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BLHY ETF ANALYSIS

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BLHY ETF FUNDAMENTALS
BLHY ETF PERFORMANCE

BLHY ISSUER

The Virtus Newfleet Dynamic Credit ETF (BLHY) is managed by Newfleet Asset Management, a division of Virtus Fixed Income Advisers, LLC. This ETF is designed for investors seeking diversification and potential rewards associated with high-yield bonds, commonly referred to as junk bonds. Newfleet employs an investment approach that emphasizes value through issue selection, sector/industry selection, and opportunistic trading. The fund aims to maintain a duration similar to its benchmark index, the Bloomberg Barclays U.S. High-Yield 2% Issuer Capped Bond Index, by primarily investing in high-yield bonds and other debt securities, with the flexibility to include floating rate bank loans and potentially foreign securities, including emerging markets. Additionally, BLHY employs credit default swaps to adjust its investment exposure and does not seek to replicate the performance of a specific index, instead relying on an active investment strategy to meet its objectives.

BLHY DIVIDEND

Although the primary focus of the Virtus Newfleet Dynamic Credit ETF (BLHY) is on high-yield bonds, it also reflects the dividend distribution of its underlying assets. This ETF typically distributes dividends on a periodic basis, aligning with the income generated from its high-yield bond holdings. BLHY's dividend eligibility and distribution are influenced by the interest income received from its bond portfolio, and investors can expect varying dividend amounts based on market conditions and the performance of the fund's holdings. BLHY aims to provide investors seeking high-yield bond exposure with a diversified and actively managed ETF option.

BLHY TRACKING

At the heart of the BlackRock High Yield Bond ETF (BLHY) lies its commitment to tracking a diversified basket of high-yield bonds. This ETF aims to mirror the performance of the Bloomberg Barclays U.S. High Yield Very Liquid Index. By holding a portfolio of bonds with lower credit ratings, BLHY provides investors with an avenue to potentially higher income, although this comes with increased credit risk. As investors seek exposure to the high-yield bond market, BLHY's tracking strategy offers a convenient and targeted approach to this segment of the fixed-income market.

BLHY CORRELATION

The correlation aspect of the Bloomberg Barclays U.S. High-Yield Bond ETF (BLHY) is critical for investors seeking diversification and potential rewards in the high yield bond market, commonly referred to as junk bonds. BLHY primarily invests in below-investment-grade bonds, and its correlation with the high-yield bond market is expected to be strong. This correlation makes BLHY a valuable tool for those looking to add high yield bonds to their portfolios, as it provides exposure to this asset class while maintaining a focus on issue selection, sector/industry selection, and opportunistic trading to potentially enhance returns.

BLHY SECTOR

The Alternative Sources Bloomberg Barclays U.S. High-Yield Bond ETF (BLHY) is primarily focused on the high-yield bond sector, also known as junk bonds. This ETF is designed for investors seeking diversification and potential rewards associated with high-yield bonds. The fund's sub-adviser, Newfleet Asset Management, employs an investment process that emphasizes issue selection, sector/industry selection, and opportunistic trading. BLHY aims to maintain a duration similar to its benchmark index, the Bloomberg Barclays U.S. High-Yield 2% Issuer Capped Bond Index, while overweighting sectors and industries with well-valued companies and improving business profiles. Additionally, BLHY may allocate a portion of its assets to floating rate bank loans and engage in active trading of portfolio securities to achieve its investment objectives.

BLHY EXPOSURE

The exposure characteristic of the BLHY ETF emphasizes its focus on high-yield bonds, commonly referred to as junk bonds. BLHY is designed for investors seeking diversification and the potential rewards associated with this segment of the fixed-income market. The fund primarily invests in a diversified portfolio of high yield bonds and other debt securities, with the possibility of allocating assets to floating rate bank loans and foreign securities, including emerging markets. BLHY''s active management approach, led by Newfleet Asset Management, aims to identify well-valued companies and maintain a duration similar to its benchmark index, the Bloomberg Barclays U.S. High-Yield 2% Issuer Capped Bond Index.

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