"2007 00:00": "",
},
"is_ucits_compliant": null,
null,
"annualized_volatility": 14.71,
"1999 00:00": "",
"2007 00:00": "",
(source: Investopedia A brief History of Exchange-Traded Funds). "compounded_annual_return": 10.95,
"domicile_country": "JPN",
"2000 00:00": "",
table.dataTable thead .sorting { background-image:url("https://cdn.datatables.net/v/dt/dt-1.10.18/DataTables-1.10.18/images/sort_both.png") }
null,
"region_exposure": "US",
},
{ data: 'rank' },
"exact_name": "Family Charities Ethical Tr",
"2007 00:00": "",
The oldest leveraged ETF in existence is the Profund UltraBull, ULPIX, introduced in 1997. table.dataTable tbody tr.selected { background-color:#B0BED9 }
"31": [
null,
"2013 00:00": "",
"1999 00:00": "",
"last_three_years_performance": 21.62,
null,
"2014 00:00": "",
"2003 00:00": "",
null,
null,
"management_company_city": "Tokyo",
"2010 00:00": "",
{
null,
null,
"managers": "['George U. Sauter', 'William A. Coleman', 'Ronald Mischner', 'Gerard C. OReilly', 'Michael H. Buek']",
P. Morgan Chase Bank NA', 'Vanguard Group Inc', 'Vanguard Marketing Corporation', 'Vanguard Group Inc', 'J. "2002 00:00": "",
"passported_countries": "['MEX', 'USA']",
"2001 00:00": "",
.dataTables_wrapper .dataTables_filter { margin-top:0.5em }
null,
"2009 00:00": "",
"management_company_city": "Boston",
"management_company_city": "Milwaukee",
"latest_month_performance": -3.64,
"service_providers": "['Mitsubishi UFJ Morgan Stanley Securities Co Ltd', 'Nomura Securities Co., Ltd.', 'Sumitomo Mitsui Trust Bank, Limited']",
"2003 00:00": "",
"is_aifmd_compliant": "",
As of the end of 2018, there weremore than one hundred distinct issuers of ETFs. In today's episode of the Market Foolery podcast, Chris Hill talks with Motley Fool Asset Management's Bill Barker about earnings, ETFs, and the virtues of coffee. "2006 00:00": "",
"share_classes": "[{'name': 'Vanguard 500 Index Investor', 'currency': 'USD'}, {'name': 'Vanguard 500 Index Institutional Select', 'currency': 'USD'}, {'name': 'Vanguard 500 Index Admiral', 'currency': 'USD'}, {'name': 'Vanguard S&P 500 ETF', 'currency': 'USD'}]",
"2005 00:00": "",
The following table includes ESG Scores and other descriptive information for all Leveraged ETFs listed on U.S. exchanges that are currently tracked by ETF Database. It provides the most data that we have and it has not been kind to the investor since inception: Data from portfoliovisualizer.com "2010 00:00": "",
"2009 00:00": "",
null,
paging: false,
"allowed_investor_types": "['Retail']",
"region_exposure": "US",
"managers": "['George U. Sauter', 'Scott E. Geiger', 'Michelle Louie', 'Donald M. Butler', 'Michael H. Buek']",
"region_exposure": "US",
null,
],
",
"2018 00:00": ""
table.dataTable.row-border tbody tr:first-child th,table.dataTable.row-border tbody tr:first-child td,table.dataTable.display tbody tr:first-child th,table.dataTable.display tbody tr:first-child td { border-top:none }
"2007 00:00": "",
null,
"2003 00:00": "",
"2001 00:00": "",
"2006 00:00": "",
"fund_id": 47488,
null,
null,
"strategy_description": "This fund aims to track Nikkei 225 by investing in not less than 200 stocks included in the index at equal number of shares. "allowed_investor_types": "['Retail']",
For example, if the Nasdaq-100 declines by 10%, you . null,
"2016 00:00": "",
In the last trailing year, the best-performing Leveraged ETF was YCS at 17.59%. "2014 00:00": "",
},
{
table.dataTable.display tbody tr.odd.selected>.sorting_3,table.dataTable.order-column.stripe tbody tr.odd.selected>.sorting_3 { background-color:#a9b7d1 }
"2011 00:00": "",
"2002 00:00": "",
"2012 00:00": "",
null,
Futures Screener . data: data[i],
"2012 00:00": "",
"2000 00:00": "",
"2018 00:00": ""
"latest_month_performance": -1.59,
"2017 00:00": "",
Ticker: UDOW; Inception Date: February 9, 2010; Assets under Management: $623.83 . "is_active": true,
"2002 00:00": "",
",
null,
"2002 00:00": "",
"manager_selection_status": "",
"2010 00:00": "",
",
null,
table.dataTable.cell-border tbody tr:first-child th,table.dataTable.cell-border tbody tr:first-child td { border-top:none }
"2004 00:00": "",
"2016 00:00": "",
"2015 00:00": "",
"2018 00:00": ""
null,
}
{
Since DDM is leveraged, it is also a higher-risk ETF than the non-leveraged ETFs on this list. "inception_date": "",
"2005 00:00": "",
"2016 00:00": "",
"2006 00:00": "",
{
"2014 00:00": "",
"last_three_years_performance": 10.32,
David Ells', 'Steven A. Warren', 'Daniel J. Meehan', 'Joseph A. Travia', 'Patricia Van Kampen']",
P. Morgan Chase Bank NA', 'K&L Gates LLP', 'Pricewaterhousecoopers LLP']",
"2012 00:00": "",
{
null,
"2014 00:00": "",
null,
"allowed_platform_user_groups": "['MSTAR_etf_licensees']",
}
},
table.dataTable.hover tbody tr:hover.selected,table.dataTable.display tbody tr:hover.selected { background-color:#aab7d1 }
"2010 00:00": "",
.dataTables_wrapper.no-footer .dataTables_scrollBody { border-bottom:1px solid #111 }
null,
}
"isin_numbers": "[]",
"2017 00:00": "",
"manager_selection_status": "",
"2017 00:00": "",
.dataTables_wrapper .dataTables_paginate { margin-top:0.5em }
"latest_aum_usd": null,
{
"allowed_investor_types": "['Retail']",
null,
},
Leveraged ETFs are available for most . "2015 00:00": "",
"2017 00:00": "",
For the 18-year period 1994-2011, the S&P 500 Index. Leveraged ETF: A leveraged exchange-traded fund (ETF) is a fund that uses financial derivatives and debt to amplify the returns of an underlying index . .dataTables_wrapper { position:relative; clear:both; *zoom:1; zoom:1 }
"2016 00:00": "",
"2016 00:00": "",
"2001 00:00": "",
"fund_id": 41264,
"2010 00:00": "",
"2015 00:00": "",
"is_available_through_managed_account": "",
"annualized_volatility": 20.06,
To investigate, we consider two sets of the oldest leveraged ETFs: 34 ProShares +2X and -2X leveraged equity index ETFs (17 matched long-short pairs), with start date 3/14/07 (limited by the youngest fund), which track U.S. broad market and sector indexes. null,
"methodology": "Large Blend",
"2000 00:00": "",
"2017 00:00": "",
null,
"2008 00:00": "",
"2007 00:00": "",
@media screen and (max-width: 1099px) { /* tablet */
null,
"2014 00:00": "",
"2005 00:00": "",
table.dataTable th.dt-justify,table.dataTable td.dt-justify { text-align:justify }
null,
Invesco S&P 500 Equal Weight Utilts ETF . Utilities Select Sector SPDR ETF. "2007 00:00": "",
"maximum_drawdown": -46.21,
"2008 00:00": "",
null,
"annualized_volatility": 14.06,
null,
"2008 00:00": "",
"name": "EQ/Common Stock Index Portfolio",
null,
"2016 00:00": "",
This is the oldest ETFs that tracks the DJIA, and has accumulated a lot of assets. null,
"2008 00:00": "",
"security_type": "ETF",
"2008 00:00": "",
None of the information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. "is_aifmd_compliant": "",
null,
"2002 00:00": "",
null,
"management_company_country": "United States",
"2015 00:00": "",
table.dataTable.cell-border tbody th,table.dataTable.cell-border tbody td { border-top:1px solid #ddd; border-right:1px solid #ddd }
"isin_numbers": "['GB00BG0QNW27', 'GB00BG0QNV10', 'GB00BF4NDC24', 'GB00B88TCL90', 'GB00BF4NF829', 'GB00BHRW7847', 'GB00B8387G12', 'GB00B88L6M41', 'GB00B8344798']",
"2003 00:00": "",
"2001 00:00": "",
"2004 00:00": "",
"2018 00:00": ""
"maximum_drawdown": -53.02,
"2011 00:00": "",
null,
"is_active": true,
"2006 00:00": "",
This fund invests in the 250 largest stocks on the S&P/TSX Composite Index in terms of capitalization in the same proportion as they are represented in the Index. "allowed_investor_types": "['Retail']",
"2000 00:00": "",
null,
@media screen and (max-width: 767px) { .dataTables_wrapper .dataTables_info,.dataTables_wrapper .dataTables_paginate { float:none; text-align:center }
table.dataTable.row-border tbody th,table.dataTable.row-border tbody td,table.dataTable.display tbody th,table.dataTable.display tbody td { border-top:1px solid #ddd }
"style": "Equity",
"inception_date": "",
"service_providers": "['Jimmy testar', 'Family Investment Management Ltd', 'State Street Trustees Limited', 'Mazars LLP', 'State Street Trustees Limited']",
"2012 00:00": "",
"2017 00:00": "",
"compounded_annual_return": 10.98,
"2018 00:00": ""
"29": [],
The table below includes fund flow data for all U.S. listed Leveraged ETFs. "2018 00:00": ""
"management_company_country": "United States",
"is_active": true,
.dataTables_wrapper .dataTables_paginate .paginate_button.disabled,.dataTables_wrapper .dataTables_paginate .paginate_button.disabled:hover,.dataTables_wrapper .dataTables_paginate .paginate_button.disabled:active { cursor:default; color:#666 !important; border:1px solid transparent; background:transparent; box-shadow:none }
table.dataTable.display tbody tr.odd>.sorting_1,table.dataTable.order-column.stripe tbody tr.odd>.sorting_1 { background-color:#f1f1f1 }
table.dataTable.display tbody tr:hover.selected>.sorting_3,table.dataTable.order-column.hover tbody tr:hover.selected>.sorting_3 { background-color:#a5b2cb }
Edgefolio Team "2003 00:00": "",
The Nationwide Risk-Managed Income ETF ( NUSI) offers investors a strong 7.4% yield and downside protection, perfect for income investors and retirees. "2014 00:00": "",
"2001 00:00": "",
"2002 00:00": "",
"management_company_name": "Great-West Capital Management LLC",
"latest_aum_usd": 1502541225,
null,
"2001 00:00": "",
},
"2012 00:00": "",
"name": "Northwestern Mutual Ser Index 500 Stk",
$(cell).html("")
"security_type": "ETF",
table.dataTable tbody th.dt-body-nowrap,table.dataTable tbody td.dt-body-nowrap { white-space:nowrap }
"2000 00:00": "",
"strategy_description": "The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks.\n The fund employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. All Information is provided solely for your internal use, and may not be reproduced or redisseminated in any form without express prior written permission from MSCI. table.dataTable thead th:active,table.dataTable thead td:active { outline:none }
"2009 00:00": "",
null,
null,
"maximum_drawdown": -13.62,
"2010 00:00": "",
null,
"latest_aum_usd": 36889429.47,
For example, a 2x leveraged long U.S. Treasury mutual fund or ETF will aim to return twice the daily return of U.S. Treasury bonds of a specified duration. null,
The VIX has risen 35.8% over. "strategy_description": "The strategy seeks to replicate the performance and characteristics of the S&P 500 Index with minimal tracking error. null,
Benchmark Index: NASDAQ-100 Index. "2010 00:00": "",
"2003 00:00": "",
"2003 00:00": "",
"2016 00:00": "",
The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. "location": "{'lon': -73.9790586, 'lat': 40.7631087}",
"is_active": true,
"is_edited_by_manager": false,
"share_classes": "[{'name': 'Northwestern Mutual Ser Index 500 Stk', 'currency': 'USD'}]",
"2017 00:00": "",
table.dataTable.stripe tbody tr.odd.selected,table.dataTable.display tbody tr.odd.selected { background-color:#acbad4 }
"2015 00:00": "",
}
This article provides the list of ETFs which belong to the Leveraged Bond category and are available for trading in the U.S. capital markets. "2017 00:00": "",
"annualized_volatility": 14.85,
"2015 00:00": "",
"2002 00:00": "",
null,
createdCell: function (cell, cellData, rowData, rowIndex, colIndex) {
"2018 00:00": ""
"2005 00:00": "",
.row td:nth-child(8) a, .row td:nth-child(4) a { display:block; max-width: 100px }
null,
null,
"region_exposure": "UK",
"2002 00:00": "",
"managers": "[]",
"location": "{'lon': -71.091112, 'lat': 42.270774}",
null,
"2002 00:00": "",
"is_private_data": false,
"2018 00:00": ""
"is_available_through_managed_account": "",
targets: [4,5,6,7],
"1999 00:00": "",
"strategy": "UK Equity Large Cap",
"manager_selection_status": "",
"2010 00:00": "",
null,
"2006 00:00": "",
"latest_month": "Aug-19",
"2003 00:00": "",
"region_exposure": "US",
"manager_selection_status": "",
null,
"strategy": "US Equity Large Cap Blend",
It is a 2x leveraged S&P 500 ETF. "2001 00:00": "",
"is_aifmd_compliant": "",
table.dataTable thead th.dt-head-center,table.dataTable thead td.dt-head-center,table.dataTable tfoot th.dt-head-center,table.dataTable tfoot td.dt-head-center { text-align:center }
"2011 00:00": "",
"allowed_investor_types": "['Retail']",
],
"2007 00:00": "",
"2017 00:00": "",
]
],
}
"2011 00:00": "",
"2011 00:00": "",
This page provides links to various analyses for all Leveraged ETFs that are listed on U.S. exchanges and tracked by ETF Database. null,
null,
"2002 00:00": "",
null,
"2000 00:00": "",
"1999 00:00": "",
"latest_month": "Aug-19",
"is_active": true,
"1999 00:00": "",
"2014 00:00": "",
"2000 00:00": "",
For example, one of the oldest leveraged ETFs, 2XTechnology ETF ROM was launched in February 2007, just 10 months before the Great Recession. ",
"2001 00:00": "",
"2011 00:00": "",
null,
"2009 00:00": "",
Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. "2003 00:00": "",
null,
null,
"1999 00:00": "",
",
"2005 00:00": "",
"2017 00:00": "",
targets: 2,
"isin_numbers": "[]",
"2018 00:00": ""
table.dataTable tbody th,table.dataTable tbody td { padding:8px 10px }
null,
"2010 00:00": "",
"maximum_drawdown": -56.93,
"2014 00:00": "",
},
"2000 00:00": "",
"2012 00:00": "",
null,
table.dataTable th.dt-nowrap,table.dataTable td.dt-nowrap { white-space:nowrap }
"2010 00:00": "",
"2001 00:00": "",
"2007 00:00": "",
"2011 00:00": "",
Best Leveraged ETF for Financial Stocks Direxion Daily Financial Bull 3x ETF (FAS) Average 3-Month Volume 865 thousand Shares Leverage 3x Expense Ratio 0.92% Why We Picked It Best. "allowed_investor_types": "['Retail']",
"allowed_investor_types": "['Non-Retail', 'Retail']",
"last_three_years_performance": 42.77,
Although the first American ETF launched in 1993, it took 15 more years to see the first actively-managed ETF to reach the market. });
If you had held some of the oldest (pre-2008) ones through the crash you eventually outperformed traditional S&P funds but it would have taken you an extra ~3 years to get back to breakeven. To investigate, we consider two sets of the oldest leveraged ETFs: 34 ProShares +2X and -2X leveraged equity index ETFs (17 matched long-short pairs), with start date 3/14/07 (limited by the youngest fund), which track U.S. broad market and sector indexes. It could be based on performance, proximity or strategy. .dataTables_wrapper:after { visibility:hidden; display:block; content:""; clear:both; height:0 }
table.dataTable.display tbody tr.even.selected>.sorting_2,table.dataTable.order-column.stripe tbody tr.even.selected>.sorting_2 { background-color:#aebcd6 }
"2014 00:00": "",
"2010 00:00": "",
"2009 00:00": "",
"2009 00:00": "",
"management_company_name": "Vanguard Group Inc",
"2017 00:00": "",
"2001 00:00": "",
Copyright 2023 The Edgefolio Group. (Video) Chip Shortage Analysis. null,
"exact_name": "Vanguard 500 Index Fund",
"is_edited_by_manager": false,
"2008 00:00": "",
"2004 00:00": "",
"2004 00:00": "",
"private_data_owning_users": "[]",
}
"2014 00:00": "",
"2004 00:00": "",
Where appropriate, the Trust may use Transferable Securities, Approved Money Market Instruments, units in Collective Investment Schemes, deposits and cash or near cash. "2018 00:00": ""
table.dataTable.display tbody tr.odd.selected>.sorting_2,table.dataTable.order-column.stripe tbody tr.odd.selected>.sorting_2 { background-color:#a8b5cf }
The table below includes the number of holdings for each ETF and the percentage of assets that the top ten assets make up, if applicable. "2002 00:00": "",
"2005 00:00": "",
null,
"management_company_name": "State Street Global Advisors",
table.dataTable thead th.dt-head-right,table.dataTable thead td.dt-head-right,table.dataTable tfoot th.dt-head-right,table.dataTable tfoot td.dt-head-right { text-align:right }
"2018 00:00": ""
"2004 00:00": "",
Leveraged ETFs seek to magnify the returns of an underlying index for a single day. "is_private_data": false,
},
"allowed_platform_user_groups": "['MSTAR_etf_licensees']",
"strategy_description": "The fund seeks to achieve long term capital growth by tracking the total return of the FTSE4Good UK 50 share index or such other similar index as the Manager shall consider appropriate (the Index). "2011 00:00": "",
"2011 00:00": "",
"2014 00:00": "",
null,
"2017 00:00": "",
"1999 00:00": "",
"2016 00:00": "",
null,
{
{
"2014 00:00": "",
null,
"2011 00:00": "",
"compounded_annual_return": 9.17,
null,
"2012 00:00": "",
"strategy_description": "The investment seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks.\n The fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Index, a broadly diversified index of stocks of small U.S. companies. "29": [],
"strategy": "US Equity Large Cap Blend",
"year_to_date": 11.45,
"28": [],
"2009 00:00": "",
They aren't really designed as long-term products and are more suited to active investors. "2016 00:00": "",
"management_company_country": "United Kingdom",
"is_ucits_compliant": true,
null,
"30": [
table.dataTable tfoot th,table.dataTable tfoot td { padding:10px 18px 6px 18px; border-top:1px solid #111 }
"2013 00:00": "",
"2003 00:00": "",
{ data: 'management_company_name' },
table.dataTable thead .sorting,table.dataTable thead .sorting_asc,table.dataTable thead .sorting_desc,table.dataTable thead .sorting_asc_disabled,table.dataTable thead .sorting_desc_disabled { cursor:pointer; *cursor:hand; background-repeat:no-repeat; background-position:center right }
null,
"is_available_through_managed_account": "",
"inception_date": "",
"2009 00:00": "",
table.dataTable thead .sorting_desc_disabled { background-image:url("https://cdn.datatables.net/v/dt/dt-1.10.18/DataTables-1.10.18/images/sort_desc_disabled.png") }
}
"is_private_data": false,
"2012 00:00": "",
Enos Name Pronunciation,
Articles O