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BBCVirtus LifeSci Biotech Clinical Trials ETF

Grow my money11y track recordRanked #1,583 of 2,998 in this goal

Seeks investment results that correspond to the price and yield performance of the LifeSci Biotechnology Clinical Trials Index.

By Virtus · Launched 2014

Annual Cost

0.65%

#3,433 of 5,861 · average

Fund Size

$53M

#3,606 of 5,861 · mid-size

Return (1Y)Goal

+124.0%

Track Record

11 years

#1,238 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$21,513+115.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Focus

Biotech & Genomics

Index tracked

LifeSci Biotechnology Clinical Trials Index

What it actually holds

By weight

Concentration

Top 10 holdings = 17.1% of fundwell diversified

DREYFUS GOVERNMENT CASH MANAGEDGCXX
2.3%
ERASCA INC
2.2%
ENLIVEN THERAPEUTICS INC
1.8%
TANGO THERAPEUTICS INC
1.7%
ORUKA THERAPEUTICS INC
1.7%
SPYRE THERAPEUTICS INC
1.6%
ALUMIS INC
1.6%
DIANTHUS THERAPEUTICS INC
1.5%
KODIAK SCIENCES INC
1.3%
REVOLUTION MEDICINES INC
1.3%

Asset allocation

Stocks
99.8%
Cash
0.2%

By sector

Healthcare
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
36.6%High

Year-on-year price swings

Max drawdown
-76.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.77Decent risk-adjusted returns
Sortino (3Y)
1.13Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that correspond to the price and yield performance of the LifeSci Biotechnology Clinical Trials Index.
Strategy
Invests primarily in common stock of U.S. biotechnology companies with lead drugs in clinical trials, using a passive indexing approach to replicate the LifeSci Biotechnology Clinical Trials Index. Concentrates investments in the biotechnology sector, targeting companies with market capitalizations of at least $250 million.
Inception date
December 16, 2014
Fund family
Virtus

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Data updated on 2026-08-04