VGI ETF

VGI ETF
$7.34
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Fund Essentials - as of May 29, 2026

Net Assets
$88M
Expense Ratio
1.74%
Dividend Yield (Current)
12.31%
Holdings
646
Inception Date
Feb 23, 2012
Fund Family
Virtus Investment Partners
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.31%
1 Year+6.99%
3 Year+7.97%
5 Year+1.81%
10 Year+3.02%

Asset Allocation

Stocks: 0.20%
Bonds: 99.45%
Other: 0.36%
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Top Holdings

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TickerNameWeight
T 4.75 05/15/55Us Treasury N/B 05/55 4.751.42%
FR SD8494Fed Hm Ln Pc Pool Sd8494 Fr 01/55 Fixed 5.51.29%
FN FS7751Fannie Maefannie Mae Pool1.26%
OMAN 6.5 03/08/47 14Government Of The Sultanate Of Oman 6.5% 2047-03-081.21%
FN FA1728Fn Fa1728 6 2053-10-011.16%
Top 10 Concentration: 11.42%Report Date: May 29, 2026
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Dividend Summary

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Dividend Yield (Current)
12.31%
Frequency
Monthly
Latest Distribution
$0.08
Aug 13, 2026
12M Distributions
12 payments
Total: $0.96

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

VGI ETF Overview

VGI ETF (Virtus Global Multi-Sector Income Fund) is managed by Virtus Investment Partners with $88.2M in net assets. VGI expense ratio is 1.74%, holding 646 positions across sectors including Financials, Energy, Consumer Discretionary. Inception date: 2012-02-23.

VGI performance shows a YTD return of 1.31%. The 1-year return is 6.99% and the 5-year return is 1.81%. VGI dividend yield stands at 12.31%, paid monthly.

VGI top holdings include Us Treasury N/B 05/55 4.75 (1.4%), Fed Hm Ln Pc Pool Sd8494 Fr 01/55 Fixed 5.5 (1.3%), Fannie Maefannie Mae Pool (1.3%), Government Of The Sultanate Of Oman 6.5% 2047-03-08 (1.2%), Fn Fa1728 6 2053-10-01 (1.2%). Go to all VGI holdings, VGI sectors, or VGI dividends.

VGI can be compared against other funds. Use VGI overlap to find shared positions, or VGI vs another fund for a side-by-side view. VGI alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-1.63%
YTD
+1.31%
1 Year
+6.99%
3 Year
+7.97%

Top 10 Holdings (net long exposure of 141%)

#TickerNameSectorWeight
1T 4.75 05/15/55Us Treasury N/B 05/55 4.75Financials1.42%
2FR SD8494Fed Hm Ln Pc Pool Sd8494 Fr 01/55 Fixed 5.5Financials1.29%
3FN FS7751Fannie Maefannie Mae PoolFinancials1.26%
4OMAN 6.5 03/08/47 14Government Of The Sultanate Of Oman 6.5% 2047-03-08Financials1.21%
5FN FA1728Fn Fa1728 6 2053-10-01Financials1.16%
6FR SL1127Freddie Mac Pool 6 2054-12-01Financials1.16%
7REPHUN 5.5 03/26/36 Hungary Government International Bond 5.5 2036-03-26Financials1.11%
8KSA 4.5 10/26/46 144SAUDi Government International BondFinancials0.97%
9ARGENT 4.125 07/09/3Republic Of Argentina Sr Unsecured 07/35 1.5 VarFinancials0.93%
10T 4.625 02/15/55U.S. Treasury Bond, 4.625%, Due 02/15/2055Financials0.91%