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Issuer
Virtus
Inception Date
Nov 4, 2025
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity

Share Price Chart


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Performance

VEM Performance Chart


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S&P 500 Index

Returns By Period


Virtus Emerging Markets Dividend ETF

1D
0.33%
1M
1.08%
6M
YTD
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.81%
1M
2.13%
6M
8.99%
YTD
10.20%
1Y
20.44%
3Y*
19.60%
5Y*
11.54%
10Y*
13.44%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VEM Monthly Returns History

Based on dividend-adjusted daily data since Feb 4, 2026, VEM's average daily return is +0.10%, while the average monthly return is +1.61%. At this rate, an investment would double in approximately 3.6 years.

Historically, 50% of months were positive and 50% were negative. The best month was Apr 2026 with a return of +10.7%, while the worst month was Mar 2026 at -8.1%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 2 months.

On a daily basis, VEM closed higher 50% of trading days. The best single day was Apr 8, 2026 with a return of +5.5%, while the worst single day was Jun 5, 2026 at -6.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.47%-8.14%10.71%5.52%-0.20%-1.72%8.93%

Benchmark Metrics

Virtus Emerging Markets Dividend ETF has an annualized alpha of -11.43%, beta of 1.73, and R2 of 0.66 versus S&P 500 Index. Calculated based on daily prices since February 04, 2026.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (85.80%) than losses (79.22%) - typical of diversified or defensive assets.
  • This ETF had an annualized alpha of -11.43% versus S&P 500 Index - delivering less than market exposure alone would predict.
  • Beta of 1.73 means this ETF moves significantly more than S&P 500 Index - expect amplified gains in rallies and amplified losses in downturns.

Alpha
-11.43%
Beta
1.73
0.66
Upside Capture
85.80%
Downside Capture
79.22%

Expense Ratio

VEM has an expense ratio of 0.49%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Virtus Emerging Markets Dividend ETF (VEM) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VEMBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.30

Calmar ratioReturn relative to maximum drawdown

2.26

Martin ratioReturn relative to average drawdown

9.80

Dividends

Dividend History

Virtus Emerging Markets Dividend ETF provided a 2.02% dividend yield over the last twelve months, with an annual payout of $0.54 per share.


PeriodTTM
Dividend$0.54

Dividend yield

2.02%

Monthly Dividends

The table displays the monthly dividend distributions for Virtus Emerging Markets Dividend ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.54$0.00$0.54

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Virtus Emerging Markets Dividend ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Virtus Emerging Markets Dividend ETF was 13.55%, occurring on Mar 30, 2026. Recovery took 25 trading sessions.

The current Virtus Emerging Markets Dividend ETF drawdown is 5.85%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 correction2026
-13.55%Mar 2026
1mo 2d1mo 6d
2mo 8dFeb 2026 - May 2026
2026 pullback2026
-8.77%Jun 2026
2d17d
19dJun 2026 - Jun 2026
2026 pullback2026
-8.21%Jul 2026
9d
17d 17hJun 2026 - now
2026 pullback2026
-5.17%May 2026
7d7d
14dMay 2026 - May 2026
2026 pullback2026
-2.18%Feb 2026
1d1d
2dFeb 2026 - Feb 2026

Drawdown Indicators


VEMBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-13.55%

-56.78%

+43.23%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-5.85%

-0.87%

-4.98%

Average Drawdown

Average peak-to-trough decline

-4.08%

-10.71%

+6.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.09%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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