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VCLNVirtus Duff & Phelps Clean Energy ETF

Grow my money5y track recordRanked #2,363 of 2,999 in this goal

Seeks capital appreciation.

By Virtus · Launched 2021

Annual Cost

0.59%

#3,123 of 5,861 · average

Fund Size

$6M

#5,111 of 5,861 · small

Return (1Y)Goal

+36.0%

Track Record

5 years

#2,384 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$13,608+36.1%

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

Active selection

Focus

Clean Energy

What it actually holds

By weight

Concentration

Top 10 holdings = 47.5% of fundmoderately concentrated

BLOOM ENERGY CORP
9.0%
NEXTPOWER INC
6.8%
FIRST SOLAR INC
6.3%
CHINA YANGTZE POWER CO LTD
5.4%
CLEARWAY ENERGY INC
4.0%
IBERDROLA SA
3.5%
VESTAS WIND SYSTEMS A/S
3.5%
PLUG POWER INC
3.2%
ENPHASE ENERGY INC
3.0%
EDP SA
2.9%

Asset allocation

Stocks
98.8%
Cash
0.7%
Preferred
0.5%

By sector

Industrials
37.2%
Utilities
34.5%
Technology
27.4%
Energy
0.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
31.7%High

Year-on-year price swings

Max drawdown
-45.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.37Below average
Sortino (3Y)
0.54Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks capital appreciation.
Strategy
Actively manages investments in equity securities of clean energy companies, focusing on those involved in the production, technology, and distribution of clean energy. Concentrates investments in the clean energy industry, primarily in the U.S. and Europe.
Inception date
August 3, 2021
Fund family
Virtus

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Data updated on 2026-08-04