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VRAIVirtus Real Asset Income ETF

Beat inflation7y track recordRanked #97 of 109 in this goal

Seeks investment results that correspond to the price and yield performance of the Indxx Real Asset Income Index.

By Virtus · Launched 2019

Annual Cost

0.55%

#2,921 of 5,861 · average

Fund Size

$18M

#4,536 of 5,861 · small

Return (1Y)Goal

+26.3%

Track Record

7 years

#1,833 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,744+27.4%

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

Factor

Dividend

Focus

Infrastructure

Index tracked

Indxx Real Asset Income Index

What it actually holds

By weight

Concentration

Top 10 holdings = 12.8% of fundwell diversified

DREYFUS GOVERNMENT CASH MANAGEDGCXX
2.2%
CENOVUS ENERGY INC
1.2%
WHITESTONE REIT
1.2%
INVITATION HOMES INC
1.2%
SELECT WATER SOLUTIONS INC
1.2%
SLB LTD
1.2%
RPC INC
1.2%
RYMAN HOSPITALITY PROPERTIES INC
1.2%
SUMMIT HOTEL PROPERTIES INC
1.2%
ENEL CHILE SA
1.2%

Asset allocation

Stocks
98.0%
Cash
2.0%

By sector

Real Estate
37.1%
Energy
31.4%
Utilities
17.8%
Basic Materials
7.9%
Communication
2.8%
Consumer Defensive
1.8%
Technology
1.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
11.8%Moderate

Year-on-year price swings

Max drawdown
-47.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.52Decent risk-adjusted returns
Sortino (3Y)
0.72Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that correspond to the price and yield performance of the Indxx Real Asset Income Index.
Strategy
Invests primarily in U.S.-listed common stocks, REITs, MLPs, and ADRs classified as Real Asset companies across Real Estate, Natural Resources, and Infrastructure sectors. Uses a passive indexing approach to replicate the Indxx Real Asset Income Index, aiming for a correlation of 95% or better with the Index's performance.
Inception date
February 7, 2019
Fund family
Virtus

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Data updated on 2026-08-04