Skip to content

VABSVirtus Newfleet Securitized Income ETF

Get income5y track recordRanked #836 of 1,706 in this goal

Seeks income.

By Virtus · Launched 2021

Annual Cost

0.39%

#1,988 of 6,040 · low cost

Fund Size

$112M

#2,987 of 6,040 · mid-size

Return (1Y)

+3.0%

Track Record

5 years

#2,269 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,302+3.0%

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

Holdings

By weight

Concentration

Top 10 holdings = 24.9% of funddiversified

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
98.8%
Cash
1.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.7%Low

Year-on-year price swings

Max drawdown
-7.1%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.89Decent risk-adjusted returns
Sortino (3Y)
1.29Good downside protection

Bond profile

Duration

5.4 years

Avg maturity

9.9 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

Next steps

Save VABS to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18