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 } { data: 'management_company_name' }, 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. { 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. "is_ucits_compliant": null, "last_three_years_performance": 14.43, null, null, "2018 00:00": "" "2006 00:00": "", }, table.dataTable.league-table { margin-left: calc((100% - 96vw) / 2); width: 96vw !important } For example, one of the oldest leveraged ETFs, 2XTechnology ETF ROM was launched in February 2007, just 10 months before the Great Recession. "2014 00:00": "", The scheme aims . There are five VIX ETFs that trade in the U.S., excluding inverse and leveraged funds as well as those with less than $50 million in assets under management (AUM). "domicile_country": "USA", "2010 00:00": "", "2007 00:00": "", null, "manager_selection_status": "", . "2017 00:00": "", { data: 'name' } , "2017 00:00": "", "2012 00:00": "", null, "2010 00:00": "", null, "methodology": "Canadian Equity", "management_company_location": "{'lon': -96.7968387, 'lat': 32.7816469}" "last_three_years_performance": 42.34, "2005 00:00": "", "manager_selection_status": "", "2010 00:00": "", "2014 00:00": "", "2017 00:00": "", null, { "isin_numbers": "[]", "2005 00:00": "", "2018 00:00": "" null, "is_aifmd_compliant": "", "allowed_platform_user_groups": "['MSTAR_etf_licensees']", "1999 00:00": "", "last_updated": "2019-08-31T01:00:00+01:00", "2014 00:00": "", @media screen and (max-width: 420px) { /* mobile */ "year_to_date": 10.86, They aren't really designed as long-term products and are more suited to active investors. "2006 00:00": "", "2005 00:00": "", paging: false, The VIX has risen 35.8% over. "management_company_city": "London", "inception_date": "", "2001 00:00": "", { "2017 00:00": "", "1999 00:00": "", "service_providers": "['Brown Brothers Harriman & Co.', 'Vanguard Group Inc', 'Vanguard Marketing Corporation', 'Vanguard Group Inc', 'State Street Bank & Trust Co', 'Pricewaterhousecoopers LLP']", ], null, "2000 00:00": "", "2012 00:00": "", null, }, 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, null, table.dataTable.compact tbody td a { color:#3ecf8f } null, "2018 00:00": "" "exact_name": "Vanguard Small Cap Index Fund", "passported_countries": "['CAN']", "fund_id": 157141, "management_company_city": "New York", "2011 00:00": "", "2017 00:00": "", "2001 00:00": "", "2007 00:00": "", ", null, 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. "is_edited_by_manager": false, .dataTables_wrapper .dataTables_paginate .paginate_button { box-sizing:border-box; display:inline-block; min-width:1.5em; padding:0.5em 1em; margin-left:2px; text-align:center; text-decoration:none !important; cursor:pointer; *cursor:hand; color:#333 !important; border:1px solid transparent; border-radius:2px } "2010 00:00": "", The ProShares Ultra Russell2000 (UWM): Delivers 2x the daily performance of the Russell 2000 Index. "2009 00:00": "", }, "track_record_months": 549, "2009 00:00": "", { "is_private_data": false, null, "2006 00:00": "", "2008 00:00": "", "compounded_annual_return": 9.99, "2001 00:00": "", "strategy": "UK Equity Large Cap", "2013 00:00": "", "2004 00:00": "", ", "is_active": true, "security_type": "ETF", "last_updated": "2019-08-31T01:00:00+01:00", "2014 00:00": "", } "2004 00:00": "", "style": "Equity", ProShares UltraShort Silver (ZSL) is an inverse-leveraged ETF. & Prod. "2015 00:00": "", { Although the first American ETF launched in 1993, it took 15 more years to see the first actively-managed ETF to reach the market. } "2000 00:00": "", "last_updated": "2019-08-31T01:00:00+01:00", { "2015 00:00": "", "2009 00:00": "", "2010 00:00": "", null, "manager_selection_status": "", This page provides links to various analyses for all Leveraged ETFs that are listed on U.S. exchanges and tracked by ETF Database. "latest_month": "Aug-19", null, Leveraged ETFs seek to magnify the returns of an underlying index for a single day. "2014 00:00": "", "2015 00:00": "", P. Morgan Chase Bank NA', 'K&L Gates LLP', 'Pricewaterhousecoopers LLP']", "2016 00:00": "", This pair is the least volatile of the five, with SPXL moving an. "2011 00:00": "", "security_type": "ETF", { // put in links "2010 00:00": "", "passported_countries": "['JPN']", "compounded_annual_return": 9.17, "2005 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") } "is_ucits_compliant": null, "2001 00:00": "", "2010 00:00": "", "is_private_data": false, "managers": "['Raju Jobanputra', 'Tim Beaven', 'Not Disclosed', 'Neil Higgins', 'Helen Stuart']", null, null, "is_active": true, "latest_month": "Aug-19", .row td:nth-child(8), .row td:nth-child(4) { max-width:100px; white-space:normal !important } "allowed_platform_user_groups": "['MSTAR_etf_licensees']", "exact_name": "BNYM Mellon SL Stock Index Fd", "exact_name": "Nomura Cumulative Equity Fund", "is_ucits_compliant": null, "compounded_annual_return": 10.09, Masters', 'Management Team', 'Judith A. DeVivo']", "2009 00:00": "", "2010 00:00": "", "management_company_country": "", table.dataTable.display tbody tr.even.selected>.sorting_1,table.dataTable.order-column.stripe tbody tr.even.selected>.sorting_1 { background-color:#acbad5 } "2017 00:00": "", "last_updated": "2019-08-31T01:00:00+01:00", "2017 00:00": "", "management_company_city": "Tokyo", "2018 00:00": "" null, Fidelity MSCI Utilities ETF. "strategy": "US Equity Large Cap Blend", { null, "is_aifmd_compliant": "", "is_aifmd_compliant": "", "strategy": "Sterling Fixed Income", table.dataTable tbody td, table.dataTable thead th { padding: 0 16px 0 1px !important } null, null, "2009 00:00": "", As an Edgefolio client, you can segment or group any funds youd like into a peer analysis report. } Click on an ETF ticker or name to go to its detail page, for in-depth news, financial data and graphs. "maximum_drawdown": -50.97, "2018 00:00": "" 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. table.dataTable.display tbody tr:hover>.sorting_1,table.dataTable.order-column.hover tbody tr:hover>.sorting_1 { background-color:#eaeaea } null, SOXL ETF (Premier Study & Investing) "location": "{'lon': -104.8912817, 'lat': 39.6104586}", "2018 00:00": "" "2017 00:00": "", All rights reserved. By default the list is ordered by descending total market capitalization. null, "2017 00:00": "", "2005 00:00": "", null, As such, it should be noted that this page may include ETFs from multiple ETF Database Categories. }, "2010 00:00": "", 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. "2016 00:00": "", "2006 00:00": "", "2014 00:00": "", } "last_updated": "2019-08-31T01:00:00+01:00", .dataTables_wrapper .dataTables_paginate .paginate_button.current,.dataTables_wrapper .dataTables_paginate .paginate_button.current:hover { color:#333 !important; border:1px solid #979797; background-color:white; background:-webkit-gradient(linear, left top, left bottom, color-stop(0%, #fff), color-stop(100%, #dcdcdc)); background:-webkit-linear-gradient(top, #fff 0%, #dcdcdc 100%); background:-moz-linear-gradient(top, #fff 0%, #dcdcdc 100%); background:-ms-linear-gradient(top, #fff 0%, #dcdcdc 100%); background:-o-linear-gradient(top, #fff 0%, #dcdcdc 100%); background:linear-gradient(to bottom, #fff 0%, #dcdcdc 100%) } "share_classes": "[{'name': 'Comerica Large Cap Equity Index C', 'currency': 'USD'}, {'name': 'Comerica Large Cap Equity Index A', 'currency': 'USD'}, {'name': 'Comerica Large Cap Equity Index Instl', 'currency': 'USD'}]", "exact_name": "Northwestern Mutual Ser Index 500 Stk", "managers": "['George U. Sauter', 'Scott E. Geiger', 'Michelle Louie', 'Donald M. Butler', 'Michael H. Buek']", Mellon uses full replication to construct the portfolio, holding each security in the index in its proportionate weight. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. 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_month_performance": -1.6, null, "1999 00:00": "", null, null, table.dataTable tbody th.dt-body-center,table.dataTable tbody td.dt-body-center { text-align:center } ], "2017 00:00": "", data[j][row]['track_record_months'] = Math.round(data[j][row]['track_record_months'] / 12) + " years"; // 2 dp null, null, "service_providers": "['Mitsubishi UFJ Morgan Stanley Securities Co Ltd', 'Nomura Securities Co., Ltd.', 'Sumitomo Mitsui Trust Bank, Limited']", }, "name": "Vanguard Small Cap Index Fund", "management_company_city": "Valley Forge", "year_to_date": 15.23, null, "2002 00:00": "", "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 } "2014 00:00": "", null, "2011 00:00": "", null, "management_company_name": "Vanguard Group Inc", null, "maximum_drawdown": -46.21, "2005 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 .