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ETFs

Virtus Duff & Phelps Clean Energy ETF

VCLN
$--
Today’s Change
-- (--)

Snapshot
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Inception Date
Aug 03 2021
Expense Ratio
0.59%
Type
Global Equities
Fund Owner
Virtus ETF Solutions
Volume (1m avg. daily)
$333
AUM
$7,088,315
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus
View

Top 10 Holdings

IBE
Iberdrola S.A.
7.11%
FSLR
First Solar Inc
5.61%
ENPH
Enphase Energy Inc
4.64%
EDP
EDP-Energias DE Portugal S.A.
4.39%
ORSTED
Orsted A/S
3.97%
ED
Consolidated Edison, Inc.
3.69%
VWS
Vestas Wind Systems AS
3.20%
SEDG
Solaredge Technologies Inc
3.03%
FORTUM
Fortum Oyj
2.99%
ARRY
Array Technologies Inc
2.94%
Invest with VCLN

What is VCLN?

Under normal market conditions, the Fund will invest not less than 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of clean energy companies. Duff & Phelps Investment Management Co., the Fund s sub-adviser (the Sub-Adviser ), defines clean energy companies as those that derive at least 50% of their value from one or more of the following clean energy businesses: (a) the production of clean energy (e .g ., biofuel, biomass, hydroelectricity, solar energy, wind energy, and battery storage, among others); (b) the provision of clean energy technology and equipment; or (c) the transmission and distribution of clean energy. In determining whether a company derives at least 50% of its value from clean energy businesses, the Sub-Adviser evaluates the percentage of the company s reported or estimated revenue, profits, assets and capital expenditures that are allocated to, or derived from, the clean energy business. In seeking eligible investments, the Sub-Adviser starts by screening U .S . and non-U .S . markets, including emerging markets (i.e., those that are in the early stages of their economic development), for companies in the utilities, industrials, technology and energy sectors that are involved in clean energy . Companies are only considered for inclusion in the Fund s portfolio if they are listed on an exchange and have a minimum float adjusted market capitalization of greater than U .S . $500 million.

ETFs related toVCLN

ETFs correlated to VCLN include ICLN, TAN, CNRG

VCLN
Virtus ETF Trust II - Virtus Duff & Phelps Clean Energy ETF
ICLN
BlackRock Institutional Trust Company N.A. - iShares Global Clean Energy ETF
TAN
Invesco Capital Management LLC - Invesco Solar ETF
CNRG
SPDR Series Trust - SPDR S&P Kensho Clean Power ETF
ACES
ALPS Fund Services - ALPS Clean Energy ETF
ERTH
Invesco Capital Management LLC - Invesco MSCI Sustainable Future ETF
QCLN
First Trust Exchange-Traded Fund III - First Trust Nasdaq Clean Edge Green Energy Index Fund
GRID
First Trust Exchange-Traded Fund III - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
PBW
Invesco Capital Management LLC - Invesco WilderHill Clean Energy ETF
KOMP
SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
IMCG
BlackRock Institutional Trust Company N.A. - iShares Morningstar Mid-Cap Growth ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

FAQ

VCLN is a Global Equities ETF. Under normal market conditions, the Fund will invest not less than 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of clean energy companies. Duff & Phelps Investment Management Co., the Fund s sub-adviser (the Sub-Adviser ), defines clean energy companies as those that derive at least 50% of their value from one or more of the following clean energy businesses: (a) the production of clean energy (e .g ., biofuel, biomass, hydroelectricity, solar energy, wind energy, and battery storage, among others); (b) the provision of clean energy technology and equipment; or (c) the transmission and distribution of clean energy. In determining whether a company derives at least 50% of its value from clean energy businesses, the Sub-Adviser evaluates the percentage of the company s reported or estimated revenue, profits, assets and capital expenditures that are allocated to, or derived from, the clean energy business. In seeking eligible investments, the Sub-Adviser starts by screening U .S . and non-U .S . markets, including emerging markets (i.e., those that are in the early stages of their economic development), for companies in the utilities, industrials, technology and energy sectors that are involved in clean energy . Companies are only considered for inclusion in the Fund s portfolio if they are listed on an exchange and have a minimum float adjusted market capitalization of greater than U .S . $500 million.

Yes, VCLN is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, VCLN is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on VCLN is -0.0451%. This is the percent change in the value of VCLN over the most recent 1-month period. The 3-month return on VCLN is -0.1373%. This is the percent change in the value of VCLN over the most recent 3-month period.

The standard deviation of VCLN for the past year is 0.2542%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to VCLN include IGF, EFAV, and ARKK.

ETFs correlated to VCLN include ICLN, TAN, and CNRG.

ETFs that are inversely correlated to VCLN include RWM, TZA, and SRTY.

Disclaimers

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We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.