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VRAI - ETF AI Analysis

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VRAI

Virtus Real Asset Income ETF (VRAI)

Rating:68Neutral
Price Target:
VRAI, the Virtus Real Asset Income ETF, has a solid overall rating that reflects generally strong, income-focused holdings with a few areas of caution. Standout contributors like Cal-Maine Foods, with excellent growth, profitability, and attractive valuation, and Plains All American, with strong financial performance, positive momentum, and a high dividend yield, help support the fund’s quality. However, holdings such as Eversource Energy and Essex Property face bearish technical trends, leverage or regional challenges, and regulatory or liability risks, highlighting that exposure to utilities and real-asset sectors can bring both income potential and sector-specific risk.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating solid momentum.
Robust Top Holdings
Many of the largest positions, especially in energy and related industries, have delivered strong year-to-date performance that supports the fund’s returns.
Income-Focused Real Asset Mix
The combination of energy, real estate, utilities, and materials provides exposure to real assets that can offer steady income and potential inflation protection.
Negative Factors
High Sector Concentration
Heavy weighting in energy and real estate means the fund is more exposed if these sectors weaken.
Limited Geographic Diversification
The ETF is overwhelmingly invested in U.S. companies, with only a small slice in Canada, which reduces global diversification.
Moderately High Expense Ratio
The fund’s fee is higher than many broad market ETFs, which can slightly reduce net returns over time.

VRAI vs. SPDR S&P 500 ETF (SPY)

VRAI Summary

VRAI is the Virtus Real Asset Income ETF, which follows the Indxx Real Asset Income Index. It focuses on companies tied to real assets like real estate, energy, and infrastructure, aiming to provide income and some growth, especially when inflation is high. Most holdings are U.S. stocks, including names like HF Sinclair Corporation and Cenovus Energy. Investors might consider VRAI to diversify beyond traditional stocks and add income from sectors that can benefit from rising prices. A key risk is that it is heavily tilted toward energy and real estate, so its value can go up and down with those sectors and the broader market.
How much will it cost me?The Virtus Real Asset Income ETF (VRAI) has an expense ratio of 0.55%, meaning you’ll pay $5.50 per year for every $1,000 invested. This is slightly higher than average because it’s actively managed, focusing on real assets and income generation, which requires more research and management compared to passive index funds.
What would affect this ETF?The Virtus Real Asset Income ETF (VRAI) could benefit from rising inflation, as its focus on real assets like real estate, energy, and infrastructure often performs well in such environments. However, higher interest rates or regulatory changes in sectors like energy and utilities could negatively impact its income-generating potential. Additionally, its heavy exposure to the U.S. market means economic conditions in North America will play a significant role in its future performance.

VRAI Top 10 Holdings

VRAI is leaning heavily on energy names like HF Sinclair, SM Energy, and Cenovus, which have been rising and effectively powering the fund, reflecting its real-asset, income-focused tilt. Midstream players Plains All American and Plains GP are also pulling their weight, adding steady momentum and dependable payouts. On the steadier side, Brookfield Infrastructure and Rexford Industrial Realty are more like ballast than rocket fuel, helping with stability but not shooting the lights out. Overall, this is a U.S.-anchored, real-asset story with a clear tilt toward energy and infrastructure.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
HF Sinclair Corporation1.48%$274.23K$16.26B115.93%
68
Neutral
Stepan Company1.27%$236.68K$1.46B28.64%
66
Neutral
SM Energy1.25%$232.94K$7.80B21.98%
72
Outperform
Cenovus Energy1.25%$232.16K$55.61B103.57%
73
Outperform
Cal-Maine Foods1.23%$228.05K$4.12B-18.63%
84
Outperform
Shell1.23%$227.93K$252.70B27.75%
78
Outperform
Murphy Oil1.23%$227.91K$5.70B67.82%
68
Neutral
Brookfield Infrastructure1.22%$227.42KC$26.96B34.10%
69
Neutral
Plains All American1.22%$225.80K$17.33B36.50%
79
Outperform
Ovintiv1.22%$225.73KC$24.12B58.45%
60
Neutral

VRAI Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
28.03
Positive
100DMA
27.63
Positive
200DMA
25.83
Positive
Market Momentum
MACD
0.17
Positive
RSI
52.98
Neutral
STOCH
35.67
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VRAI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.36, equal to the 50-day MA of 28.03, and equal to the 200-day MA of 25.83, indicating a bullish trend. The MACD of 0.17 indicates Positive momentum. The RSI at 52.98 is Neutral, neither overbought nor oversold. The STOCH value of 35.67 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VRAI.

VRAI Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$18.54M0.55%
68
Neutral
$98.92M0.89%
71
Outperform
$92.94M0.39%
68
Neutral
$92.94M0.85%
68
Neutral
$92.72M0.76%
66
Neutral
$89.94M0.59%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
VRAI
Virtus Real Asset Income ETF
28.40
6.03
26.96%
BAMD
Brookstone Dividend Stock ETF
ABLD
Abacus FCF Real Assets Leaders ETF
STNC
Stance Equity ESG Large Cap Core ETF
BUZZ
VanEck Social Sentiment ETF
PFOE
Pathfinder Focused Opportunities ETF
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.
DisclaimerThis 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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