oldest leveraged etfoldest leveraged etf

"2002 00:00": "", "last_updated": "2019-08-31T01:00:00+01:00", "1999 00:00": "", "2001 00:00": "", "2002 00:00": "", Leveraged ETFs are available for most . "latest_month": "Aug-19", "year_to_date": 17.72, table.dataTable.display tbody tr:hover>.sorting_2,table.dataTable.order-column.hover tbody tr:hover>.sorting_2 { background-color:#ececec } "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']", null, "2010 00:00": "", "allowed_investor_types": "['Retail']", null, "region_exposure": "US", "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). As an exchange-traded fund, a leveraged ETF is a group of . "2002 00:00": "", data: data[i], null, "2015 00:00": "", "latest_month_performance": -3.64, "2006 00:00": "", "security_type": "ETF", "manager_selection_status": "", "is_available_through_managed_account": "", 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": "", null, "latest_month_performance": -1.6, "2007 00:00": "", This is the oldest ETFs that tracks the DJIA, and has accumulated a lot of assets. "2003 00:00": "", table.dataTable thead .sorting_asc { background-image:url("https://cdn.datatables.net/v/dt/dt-1.10.18/DataTables-1.10.18/images/sort_asc.png") } "2014 00:00": "", "2001 00:00": "", "2010 00:00": "", "management_company_city": "Milwaukee", ", Every blue moon, I find someone. "is_edited_by_manager": false, "2013 00:00": "", null, "28": [], "2004 00:00": "", "strategy": "Japan Equity", table.dataTable,table.dataTable th,table.dataTable td { box-sizing:content-box } "service_providers": "['FMG LLC', 'AXA Distributors LLC', 'AXA Equitable Life Insurance Company', 'J. "2003 00:00": "", "track_record_months": 432, It provides the most data that we have and it has not been kind to the investor since inception: Data from portfoliovisualizer.com null, "2001 00:00": "", "2010 00:00": "", "2008 00:00": "", null, "2006 00:00": "", "2008 00:00": "", "2004 00:00": "", "2004 00:00": "", "2000 00:00": "", "2003 00:00": "", "2012 00:00": "", "is_edited_by_manager": false, null, "is_edited_by_manager": false, "2000 00:00": "", null, 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. Brown', 'Karen Q. Wong', 'Lowell J. Bennett', 'Warren Chiang', 'Todd W. Wakefield', 'John C. Bailer', 'Edward R. Walter', 'Brian C. Ferguson', 'Stephen Murphy', 'Thant Han', 'John E Hosa', 'Jeffrey Burger', 'Daniel Marques', 'Jay A. Malikowski', 'Robert C. Zeuthen', 'James D Kaniclides', 'Amanda A Abdella', 'James A. Lydotes', 'Frederica Josephine Shea', 'John R Porter', 'Anthony Honko', 'Amy Lowen', 'Sara K Cummins', 'Patrick Kent', 'Scott Zaleski', 'Nathaniel A Hyde', 'Jonathan Mauceli', 'Linda Lam', 'Mark A. Bogar', 'Matthew N. Fontaine', 'James M. Boyd', 'Dale A. Dutile', 'Joseph M. Corrado', 'Thomas C. Casey', 'David R. Bowser', 'Bradley J. Bennett', 'Sean P. Fitzgibbon']", { "1999 00:00": "", null, "management_company_location": "{'lon': -96.7968387, 'lat': 32.7816469}" "1999 00:00": "", The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. null, Whether you're a bull or a bear, Direxion is with you. "2000 00:00": "", "2001 00:00": "", Clicking on any of the links in the table below will provide additional descriptive and quantitative information on Leveraged ETFs. { They can be upwardly leveraged or inversed. Please note that the list may not contain newly issued ETFs. "1999 00:00": "", Invesco S&P 500 Equal Weight Utilts ETF . "latest_month_performance": -3.93, null, "2007 00:00": "", null, "fund_id": 61446, "region_exposure": "UK", "2017 00:00": "", { "30": [ "2003 00:00": "", "2003 00:00": "", "inception_date": "", "methodology": "Large Blend", 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. } "2001 00:00": "", "2005 00:00": "", So, what are the oldest ETF funds in Edgefolios platform? KB Home ( KBH 0.43%) rose 11% on . "strategy": "Sterling Fixed Income", { "31": [ ], "2014 00:00": "", "2009 00:00": "", "last_updated": "2019-08-31T01:00:00+01:00", createdCell: function (cell, cellData, rowData, rowIndex, colIndex) { "2006 00:00": "", "private_data_owning_users": "[]", null, "management_company_country": "United States", data[j][row]['track_record_months'] = Math.round(data[j][row]['track_record_months'] / 12) + " years"; // 2 dp "2015 00:00": "", "2018 00:00": "" "2014 00:00": "", The table below includes basic holdings data for all U.S. listed Leveraged ETFs that are currently tagged by ETF Database. "2011 00:00": "", "inception_date": "", "2016 00:00": "", 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; } The table below includes fund flow data for all U.S. listed Leveraged ETFs. "28": [], "2017 00:00": "", "2003 00:00": "", { This page provides ETF Database Ratings for all Leveraged ETFs that are listed on U.S. exchanges and tracked by ETF Database. "2018 00:00": "" "maximum_drawdown": -50.9, & Prod. "2004 00:00": "", "2000 00:00": "", ], "latest_aum_usd": null, "2009 00:00": "", "1999 00:00": "", ] In addition to expense ratio and issuer information, this table displays platforms that offer commission-free trading for certain ETFs. 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. "2010 00:00": "", Here's a quick guide: ProShares UltraPro QQQ TQQQ. "2017 00:00": "", null, "name": "Comerica S&P 500 Index CIT", "passported_countries": "['JPN']", } ); This report was generated using our FundPortal platform. "2006 00:00": "", A leveraged ETF is an exchange-traded fund designed to track an index and amplify its daily returns, often by two or three times. "strategy": "US Equity Large Cap Blend", table.dataTable.hover tbody tr:hover.selected,table.dataTable.display tbody tr:hover.selected { background-color:#aab7d1 } null, "2015 00:00": "", "strategy": "US Equity Large Cap Blend", null, ], "2007 00:00": "", "manager_selection_status": "", "2011 00:00": "", "2014 00:00": "", "2016 00:00": "", { "2010 00:00": "", Bitcoin ETFs List Bitcoin is a cryptocurrency created in 2009 by an unknown figure under the alias Satoshi Nakamoto. .dataTables_info { display: none } "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, "2009 00:00": "", null, null, null, "2002 00:00": "", "year_to_date": 10.86, "is_aifmd_compliant": "", "2014 00:00": "", ", "2009 00:00": "", null, "31": [ "methodology": "Small Blend", "2016 00:00": "", "private_data_owning_users": "[]", "2010 00:00": "", null, } "2018 00:00": "" Mellon uses full replication to construct the portfolio, holding each security in the index in its proportionate weight. "2002 00:00": "", "2013 00:00": "", "2018 00:00": "" { "2009 00:00": "", "private_data_owning_users": "[]", "domicile_country": "GBR", "2011 00:00": "", "1999 00:00": "", { "2006 00:00": "", "2000 00:00": "", null, "management_company_name": "Vanguard Group Inc", $(cell).html(cellData + "%") "is_available_through_managed_account": "", { P. Morgan Chase Bank', 'Pricewaterhousecoopers LLP']", "31": [ "fund_id": 30505, "managers": "[]", "2015 00:00": "", "2012 00:00": "", null, { data: 'name' } , "is_edited_by_manager": false, "location": "{'lon': -71.0524201, 'lat': 42.3445441}", { Does Vanguard have leveraged ETFs? "is_private_data": false, null, null, "2018 00:00": "" "2018 00:00": "" "2005 00:00": "", "name": "Vanguard Small Cap Index Fund", "2000 00:00": "", "2015 00:00": "", "management_company_city": "Valley Forge", null, Futures Screener . "2017 00:00": "", "is_ucits_compliant": true, null, "2006 00:00": "", The fund, which was launched 2008, currently manages assets worth $480.34 million and has an expense ratio of 0.95%. null, "is_ucits_compliant": null, { "is_aifmd_compliant": "", 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_ucits_compliant": true, ", "location": "{'lon': -96.7968387, 'lat': 32.7816469}", null, "2003 00:00": "", The scheme aims . "30": [ "strategy_description": "This passively managed fund is constructed to replicate its benchmark, the S&P 500, representing the large cap U.S. equity market. "2009 00:00": "", "2008 00:00": "", null, "2000 00:00": "", "We're excited to bring our Tausight partnership to our clients and leverage our deep operational experience in the healthcare . "2015 00:00": "", "domicile_country": "USA", "2006 00:00": "", "name": "Northwestern Mutual Ser Index 500 Stk", "2011 00:00": "", "2009 00:00": "", "allowed_investor_types": "['Retail']", "2003 00:00": "", "2005 00:00": "", null, "2001 00:00": "", } "2004 00:00": "", "2013 00:00": "", null, { data: 'year_to_date' } "2007 00:00": "", "share_classes": "[{'name': 'Northwestern Mutual Ser Index 500 Stk', 'currency': 'USD'}]", "1999 00:00": "", "security_type": "ETF", "2010 00:00": "", It has been able to manage $74.3 million in its asset . "region_exposure": "US", 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. "passported_countries": "['JPN', 'USA']", "2002 00:00": "", "2006 00:00": "", "28": [], As such, it should be noted that this page may include ETFs from multiple ETF Database Categories. { // put a percent sign null, "latest_aum_usd": 36889429.47, { // put in links "2005 00:00": "", "2010 00:00": "", Our Newsletter. "track_record_months": 549, null, The largest Leveraged ETF is the Direxion Daily Semiconductor Bull 3X Shares SOXL with $4.98B in assets. null, "passported_countries": "['USA']", "is_available_through_managed_account": "", Derivatives and Forward Transactions may be used for Efficient Portfolio Management purposes (including hedging). "2001 00:00": "", "region_exposure": "Japan", "maximum_drawdown": -50.8, { }, "is_active": true, "is_private_data": false, "30": [ "2014 00:00": "", "2017 00:00": "", "2007 00:00": "", "2013 00:00": "", If youre interested in using this technology to delight your investors, contact us here. columnDefs: [ "style": "Equity", "latest_aum_usd": null, "2002 00:00": "", "year_to_date": 18.15, 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. SOXL ETF (Premier Study & Investing) { data: 'latest_month_performance' } table.dataTable tbody th.dt-body-nowrap,table.dataTable tbody td.dt-body-nowrap { white-space:nowrap } "service_providers": "['Mitsubishi UFJ Morgan Stanley Securities Co Ltd', 'Nomura Securities Co., Ltd.', 'Sumitomo Mitsui Trust Bank, Limited']", "strategy": "Canadian Equity Large Cap", ], "management_company_city": "Boston", $('.league-table').each(function(i){ "2012 00:00": "", "is_private_data": false, null, null, MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. "2002 00:00": "", "2004 00:00": "", null, null, } "allowed_investor_types": "['Retail']", It charges 0.95% in annual fees and trades in an average daily volume of 9.1 million shares. } "30": [ "31": [ "maximum_drawdown": -50.97, "2008 00:00": "", .dataTables_wrapper .dataTables_info { clear:both; float:left; padding-top:0.755em } null, "2011 00:00": "", "2015 00:00": "", Total fund flow is the capital inflow into an ETF minus the capital outflow from the ETF for a particular time period. "latest_aum_usd": null, null, "2002 00:00": "", "private_data_owning_users": "[]", "29": [], "30": [ David Ells', 'Steven A. Warren', 'Daniel J. Meehan', 'Joseph A. Travia', 'Patricia Van Kampen']", null, "2001 00:00": "", null, "2010 00:00": "", null, "management_company_city": "Valley Forge", "allowed_investor_types": "['Non-Retail', 'Retail']", "2001 00:00": "", null, "2015 00:00": "", "2012 00:00": "", None of the information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. "2014 00:00": "", "year_to_date": 11.45, "name": "EQ/Common Stock Index Portfolio", "2013 00:00": "", createdCell: function (cell, cellData, rowData, rowIndex, colIndex) { "2016 00:00": "", "2004 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. "2012 00:00": "", null, null, "track_record_months": 524, { data: 'track_record_months'}, "security_type": "ETF", "2011 00:00": "", "managers": "['Susan M. Ellison', 'Thomas J. Durante', 'Alexander C. Huberts', 'Richard A. "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\"). Although the first American ETF launched in 1993, it took 15 more years to see the first actively-managed ETF to reach the market. "2012 00:00": "", "2015 00:00": "", "is_aifmd_compliant": "", "2007 00:00": "", "2007 00:00": "", "2014 00:00": "", "2018 00:00": "" "2016 00:00": "", The ETF Database Ratings are transparent, quant-based evaluations of ETFs relative to other products in the same ETF Database Category. "2008 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, .dataTables_wrapper:after { visibility:hidden; display:block; content:""; clear:both; height:0 } "2015 00:00": "", "name": "L&G All Stocks Gilt Index Trust", "inception_date": "", null, "style": "Equity", "managers": "['Kenneth T. Kozlowski', 'Alwi Chan', 'Xavier Poutas', 'Seth J. "2005 00:00": "", } "management_company_name": "Nomura Asset Management Co Ltd", "location": "{'lon': -104.8912817, 'lat': 39.6104586}", { data: 'last_three_years_performance' } table.dataTable.cell-border tbody th,table.dataTable.cell-border tbody td { border-top:1px solid #ddd; border-right:1px solid #ddd } "1999 00:00": "", "2008 00:00": "", 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 } "methodology": "Large Blend", "2009 00:00": "", null, "2018 00:00": "" "is_active": true, table.dataTable.cell-border tbody tr th:first-child,table.dataTable.cell-border tbody tr td:first-child { border-left:1px solid #ddd } "2009 00:00": "", null, null, "2017 00:00": "", }, "2012 00:00": "", "2012 00:00": "", "1999 00:00": "", table.dataTable.display tbody tr.even>.sorting_1,table.dataTable.order-column.stripe tbody tr.even>.sorting_1 { background-color:#fafafa } table.dataTable.row-border tbody th,table.dataTable.row-border tbody td,table.dataTable.display tbody th,table.dataTable.display tbody td { border-top:1px solid #ddd } } null, "2007 00:00": "", "is_active": true, null, .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 } { "2009 00:00": "", Warning: That double and triple performance applies to the downside as well as the upside. null, "latest_month": "Aug-19", "2017 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 } null, null, "2006 00:00": "", "2010 00:00": "", null, "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'}]", table.dataTable.display tbody tr.even.selected>.sorting_2,table.dataTable.order-column.stripe tbody tr.even.selected>.sorting_2 { background-color:#aebcd6 } table.dataTable.display tbody tr:hover>.sorting_1,table.dataTable.order-column.hover tbody tr:hover>.sorting_1 { background-color:#eaeaea } null, 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. "2006 00:00": "", @media screen and (max-width: 640px) { .dataTables_wrapper .dataTables_length,.dataTables_wrapper .dataTables_filter { float:none; text-align:center } }, "2000 00:00": "", null, "31": [ "private_data_owning_users": "[]", "2005 00:00": "", { "2016 00:00": "", "compounded_annual_return": 2.84, "2018 00:00": "" } "2004 00:00": "", "2007 00:00": "", "2008 00:00": "", "2001 00:00": "", "2006 00:00": "", "2005 00:00": "", "management_company_location": "{'lon': 139.7764719, 'lat': 35.6816827}" "2016 00:00": "", 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'}]", "region_exposure": "US", "is_edited_by_manager": false, "1999 00:00": "", "2006 00:00": "", null, "2009 00:00": "", table.dataTable th.dt-left,table.dataTable td.dt-left { text-align:left } "location": "{'lon': -75.419471, 'lat': 40.073868}", null, "2002 00:00": "", , "manager_selection_status": "", "manager_selection_status": "", null, "2017 00:00": "", This method limits the need for rebalancing and substantially reduces transaction costs relative to other indexing methods. "2001 00:00": "", table.dataTable.hover tbody tr:hover,table.dataTable.display tbody tr:hover { background-color:#f6f6f6 } } null, 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. "2009 00:00": "", "2017 00:00": "", "latest_month_performance": -2.01, "name": "Vanguard 500 Index Fund", "fund_id": 157141, "2007 00:00": "", .dataTables_wrapper .dataTables_scroll div.dataTables_scrollBody { *margin-top:-1px; -webkit-overflow-scrolling:touch } } "2018 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") } "1999 00:00": "", "is_aifmd_compliant": "", "1999 00:00": "", { null, "location": "{'lon': -71.091112, 'lat': 42.270774}", "2016 00:00": "", null, "annualized_volatility": 7.47, "1999 00:00": "", "fund_id": 66940,

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