Overview Performance Dividends Metrics Financials ETFs Industry Correlations

1 Stock and 99 ETF Virtus Investment Partners (VRTS) alternatives

The most close Virtus Investment Partners (VRTS) alternative is ETF PCFI (Polen Floating Rate Income ETF). The correlation is 0.8915.

Stocks that highly correlated with VRTS

Symbol	Name	Market cap	Sector	Industry	Correlation
EGG	Enigmatig Ltd - Class A	$251M	Industrials	Consulting Services	0.79

ETFs that highly correlated with VRTS

Symbol	Name	AUM	Expense Ratio	Inception Date	Correlation
PCFI	Polen Floating Rate Income ETF	$9.40M	0.49%	Jun 30, 2022	0.89
CPRA	Calamos ETF Trust Russell 2000 Structured Alt Protection ETF April	$10M	0.69%	Apr 1, 2025	0.87
KCE	SPDR(R) S&P CAPITAL MARKETS ETF	$456M	0.35%	Nov 8, 2005	0.84
ACVT	ADVENT CONVERTIBLE BOND ETF	$31M	0.65%	Apr 29, 2025	0.84
XBTY	GRANITESHARES YIELDBOOST BITCOIN ETF	$18M	1.15%	May 12, 2025	0.84
CPSP	Calamos S&P 500 Structured Alt Protection ETF April	$19M	0.69%	Apr 1, 2025	0.84
AGRW	ALLSPRING LT LARGE GROWTH ETF	$106M	0.35%	Mar 26, 2025	0.83
ZMAR	Innovator Equity Defined Protection ETF 1 Yr March	$121M	0.79%	Feb 28, 2025	0.83
GABF	GABELLI FINANCIAL SERVICES OPPORTUNITIES ETF	$56M	1.24%	May 9, 2022	0.82
ESML	ISHARES ESG AWARE MSCI USA SMALL-CAP ETF	$2.30B	0.17%	Apr 10, 2018	0.82
PSP	INVESCO GLOBAL LISTED PRIVATE EQUITY ETF	$255M	1.80%	Oct 24, 2006	0.82
SMMD	ISHARES RUSSELL 2500 ETF	$3B	0.15%	Jul 6, 2017	0.82
VFQY	VANGUARD U.S. QUALITY FACTOR ETF ETF SHARES	$448M	0.13%	Feb 13, 2018	0.82
JHSC	JOHN HANCOCK MULTIFACTOR SMALL CAP ETF	$670M	0.42%	Nov 8, 2017	0.82
GSSC	GOLDMAN SACHS ACTIVEBETA(R) U.S. SMALL CAP EQUITY ETF	$952M	0.20%	Jun 28, 2017	0.82
VXF	VANGUARD EXTENDED MARKET INDEX FUND ETF SHARES	$90B	0.05%	Dec 27, 2001	0.81
XRPT	Volatility Shares Trust XRP 2X ETF	$71M	N/A	May 22, 2025	0.81
PRFZ	INVESCO RAFI US 1500 SMALL-MID ETF	$2.90B	0.34%	Sep 20, 2006	0.81
TPSC	TIMOTHY PLAN US SMALL CAP CORE ETF	$333M	0.52%	Dec 2, 2019	0.81
KJAN	Innovator U.S. Small Cap Power Buffer ETF - January	$326M	0.79%	Dec 31, 2019	0.81
NUSC	NUVEEN ESG SMALL-CAP ETF	$1.30B	0.31%	Dec 13, 2016	0.81
OVS	OVERLAY SHARES SMALL CAP EQUITY ETF	$20M	0.83%	Sep 30, 2019	0.81
VB	VANGUARD SMALL-CAP INDEX FUND ETF SHARES	$177B	0.03%	Jan 26, 2004	0.81
GSEW	GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF	$1.70B	0.09%	Sep 12, 2017	0.81
UWM	PROSHARES ULTRA RUSSELL2000	$248M	N/A	Jan 23, 2007	0.81
SCHA	SCHWAB U.S. SMALL-CAP ETF	$22B	0.04%	Nov 3, 2009	0.81
AFSM	FIRST TRUST ACTIVE FACTOR SMALL CAP ETF	$94M	0.75%	Dec 3, 2019	0.81
PQJL	PGIM Nasdaq-100 Buffer 12 ETF - July	$17M	0.50%	Dec 27, 2024	0.81
IWM	ISHARES RUSSELL 2000 ETF	$77B	0.19%	May 22, 2000	0.80
VTWO	VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES	$17B	0.06%	Sep 20, 2010	0.80
DSMC	DISTILLATE SMALL/MID CASH FLOW ETF	$127M	0.55%	Oct 5, 2022	0.80
SDVY	FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF	$11B	0.58%	Nov 1, 2017	0.80
SQLV	ROYCE QUANT SMALL-CAP QUALITY VALUE ETF	$26M	0.60%	Jul 12, 2017	0.80
ISMD	INSPIRE SMALL/MID CAP ETF	$292M	0.53%	Feb 27, 2017	0.80
TNA	DIREXION DAILY SMALL CAP BULL 3X SHARES	$1.50B	N/A	Nov 5, 2008	0.80
URTY	PROSHARES ULTRAPRO RUSSELL2000	$347M	N/A	Feb 9, 2010	0.80
MVV	PROSHARES ULTRA MIDCAP400	$155M	N/A	Jun 19, 2006	0.80
GRPM	INVESCO S&P MIDCAP 400 GARP ETF	$482M	0.35%	Dec 3, 2010	0.80
JXX	JANUS HENDERSON TRANSFORMATIONAL GROWTH ETF	$36M	0.57%	Feb 4, 2025	0.80
FNX	FIRST TRUST MID CAP CORE ALPHADEX FUND	$1.30B	0.62%	May 8, 2007	0.80
FLQS	FRANKLIN U.S. SMALL CAP MULTIFACTOR INDEX ETF	$51M	0.35%	Apr 26, 2017	0.80
SPSM	SPDR(R) PORTFOLIO S&P 600 SMALL CAP ETF	$15B	0.03%	Jul 8, 2013	0.80
ISCB	ISHARES MORNINGSTAR SMALL-CAP ETF	$269M	0.04%	Jun 28, 2004	0.80
MIDU	DIREXION DAILY MID CAP BULL 3X SHARES	$84M	N/A	Jan 8, 2009	0.80
UMDD	PROSHARES ULTRAPRO MIDCAP400	$32M	N/A	Feb 9, 2010	0.80
AFMC	FIRST TRUST ACTIVE FACTOR MID CAP ETF	$153M	0.68%	Dec 3, 2019	0.80
FNDA	SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF	$10B	0.25%	Aug 15, 2013	0.80
SPMD	SPDR(R) PORTFOLIO S&P 400 MID CAP ETF	$17B	0.03%	Nov 8, 2005	0.80
RSPF	INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF	$274M	0.40%	Nov 1, 2006	0.79
USVM	VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETF	$1.60B	0.29%	Oct 24, 2017	0.79
EZM	WISDOMTREE U.S. MIDCAP FUND	$886M	0.38%	Feb 23, 2007	0.79
BKMC	BNY MELLON US MID CAP CORE EQUITY ETF	$621M	0.04%	Apr 7, 2020	0.79
FYX	FIRST TRUST SMALL CAP CORE ALPHADEX FUND	$1.20B	0.58%	May 8, 2007	0.79
SAA	PROSHARES ULTRA SMALLCAP600	$27M	N/A	Jan 23, 2007	0.79
SPHB	INVESCO S&P 500 HIGH BETA ETF	$831M	0.25%	May 5, 2011	0.79
BFOR	BARRON'S 400 ETF	$211M	0.65%	Jun 3, 2013	0.79
EES	WISDOMTREE U.S. SMALLCAP FUND	$690M	0.38%	Feb 23, 2007	0.79
VIOO	VANGUARD S&P SMALL-CAP 600 INDEX FUND ETF SHARES	$5.80B	0.07%	Sep 7, 2010	0.79
IJR	ISHARES CORE S&P SMALL-CAP ETF	$103B	0.06%	May 22, 2000	0.79
TILT	FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND	$2B	0.25%	Sep 16, 2011	0.79
SMLF	ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF	$3.60B	0.15%	Apr 28, 2015	0.79
DUSA	DAVIS SELECT U.S. EQUITY ETF	$1.20B	0.59%	Jan 11, 2017	0.79
EUSA	ISHARES MSCI USA EQUAL WEIGHTED ETF	$1.60B	0.09%	May 5, 2010	0.79
SCHM	SCHWAB U.S. MID-CAP ETF	$14B	0.04%	Jan 13, 2011	0.79
PSC	Principal U.S. Small-Cap ETF	$2B	0.38%	Sep 21, 2016	0.79
MDY	S&P MidCap 400 ETF	$26B	0.23%	May 4, 1995	0.79
BKSE	BNY MELLON US SMALL CAP CORE EQUITY ETF	$81M	0.04%	Apr 7, 2020	0.79
IVOO	VANGUARD S&P MID-CAP 400 INDEX FUND ETF SHARES	$5.40B	0.07%	Sep 7, 2010	0.79
IJH	ISHARES CORE S&P MID-CAP ETF	$116B	0.05%	May 22, 2000	0.79
BBMC	JPMorgan BetaBuilders U.S. Mid Cap Equity ETF	$2B	0.07%	Apr 14, 2020	0.79
XRPI	Volatility Shares Trust XRP ETF	$110M	0.94%	May 22, 2025	0.79
BEEX	THE BEEHIVE ETF	$191M	0.84%	Sep 2, 2008	0.79
SECT	MAIN SECTOR ROTATION ETF	$2.60B	0.69%	Sep 5, 2017	0.79
RVT	Royce Value Trust Inc	$2.40B	N/A	N/A	0.79
DGRS	WISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUND	$386M	0.38%	Jul 25, 2013	0.79
VFVA	VANGUARD U.S. VALUE FACTOR ETF ETF SHARES	$815M	0.13%	Feb 13, 2018	0.79
VO	VANGUARD MID-CAP INDEX FUND ETF SHARES	$214B	0.03%	Jan 26, 2004	0.79
VIOG	VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND ETF SHARES	$947M	0.10%	Sep 7, 2010	0.79
UPGD	INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF	$113M	0.40%	May 19, 2006	0.79
IWR	ISHARES RUSSELL MID-CAP ETF	$53B	0.18%	Jul 17, 2001	0.79
IJT	ISHARES S&P SMALL-CAP 600 GROWTH ETF	$7.30B	0.18%	Jul 24, 2000	0.79
IWC	ISHARES MICRO-CAP ETF	$1.40B	0.60%	Aug 12, 2005	0.79
FMCX	FM FOCUS EQUITY ETF	$115M	0.71%	Apr 22, 2022	0.79
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES	$65B	0.05%	Jan 26, 2004	0.79
OUSM	ALPS \| O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF SHARES	$904M	0.48%	Dec 30, 2016	0.79
JPSE	JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF	$587M	0.29%	Nov 15, 2016	0.79
SLYG	SPDR(R) S & P 600 SMALL CAP GROWTH ETF	$4.70B	0.15%	Sep 25, 2000	0.79
IAI	ISHARES U.S. BROKER-DEALERS &AMP; SECURITIES EXCHANGES ETF	$1.50B	0.38%	May 1, 2006	0.79
IYG	ISHARES U.S. FINANCIAL SERVICES ETF	$2B	0.38%	Jun 12, 2000	0.79
JSMD	JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF	$980M	0.30%	Feb 23, 2016	0.79
GFGF	GURU FAVORITE STOCKS ETF	$36M	0.66%	Dec 15, 2021	0.79
JHMM	JOHN HANCOCK MULTIFACTOR MID CAP ETF	$5.40B	0.41%	Sep 28, 2015	0.79
MDYV	SPDR(R) S & P 400 MID CAP VALUE ETF	$2.60B	0.15%	Nov 8, 2005	0.79
IJJ	ISHARES S&P MID-CAP 400 VALUE ETF	$8.50B	0.18%	Jul 24, 2000	0.79
IVOV	VANGUARD S&P MID-CAP 400 VALUE INDEX FUND ETF SHARES	$1.40B	0.10%	Sep 7, 2010	0.79
RDVY	FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	$22B	0.47%	Jan 6, 2014	0.79
LONZ	PIMCO Senior Loan Active ExchangeTraded Fund	$379M	0.63%	Jun 8, 2022	0.78
LGDX	INTECH S&P LARGE CAP DIVERSIFIED ALPHA ETF	$138M	0.25%	Feb 27, 2025	0.78
RWK	INVESCO S&P MIDCAP 400 REVENUE ETF	$1.20B	0.39%	Feb 20, 2008	0.78