oldest leveraged etf

"2007 00:00": "", ], "location": "{'lon': -71.0524201, 'lat': 42.3445441}", "1999 00:00": "", { data: 'name' } , null, ], null, "is_ucits_compliant": true, 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. "2010 00:00": "", "2005 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. "2007 00:00": "", "2015 00:00": "", null, "29": [], data[j][row]['track_record_months'] = Math.round(data[j][row]['track_record_months'] / 12) + " years"; // 2 dp Although the first American ETF launched in 1993, it took 15 more years to see the first actively-managed ETF to reach the market. "2007 00:00": "", "2018 00:00": "" "2017 00:00": "", "2013 00:00": "", ], "2004 00:00": "", "2008 00:00": "", "2002 00:00": "", "2010 00:00": "", Here is the list! "2010 00:00": "", "region_exposure": "US", As an Edgefolio client, you can segment or group any funds youd like into a peer analysis report. "2012 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. "maximum_drawdown": -50.9, null, "annualized_volatility": 14.71, The fund, which was launched 2008, currently manages assets worth $480.34 million and has an expense ratio of 0.95%. "style": "Equity", "latest_aum_usd": null, { data: 'track_record_months'}, "2018 00:00": "" "2005 00:00": "", "style": "Equity", table.dataTable.display tbody tr:hover.selected>.sorting_3,table.dataTable.order-column.hover tbody tr:hover.selected>.sorting_3 { background-color:#a5b2cb } "security_type": "ETF", "2009 00:00": "", } "year_to_date": 18.32, "latest_month_performance": -1.59, "is_edited_by_manager": false, "service_providers": "['J. "track_record_months": 461, "management_company_location": "{'lon': -0.0899395, 'lat': 51.5172192}" "is_edited_by_manager": false, "fund_id": 41264, "28": [], "management_company_city": "Milwaukee", table.dataTable.display tbody tr.odd>.sorting_2,table.dataTable.order-column.stripe tbody tr.odd>.sorting_2 { background-color:#f3f3f3 } "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. "2015 00:00": "", "manager_selection_status": "", @media screen and (max-width: 767px) { .dataTables_wrapper .dataTables_info,.dataTables_wrapper .dataTables_paginate { float:none; text-align:center } Fidelity MSCI Utilities ETF. "1999 00:00": "", "management_company_name": "Comerica Bank & Trust, N.A. "passported_countries": "['USA']", "2006 00:00": "", Does Vanguard have leveraged ETFs? "31": [ null, "2009 00:00": "", Warning: That double and triple performance applies to the downside as well as the upside. "2003 00:00": "", { Dollars. }, 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 . "2009 00:00": "", "2016 00:00": "", "compounded_annual_return": 10.72, "2018 00:00": "" "security_type": "ETF", 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. "allowed_investor_types": "['Non-Retail', 'Retail']", { "2014 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. null, "2002 00:00": "", null, null, "2009 00:00": "", .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 } "2007 00:00": "", "2011 00:00": "", "2008 00:00": "", "managers": "['George U. Sauter', 'William A. Coleman', 'Ronald Mischner', 'Gerard C. OReilly', 'Michael H. Buek']", table.dataTable tbody td, table.dataTable thead th { padding: 0 16px 0 1px !important } } "exact_name": "L&G All Stocks Gilt Index Trust", Invesco S&P 500 Equal Weight Utilts ETF . "region_exposure": "US", "2003 00:00": "", null, null, null, "2006 00:00": "", "2004 00:00": "", "manager_selection_status": "", ", "2001 00:00": "", "2004 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. "2004 00:00": "", createdCell: function (cell, cellData, rowData, rowIndex, colIndex) { . "strategy_description": "This passively managed fund is constructed to replicate its benchmark, the S&P 500, representing the large cap U.S. equity market. .dataTables_wrapper .dataTables_scroll { clear:both } table.dataTable tfoot th,table.dataTable tfoot td { padding:10px 18px 6px 18px; border-top:1px solid #111 } "30": [ ETF Screener . "is_private_data": false, "allowed_investor_types": "['Retail']", "manager_selection_status": "", "is_active": true, "2008 00:00": "", "2006 00:00": "", "name": "Northwestern Mutual Ser Index 500 Stk", "2005 00:00": "", "2016 00:00": "", null, "2002 00:00": "", 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 } "2013 00:00": "", "2003 00:00": "", "2010 00:00": "", "exact_name": "GWL Equity Index (G)75/75 (PS1)", "2011 00:00": "", "service_providers": "['Brown Brothers Harriman & Co.', 'Vanguard Group Inc', 'Vanguard Marketing Corporation', 'Vanguard Group Inc', 'State Street Bank & Trust Co', 'Pricewaterhousecoopers LLP']", "is_aifmd_compliant": "", "methodology": "Large Blend", "2007 00:00": "", "management_company_location": "{'lon': 139.7764719, 'lat': 35.6816827}" "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'}]", "security_type": "ETF", "2015 00:00": "", "2000 00:00": "", "latest_month_performance": 4.43, "2004 00:00": "", "service_providers": "['Mellon Bank', 'The Bank of New York Mellon']", { data: 'management_company_name' }, null, null, "security_type": "ETF", "2015 00:00": "", table.dataTable tbody th.dt-body-left,table.dataTable tbody td.dt-body-left { text-align:left } The ProShares Ultra Russell2000 (UWM): Delivers 2x the daily performance of the Russell 2000 Index. "2008 00:00": "", "2003 00:00": "", "allowed_platform_user_groups": "['MSTAR_etf_licensees']", .dataTables_wrapper .dataTables_length,.dataTables_wrapper .dataTables_filter,.dataTables_wrapper .dataTables_info,.dataTables_wrapper .dataTables_processing,.dataTables_wrapper .dataTables_paginate { color:#333 } "location": "{'lon': -104.8912817, 'lat': 39.6104586}", "exact_name": "Comerica S&P 500 Index CIT", "strategy": "US Equity Large Cap Blend", "2006 00:00": "", "2000 00:00": "", { "is_ucits_compliant": null, $(cell).html(cellData + "%") "management_company_location": "{'lon': -75.419471, 'lat': 40.073868}" The next attempt at the creation of the modern Exchange Traded Fund was launched by theToronto Stock Exchangein 1990 and calledToronto 35 Index Participation Units(TIPs35). "2012 00:00": "", "2002 00:00": "", 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 ). Click on the tabs below to see more information on Leveraged ETFs, including historical performance, dividends, holdings, expense ratios, technical indicators, analysts reports and more. "2001 00:00": "", "2002 00:00": "", , 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 } null, null, "2010 00:00": "", "maximum_drawdown": -50.97, "style": "Equity", Barclays entered the ETF business in 1996 and Vanguard began offering ETFs in 2001. { data: 'rank' }, "2014 00:00": "", .dataTables_wrapper .dataTables_filter input { margin-left:0.5em } null, table.dataTable.display tbody tr.even.selected>.sorting_2,table.dataTable.order-column.stripe tbody tr.even.selected>.sorting_2 { background-color:#aebcd6 } "2017 00:00": "", null, null, "inception_date": "", { null, }, These were a warehouse, receipt-based instrument that tracked the TSE-35 Index. "28": [], "last_three_years_performance": 14.43, Leveraged bond mutual funds and ETFs seek to achieve a multiple of the short-term returns of a fixed-income index. { ], "2002 00:00": "", null, "2005 00:00": "", "2013 00:00": "", 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. "maximum_drawdown": -56.93, "2010 00:00": "", "allowed_investor_types": "['Non-Retail', 'Retail']", "year_to_date": 17.72, "2002 00:00": "", "2003 00:00": "", "30": [ "management_company_country": "United States", "is_ucits_compliant": true, ], "2017 00:00": "", "2006 00:00": "", "2016 00:00": "", "location": "{'lon': -0.0899395, 'lat': 51.5172192}", "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. "2016 00:00": "", "2018 00:00": "" table.dataTable.order-column tbody tr.selected>.sorting_1,table.dataTable.order-column tbody tr.selected>.sorting_2,table.dataTable.order-column tbody tr.selected>.sorting_3,table.dataTable.display tbody tr.selected>.sorting_1,table.dataTable.display tbody tr.selected>.sorting_2,table.dataTable.display tbody tr.selected>.sorting_3 { background-color:#acbad5 } "location": "{'lon': -75.419471, 'lat': 40.073868}", table.dataTable tbody td:first-child { padding: 0 4px 0 8px !important } "annualized_volatility": 7.47, "2004 00:00": "", null, "2008 00:00": "", "2001 00:00": "", "2010 00:00": "", null, "2017 00:00": "", "is_active": true, "is_available_through_managed_account": "", null, "2010 00:00": "", "2011 00:00": "", "2012 00:00": "", { It is a 2x leveraged S&P 500 ETF. null, "latest_aum_usd": null, "2002 00:00": "", 5. } "last_three_years_performance": 42.34, table.dataTable th.dt-nowrap,table.dataTable td.dt-nowrap { white-space:nowrap } 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:. "2014 00:00": "", "latest_aum_usd": null, "2008 00:00": "", "2014 00:00": "", "2014 00:00": "", "maximum_drawdown": -53.95, "name": "GWL Equity Index (G)75/75 (PS1)", .dataTables_wrapper .dataTables_paginate .ellipsis { padding:0 1em } "2000 00:00": "", "2010 00:00": "", ", "2010 00:00": "", "2012 00:00": "", "2011 00:00": "", "2015 00:00": "", null, "inception_date": "", "2014 00:00": "", "2009 00:00": "", "2000 00:00": "", "latest_month_performance": -1.59, null, null, "29": [], "2012 00:00": "", "2000 00:00": "", "2007 00:00": "", "2011 00:00": "", "track_record_months": 434, "2004 00:00": "", "compounded_annual_return": 9.99, "31": [ They can be upwardly leveraged or inversed. "2001 00:00": "", null, "2001 00:00": "", null, null, .dataTables_wrapper .dataTables_info { clear:both; float:left; padding-top:0.755em } This page provides ETF Database Ratings for all Leveraged ETFs that are listed on U.S. exchanges and tracked by ETF Database. "2013 00:00": "", } "1999 00:00": "", "2007 00:00": "", The level of magnification is included in the fund's description but they are generally 2x or 3. "2006 00:00": "", "last_three_years_performance": 43.19, ], "exact_name": "Northwestern Mutual Ser Index 500 Stk", "2006 00:00": "", "share_classes": "[{'name': 'BNYM Mellon DB SL Stock Index Fund', 'currency': 'USD'}, {'name': 'BNYM Mellon SL Stock Index Fund', 'currency': 'USD'}]", null, null, Here are the best Utilities funds. 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. "2009 00:00": "", "2000 00:00": "", null, "management_company_location": "{'lon': -75.419471, 'lat': 40.073868}" "30": [ "region_exposure": "North America ex-US", By "is_private_data": false, "2001 00:00": "", The fund's first full year of operation was in 1994. "private_data_owning_users": "[]", { "private_data_owning_users": "[]", "2017 00:00": "", "1999 00:00": "", "track_record_months": 549, "2018 00:00": "" "isin_numbers": "[]", table.dataTable.display tbody tr.odd>.sorting_1,table.dataTable.order-column.stripe tbody tr.odd>.sorting_1 { background-color:#f1f1f1 } "2015 00:00": "", "2001 00:00": "", "share_classes": "[{'name': 'Nomura Cumulative Equity Fund', 'currency': 'JPY'}]", DIA's MER is affordable, as it is a passive ETF. }, "2000 00:00": "", null, "2000 00:00": "", "latest_aum_usd": null, "name": "EQ/Common Stock Index Portfolio", "management_company_country": "United States", null, "2011 00:00": "", }, So, what are the oldest ETF funds in Edgefolios platform? table.dataTable th.dt-justify,table.dataTable td.dt-justify { text-align:justify } { "2011 00:00": "", "2006 00:00": "",

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