table.dataTable.display tbody tr:hover.selected>.sorting_2,table.dataTable.order-column.hover tbody tr:hover.selected>.sorting_2 { background-color:#a3b0c9 } null, "2018 00:00": "" ], "2013 00:00": "", "2018 00:00": "" "2017 00:00": "", "2002 00:00": "", .dataTables_wrapper .dataTables_paginate { float:right; text-align:right; padding-top:0.25em } "name": "Vanguard Small Cap Index Fund", "methodology": "GBP Government Bond", "latest_aum_usd": null, } "2010 00:00": "", paging: false, The Global X Russell 2000 Covered Call ETF . "1999 00:00": "", It provides the most data that we have and it has not been kind to the investor since inception: Data from portfoliovisualizer.com "private_data_owning_users": "[]", { // put a percent sign This ETF provides three times inverse exposure to the PHLX Semiconductor Sector Index. "2006 00:00": "", null, "2015 00:00": "", This page includes historical dividend information for all Leveraged listed on U.S. exchanges that are currently tracked by ETF Database. Total fund flow is the capital inflow into an ETF minus the capital outflow from the ETF for a particular time period. The table below includes fund flow data for all U.S. listed Leveraged ETFs. ], "allowed_investor_types": "['Retail']", "2011 00:00": "", null, Every blue moon, I find someone. "2013 00:00": "", "2007 00:00": "", null, "track_record_months": 461, "2006 00:00": "", "last_updated": "2019-08-31T01:00:00+01:00", null, "2012 00:00": "", "2013 00:00": "", "domicile_country": "USA", { data: 'track_record_months'}, "2011 00:00": "", "2000 00:00": "", "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). "is_private_data": false, } "2014 00:00": "", "2000 00:00": "", "latest_month": "Aug-19", By default the list is ordered by descending total market capitalization. "latest_month": "Aug-19", "compounded_annual_return": 10.95, null, "2003 00:00": "", "management_company_location": "{'lon': -75.419471, 'lat': 40.073868}" data[j][row]['track_record_months'] = Math.round(data[j][row]['track_record_months'] / 12) + " years"; // 2 dp 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 } "location": "{'lon': -104.8912817, 'lat': 39.6104586}", "2001 00:00": "", "inception_date": "", "2000 00:00": "", "2003 00:00": "", "29": [], "is_edited_by_manager": false, This page includes historical return information for all Leveraged ETFs listed on U.S. exchanges that are currently tracked by ETF Database. null, "2017 00:00": "", table.dataTable th.dt-left,table.dataTable td.dt-left { text-align:left } "2007 00:00": "", It was very popular, and it is still one of the most actively-traded ETFs today. "2007 00:00": "", "management_company_name": "Mellon Investments Corporation", "2016 00:00": "", "2012 00:00": "", "2010 00:00": "", "is_active": true, "domicile_country": "USA", "2011 00:00": "", 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. "2015 00:00": "", "2016 00:00": "", null, "methodology": "UK Large-Cap Blend Equity", "management_company_city": "London", table.dataTable th.dt-justify,table.dataTable td.dt-justify { text-align:justify } ProShares Short 20+ Year Treasury ETF (TBF) Leverage 1x Expense Ratio 0.90% 3-Month Total Return -4.70% Why We Picked It Direxion Daily S&P 500 Bear 3X ETF (SPXS) Leverage 3x Expense Ratio. "location": "{'lon': -71.091112, 'lat': 42.270774}", data[j][row]['rank'] = parseInt(row) + 1; null, null, table.dataTable tbody tr { background-color:#ffffff } Leveraged ETFs amplify daily returns and can help traders generate outsized returns and hedge against potential losses. "managers": "['Kevin Yousif', 'David J. Jones', 'Eric R. Lessnau', 'Michael E. Mikha']", "2018 00:00": "" table.dataTable { width: 1100px !important; margin-left: calc((100% - 1100px) / 2); clear:both; border-collapse:separate; border-spacing:0; border: 1px solid #e7eaeb; border-radius: 8px; font-family: Graphik, sans-serif; font-size: 12px; padding: 4px 0 12px; background-color: #f9f9f9; max-width: none; } "latest_month": "Aug-19", null, "2016 00:00": "", null, null, "2000 00:00": "", null, table.dataTable tfoot th,table.dataTable tfoot td { padding:10px 18px 6px 18px; border-top:1px solid #111 } { data: 'year_to_date' } "management_company_city": "New York", "2003 00:00": "", "2000 00:00": "", "2018 00:00": "" null, More information on MSCI ESG Fund Metrics, provided by MSCI ESG Research LLC, can be found at, Carbon Intensity (Tons of CO2e / $M Sales), Direxion Daily Semiconductor Bull 3x Shares, Direxion Daily 20+ Year Treasury Bull 3X Shares, Direxion Daily Semiconductor Bear 3x Shares, MicroSectors FANG+ Index 3X Leveraged ETN, Direxion Daily S&P Biotech Bull 3x Shares, Direxion Daily S&P Oil & Gas Exp. "2003 00:00": "", "2001 00:00": "", The State Street SPDR S&P 500 ETF is not only the oldest U.S. listed exchange-traded fund, but it also typically has both the largest assets under management (AUM) and highest trading volume of . "2002 00:00": "", 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 . null, "2011 00:00": "", 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. "1999 00:00": "", }, "management_company_city": "Valley Forge", .dataTables_wrapper .dataTables_scroll div.dataTables_scrollBody>table>thead>tr>th>div.dataTables_sizing,.dataTables_wrapper .dataTables_scroll div.dataTables_scrollBody>table>thead>tr>td>div.dataTables_sizing,.dataTables_wrapper .dataTables_scroll div.dataTables_scrollBody>table>tbody>tr>th>div.dataTables_sizing,.dataTables_wrapper .dataTables_scroll div.dataTables_scrollBody>table>tbody>tr>td>div.dataTables_sizing { height:0; overflow:hidden; margin:0 !important; padding:0 !important } null, ", "inception_date": "", "2011 00:00": "", null, "allowed_platform_user_groups": "['MSTAR_etf_licensees']", "2004 00:00": "", "methodology": "Large Blend", "28": [], The. null, "2013 00:00": "", } "2009 00:00": "", null, "maximum_drawdown": -50.9, table.dataTable tbody th.dt-body-right,table.dataTable tbody td.dt-body-right { text-align:right } null, .dataTables_wrapper { position:relative; clear:both; *zoom:1; zoom:1 } { "is_ucits_compliant": null, null, "2012 00:00": "", "2014 00:00": "", "2002 00:00": "", ], { "last_three_years_performance": 43.3, { { "2008 00:00": "", "2018 00:00": "" "is_available_through_managed_account": "", "compounded_annual_return": 2.84, "isin_numbers": "[]", "is_aifmd_compliant": "", }, Barclays entered the ETF business in 1996and Vanguard began offering ETFs in 2001. "2000 00:00": "", "2003 00:00": "", "is_edited_by_manager": false, "is_available_through_managed_account": "", "1999 00:00": "", "2012 00:00": "", It manages $76. "2007 00:00": "", null, { null, "last_updated": "2019-08-31T01:00:00+01:00", "managers": "['George U. Sauter', 'William A. Coleman', 'Ronald Mischner', 'Gerard C. OReilly', 'Michael H. Buek']", "2004 00:00": "", "fund_id": 61446, "domicile_country": "USA", null, "location": "{'lon': -71.0524201, 'lat': 42.3445441}", \nIn order to accurately track this Index, the trust's investments will closely replicate the holdings in that index. "2000 00:00": "", "share_classes": "[{'name': 'Nomura Cumulative Equity Fund', 'currency': 'JPY'}]", "fund_id": 30505, Edgefolio Team "2000 00:00": "", "2015 00:00": "", "strategy": "Japan Equity", null, "2006 00:00": "", "management_company_country": "United States", "2017 00:00": "", null, "2010 00:00": "", table.dataTable tbody th.dt-body-justify,table.dataTable tbody td.dt-body-justify { text-align:justify } table.dataTable thead th.dt-head-nowrap,table.dataTable thead td.dt-head-nowrap,table.dataTable tfoot th.dt-head-nowrap,table.dataTable tfoot td.dt-head-nowrap { white-space:nowrap } "maximum_drawdown": -56.93, "2002 00:00": "", "annualized_volatility": 15.89, "1999 00:00": "", "annualized_volatility": 14.67, "2006 00:00": "", They can be upwardly leveraged or inversed. "private_data_owning_users": "[]", "passported_countries": "['JPN']", "2006 00:00": "", "isin_numbers": "[]", "2009 00:00": "", "1999 00:00": "", "2003 00:00": "", "service_providers": "['Northern Trust', 'Northern Trust', 'Legal & General(Unit Trust Managers)Ltd', 'Legal & General(Unit Trust Managers)Ltd', 'Northern Trust Co (London)', 'KPMG LLP', 'Northern Trust Global Services SE']", "2004 00:00": "", { "2004 00:00": "", The level of magnification is included in the fund's description but they are generally 2x or 3. "methodology": "Japan Large-Cap Blend Equity", Data provided byMorningstar. "2016 00:00": "", "2016 00:00": "", null, "2015 00:00": "", 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. null, { null, "30": [ "28": [], "2000 00:00": "", "track_record_months": 500, "2014 00:00": "", "2005 00:00": "", "2009 00:00": "", ", Easily browse and evaluate ETFs by visiting our Responsible Investing themes section and find ETFs that map to various environmental, social and governance themes. table.dataTable thead th,table.dataTable tfoot th { color:black; font-size:10px; font-weight:normal; padding: 4px 19px 4px 24px !important; } $('.league-table').each(function(i){ null, "strategy": "US Equity Small Cap", "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. "30": [ null, "private_data_owning_users": "[]", { "2012 00:00": "", "2015 00:00": "", "2010 00:00": "", "2012 00:00": "", for (var j in data) { // normalize AUM and add rank column "service_providers": "['Mellon Bank', 'The Bank of New York Mellon']", "1999 00:00": "", "2005 00:00": "", "2005 00:00": "", "2013 00:00": "", "compounded_annual_return": 9.17, null, "2006 00:00": "", table.dataTable thead th.dt-head-left,table.dataTable thead td.dt-head-left,table.dataTable tfoot th.dt-head-left,table.dataTable tfoot td.dt-head-left { text-align:left } "2000 00:00": "", "2007 00:00": "", null, }, "2001 00:00": "", null, } { null, "2017 00:00": "", null, KB Home ( KBH 0.43%) rose 11% on . "2014 00:00": "", Dollars. "29": [], "is_aifmd_compliant": "", Here's a quick guide: ProShares UltraPro QQQ TQQQ. Masters', 'Management Team', 'Judith A. DeVivo']", { data: 'compounded_annual_return' } { "2017 00:00": "", The next attempt at the creation of the modern Exchange Traded Fund was launched by theToronto Stock Exchangein 1990 and calledToronto 35 Index Participation Units(TIPs35). "2017 00:00": "", "latest_month_performance": -1.57, null, "managers": "[]", "2003 00:00": "", null, "2010 00:00": "", "security_type": "ETF", "2005 00:00": "", All Rights Reserved. It is a 2x leveraged S&P 500 ETF. "2012 00:00": "", null, "2004 00:00": "", "2012 00:00": "", } null, null, "exact_name": "EQ/Common Stock Index Portfolio", null, null, "2006 00:00": "", null, "2004 00:00": "", "2014 00:00": "", "2000 00:00": "", "managers": "['Susan M. Ellison', 'Thomas J. Durante', 'Alexander C. Huberts', 'Richard A. "2004 00:00": "", It's important to note that given how often these funds are rebalanced . "region_exposure": "US", "last_three_years_performance": 42.34, "private_data_owning_users": "[]", null, "2009 00:00": "", "2010 00:00": "", "2009 00:00": "", null, Leveraged Factor: 3x. "latest_month": "Aug-19", "2015 00:00": "", "2008 00:00": "", null, Ticker: UDOW; Inception Date: February 9, 2010; Assets under Management: $623.83 . To date, it has more than doubled the performance of Technology ETF VGT during the same period, despite having being launched just before the Great Recession: 649.54% to 317.25%. ], "2017 00:00": "", "2003 00:00": "", { "domicile_country": "GBR", For every 1% the index declines, you can expect the value of a leveraged ETF to drop by 2% or 3%. ], "2002 00:00": "", "2003 00:00": "", "2001 00:00": "", "2010 00:00": "", "is_aifmd_compliant": "", { "2017 00:00": "", "service_providers": "['Brown Brothers Harriman & Co.', 'Vanguard Group Inc', 'Vanguard Marketing Corporation', 'Vanguard Group Inc', 'State Street Bank & Trust Co', 'Pricewaterhousecoopers LLP']", "fund_id": 41264, Following is the list of all 10 exchange-traded funds that FKnol has in its database for ETFs which belong to the Leveraged Bond category: All Leveraged Bond ETFs List of All Leveraged Bond ETFs 1-9 10-10 table.dataTable.compact tbody td a { color:#3ecf8f } Invesco S&P 500 Equal Weight Utilts ETF . The scheme aims . null, "2016 00:00": "", "is_edited_by_manager": false, { "2005 00:00": "", "2017 00:00": "", "strategy_description": "The strategy seeks to replicate the performance and characteristics of the S&P 500 Index with minimal tracking error. "2004 00:00": "", "allowed_investor_types": "['Retail']", null, "2002 00:00": "", "2011 00:00": "", null, { null, .dataTables_wrapper:after { visibility:hidden; display:block; content:""; clear:both; height:0 } null, null, } "2012 00:00": "", "year_to_date": 15.23, "is_available_through_managed_account": "", First up is the oldest ETF, the SPDR S&P 500 ( SPY) and its 3x leveraged counterpart, the S&P 500 Direxion 3x ETF ( SPXL ). "management_company_name": "Vanguard Group Inc", "28": [], "2016 00:00": "", "2016 00:00": "", "2010 00:00": "", { "domicile_country": "CAN", "2001 00:00": "", This cryptocurrency is built on the foundational principles of blockchain, which allows for a recorded inemutable, decentralized ledger of transactions to be maintained on a distributed network with no single point of failure. "2015 00:00": "", { "2006 00:00": "", "year_to_date": 11.45, "2001 00:00": "", "2016 00:00": "", "year_to_date": 18.27, null, "year_to_date": 3.92, .dataTables_wrapper .dataTables_paginate .ellipsis { padding:0 1em } "domicile_country": "JPN", ETF Screener . "track_record_months": 524, table.dataTable tbody th,table.dataTable tbody td { padding:8px 10px } "last_updated": "2019-08-31T01:00:00+01:00", "is_available_through_managed_account": "", "2010 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. "31": [ "share_classes": "[{'name': 'Vanguard Small Cap Index I', 'currency': 'USD'}, {'name': 'Vanguard Small Cap Index Adm', 'currency': 'USD'}, {'name': 'Vanguard Small-Cap ETF', 'currency': 'USD'}, {'name': 'Vanguard Small Cap Index InstlPlus', 'currency': 'USD'}, {'name': 'Vanguard Small Cap Index Inv', 'currency': 'USD'}]", null, "exact_name": "GWL Equity Index (G)75/75 (PS1)", "2000 00:00": "", Please note that the list may not contain newly issued ETFs. null, null, "2014 00:00": "", null, "inception_date": "", "2007 00:00": "", 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. "track_record_months": 439, "2012 00:00": "", .dataTables_wrapper .dataTables_info { clear:both; float:left; padding-top:0.755em } } table.dataTable,table.dataTable th,table.dataTable td { box-sizing:content-box } "2013 00:00": "", }, "1999 00:00": "", Clicking on any of the links in the table below will provide additional descriptive and quantitative information on Leveraged ETFs. "is_ucits_compliant": null, "compounded_annual_return": 6.13, "2014 00:00": "", "2007 00:00": "", "2012 00:00": "", "region_exposure": "US", "2018 00:00": "" "strategy": "US Equity Large Cap Blend", null, "2005 00:00": "", } "28": [], . "2014 00:00": "", "fund_id": 54506, "passported_countries": "['USA']", "2013 00:00": "", "last_updated": "2019-08-31T01:00:00+01:00", "2007 00:00": "", "manager_selection_status": "", "2006 00:00": "", "track_record_months": 517, "management_company_city": "Valley Forge", "2003 00:00": "", "2003 00:00": "", "is_available_through_managed_account": "", "2016 00:00": "", "inception_date": "", null, "is_aifmd_compliant": "", "2017 00:00": "", "2015 00:00": "", "2012 00:00": "", As of the end of 2018, there weremore than one hundred distinct issuers of ETFs. Neither MSCI ESG nor any of its affiliates or any third party involved in or related to creating any Information makes any express or implied warranties, representations or guarantees, and in no event will MSCI ESG or any such affiliate or third party have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) relating to any Information. "is_aifmd_compliant": "", "2010 00:00": "", "2008 00:00": "", ], }, The following table includes expense data and other descriptive information for all Leveraged ETFs listed on U.S. exchanges that are currently tracked by ETF Database. null, "is_active": true, "2016 00:00": "", table.dataTable.display tbody tr.even>.sorting_3,table.dataTable.order-column.stripe tbody tr.even>.sorting_3 { background-color:#fefefe } "2012 00:00": "", "last_three_years_performance": 29.21, table.dataTable.hover tbody tr:hover,table.dataTable.display tbody tr:hover { background-color:#f6f6f6 } { "allowed_investor_types": "['Non-Retail', 'Retail']", "last_three_years_performance": 42.77, Fund Flows in millions of U.S. "2008 00:00": "", "2016 00:00": "", null, "2002 00:00": "", "2014 00:00": "", "2002 00:00": "", "2017 00:00": "", "2012 00:00": "", "style": "Fixed Income", "latest_month": "Aug-19", The level of magnification is included in the funds description but they are generally 2x or 3. null, "security_type": "ETF", table.dataTable.display tbody tr.odd.selected>.sorting_3,table.dataTable.order-column.stripe tbody tr.odd.selected>.sorting_3 { background-color:#a9b7d1 } "track_record_months": 549, "compounded_annual_return": 10.09, "exact_name": "BNYM Mellon SL Stock Index Fd", ProShares UltraPro Dow30 ETF. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. null, "2002 00:00": "", "private_data_owning_users": "[]", 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 } "strategy_description": "The investment seeks to achieve a total return before expenses that approximates the total return performance of the Russell 3000 Index, including reinvestment of dividends, at a risk level consistent with that of the Russell 3000 Index.\n The fund generally invests at least 80% of its net assets, plus borrowings for investment purposes, in common stocks of companies represented in the Russell 3000 Index (\"Russell 3000\"). "2003 00:00": "", "2012 00:00": "", table.dataTable.display tbody tr:hover>.sorting_3,table.dataTable.order-column.hover tbody tr:hover>.sorting_3 { background-color:#efefef } "29": [], "allowed_investor_types": "['Non-Retail', 'Retail']", "2002 00:00": "", }, "style": "Equity", "2006 00:00": "", "2016 00:00": "", "30": [ As an Edgefolio client, you can segment or group any funds youd like into a peer analysis report. "2014 00:00": "", null, "2015 00:00": "", "maximum_drawdown": -79.56, "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. "2017 00:00": "", ", "2011 00:00": "", "2013 00:00": "", ", "1999 00:00": "", "2010 00:00": "", null, "2015 00:00": "", "2002 00:00": "", } "2006 00:00": "", { data: 'last_three_years_performance' } "strategy": "US Equity Large Cap Blend", null, null, null, "2002 00:00": "", "2013 00:00": "", null, "2017 00:00": "", "2018 00:00": "" "2005 00:00": "", table.dataTable tbody td, table.dataTable thead th { padding: 0 16px 0 1px !important } "2002 00:00": "", null, "2008 00:00": "", "managers": "['Raju Jobanputra', 'Tim Beaven', 'Not Disclosed', 'Neil Higgins', 'Helen Stuart']", "2002 00:00": "", "2005 00:00": "", data: data[i], null, Care has been taken to ensure that the information is correct, but Edgefolio neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. "is_aifmd_compliant": "", "2008 00:00": "", MSCI ESG materials have not been submitted, to nor received approval from, the US SEC or any other regulatory body. "2009 00:00": "", "1999 00:00": "", "is_private_data": false, null,
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