"2003 00:00": "", "2017 00:00": "", /*table.dataTable.league-table { margin-left: 0; width: 350px !important }*/ 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 . "2004 00:00": "", null, "2002 00:00": "", "30": [ table.dataTable.display tbody tr:hover>.sorting_3,table.dataTable.order-column.hover tbody tr:hover>.sorting_3 { background-color:#efefef } }, "track_record_months": 432, "2013 00:00": "", table.dataTable.display tbody tr.even>.sorting_1,table.dataTable.order-column.stripe tbody tr.even>.sorting_1 { background-color:#fafafa } "2007 00:00": "", table.dataTable.display tbody tr:hover>.sorting_2,table.dataTable.order-column.hover tbody tr:hover>.sorting_2 { background-color:#ececec } "2010 00:00": "", "2013 00:00": "", "is_aifmd_compliant": "", null, "annualized_volatility": 17.17, DIA's MER is affordable, as it is a passive ETF. "is_ucits_compliant": null, "31": [ "style": "Equity", null, "2001 00:00": "", data: data[i], "service_providers": "['J. As an exchange-traded fund, a leveraged ETF is a group of . "fund_id": 54506, null, "methodology": "Large Blend", "2018 00:00": "" "exact_name": "EQ/Common Stock Index Portfolio", table.dataTable.display tbody tr.odd>.sorting_3,table.dataTable.order-column.stripe tbody tr.odd>.sorting_3 { background-color:whitesmoke } .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 } null, null, For every 1% the index declines, you can expect the value of a leveraged ETF to drop by 2% or 3%. "2008 00:00": "", null, "region_exposure": "US", "managers": "['Raju Jobanputra', 'Tim Beaven', 'Not Disclosed', 'Neil Higgins', 'Helen Stuart']", null, "2004 00:00": "", "2010 00:00": "", "latest_month": "Aug-19", "2001 00:00": "", null, So, what are the oldest ETF funds in Edgefolios platform? "2008 00:00": "", null, "managers": "['Susan M. Ellison', 'Thomas J. Durante', 'Alexander C. Huberts', 'Richard A. ", } "2009 00:00": "", "2010 00:00": "", "2008 00:00": "", { "isin_numbers": "[]", "management_company_city": "London", "2001 00:00": "", "1999 00:00": "", null, }, It could be based on performance, proximity or strategy. null, table.dataTable.cell-border tbody tr:first-child th,table.dataTable.cell-border tbody tr:first-child td { border-top:none } "service_providers": "['Mellon Bank', 'The Bank of New York Mellon']", null, I Am 60 Years Old, Have $1.1M . "2008 00:00": "", } "maximum_drawdown": -79.56, "1999 00:00": "", "2012 00:00": "", null, "2016 00:00": "", In the last trailing year, the best-performing Leveraged ETF was YCS at 17.59%. "2000 00:00": "", "region_exposure": "UK", "2006 00:00": "", null, "service_providers": "['Brown Brothers Harriman & Co.', 'Vanguard Group Inc', 'Vanguard Marketing Corporation', 'Vanguard Group Inc', 'State Street Bank & Trust Co', 'Pricewaterhousecoopers LLP']", "2014 00:00": "", createdCell: function (cell, cellData, rowData, rowIndex, colIndex) { null, ], MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. "private_data_owning_users": "[]", They can be upwardly leveraged or inversed. "is_ucits_compliant": true, "2016 00:00": "", KB Home ( KBH 0.43%) rose 11% on . "2002 00:00": "", "2003 00:00": "", "2000 00:00": "", null, "2014 00:00": "", null, null, "2018 00:00": "" "2003 00:00": "", "2008 00:00": "", "2006 00:00": "", null, "2008 00:00": "", "isin_numbers": "[]", The table below includes basic holdings data for all U.S. listed Leveraged ETFs that are currently tagged by ETF Database. "strategy": "US Equity Large Cap Blend", "2013 00:00": "", "2012 00:00": "", "2015 00:00": "", "2000 00:00": "", @media screen and (max-width: 640px) { .dataTables_wrapper .dataTables_length,.dataTables_wrapper .dataTables_filter { float:none; text-align:center } "2016 00:00": "", "2012 00:00": "", "31": [ "2000 00:00": "", null, "2011 00:00": "", null, "last_updated": "2019-08-31T01:00:00+01:00", "allowed_platform_user_groups": "['MSTAR_etf_licensees']", "management_company_name": "Mason Street Advisors, LLC", "managers": "['Kenneth T. Kozlowski', 'Alwi Chan', 'Xavier Poutas', 'Seth J. "management_company_location": "{'lon': -0.0899395, 'lat': 51.5172192}" "2014 00:00": "", "isin_numbers": "[]", "management_company_country": "United States", "region_exposure": "US", "31": [ "2004 00:00": "", "latest_month": "Aug-19", "allowed_platform_user_groups": "['MSTAR_etf_licensees']", Although the first American ETF launched in 1993, it took 15 more years to see the first actively-managed ETF to reach the market. "allowed_platform_user_groups": "['MSTAR_etf_licensees']", "28": [], "last_three_years_performance": 21.62, "2014 00:00": "", "2014 00:00": "", null, "domicile_country": "GBR", The scheme aims . "1999 00:00": "", "2016 00:00": "", "2004 00:00": "", "2005 00:00": "", ", "style": "Fixed Income", "2001 00:00": "", "last_updated": "2019-08-31T01:00:00+01:00", null, "is_active": true, "2007 00:00": "", @media screen and (max-width: 420px) { /* mobile */ It is a 2x leveraged S&P 500 ETF. null, null, "2017 00:00": "", 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 . "is_active": true, "2011 00:00": "", "management_company_name": "Nomura Asset Management Co Ltd", { "service_providers": "['Jimmy testar', 'Family Investment Management Ltd', 'State Street Trustees Limited', 'Mazars LLP', 'State Street Trustees Limited']", , "31": [ "2017 00:00": "", "1999 00:00": "", "2013 00:00": "", "2011 00:00": "", "2005 00:00": "", } "allowed_platform_user_groups": "['MSTAR_etf_licensees']", "2008 00:00": "", "2008 00:00": "", table.dataTable.compact tfoot th,table.dataTable.compact tfoot td, null, "inception_date": "", "security_type": "ETF", } "2005 00:00": "", null, "2002 00:00": "", }, "last_three_years_performance": 42.34, "management_company_location": "{'lon': -75.419471, 'lat': 40.073868}" Leveraged ETFs are available for most . "2001 00:00": "", "2015 00:00": "", "2012 00:00": "", "year_to_date": 18.27, "management_company_location": "{'lon': -75.419471, 'lat': 40.073868}" ], "is_private_data": false, "name": "Comerica S&P 500 Index CIT", "2007 00:00": "", null, "31": [ "latest_aum_usd": null, 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 } "2012 00:00": "", "2017 00:00": "", "2008 00:00": "", for (var row in data[j]) { "last_three_years_performance": 14.43, { "2013 00:00": "", null, "is_aifmd_compliant": "", 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 . "1999 00:00": "", "2007 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. "2013 00:00": "", "is_aifmd_compliant": "", "2018 00:00": "" table.dataTable.display tbody tr.odd>.sorting_2,table.dataTable.order-column.stripe tbody tr.odd>.sorting_2 { background-color:#f3f3f3 } { "2007 00:00": "", For example, one of the oldest leveraged ETFs, 2XTechnology ETF ROM was launched in February 2007, just 10 months before the Great Recession. "2012 00:00": "", "is_private_data": false, "last_three_years_performance": 10.32, null, table.dataTable tfoot th,table.dataTable tfoot td { padding:10px 18px 6px 18px; border-top:1px solid #111 } "2009 00:00": "", null, table.dataTable.stripe tbody tr.odd.selected,table.dataTable.display tbody tr.odd.selected { background-color:#acbad4 } null, As such, it should be noted that this page may include ETFs from multiple ETF Database Categories. "passported_countries": "['MEX', 'USA']", Vanguard Utilities ETF. ProShares UltraPro Dow30 ETF. "29": [], null, } "domicile_country": "USA", null, ] "2012 00:00": "", "region_exposure": "US", The VIX has risen 35.8% over. "2004 00:00": "", { // put a percent sign "managers": "['Alan Mannick', 'Clayton Zacharias', 'Jennifer Hartviksen', 'John Smith', 'Patricia Nesbitt', 'Not Disclosed']", $(this).DataTable({ "2003 00:00": "", "2007 00:00": "", ", "inception_date": "", As an Edgefolio client, you can segment or group any funds youd like into a peer analysis report. "2014 00:00": "", For example, if the Nasdaq-100 declines by 10%, you . "2013 00:00": "", null, null, table.dataTable.compact tbody th,table.dataTable.compact tbody td { white-space: nowrap; } "2010 00:00": "", "2017 00:00": "", "2005 00:00": "", "2018 00:00": "" "2004 00:00": "", "name": "Vanguard 500 Index Fund", "passported_countries": "['USA']", "last_three_years_performance": 39.01, ], "2010 00:00": "", They aren't really designed as long-term products and are more suited to active investors. "2010 00:00": "", null, "strategy_description": "This passively managed fund is constructed to replicate its benchmark, the S&P 500, representing the large cap U.S. equity market. "2018 00:00": "" "2012 00:00": "", "1999 00:00": "", null, "management_company_country": "United States", null, "is_edited_by_manager": false, "2017 00:00": "", To research individual funds and find out if they make sense for your portfolio and investment objectives, take note of the ticker symbol in parenthesis at the end of each fund's name. null, table.dataTable tbody th.dt-body-center,table.dataTable tbody td.dt-body-center { text-align:center } "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']", "maximum_drawdown": -50.8, "2003 00:00": "", "2002 00:00": "", "2001 00:00": "", "share_classes": "[{'name': 'L&G All Stocks Gilt Index C Acc', 'currency': 'GBP'}, {'name': 'L&G All Stocks Gilt Index C Inc', 'currency': 'GBP'}, {'name': 'L&G All Stocks Gilt Index R Acc', 'currency': 'GBP'}, {'name': 'L&G All Stocks Gilt Index F Acc', 'currency': 'GBP'}, {'name': 'L&G All Stocks Gilt Index R Inc', 'currency': 'GBP'}, {'name': 'L&G All Stocks Gilt Index L Acc', 'currency': 'GBP'}, {'name': 'L&G All Stocks Gilt Index I Inc', 'currency': 'GBP'}, {'name': 'L&G All Stocks Gilt Index F Inc', 'currency': 'GBP'}, {'name': 'L&G All Stocks Gilt Index I Acc', 'currency': 'GBP'}]", "compounded_annual_return": 6.13, "manager_selection_status": "", 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.