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For the 18-year period 1994-2011, the S&P 500 Index. table.dataTable.cell-border tbody tr:first-child th,table.dataTable.cell-border tbody tr:first-child td { border-top:none }
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A leveraged ETF is an exchange-traded fund that uses debt or financial derivatives as leverage to amplify the returns of a benchmark index, such as the S&P 500. P. Morgan Chase Bank NA', 'Northwestern Mutual Life Ins', 'Mason Street Advisors, LLC', 'State Street Bank & Trust Co', 'Pricewaterhousecoopers LLP']",
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ProShares UltraPro QQQ is the most-popular and liquid ETF in the leveraged space, with . "2004 00:00": "",
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(For related reading, see An Introduction To Corporate Bond ETFs.) .dataTables_wrapper .dataTables_filter { float:right; text-align:right }
Please note that the list may not contain newly issued ETFs. null,
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This page includes historical return information for all Leveraged ETFs listed on U.S. exchanges that are currently tracked by ETF Database. {
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P. Morgan Chase Bank NA', 'K&L Gates LLP', 'Pricewaterhousecoopers LLP']",
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TSLL is a leveraged ETF that, according to Direxion, seeks daily investment results, before fees and expenses, of 150% of the common shares of Tesla, by employing leverage. "last_updated": "2019-08-31T01:00:00+01:00",
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Our Newsletter. "2013 00:00": "",
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"annualized_volatility": 17.17,
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It's important to note that given how often these funds are rebalanced . "2017 00:00": "",
ProShares Ultra Oil & Gas ETF DIG. The oldest leveraged ETF in existence is the Profund UltraBull, ULPIX, introduced in 1997. ",
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One of the oldest ETFs still in existence Cons Constructed as a trust, may provide less efficiency compared to a true ETF Tech-heavy, can be more volatile than S&P 500 ETFs QQQ or TQQQ:. "2004 00:00": "",
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MSCI ESG Research LLCs (MSCI ESG) Fund Metrics products (the Information) provide environmental, social and governance data with respect to underlying securities within more than 23,000 multi-asset class Mutual Funds and ETFs globally. "annualized_volatility": 14.75,
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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. "latest_aum_usd": null,
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The links in the table below will guide you to various analytical resources for the relevant ETF, including an X-ray of holdings, official fund fact sheet, or objective analyst report. "compounded_annual_return": 11,
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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. "year_to_date": 18.27,
"share_classes": "[{'name': 'Family Charities Ethical Tr Acc', 'currency': 'GBP'}, {'name': 'Family Charities Ethical Tr Inc', 'currency': 'GBP'}]",
"year_to_date": 10.86,
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It was very popular, and it is still one of the most actively-traded ETFs today. {
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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. null,
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. "private_data_owning_users": "[]",
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Most authors just look at their actual performance since inception, and the oldest leveraged ETFs started after the financial crisis, so everything looks rosy. .dataTables_wrapper .dataTables_length,.dataTables_wrapper .dataTables_filter,.dataTables_wrapper .dataTables_info,.dataTables_wrapper .dataTables_processing,.dataTables_wrapper .dataTables_paginate { color:#333 }
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For every 1% the index declines, you can expect the value of a leveraged ETF to drop by 2% or 3%. "methodology": "Large Blend",
"2015 00:00": "",
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"latest_month_performance": 4.43,
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ProShares UltraShort Silver (ZSL) is an inverse-leveraged ETF. These were a warehouse, receipt-based instrument that tracked the TSE-35 Index. "inception_date": "",
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The table below includes fund flow data for all U.S. listed Leveraged ETFs. By "name": "Vanguard Small Cap Index Fund",
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"track_record_months": 517,
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"service_providers": "['Brown Brothers Harriman & Co.', 'Vanguard Group Inc', 'Vanguard Marketing Corporation', 'Vanguard Group Inc', 'State Street Bank & Trust Co', 'Pricewaterhousecoopers LLP']",
None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. null,
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Leveraged ETFs are available for most . null,
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"name": "GWL Equity Index (G)75/75 (PS1)",
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Fidelity MSCI Utilities ETF. null,
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"We're excited to bring our Tausight partnership to our clients and leverage our deep operational experience in the healthcare . A leveraged ETF is an exchange-traded fund designed to track an index and amplify its daily returns, often by two or three times. "2010 00:00": "",
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P. Morgan Chase Bank NA', 'Vanguard Group Inc', 'Vanguard Marketing Corporation', 'Vanguard Group Inc', 'J. "inception_date": "",
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It is a 2x leveraged S&P 500 ETF. null,
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Although the first American ETF launched in 1993, it took 15 more years to see the first actively-managed ETF to reach the market. searching: false,
"management_company_name": "Mellon Investments Corporation",
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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. "compounded_annual_return": 9.17,
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Total fund flow is the capital inflow into an ETF minus the capital outflow from the ETF for a particular time period. {
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Leveraged ETFs seek to magnify the returns of an underlying index for a single day. "2012 00:00": "",
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Bitcoin ETFs List Bitcoin is a cryptocurrency created in 2009 by an unknown figure under the alias Satoshi Nakamoto. "service_providers": "['FMG LLC', 'AXA Distributors LLC', 'AXA Equitable Life Insurance Company', 'J. "allowed_platform_user_groups": "['MSTAR_etf_licensees']",
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As an exchange-traded fund, a leveraged ETF is a group of . "2012 00:00": "",
For more detailed holdings information for any ETF, click on the link in the right column. "2002 00:00": "",
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As an Edgefolio client, you can segment or group any funds youd like into a peer analysis report. "name": "Family Charities Ethical Tr",
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According to Gary Gastineau, author of The Exchange-Traded Funds Manual, the first real attempt at something like an ETF was the launch of Index Participation Shares for the S&P 500 in 1989.
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