], "security_type": "ETF", "2007 00:00": "", "2016 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") } "2007 00:00": "", For the 18-year period 1994-2011, the S&P 500 Index. null, "2009 00:00": "", null, "inception_date": "", "2010 00:00": "", "2001 00:00": "", "2016 00:00": "", "inception_date": "", "2006 00:00": "", null, { "2006 00:00": "", "2013 00:00": "", "2008 00:00": "", } } "2018 00:00": "" null, "2003 00:00": "", "2006 00:00": "", "2010 00:00": "", "1999 00:00": "", "inception_date": "", } "2001 00:00": "", "2000 00:00": "", "2005 00:00": "", "2007 00:00": "", P. Morgan Chase Bank NA', 'Vanguard Group Inc', 'Vanguard Marketing Corporation', 'Vanguard Group Inc', 'J. "2009 00:00": "", "2010 00:00": "", null, null, ], "2014 00:00": "", "31": [ "2013 00:00": "", { data: 'last_three_years_performance' } "2014 00:00": "", null, null, "exact_name": "Nomura Cumulative Equity Fund", "2010 00:00": "", "is_active": true, null, "managers": "['George U. Sauter', 'William A. Coleman', 'Ronald Mischner', 'Gerard C. OReilly', 'Michael H. Buek']", "inception_date": "", On "service_providers": "['Brown Brothers Harriman & Co.', 'Vanguard Group Inc', 'Vanguard Marketing Corporation', 'Vanguard Group Inc', 'State Street Bank & Trust Co', 'Pricewaterhousecoopers LLP']", null, "managers": "['George U. Sauter', 'Scott E. Geiger', 'Michelle Louie', 'Donald M. Butler', 'Michael H. Buek']", .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 } "2009 00:00": "", "methodology": "Large Blend", null, null, "2011 00:00": "", null, P. Morgan Chase Bank', 'Pricewaterhousecoopers LLP']", { 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. Barclays entered the ETF business in 1996 and Vanguard began offering ETFs in 2001. } null, "name": "Northwestern Mutual Ser Index 500 Stk", "management_company_name": "Vanguard Group Inc", "management_company_name": "Mellon Investments Corporation", The fund, which was launched 2008, currently manages assets worth $480.34 million and has an expense ratio of 0.95%. "private_data_owning_users": "[]", "management_company_name": "Vanguard Group Inc", "latest_month": "Aug-19", "2000 00:00": "", "exact_name": "Comerica S&P 500 Index CIT", "28": [], "2008 00:00": "", "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. null, null, "region_exposure": "UK", "2000 00:00": "", "2007 00:00": "", "strategy": "Canadian Equity Large Cap", "2002 00:00": "", null, "1999 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. "2004 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. null, Shares in THG PLC fell 17% on Tuesday after the group said that it missed its 2022 Ebitda guidance, having risen more than 40% on Monday following news of a takeover proposal from Apollo Global . "isin_numbers": "['GB0006685613', 'GB0005782627']", null, ], data: data[i], 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. table.dataTable tbody tr.selected { background-color:#B0BED9 } "2002 00:00": "", columnDefs: [ "2007 00:00": "", "1999 00:00": "", { data: 'name' } , "2016 00:00": "", "2005 00:00": "", "2010 00:00": "", Leveraged Factor: 3x. 5. "maximum_drawdown": -50.8, This ETF seeks to deliver twice (2x or 200%) the daily performance of the Dow Jones U.S. Oil & Gas Index. null, "2015 00:00": "", "passported_countries": "['CAN']", They can be upwardly leveraged or inversed. "passported_countries": "['JPN', 'USA']", "2010 00:00": "", "methodology": "UK Large-Cap Blend Equity", Data provided byMorningstar. null, null, It has been able to manage $74.3 million in its asset . So, because TSLL. { table.dataTable.compact tfoot th,table.dataTable.compact tfoot td, "track_record_months": 524, "2010 00:00": "", null, "2006 00:00": "", "2012 00:00": "", .dataTables_wrapper .dataTables_filter { float:right; text-align:right } "is_edited_by_manager": false, Mellon uses full replication to construct the portfolio, holding each security in the index in its proportionate weight. }, Although the first American ETF launched in 1993, it took 15 more years to see the first actively-managed ETF to reach the market. { The following list of bond exchange-traded funds is sorted by category, from short-term bond ETFs to leveraged bond ETFs and everything in between. "2010 00:00": "", "2007 00:00": "", "2003 00:00": "", "2011 00:00": "", "2017 00:00": "", data[j][row]['track_record_months'] = Math.round(data[j][row]['track_record_months'] / 12) + " years"; // 2 dp 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 } null, "is_available_through_managed_account": "", "2007 00:00": "", "2005 00:00": "", "2005 00:00": "", "last_updated": "2019-08-31T01:00:00+01:00", "28": [], By "domicile_country": "USA", "2002 00:00": "", "2011 00:00": "", .dataTables_wrapper .dataTables_info { clear:both; float:left; padding-top:0.755em } null, "security_type": "ETF", table.dataTable tbody th,table.dataTable tbody td { padding:8px 10px } 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. 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. "2012 00:00": "", null, Let's take a look at one of the oldest leveraged funds, Rydex's Nova Fund ( RYNVX ). "2000 00:00": "", "annualized_volatility": 7.47, Since DDM is leveraged, it is also a higher-risk ETF than the non-leveraged ETFs on this list. ", "2015 00:00": "", "2004 00:00": "", "29": [], "management_company_location": "{'lon': 139.7764719, 'lat': 35.6816827}" createdCell: function (cell, cellData, rowData, rowIndex, colIndex) { ], It manages $76. "methodology": "Large Blend", "2014 00:00": "", "2006 00:00": "", "2011 00:00": "", "2017 00:00": "", 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. It could be based on performance, proximity or strategy. } "year_to_date": 18.27, null, null, (For related reading, see, Investopedia A brief History of Exchange-Traded Funds. null, "2015 00:00": "", "management_company_city": "Boston", "2007 00:00": "", { "2003 00:00": "", "compounded_annual_return": 11, "track_record_months": 549, "2009 00:00": "", "management_company_country": "United States", "2006 00:00": "", null, "1999 00:00": "", "28": [], "is_private_data": false, "is_private_data": false, "2011 00:00": "", "region_exposure": "US", 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") } This page contains certain technical information for all Leveraged ETFs that are listed on U.S. exchanges and tracked by ETF Database. The ProShares UltraShort S&P 500 ETF ( NYSEMKT:SDS) is an inverse leveraged ETF designed to return two times the opposite of the S&P 500's daily performance. "management_company_location": "{'lon': -73.9790586, 'lat': 40.7631087}" "2017 00:00": "", "last_updated": "2019-08-31T01:00:00+01:00", [ table.dataTable.display tbody tr:hover.selected>.sorting_3,table.dataTable.order-column.hover tbody tr:hover.selected>.sorting_3 { background-color:#a5b2cb } Here is the list! "2010 00:00": "", "We're excited to bring our Tausight partnership to our clients and leverage our deep operational experience in the healthcare . 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": "", "is_active": true, Vanguard Utilities ETF. Total fund flow is the capital inflow into an ETF minus the capital outflow from the ETF for a particular time period. "30": [ table.dataTable th.dt-right,table.dataTable td.dt-right { text-align:right } "30": [ "29": [], } "2013 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. "managers": "['Alan Mannick', 'Clayton Zacharias', 'Jennifer Hartviksen', 'John Smith', 'Patricia Nesbitt', 'Not Disclosed']", "year_to_date": 16.08, "2011 00:00": "", "2012 00:00": "", "private_data_owning_users": "[]", "29": [], "management_company_location": "{'lon': -104.8912817, 'lat': 39.6104586}" table.dataTable.display tbody tr.odd>.sorting_2,table.dataTable.order-column.stripe tbody tr.odd>.sorting_2 { background-color:#f3f3f3 } "management_company_name": "AllianceBernstein LP. "2015 00:00": "", "2015 00:00": "", "management_company_city": "Valley Forge", "region_exposure": "US", null, For example, one of the oldest leveraged ETFs, 2XTechnology ETF ROM was launched in February 2007, just 10 months before the Great Recession. Utilities Select Sector SPDR ETF. "is_active": true, "2014 00:00": "", "2013 00:00": "", var data = [ "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). Although the first American ETF launched in 1993, it took 15 more years to see the first actively-managed ETF to reach the market. "region_exposure": "US", "1999 00:00": "", Get Started "2004 00:00": "", "2012 00:00": "", "management_company_city": "New York", Leveraged ETFs seek to magnify the returns of an underlying index for a single day. "latest_aum_usd": null, "allowed_platform_user_groups": "['MSTAR_etf_licensees']", "2015 00:00": "", "2013 00:00": "", "is_active": true, As an Edgefolio client, you can segment or group any funds youd like into a peer analysis report. "maximum_drawdown": -53.02, "annualized_volatility": 14.06, "maximum_drawdown": -50.97, "annualized_volatility": 20.06, "1999 00:00": "", "last_updated": "2019-08-31T01:00:00+01:00", "2006 00:00": "", "private_data_owning_users": "[]", "region_exposure": "North America ex-US", The Nationwide Risk-Managed Income ETF ( NUSI) offers investors a strong 7.4% yield and downside protection, perfect for income investors and retirees. } "2012 00:00": "", "1999 00:00": "", "2000 00:00": "", "2007 00:00": "", iShares US Utilities ETF. "latest_month": "Aug-19", "2006 00:00": "", The largest Leveraged ETF is the Direxion Daily Semiconductor Bull 3X Shares SOXL with $4.98B in assets. "2004 00:00": "", table.dataTable th.dt-center,table.dataTable td.dt-center,table.dataTable td.dataTables_empty { text-align:center } "2011 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. table.dataTable,table.dataTable th,table.dataTable td { box-sizing:content-box } "2008 00:00": "", null, "fund_id": 41264, "2000 00:00": "", null, 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, "compounded_annual_return": 10.95, null, null, table.dataTable.display tbody tr.even.selected>.sorting_1,table.dataTable.order-column.stripe tbody tr.even.selected>.sorting_1 { background-color:#acbad5 } "inception_date": "", "passported_countries": "['USA']", ], null, "2003 00:00": "", "2012 00:00": "", "2003 00:00": "", "2004 00:00": "", "management_company_country": "United Kingdom", "is_available_through_managed_account": "", "2009 00:00": "", "2007 00:00": "", "2016 00:00": "", "2006 00:00": "", "strategy_description": "The objective of the Fund is to track the total return of UK Government Securities as represented by the FTSE Actuaries British Government All Stocks Index after adjustment for management charges and taxation, by investment in a representative sample of stocks. ], null, null, "2011 00:00": "", "style": "Equity", "latest_month_performance": -1.59, "2018 00:00": "" "is_edited_by_manager": false, , }, "manager_selection_status": "", "2001 00:00": "", { "2011 00:00": "", null, }, "management_company_country": "", "31": [ null, "2008 00:00": "", Leveraged ETFs can produce. "2004 00:00": "", { "fund_id": 21355, A leveraged ETF is an exchange-traded fund designed to track an index and amplify its daily returns, often by two or three times. "2004 00:00": "", "2016 00:00": "", "2002 00:00": "", null, "allowed_investor_types": "['Retail']", null, ", null, "manager_selection_status": "", It was very popular, and it is still one of the most actively-traded ETFs today. "is_active": true, null, { "2002 00:00": "", "2005 00:00": "", } "2017 00:00": "", "maximum_drawdown": -50.91, }, "2010 00:00": "", "2017 00:00": "", "2014 00:00": "", "latest_month": "Aug-19", "compounded_annual_return": 2.84, "share_classes": "[{'name': 'Northwestern Mutual Ser Index 500 Stk', 'currency': 'USD'}]", .dataTables_wrapper .dataTables_paginate .paginate_button:hover { color:white !important; border:1px solid #111; background-color:#585858; background:-webkit-gradient(linear, left top, left bottom, color-stop(0%, #585858), color-stop(100%, #111)); background:-webkit-linear-gradient(top, #585858 0%, #111 100%); background:-moz-linear-gradient(top, #585858 0%, #111 100%); background:-ms-linear-gradient(top, #585858 0%, #111 100%); background:-o-linear-gradient(top, #585858 0%, #111 100%); background:linear-gradient(to bottom, #585858 0%, #111 100%) } "1999 00:00": "", null, "style": "Equity", "2012 00:00": "", null, "2006 00:00": "", targets: [4,5,6,7], "2001 00:00": "", Ticker: UDOW; Inception Date: February 9, 2010; Assets under Management: $623.83 . "2000 00:00": "", }, "maximum_drawdown": -56.93, This is a list of all Leveraged ETFs traded in the USA which are currently tagged by ETF Database. "location": "{'lon': -73.9790586, 'lat': 40.7631087}", "2018 00:00": "" "last_three_years_performance": 42.77, 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. "year_to_date": 11.45, null, Bitcoin ETFs List Bitcoin is a cryptocurrency created in 2009 by an unknown figure under the alias Satoshi Nakamoto. Futures Screener . "2003 00:00": "", ETF Screener . This pair is the least volatile of the five, with SPXL moving an. { "passported_countries": "['USA']", "2002 00:00": "", "share_classes": "[{'name': 'Nomura Cumulative Equity Fund', 'currency': 'JPY'}]", . null, "2015 00:00": "", "2018 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 } "is_available_through_managed_account": "", { // put a percent sign "2004 00:00": "", "2002 00:00": "", "2013 00:00": "", "2006 00:00": "", "2005 00:00": "", null, , "2014 00:00": "", "2015 00:00": "", "2009 00:00": "", null, table.dataTable thead th:active,table.dataTable thead td:active { outline:none } null, "31": [ ]]. "2002 00:00": "", "2002 00:00": "", }, "2014 00:00": "", "2015 00:00": "", "domicile_country": "JPN", "last_updated": "2019-08-31T01:00:00+01:00", "methodology": "Canadian Equity", "methodology": "GBP Government Bond", "2002 00:00": "", "style": "Equity", "1999 00:00": "", "2002 00:00": "", null, null, "2001 00:00": "", "2009 00:00": "", "2000 00:00": "", targets: 2, ], "latest_aum_usd": 1502541225, null, "31": [ "2015 00:00": "", null, "2005 00:00": "", "management_company_country": "United States", "methodology": "Large Blend", ], "2009 00:00": "", "fund_id": 61446, "1999 00:00": "", "service_providers": "['FMG LLC', 'AXA Distributors LLC', 'AXA Equitable Life Insurance Company', 'J. "2007 00:00": "", null, null, "management_company_city": "Valley Forge", "30": [ .dataTables_wrapper .dataTables_filter { margin-top:0.5em } "latest_aum_usd": 36889429.47, null, Leveraged ETFs are available for most . "2000 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 "2011 00:00": "", table.dataTable.compact tbody th,table.dataTable.compact tbody td { white-space: nowrap; } "annualized_volatility": 14.85, .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 } "passported_countries": "['USA']", This page includes historical dividend information for all Leveraged listed on U.S. exchanges that are currently tracked by ETF Database. "2001 00:00": "", "allowed_platform_user_groups": "['MSTAR_etf_licensees']", "management_company_location": "{'lon': -71.0524201, 'lat': 42.3445441}" "2012 00:00": "", "2005 00:00": "", table.dataTable.display tbody tr.even>.sorting_3,table.dataTable.order-column.stripe tbody tr.even>.sorting_3 { background-color:#fefefe } "is_available_through_managed_account": "", "2005 00:00": "", "last_updated": "2019-08-31T01:00:00+01:00", null, "compounded_annual_return": 6.13, "isin_numbers": "['JP90C0002GY4']", table.dataTable.display tbody tr:hover>.sorting_1,table.dataTable.order-column.hover tbody tr:hover>.sorting_1 { background-color:#eaeaea } null, "latest_month_performance": 4.43, "30": [ "2010 00:00": "", "2001 00:00": "", "2015 00:00": "", \nIn order to accurately track this Index, the trust's investments will closely replicate the holdings in that index. "name": "Vanguard Small Cap Index Fund", "management_company_name": "Legal & General Investment Management", "management_company_name": "Comerica Bank & Trust, N.A. "style": "Equity", "passported_countries": "['JPN']", table.dataTable.cell-border tbody tr:first-child th,table.dataTable.cell-border tbody tr:first-child td { border-top:none } "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'}]", "30": [ "2013 00:00": "", "allowed_platform_user_groups": "['MSTAR_etf_licensees']", "2003 00:00": "", "management_company_city": "Tokyo", "2001 00:00": "", "2012 00:00": "", "2014 00:00": "", .dataTables_wrapper .dataTables_paginate .paginate_button:active { outline:none; background-color:#2b2b2b; background:-webkit-gradient(linear, left top, left bottom, color-stop(0%, #2b2b2b), color-stop(100%, #0c0c0c)); background:-webkit-linear-gradient(top, #2b2b2b 0%, #0c0c0c 100%); background:-moz-linear-gradient(top, #2b2b2b 0%, #0c0c0c 100%); background:-ms-linear-gradient(top, #2b2b2b 0%, #0c0c0c 100%); background:-o-linear-gradient(top, #2b2b2b 0%, #0c0c0c 100%); background:linear-gradient(to bottom, #2b2b2b 0%, #0c0c0c 100%); box-shadow:inset 0 0 3px #111 } "1999 00:00": "", "2004 00:00": "", ", "2008 00:00": "", "2016 00:00": "", "2013 00:00": "", null, }, "2013 00:00": "", table.dataTable th.dt-nowrap,table.dataTable td.dt-nowrap { white-space:nowrap } "isin_numbers": "[]", "2002 00:00": "", "year_to_date": 17.72, "2017 00:00": "", "is_ucits_compliant": null, "2013 00:00": "", null, The level of magnification is included in the fund's description but they are generally 2x or 3.