"is_ucits_compliant": true, "managers": "['Raju Jobanputra', 'Tim Beaven', 'Not Disclosed', 'Neil Higgins', 'Helen Stuart']", "latest_aum_usd": null, "2015 00:00": "", "latest_month_performance": -1.59, , "2010 00:00": "", "2016 00:00": "", "2008 00:00": "", "2004 00:00": "", "2014 00:00": "", } Here's a quick guide: ProShares UltraPro QQQ TQQQ. "2014 00:00": "", "management_company_location": "{'lon': -104.8912817, 'lat': 39.6104586}" "annualized_volatility": 14.67, They can be upwardly leveraged or inversed. "management_company_location": "{'lon': -75.419471, 'lat': 40.073868}" null, "year_to_date": 18.27, "28": [], null, Leveraged bond mutual funds and ETFs seek to achieve a multiple of the short-term returns of a fixed-income index. null, } "strategy": "US Equity Large Cap Blend", "is_private_data": false, "location": "{'lon': 139.7764719, 'lat': 35.6816827}", 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 } "location": "{'lon': -87.9001131, 'lat': 43.040201}", "2017 00:00": "", null, "2001 00:00": "", "2002 00:00": "", "fund_id": 61446, "name": "GWL Equity Index (G)75/75 (PS1)", Please note that the list may not contain newly issued ETFs. "2003 00:00": "", ProShares Ultra Oil & Gas ETF DIG. "2008 00:00": "", "isin_numbers": "[]", "management_company_name": "Vanguard Group Inc", .dataTables_wrapper.no-footer .dataTables_scrollBody { border-bottom:1px solid #111 } ", "2012 00:00": "", "2001 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. "inception_date": "", "1999 00:00": "", ], "2006 00:00": "", null, }, null, { "2016 00:00": "", "2010 00:00": "", "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. .dataTables_wrapper .dataTables_scroll div.dataTables_scrollBody { *margin-top:-1px; -webkit-overflow-scrolling:touch } { "style": "Equity", "2002 00:00": "", "2003 00:00": "", null, 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 ). } "is_active": true, "inception_date": "", data[j][row]['rank'] = parseInt(row) + 1; "2016 00:00": "", "private_data_owning_users": "[]", "latest_month": "Aug-19", "exact_name": "GWL Equity Index (G)75/75 (PS1)", "management_company_name": "Comerica Bank & Trust, N.A. "2018 00:00": "" { { "latest_aum_usd": null, "management_company_location": "{'lon': 139.7764719, 'lat': 35.6816827}" table.dataTable thead .sorting_asc_disabled { background-image:url("https://cdn.datatables.net/v/dt/dt-1.10.18/DataTables-1.10.18/images/sort_asc_disabled.png") } null, "2001 00:00": "", "2018 00:00": "" null, "is_aifmd_compliant": "", Dollars. "2014 00:00": "", "2010 00:00": "", } The following table includes certain tax information for all Leveraged ETFs listed on U.S. exchanges that are currently tracked by ETF Database, including applicable short-term and long-term capital gains rates and the tax form on which gains or losses in each ETF will be reported. "is_aifmd_compliant": "", "2017 00:00": "", "2018 00:00": "" null, table.dataTable.display tbody tr.even.selected>.sorting_2,table.dataTable.order-column.stripe tbody tr.even.selected>.sorting_2 { background-color:#aebcd6 } "management_company_country": "United States", table.dataTable thead th.dt-head-justify,table.dataTable thead td.dt-head-justify,table.dataTable tfoot th.dt-head-justify,table.dataTable tfoot td.dt-head-justify { text-align:justify } "is_private_data": false, null, "strategy": "Japan Equity", The ETF Database Ratings are transparent, quant-based evaluations of ETFs relative to other products in the same ETF Database Category. null, "2002 00:00": "", "2011 00:00": "", "is_aifmd_compliant": "", "2010 00:00": "", ], "31": [ "service_providers": "['J. "2008 00:00": "", "allowed_platform_user_groups": "['MSTAR_etf_licensees']", "2004 00:00": "", Fund Flows in millions of U.S. }, The largest Leveraged ETF is the Direxion Daily Semiconductor Bull 3X Shares SOXL with $4.98B in assets. "2008 00:00": "", "2008 00:00": "", The Information is provided as is and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. "is_available_through_managed_account": "", "management_company_city": "Valley Forge", "year_to_date": 17.72, "1999 00:00": "", { "is_edited_by_manager": false, It charges 0.95% in annual fees and trades in an average daily volume of 9.1 million shares. Where appropriate, the Trust may use Transferable Securities, Approved Money Market Instruments, units in Collective Investment Schemes, deposits and cash or near cash. "is_aifmd_compliant": "", "2009 00:00": "", "methodology": "Large Blend", "last_three_years_performance": 29.21, { "year_to_date": 18.32, "manager_selection_status": "", .dataTables_wrapper .dataTables_length,.dataTables_wrapper .dataTables_filter,.dataTables_wrapper .dataTables_info,.dataTables_wrapper .dataTables_processing,.dataTables_wrapper .dataTables_paginate { color:#333 } "exact_name": "Nomura Cumulative Equity Fund", "2006 00:00": "", "2009 00:00": "", "maximum_drawdown": -50.97, "2000 00:00": "", null, null, "passported_countries": "['GBR']", "allowed_platform_user_groups": "['MSTAR_etf_licensees']", ETF Screener . Barclays entered the ETF business in 1996and Vanguard began offering ETFs in 2001. { "exact_name": "Vanguard 500 Index Fund", "2005 00:00": "", .dataTables_wrapper .dataTables_scroll { clear:both } 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. "2010 00:00": "", "exact_name": "Comerica S&P 500 Index CIT", P. Morgan Chase Bank NA', 'Northwestern Mutual Life Ins', 'Mason Street Advisors, LLC', 'State Street Bank & Trust Co', 'Pricewaterhousecoopers LLP']", null, { data: 'name' } , "2011 00:00": "", "2016 00:00": "", table.dataTable,table.dataTable th,table.dataTable td { box-sizing:content-box } "2016 00:00": "", "2017 00:00": "", "2009 00:00": "", "manager_selection_status": "", "2008 00:00": "", null, "2006 00:00": "", null, "2013 00:00": "", "last_updated": "2019-08-31T01:00:00+01:00", null, "track_record_months": 434, .row td:nth-child(8) a, .row td:nth-child(4) a { display:block; max-width: 100px } "2010 00:00": "", "2015 00:00": "", "2009 00:00": "", "28": [], "2007 00:00": "", null, "2009 00:00": "", { @media screen and (max-width: 767px) { .dataTables_wrapper .dataTables_info,.dataTables_wrapper .dataTables_paginate { float:none; text-align:center } null, "2016 00:00": "", "methodology": "Large Blend", "2003 00:00": "", "2007 00:00": "", null, "2012 00:00": "", null, "2013 00:00": "", "2014 00:00": "", "2002 00:00": "", null, "2015 00:00": "", "2006 00:00": "", "2007 00:00": "", null, null, null, "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'}]", }, "strategy": "UK Equity Large Cap", "2009 00:00": "", "management_company_location": "{'lon': -71.0524201, 'lat': 42.3445441}" "management_company_country": "", "security_type": "ETF", null, "2005 00:00": "", "fund_id": 66940, "latest_month_performance": -1.57, "manager_selection_status": "", "2012 00:00": "", { data: 'management_company_name' }, "2013 00:00": "", "2001 00:00": "", "2000 00:00": "", "2003 00:00": "", "maximum_drawdown": -50.8, 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. "2005 00:00": "", "2001 00:00": "", null, "is_available_through_managed_account": "", null, "latest_month": "Aug-19", "is_ucits_compliant": null, "strategy_description": "The investment seeks to achieve investment results that approximate the performance of the Standard & Poor's 500 Composite Stock Price Index (\"S&P 500 Index\").\n The Portfolio employs a \"passive management,\" or indexing, investment approach designed to track the performance of the S&P 500 Index. "2016 00:00": "", "2002 00:00": "", "2007 00:00": "", table.dataTable.display tbody tr:hover.selected>.sorting_2,table.dataTable.order-column.hover tbody tr:hover.selected>.sorting_2 { background-color:#a3b0c9 } "2004 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. "is_edited_by_manager": false, null, "2017 00:00": "", "2014 00:00": "", "managers": "['Alan Mannick', 'Clayton Zacharias', 'Jennifer Hartviksen', 'John Smith', 'Patricia Nesbitt', 'Not Disclosed']", "1999 00:00": "", "31": [ Barclays entered the ETF business in 1996 and Vanguard began offering ETFs in 2001. "location": "{'lon': -71.091112, 'lat': 42.270774}", "2018 00:00": "" null, "2005 00:00": "", "2006 00:00": "", "28": [], "domicile_country": "USA", "inception_date": "", "compounded_annual_return": 9.99, "2005 00:00": "", "2018 00:00": "" "30": [ "last_updated": "2019-08-31T01:00:00+01:00", "2014 00:00": "", "is_aifmd_compliant": "", "2005 00:00": "", table.dataTable thead .sorting_desc { background-image:url("https://cdn.datatables.net/v/dt/dt-1.10.18/DataTables-1.10.18/images/sort_desc.png") } As an exchange-traded fund, a leveraged ETF is a group of . "is_ucits_compliant": true, }, Unfortunately, while there was quite a bit of investor interest, a federal court in Chicago ruled that the fund worked likefutures contracts, even though they were marginalized and collateralized like a stock; consequently, if theywere to be traded, they had to be traded on afutures exchange, and the advent of true ETFs had to wait a bit. null, "year_to_date": 18.15, 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. null, ProShares UltraPro QQQ is the most-popular and liquid ETF in the leveraged space, with . "2013 00:00": "", "2007 00:00": "", null, iShares US Utilities ETF. "2006 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. "2001 00:00": "", }, "2000 00:00": "", It manages $76. "2004 00:00": "", "2008 00:00": "", "2003 00:00": "", "2006 00:00": "", "security_type": "ETF", { data: 'latest_month_performance' } Leveraged ETFs seek to magnify the returns of an underlying index for a single day. { table.dataTable.display tbody tr.even>.sorting_1,table.dataTable.order-column.stripe tbody tr.even>.sorting_1 { background-color:#fafafa } "latest_aum_usd": null, null, "track_record_months": 432, null, "is_edited_by_manager": false, "2011 00:00": "", "30": [ "latest_month": "Aug-19", They aren't really designed as long-term products and are more suited to active investors. "31": [ "2001 00:00": "", } "management_company_city": "Greenwood Village", null, null, "2002 00:00": "", "track_record_months": 461, "2001 00:00": "", { "2018 00:00": "" "2012 00:00": "", "2016 00:00": "", "management_company_name": "State Street Global Advisors", null, "29": [], "2008 00:00": "", "2018 00:00": "" "2004 00:00": "", "2015 00:00": "", "2012 00:00": "", "latest_month_performance": -1.59, "annualized_volatility": 14.06, "2015 00:00": "", "2011 00:00": "", This page includes historical dividend information for all Leveraged listed on U.S. exchanges that are currently tracked by ETF Database. null, "2006 00:00": "", "2006 00:00": "", null, "2000 00:00": "", } "2014 00:00": "", "managers": "['Kenneth T. Kozlowski', 'Alwi Chan', 'Xavier Poutas', 'Seth J. ", "2013 00:00": "", "is_available_through_managed_account": "", { "2007 00:00": "", "2001 00:00": "", MSCI ESG materials have not been submitted, to nor received approval from, the US SEC or any other regulatory body. 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; } "2001 00:00": "", "2005 00:00": "", "31": [ .row td:nth-child(5), .row th:nth-child(5), .row td:nth-child(6), .row th:nth-child(6), .row td:nth-child(7), .row th:nth-child(7) { display:none } "latest_month": "Aug-19", "2017 00:00": "", "2009 00:00": "", "inception_date": "", "2018 00:00": "" "is_edited_by_manager": false, For more detailed holdings information for any ETF, click on the link in the right column. table.dataTable.display tbody tr.odd.selected>.sorting_1,table.dataTable.order-column.stripe tbody tr.odd.selected>.sorting_1 { background-color:#a6b4cd } "exact_name": "L&G All Stocks Gilt Index Trust", "last_three_years_performance": 43.19, "location": "{'lon': -73.9790586, 'lat': 40.7631087}", $(cell).html("") If youre looking for a more simplified way to browse and compare ETFs, you may want to visit our ETF Database Categories, which categorize every ETF in a single best fit category. "2002 00:00": "", "annualized_volatility": 15.89, "2008 00:00": "", Note that ETFs are usually tagged by ETF Database analysts as more than one type; for example, an inverse gold ETF may be tagged as inverse and as gold and as commodity. "2003 00:00": "", null, null, "2012 00:00": "", "region_exposure": "Japan", "isin_numbers": "[]", } null, 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") } "region_exposure": "US", "2015 00:00": "", "isin_numbers": "['JP90C0002GY4']", "2009 00:00": "", "is_available_through_managed_account": "", "2004 00:00": "", "2011 00:00": "", "2011 00:00": "", "strategy_description": "This passively managed fund is constructed to replicate its benchmark, the S&P 500, representing the large cap U.S. equity market. table.dataTable thead th:first-child { padding-right: 16px !important } null, "2006 00:00": "", @media screen and (max-width: 640px) { .dataTables_wrapper .dataTables_length,.dataTables_wrapper .dataTables_filter { float:none; text-align:center } "management_company_country": "United States", "2004 00:00": "", null, "2000 00:00": "", "2017 00:00": "", "strategy": "US Equity Large Cap Blend", null, null, 4. "2002 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. "2018 00:00": "" "share_classes": "[{'name': 'EQ/Common Stock Index Portfolio IB', 'currency': 'USD'}, {'name': 'EQ/Common Stock Index Portfolio IA', 'currency': 'USD'}]", null, "2009 00:00": "", "2013 00:00": "", "is_available_through_managed_account": "", "last_updated": "2019-08-31T01:00:00+01:00", "2015 00:00": "", { "management_company_name": "Nomura Asset Management Co Ltd", null, table.dataTable th.dt-nowrap,table.dataTable td.dt-nowrap { white-space:nowrap } 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%. "29": [], "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'}]", "2004 00:00": "", "1999 00:00": "", "2015 00:00": "", } "2003 00:00": "", "2001 00:00": "", "2002 00:00": "", "2011 00:00": "", , null, "private_data_owning_users": "[]", "2002 00:00": "", "name": "Nomura Cumulative Equity Fund", "managers": "[]", "2014 00:00": "", { "style": "Equity", "management_company_location": "{'lon': -75.419471, 'lat': 40.073868}" null, "2013 00:00": "", "2004 00:00": "", ]]. "2003 00:00": "", "allowed_investor_types": "['Retail']", "1999 00:00": "", "2011 00:00": "", "2002 00:00": "", "2005 00:00": "", The level of magnification is included in the fund's description but they are generally 2x or 3. The Global X Russell 2000 Covered Call ETF . "security_type": "ETF", "2000 00:00": "", null, 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. table.dataTable.display tbody tr.even.selected>.sorting_3,table.dataTable.order-column.stripe tbody tr.even.selected>.sorting_3 { background-color:#afbdd8 } { data: 'track_record_months'}, "2014 00:00": "", "compounded_annual_return": 10.98, "managers": "['Henry Dixon']", Bull 2X Shares, Direxion Daily Gold Miners Index Bull 2x Shares, ProShares Ultra VIX Short-Term Futures ETF, Investors Turned to ETFs During Volatile Markets, Bigger in Texas: Energy Reserves, Production & Exports, Following Near-Term Stocks, Israel ETFs May Strengthen, Opportunity in This Active ETF From Persistent Inflation, Despite U.S. ESG Strength, There's Work to Do, Capture Chinas Rising Technology Stars With KSTR, Finding More Reasons for Long-Term Optimism, Top Performing ETFs: Crypto ETFs Rule the Table, How to Allocate Commodities in Portfolios, Why ETFs Experience Limit Up/Down Protections. In the last trailing year, the best-performing Leveraged ETF was YCS at 17.59%.