
36.16%
-9.02%
44.35%
141.8%
-24.18%
-5.41%
-20.38%
-25.72%
48.29%
-10.17%
38.86%
118.4%
-2.74%
-29.91%
1.43%
-9.34%
34.60%
As of December 09, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.85%
Stock 97.74%
Bond 0.00%
Convertible 0.00%
Preferred 1.40%
Other 0.00%
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Basic Info

Investment Strategy
The Fund seeks capital appreciation by investing in equity securities of clean energy companies, or those that derive at least 50% of their value from one or more of the following: the production of clean energy; the provision of clean energy technology and equipment; the transmission and distribution of clean energy.
General
Security Type Exchange-Traded Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Theme - Alternative Energy
Peer Group Alternative Energy Funds
Global Macro Equity Theme
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Energy Funds
Fund Owner Firm Name Virtus
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
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