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Virtus LifeSci Biotech Clinical Trials ETF (BBC)
Rating:47Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, indicating strong overall momentum.
Focused Sector Exposure
The fund’s heavy allocation to the health care sector provides targeted exposure to a high-growth industry.
Promising Top Holdings
Several top holdings, such as Celcuity and uniQure, have shown strong year-to-date performance, supporting the ETF’s returns.
Negative Factors
High Expense Ratio
The ETF’s expense ratio is relatively high, which could eat into investor returns over time.
Limited Geographic Diversification
The fund is heavily concentrated in U.S. companies, offering minimal exposure to international markets.
Sector Over-Concentration
With over 97% of assets in health care, the ETF is highly exposed to risks specific to this sector.
BBC vs. SPDR S&P 500 ETF (SPY)
AUM29.43M
RegionNorth America
Expense Ratio0.79%
Beta1.42
IssuerVirtus
Inception DateDec 16, 2014
Dividend Yield0.6%
Asset ClassEquity
Index TrackedLifeSci Biotechnology Clinical Trials Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume39,570
30 Day Avg. Volume20,854
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
65.82Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering110
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BBC Summary
The Virtus LifeSci Biotech Clinical Trials ETF (BBC) is an investment fund that focuses on companies in the biotechnology sector, specifically those involved in clinical trials for new medical treatments. It follows the LifeSci Biotechnology Clinical Trials Index and includes innovative healthcare companies like Intellia Therapeutics and uniQure. This ETF is appealing for investors who want to support cutting-edge medical advancements while diversifying their portfolio with exposure to the growing biotech industry. However, new investors should be aware that biotech stocks can be volatile, as their success often depends on the outcomes of clinical trials and regulatory approvals.
How much will it cost me?The Virtus LifeSci Biotech Clinical Trials ETF (Ticker: BBC) has an expense ratio of 0.79%, which means you’ll pay $7.90 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on a specialized niche in the biotechnology sector that requires more research and expertise.
What would affect this ETF?The Virtus LifeSci Biotech Clinical Trials ETF could benefit from advancements in biotechnology and medical research, as well as increased funding for healthcare innovation in the U.S., where it is primarily focused. However, it may face challenges from regulatory hurdles, high costs associated with clinical trials, and potential setbacks in drug approvals, which could negatively impact the performance of its top holdings. Economic conditions, such as changes in interest rates or reduced investor appetite for high-risk sectors, could also influence the ETF's future performance.
BBC Top 10 Holdings
The Virtus LifeSci Biotech Clinical Trials ETF is laser-focused on the U.S. healthcare sector, with a heavy tilt toward innovative biotech companies navigating the high-stakes world of clinical trials. Terns Pharmaceuticals and Olema Pharmaceuticals are helping drive the fund’s momentum, buoyed by recent positive developments and strategic partnerships. However, lagging names like Cogent Biosciences and Praxis Precision Medicines are holding back performance, weighed down by financial struggles and bearish trends. With nearly all its holdings concentrated in life sciences, this ETF offers a bold bet on cutting-edge medical breakthroughs but carries the risks inherent to speculative biotech plays.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Terns Pharmaceuticals | 5.52% | $1.65M | $4.02B | 614.57% | 45 Neutral | |
| Celcuity | 3.70% | $1.11M | $4.71B | 699.13% | 44 Neutral | |
| Olema Pharmaceuticals | 3.58% | $1.07M | $2.41B | 369.94% | 46 Neutral | |
| Praxis Precision Medicines | 2.73% | $818.68K | $6.54B | 276.45% | 58 Neutral | |
| Cogent Biosciences | 2.55% | $765.04K | $5.96B | 380.10% | 37 Underperform | |
| Nuvation Bio | 2.10% | $630.35K | $2.70B | 214.45% | 45 Neutral | |
| Arrowhead Pharmaceuticals | 2.01% | $602.39K | $9.35B | 219.87% | 57 Neutral | |
| Monte Rosa Therapeutics | 1.55% | $464.38K | $1.12B | 112.58% | 52 Neutral | |
| Savara | 1.41% | $423.65K | $1.36B | 107.16% | 46 Neutral | |
| Structure Therapeutics, Inc. Sponsored ADR | 1.40% | $418.73K | $4.18B | 112.68% | 31 Underperform |
BBC Technical Analysis
Positive
―
Price Trends
32.70
Positive
28.06
Positive
23.49
Positive
Market Momentum
2.22
Negative
71.45
Negative
80.93
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BBC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 36.30, equal to the 50-day MA of 32.70, and equal to the 200-day MA of 23.49, indicating a bullish trend. The MACD of 2.22 indicates Negative momentum. The RSI at 71.45 is Negative, neither overbought nor oversold. The STOCH value of 80.93 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BBC.
BBC Peer Comparison
Comparison Results
Performance Comparison
BBC
Virtus LifeSci Biotech Clinical Trials ETF
40.05
14.76
58.36%
LFSC
F/M Emerald Life Sciences Innovation ETF
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XHS
SPDR S&P Health Care Services ETF
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IBBQ
Invesco Nasdaq Biotechnology ETF
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―
―
BBP
Virtus LifeSci Biotech Products ETF
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―
―
FTXH
First Trust Nasdaq Pharmaceuticals ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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