oldest leveraged etf

{ "2017 00:00": "", } ", "2009 00:00": "", "latest_month_performance": -2.01, "2001 00:00": "", "29": [], }, Note that certain ETFs may not make dividend payments, and as such some of the information below may not be meaningful. This ETF provides three times inverse exposure to the PHLX Semiconductor Sector Index. "last_three_years_performance": 43.3, "track_record_months": 432, ], "private_data_owning_users": "[]", "2009 00:00": "", "2016 00:00": "", "2004 00:00": "", table.dataTable.display tbody tr.odd>.sorting_2,table.dataTable.order-column.stripe tbody tr.odd>.sorting_2 { background-color:#f3f3f3 } "2001 00:00": "", table.dataTable.display tbody tr.odd.selected>.sorting_2,table.dataTable.order-column.stripe tbody tr.odd.selected>.sorting_2 { background-color:#a8b5cf } "2000 00:00": "", null, "year_to_date": 3.92, "2005 00:00": "", "2009 00:00": "", } ); This report was generated using our FundPortal platform. "2011 00:00": "", "inception_date": "", null, "2005 00:00": "", .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 } "isin_numbers": "[]", "allowed_platform_user_groups": "['MSTAR_etf_licensees']", Fund Flows in millions of U.S. "fund_id": 76281, "2002 00:00": "", null, table.dataTable tbody tr.selected { background-color:#B0BED9 } } "2018 00:00": "" null, Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. "2018 00:00": "" "last_three_years_performance": 43.19, 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 } "2016 00:00": "", null, 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. "2017 00:00": "", "allowed_investor_types": "['Retail']", "strategy": "US Equity Large Cap Blend", "is_edited_by_manager": false, null, The fund's first full year of operation was in 1994. "is_available_through_managed_account": "", null, "2000 00:00": "", table.dataTable.cell-border tbody th,table.dataTable.cell-border tbody td { border-top:1px solid #ddd; border-right:1px solid #ddd } "2010 00:00": "", "2007 00:00": "", null, "2017 00:00": "", "2002 00:00": "", "year_to_date": 15.23, table.dataTable.display tbody tr.even.selected>.sorting_3,table.dataTable.order-column.stripe tbody tr.even.selected>.sorting_3 { background-color:#afbdd8 } null, "compounded_annual_return": 11, "compounded_annual_return": 10.09, "management_company_location": "{'lon': -73.9790586, 'lat': 40.7631087}" .row td:nth-child(8), .row td:nth-child(4) { max-width:100px; white-space:normal !important } null, As such, it should be noted that this page may include ETFs from multiple ETF Database Categories. 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. "2002 00:00": "", null, "2008 00:00": "", table.dataTable.compact tbody td a { color:#3ecf8f } "year_to_date": 16.08, null, "manager_selection_status": "", { "fund_id": 66940, "is_edited_by_manager": false, "2002 00:00": "", "2000 00:00": "", "2012 00:00": "", } "2017 00:00": "", "latest_month_performance": 4.43, "2002 00:00": "", table.dataTable.compact thead th,table.dataTable.compact thead td { line-height: 1.4; padding:4px 17px 4px 4px; vertical-align:middle } { "is_ucits_compliant": null, "2016 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 . null, It's important to note that given how often these funds are rebalanced . }, .dataTables_wrapper .dataTables_paginate { float:right; text-align:right; padding-top:0.25em } null, "2005 00:00": "", } "managers": "['Kevin Yousif', 'David J. Jones', 'Eric R. Lessnau', 'Michael E. Mikha']", table.dataTable.cell-border tbody tr:first-child th,table.dataTable.cell-border tbody tr:first-child td { border-top:none } "2012 00:00": "", $(cell).html(cellData + "%") "1999 00:00": "", { "2007 00:00": "", { "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\"). "latest_month": "Aug-19", "latest_aum_usd": 160531360.2, "2014 00:00": "", { // put in links 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 . 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. "1999 00:00": "", "2012 00:00": "", The. "28": [], { "region_exposure": "North America ex-US", "2010 00:00": "", "management_company_country": "United States", "2003 00:00": "", "2015 00:00": "", "domicile_country": "GBR", "2015 00:00": "", "latest_month": "Aug-19", "2012 00:00": "", By default the list is ordered by descending total market capitalization. "2004 00:00": "", "2005 00:00": "", "29": [], "30": [ "2000 00:00": "", "is_aifmd_compliant": "", "is_ucits_compliant": null, "2014 00:00": "", "2000 00:00": "", "2003 00:00": "", "2014 00:00": "", table.dataTable.display tbody tr.odd>.sorting_3,table.dataTable.order-column.stripe tbody tr.odd>.sorting_3 { background-color:whitesmoke } columnDefs: [ "passported_countries": "['JPN']", A leveraged ETF's amplified daily returns can trigger steep losses in short periods of time, and a leveraged ETF can lose most or all of its value. searching: false, "2006 00:00": "", "2018 00:00": "" "latest_month": "Aug-19", "2007 00:00": "", null, One of the oldest ETFs still in existence Cons Constructed as a trust, may provide less efficiency compared to a true ETF Tech-heavy, can be more volatile than S&P 500 ETFs QQQ or TQQQ:. "latest_month": "Aug-19", "2001 00:00": "", "2011 00:00": "", "allowed_platform_user_groups": "['MSTAR_etf_licensees']", null, "2000 00:00": "", "2017 00:00": "", "30": [ Ticker: UDOW; Inception Date: February 9, 2010; Assets under Management: $623.83 . "2007 00:00": "", ], "2018 00:00": "" "2014 00:00": "", Clicking on any of the links in the table below will provide additional descriptive and quantitative information on Leveraged ETFs. (Video) Chip Shortage Analysis. "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, "2001 00:00": "", "2011 00:00": "", "2014 00:00": "", ", "2004 00:00": "", The table below includes fund flow data for all U.S. listed Leveraged ETFs. "passported_countries": "['USA']", null, null, SOXL ETF (Premier Study & Investing) "location": "{'lon': -96.7968387, 'lat': 32.7816469}", }, "2014 00:00": "", "2012 00:00": "", "1999 00:00": "", "management_company_city": "Dallas", null, "domicile_country": "USA", null, null, "1999 00:00": "", "2010 00:00": "", "strategy": "Japan Equity", null, 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; } "2006 00:00": "", "strategy": "US Equity Large Cap Blend", null, "2001 00:00": "", } Edgefolio is an award-winning scale-up delivering technology platforms to cap intro and fund marketing teams to accelerate and enhance the capital raising process. null, "2016 00:00": "", "domicile_country": "JPN", "2011 00:00": "", "2001 00:00": "", 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. "2001 00:00": "", "2011 00:00": "", "2018 00:00": "" "2016 00:00": "", "1999 00:00": "", "style": "Equity", "manager_selection_status": "", "2004 00:00": "", null, "1999 00:00": "", "management_company_city": "London", "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']", "2000 00:00": "", "2012 00:00": "", table.dataTable tbody td, table.dataTable thead th { padding: 0 16px 0 1px !important } "31": [ null, "2001 00:00": "", { ], "30": [ ], null, "2011 00:00": "", "managers": "['Susan M. Ellison', 'Thomas J. Durante', 'Alexander C. Huberts', 'Richard A. Total fund flow is the capital inflow into an ETF minus the capital outflow from the ETF for a particular time period. Invesco S&P 500 Equal Weight Utilts ETF . "inception_date": "", "2013 00:00": "", "2017 00:00": "", "private_data_owning_users": "[]", null, P. Morgan Chase Bank', 'Pricewaterhousecoopers LLP']", "last_three_years_performance": 39.01, "region_exposure": "US", Benchmark Index: NASDAQ-100 Index. "2018 00:00": "" null, "2007 00:00": "", "2012 00:00": "", null, "2009 00:00": "", "1999 00:00": "", Get Started 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, null, "domicile_country": "USA", null, "passported_countries": "['USA']", "annualized_volatility": 15.89, "compounded_annual_return": 11.06, "2006 00:00": "", "allowed_platform_user_groups": "['MSTAR_etf_licensees']", "2007 00:00": "", "2006 00:00": "", table.dataTable tbody tr { background-color:#ffffff } "2006 00:00": "", "domicile_country": "GBR", .dataTables_wrapper .dataTables_length { float:left } "2009 00:00": "", "2013 00:00": "", "2000 00:00": "", "2013 00:00": "", "2014 00:00": "", MSCI ESG Research LLCs (MSCI ESG) Fund Metrics products (the Information) provide environmental, social and governance data with respect to underlying securities within more than 23,000 multi-asset class Mutual Funds and ETFs globally. "2017 00:00": "", "2005 00:00": "", "28": [], Although the first American ETF launched in 1993, it took 15 more years to see the first actively-managed ETF to reach the market. "31": [ "2008 00:00": "", "2014 00:00": "", "is_available_through_managed_account": "", null, "maximum_drawdown": -50.9, "manager_selection_status": "", "allowed_investor_types": "['Retail']", They can track any asset, such as stocks, various market sectors, bonds or futures contracts. "2011 00:00": "", "2015 00:00": "", "2003 00:00": "", "2006 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. "2011 00:00": "", null, "isin_numbers": "['GB00BG0QNW27', 'GB00BG0QNV10', 'GB00BF4NDC24', 'GB00B88TCL90', 'GB00BF4NF829', 'GB00BHRW7847', 'GB00B8387G12', 'GB00B88L6M41', 'GB00B8344798']", null, "2015 00:00": "", "domicile_country": "USA", null, "exact_name": "L&G All Stocks Gilt Index Trust", "2017 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. "2015 00:00": "", "manager_selection_status": "", "management_company_name": "Nomura Asset Management Co Ltd", "passported_countries": "['MEX', 'USA']", "manager_selection_status": "", The scheme aims . "2013 00:00": "", null, null, "2008 00:00": "", "is_aifmd_compliant": "", 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. null, "2018 00:00": "" ", "2016 00:00": "", null, "2014 00:00": "", "year_to_date": 17.72, "management_company_location": "{'lon': -87.9001131, 'lat': 43.040201}" "2002 00:00": "", null, ], "region_exposure": "US", "last_three_years_performance": 42.34, null, 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 } "1999 00:00": "", "year_to_date": 11.45, "managers": "['George U. Sauter', 'William A. Coleman', 'Ronald Mischner', 'Gerard C. OReilly', 'Michael H. Buek']", "2004 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") } "2018 00:00": "" 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 } "2015 00:00": "", "compounded_annual_return": 6.13, "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. The table below includes the number of holdings for each ETF and the percentage of assets that the top ten assets make up, if applicable. } "management_company_city": "Boston", null, "service_providers": "['Mellon Bank', 'The Bank of New York Mellon']", "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. .row td:nth-child(2), .row th:nth-child(2), .row td:nth-child(3), .row th:nth-child(3) { width: 10px; white-space: normal !important; } "allowed_platform_user_groups": "['MSTAR_etf_licensees']", "2003 00:00": "", "2017 00:00": "", "2017 00:00": "", "management_company_name": "State Street Global Advisors", "2005 00:00": "", table.dataTable.display tbody tr:hover>.sorting_2,table.dataTable.order-column.hover tbody tr:hover>.sorting_2 { background-color:#ececec } "exact_name": "EQ/Common Stock Index Portfolio", null, table.dataTable.display tbody tr:hover.selected>.sorting_3,table.dataTable.order-column.hover tbody tr:hover.selected>.sorting_3 { background-color:#a5b2cb } "30": [ "2008 00:00": "", "maximum_drawdown": -46.21, }, "last_updated": "2019-08-31T01:00:00+01:00", "2008 00:00": "", Note that the table below only includes limited technical indicators; click on the View link in the far right column for each ETF to see an expanded display of the products technicals. "2002 00:00": "", "2012 00:00": "", "2012 00:00": "", null, "2013 00:00": "", null, ], "29": [], "is_active": true, "2000 00:00": "", "is_available_through_managed_account": "", "2009 00:00": "", createdCell: function (cell, cellData, rowData, rowIndex, colIndex) { "2017 00:00": "", "security_type": "ETF", "2002 00:00": "", "compounded_annual_return": 9.17, "2012 00:00": "", "2003 00:00": "", The table below includes basic holdings data for all U.S. listed Leveraged ETFs that are currently tagged by ETF Database. "is_edited_by_manager": false, "2014 00:00": "", "fund_id": 157141, 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 } "exact_name": "Comerica S&P 500 Index CIT", null, "name": "Vanguard Small Cap Index Fund", "management_company_city": "Tokyo", "maximum_drawdown": -53.95, "2007 00:00": "", .row td:nth-child(8) a, .row td:nth-child(4) a { display:block; max-width: 100px } null, "2010 00:00": "", table.dataTable thead th:active,table.dataTable thead td:active { outline:none } }, It manages $76. "management_company_city": "Milwaukee", "2001 00:00": "", null, "2007 00:00": "", "2004 00:00": "", "2014 00:00": "", table.dataTable.display tbody tr:hover>.sorting_1,table.dataTable.order-column.hover tbody tr:hover>.sorting_1 { background-color:#eaeaea } "2002 00:00": "", null, "2006 00:00": "", { data: 'year_to_date' } "2014 00:00": "", "methodology": "Large Blend", "1999 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 } { "is_edited_by_manager": false, "2009 00:00": "", "location": "{'lon': -71.091112, 'lat': 42.270774}", ], } "30": [ "2016 00:00": "", "latest_month": "Aug-19", "annualized_volatility": 20.06, null, "2003 00:00": "", null, "methodology": "Large Blend", "is_edited_by_manager": false, "2007 00:00": "", "manager_selection_status": "", MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. "1999 00:00": "", "2009 00:00": "", null, "2006 00:00": "", "2007 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. "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.compact tfoot th,table.dataTable.compact tfoot td, { "is_active": true, "2008 00:00": "", "1999 00:00": "", "2015 00:00": "", "2003 00:00": "", This page includes historical dividend information for all Leveraged listed on U.S. exchanges that are currently tracked by ETF Database. "2006 00:00": "", The fund, which was launched 2008, currently manages assets worth $480.34 million and has an expense ratio of 0.95%. "29": [], null, "2006 00:00": "", { "exact_name": "GWL Equity Index (G)75/75 (PS1)", "is_edited_by_manager": false, ], "management_company_country": "United States", table.dataTable tbody th.dt-body-center,table.dataTable tbody td.dt-body-center { text-align:center } .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 } "2001 00:00": "", "2009 00:00": "", "2004 00:00": "", "isin_numbers": "[]", Copyright MSCI ESG Research LLC [2018]. }, "track_record_months": 517, "fund_id": 21355, "1999 00:00": "", "2011 00:00": "", null, "2003 00:00": "", "2016 00:00": "", "location": "{'lon': -73.9790586, 'lat': 40.7631087}", null, "2015 00:00": "", On { data: 'track_record_months'}, null, table.dataTable.order-column tbody tr>.sorting_1,table.dataTable.order-column tbody tr>.sorting_2,table.dataTable.order-column tbody tr>.sorting_3,table.dataTable.display tbody tr>.sorting_1,table.dataTable.display tbody tr>.sorting_2,table.dataTable.display tbody tr>.sorting_3 { background-color:#fafafa } "style": "Fixed Income", iShares US Utilities ETF. "2010 00:00": "", Dollars. "is_available_through_managed_account": "", All Rights Reserved. Every blue moon, I find someone. "2009 00:00": "", } } So, what are the oldest ETF funds in Edgefolios platform? columns: [ null, "2016 00:00": "", "is_ucits_compliant": null, "2009 00:00": "", "2001 00:00": "", "2000 00:00": "", "2009 00:00": "", table.dataTable tbody th.dt-body-left,table.dataTable tbody td.dt-body-left { text-align:left } The Russell 3000 is an unmanaged index that measures the performance of the 3,000 largest U.S. companies based on total market capitalizations, which represents approximately 98% of the investable U.S. equity market. "region_exposure": "UK", 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. "service_providers": "['Brown Brothers Harriman & Co.', 'Vanguard Group Inc', 'Vanguard Marketing Corporation', 'Vanguard Group Inc', 'State Street Bank & Trust Co', 'Pricewaterhousecoopers LLP']", "service_providers": "['J. "2013 00:00": "", "2011 00:00": "", "name": "Family Charities Ethical Tr", "management_company_location": "{'lon': 139.7764719, 'lat': 35.6816827}" "2015 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. "2006 00:00": "", null, "2004 00:00": "", "2004 00:00": "", "2011 00:00": "", "2001 00:00": "", "2010 00:00": "", { "private_data_owning_users": "[]", } 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. "2007 00:00": "", "2001 00:00": "", "name": "Comerica S&P 500 Index CIT", "2013 00:00": "", null, "style": "Equity", "managers": "['Henry Dixon']", (For related reading, see An Introduction To Corporate Bond ETFs.) "2014 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. "29": [], null, null, Whether you're a bull or a bear, Direxion is with you. null, }, "2010 00:00": "", "2018 00:00": "" "2004 00:00": "", In addition to expense ratio and issuer information, this table displays platforms that offer commission-free trading for certain ETFs. "2016 00:00": "", These were a warehouse, receipt-based instrument that tracked the TSE-35 Index. "2003 00:00": "", null, "2011 00:00": "", } "31": [ "2014 00:00": "",

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