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VABSVirtus Newfleet Securitized Income ETF

Get income5y track recordRanked #740 of 1,650 in this goal

Seeks income.

By Virtus · Launched 2021

Annual Cost

0.39%

#1,918 of 5,861 · low cost

Fund Size

$112M

#2,882 of 5,861 · mid-size

Dividend YieldGoal

5.06%

Track Record

5 years

#2,255 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,370+3.7%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 24.9% of fundwell diversified

FEDERAL HOME LOAN MORTGAGE CORP
4.5%
MMP CAPITAL 2025-A LLC
2.7%
TACO BELL FUNDING LLC
2.6%
OBX 2024-HYB1 TRUST
2.6%
PRESTIGE AUTO RECEIVABLES TRUST 2025-1
2.6%
LENDBUZZ SECURITIZATION TRUST 2024-3
2.4%
STAR 2025-SFR5
2.1%
VEROS AUTO RECEIVABLES TRUST 2025-1
1.9%
ALA TRUST 2025-OANA
1.8%
METRONET INFRASTRUCTURE ISSUER LLC
1.8%

Asset allocation

Bonds
96.9%
Cash
3.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.9%Low

Year-on-year price swings

Max drawdown
-7.1%Mild

Worst peak-to-trough loss

Sharpe (3Y)
1.09Strong risk-adjusted returns
Sortino (3Y)
1.60Good downside protection

Bond profile

Duration

5.4 years

Avg maturity

10.0 years

Credit ratings

AAA
37.9%
AA
11.8%
A
25.4%
BBB
21.4%
BB
1.5%
B
0.7%
Below B
0.1%
Other
1.2%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks income.
Strategy
Actively manages a portfolio of asset-backed securities (ABS) and mortgage-backed securities (MBS), including commercial and residential MBS, to seek income. Invests primarily in investment grade tranches and may use derivatives to manage exposure. Focused on the financials sector as of July 31, 2025.
Inception date
February 9, 2021
Fund family
Virtus

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Data updated on 2026-08-04