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VirtusLarge BlendVUS · NYSE Arca

Virtus US Dividend ETF (VUS)

Price
$30.08
—25 Sept 2026
Assets
$17.4M
Total net assets
Expense ratio
0.25%
Category 0.72%
Yield
—
Trailing distributions
3Y CAGR
—
Category 20.6%
5Y CAGR
—
Category 11.5%
Loading NAV history…
Virtus US Dividend ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
—
Maximum drawdown
—
Sharpe ratio
—
Sortino ratio
—
Beta
—
Alpha
—
R²
—
Information ratio
—
Upside capture
—
Downside capture
—
Tracking error
—
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+0.5%+3.9%+21.4%+21.9%————+22.8%
Large Blend average-0.2%4.0%19.7%12.8%16.4%20.6%11.5%13.9%14.4%
Difference+0.7%-0.1%+1.7%+9.1%————+8.5%

Holdings

The 10 largest positions make up 31.6% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
AAPLApple Inc6.20%
NVDANVIDIA Corp5.82%
MSFTMicrosoft Corp3.97%
AVGOBroadcom Inc3.34%
MUMicron Technology Inc2.61%
AMZNAmazon.com Inc2.25%
JPMJPMorgan Chase & Co2.17%
JNJJohnson & Johnson2.01%
GOOGLAlphabet Inc Class A1.63%
LRCXLam Research Corp1.61%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
18.3
P/B
3.1
P/S
2.1
P/CF
13.3

Sector allocation

Share of the equity the fund holds.

36.9%Technology11 sectors
  1. Technology36.9%
  2. Financial services14.1%
  3. Real estate11.4%
  4. Health care11.2%
  5. Industrials7.4%
  6. Energy6.2%
  7. Communication services5.4%
  8. Consumer discretionary3.3%
  9. Consumer staples2.2%
  10. Utilities1.1%
  11. Materials0.8%

Asset mix

  • Stocks99.8%
  • Cash0.2%

ETF details

Issuer
Virtus
Category
Equity · Large Blend
Ticker
VUS
Exchange
NYSE Arca
Inception
2 Dec 2025 (0.8 years)
Structure
Exchange Traded Fund
Expense ratio
0.25% (category 0.72%)
Holdings turnover
0% (category 95%)
Distribution yield
—
Beta, 3 years
0.00
Total net assets
$17.4M

Prices and returns as of 25 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other large blend ETFs

Other ETFs in the Large Blend category.

evenfolio

Investment research for ETFs, mutual funds and stocks. Data is for research and education. It is not a recommendation to buy or sell any security. Mutual fund investments are subject to market risk; read all scheme documents carefully.

© 2026 Evenfolio
build 62 · 2026-09-28 17:30 UTC

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