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VPCVirtus Private Credit ETF

Get income7y track recordRanked #1,375 of 1,650 in this goal

Seeks investment results that correspond to the price and yield performance of the Indxx Private Credit Index.

By Virtus · Launched 2019

Annual Cost

10.60%

#5,849 of 5,853 · expensive

Fund Size

$31M

#4,146 of 5,853 · small

Dividend YieldGoal

16.28%

Track Record

7 years

#1,833 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$8,392-16.1%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Focus

Private Equity

Index tracked

Indxx Private Credit Index

What it actually holds

By weight

Concentration

Top 10 holdings = 49.2% of fundmoderately concentrated

DREYFUS GOVERNMENT CASH MANAGEDGCXX
20.9%
OXFORD LANE CAPITAL CORP
5.5%
EAGLE POINT CREDIT COMPANY INC
4.9%
OFS CREDIT COMPANY INC
3.7%
BLACKROCK TCP CAPITAL CORP
2.7%
XAI OCTAGON FLOATING RATE & ALTERNATIVE INCOME TERM TRUST
2.7%
PROSPECT CAPITAL CORP
2.3%
GOLDMAN SACHS BDC INC
2.2%
HORIZON TECHNOLOGY FINANCE CORP
2.2%
OAKTREE SPECIALTY LENDING CORP
2.1%

Asset allocation

Stocks
72.2%
Bonds
25.9%
Cash
1.3%
Other
0.4%
Preferred
0.3%
Convertible
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.7%Moderate

Year-on-year price swings

Max drawdown
-53.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)
-0.31Below average
Sortino (3Y)
-0.41Moderate downside risk

Bond profile

Duration

7.7 years

Avg maturity

7.5 years

Credit ratings

US Government
0.9%
AAA
1.1%
AA
9.1%
A
0.6%
BBB
6.3%
BB
24.4%
B
45.3%
Below B
6.4%
Other
6.9%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that correspond to the price and yield performance of the Indxx Private Credit Index.
Strategy
Invests primarily in U.S.-listed BDCs and closed-end funds that employ private credit strategies, aiming to replicate the Indxx Private Credit Index. Focuses on generating current income and capital appreciation through investments in private credit instruments.
Inception date
February 7, 2019
Fund family
Virtus

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Data updated on 2026-08-02