}
"2001 00:00": "",
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"2012 00:00": "",
"2002 00:00": "",
"2010 00:00": "",
As of the end of 2018, there weremore than one hundred distinct issuers of ETFs. {
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Leveraged ETFs seek to magnify the returns of an underlying index for a single day. "2007 00:00": "",
"2009 00:00": "",
null,
Leveraged ETFs are available for most . "2018 00:00": ""
"strategy": "US Equity Large Cap Blend",
"2018 00:00": ""
null,
"is_active": true,
"2003 00:00": "",
"managers": "['Raju Jobanputra', 'Tim Beaven', 'Not Disclosed', 'Neil Higgins', 'Helen Stuart']",
],
"inception_date": "",
null,
null,
Leveraged bond mutual funds and ETFs seek to achieve a multiple of the short-term returns of a fixed-income index. "maximum_drawdown": -56.93,
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.
"is_available_through_managed_account": "",
targets: [4,5,6,7],
],
"2007 00:00": "",
"compounded_annual_return": 6.13,
"2010 00:00": "",
"strategy": "Canadian Equity Large Cap",
",
{
"2005 00:00": "",
Does Vanguard have leveraged ETFs? "strategy": "US Equity Small Cap",
"2004 00:00": "",
"compounded_annual_return": 2.84,
{
"2001 00:00": "",
"2012 00:00": "",
"2003 00:00": "",
}
& Prod. "2015 00:00": "",
"is_active": true,
Note that certain ETFs may not make dividend payments, and as such some of the information below may not be meaningful. "2015 00:00": "",
null,
"2003 00:00": "",
"2007 00:00": "",
null,
{
"manager_selection_status": "",
Warning: That double and triple performance applies to the downside as well as the upside. "1999 00:00": "",
null,
null,
"2013 00:00": "",
"28": [],
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"2012 00:00": "",
"fund_id": 61446,
",
"2003 00:00": "",
Benchmark Index: NASDAQ-100 Index. "2013 00:00": "",
],
"2018 00:00": ""
"2010 00:00": "",
"allowed_platform_user_groups": "['MSTAR_etf_licensees']",
"2016 00:00": "",
"30": [
"name": "Vanguard 500 Index Fund",
null,
"2013 00:00": "",
"2016 00:00": "",
{
"2005 00:00": "",
"1999 00:00": "",
"2002 00:00": "",
"2016 00:00": "",
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Leveraged Factor: 3x. "2011 00:00": "",
"share_classes": "[{'name': 'EQ/Common Stock Index Portfolio IB', 'currency': 'USD'}, {'name': 'EQ/Common Stock Index Portfolio IA', 'currency': 'USD'}]",
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"2011 00:00": "",
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"2000 00:00": "",
Please note that the list may not contain newly issued ETFs. }
null,
"2004 00:00": "",
"year_to_date": 15.23,
],
null,
"allowed_investor_types": "['Retail']",
"exact_name": "Family Charities Ethical Tr",
"2018 00:00": ""
"2004 00:00": "",
"1999 00:00": "",
"2016 00:00": "",
"2006 00:00": "",
"inception_date": "",
null,
"1999 00:00": "",
"2004 00:00": "",
"2012 00:00": "",
"methodology": "Large Blend",
"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. "methodology": "Large Blend",
"2013 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. "management_company_city": "Greenwood Village",
"2008 00:00": "",
},
"2007 00:00": "",
{
"1999 00:00": "",
"management_company_name": "Vanguard Group Inc",
"2013 00:00": "",
"2007 00:00": "",
"2007 00:00": "",
"2008 00:00": "",
"2013 00:00": "",
"2000 00:00": "",
"allowed_investor_types": "['Retail']",
"1999 00:00": "",
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. "2017 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. 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") }
"2018 00:00": ""
"2004 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. "isin_numbers": "[]",
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"1999 00:00": "",
"passported_countries": "['MEX', 'USA']",
"2007 00:00": "",
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"2018 00:00": ""
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"2009 00:00": "",
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"2010 00:00": "",
{
"managers": "['R. "managers": "['Henry Dixon']",
"is_ucits_compliant": null,
"2013 00:00": "",
"manager_selection_status": "",
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"2011 00:00": "",
"2001 00:00": "",
"year_to_date": 10.86,
"exact_name": "Nomura Cumulative Equity Fund",
"is_available_through_managed_account": "",
}
Here is the list! To date, it has more than doubled the performance of Technology ETF VGT during the same period, despite having being launched just before the Great Recession: 649.54% to 317.25%. "28": [],
"maximum_drawdown": -50.8,
null,
"allowed_investor_types": "['Retail']",
"location": "{'lon': -87.9001131, 'lat': 43.040201}",
"2014 00:00": "",
"2010 00:00": "",
It could be based on performance, proximity or strategy. "2012 00:00": "",
"2013 00:00": "",
"management_company_name": "Mellon Investments Corporation",
"region_exposure": "US",
},
"management_company_country": "United States",
",
"last_three_years_performance": 39.01,
"2014 00:00": "",
{ // put a percent sign
null,
"last_updated": "2019-08-31T01:00:00+01:00",
"latest_aum_usd": 36889429.47,
"28": [],
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"2010 00:00": "",
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"is_aifmd_compliant": "",
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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. "2002 00:00": "",
"is_private_data": false,
So, what are the oldest ETF funds in Edgefolios platform? "2007 00:00": "",
"latest_aum_usd": null,
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. {
MSCI ESG materials have not been submitted, to nor received approval from, the US SEC or any other regulatory body. {
",
"2005 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. "2003 00:00": "",
This cryptocurrency is built on the foundational principles of blockchain, which allows for a recorded inemutable, decentralized ledger of transactions to be maintained on a distributed network with no single point of failure. "isin_numbers": "[]",
"2006 00:00": "",
"2007 00:00": "",
"2008 00:00": "",
"is_edited_by_manager": false,
null,
{
"region_exposure": "US",
"track_record_months": 500,
null,
September 26, 2019. Since DDM is leveraged, it is also a higher-risk ETF than the non-leveraged ETFs on this list. table.dataTable tbody th.dt-body-justify,table.dataTable tbody td.dt-body-justify { text-align:justify }
"30": [
"allowed_platform_user_groups": "['MSTAR_etf_licensees']",
"30": [
null,
Fund Flows in millions of U.S. null,
"manager_selection_status": "",
null,
"2003 00:00": "",
"private_data_owning_users": "[]",
{
"2014 00:00": "",
I Am 60 Years Old, Have $1.1M . "2002 00:00": "",
null,
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,
null,
"2010 00:00": "",
"2004 00:00": "",
"2009 00:00": "",
"allowed_investor_types": "['Retail']",
"2015 00:00": "",
"2015 00:00": "",
"2003 00:00": "",
"2015 00:00": "",
null,
"name": "Northwestern Mutual Ser Index 500 Stk",
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. "29": [],
],
They can track any asset, such as stocks, various market sectors, bonds or futures contracts. "2011 00:00": "",
"is_aifmd_compliant": "",
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The advisor attempts to achieve its objective by investing all, or substantially all, of its assets in the stocks that make up the S&P 500 Index, holding each stock in approximately the same proportion as its weighting in the index. "annualized_volatility": 15.89,
"strategy": "US Equity Large Cap Blend",
It provides the most data that we have and it has not been kind to the investor since inception: Data from portfoliovisualizer.com Futures Screener . null,
Edgefolio Team "1999 00:00": "",
"2000 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. "2000 00:00": "",
null,
"annualized_volatility": 14.75,
"last_three_years_performance": 30.8,
null,
"2014 00:00": "",
"inception_date": "",
null,
"latest_month_performance": -1.6,
}
{
"2007 00:00": "",
},
"is_active": true,
"2005 00:00": "",
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"2011 00:00": "",
"share_classes": "[{'name': 'BNYM Mellon DB SL Stock Index Fund', 'currency': 'USD'}, {'name': 'BNYM Mellon SL Stock Index Fund', 'currency': 'USD'}]",
"latest_month_performance": -2.01,
"2002 00:00": "",
"31": [
"1999 00:00": "",
"2008 00:00": "",
"2017 00:00": "",
null,
"2015 00:00": "",
null,
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"isin_numbers": "['GB0006685613', 'GB0005782627']",
"strategy_description": "The strategy seeks to replicate the performance and characteristics of the S&P 500 Index with minimal tracking error. null,
"inception_date": "",
"2017 00:00": "",
null,
"1999 00:00": "",
"2001 00:00": "",
null,
"2012 00:00": "",
The level of magnification is included in the funds description but they are generally 2x or 3. "2003 00:00": "",
"2012 00:00": "",
"2011 00:00": "",
ProShares UltraPro Dow30 ETF. "inception_date": "",
"2001 00:00": "",
null,
Our leveraged ETFs are powerful tools built to help you: Magnify your short-term perspective with daily 3X leverage; Go where there's opportunity, with bull and bear funds for both sides of the trade; and; Stay agile - with liquidity to trade through rapidly changing markets null,
"2014 00:00": "",
"share_classes": "[{'name': 'Northwestern Mutual Ser Index 500 Stk', 'currency': 'USD'}]",
"1999 00:00": "",
"2006 00:00": "",
],
"30": [
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"is_ucits_compliant": null,
"2018 00:00": ""
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. ProShares UltraShort Silver (ZSL) is an inverse-leveraged ETF. null,
"2009 00:00": "",
If youre looking for a more simplified way to browse and compare ETFs, you may want to visit our ETF Database Categories, which categorize every ETF in a single best fit category. "2003 00:00": "",
"allowed_platform_user_groups": "['MSTAR_etf_licensees']",
"last_updated": "2019-08-31T01:00:00+01:00",
null,
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null,
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). null,
"2014 00:00": "",
The links in the table below will guide you to various analytical resources for the relevant ETF, including an X-ray of holdings, official fund fact sheet, or objective analyst report. "2009 00:00": "",
{ data: 'last_three_years_performance' }
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"2000 00:00": "",
"management_company_location": "{'lon': -0.0899395, 'lat': 51.5172192}"
"location": "{'lon': -71.091112, 'lat': 42.270774}",
"is_active": true,
"2014 00:00": "",
null,
}
Every blue moon, I find someone. ],
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"2018 00:00": ""
"2018 00:00": ""
null,
null,
"last_three_years_performance": 29.21,
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"latest_month_performance": -1.57,
"2013 00:00": "",
"location": "{'lon': -71.0524201, 'lat': 42.3445441}",
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The level of magnification is included in the fund's description but they are generally 2x or 3. "2016 00:00": "",
"2008 00:00": "",
"2018 00:00": ""
},
"2002 00:00": "",
"2007 00:00": "",
"management_company_location": "{'lon': -75.419471, 'lat': 40.073868}"
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"2006 00:00": "",
"domicile_country": "CAN",
"2010 00:00": "",
"is_ucits_compliant": null,
"2009 00:00": "",
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"2015 00:00": "",
"2007 00:00": "",
"1999 00:00": "",
"2010 00:00": "",
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}
"2005 00:00": "",
"management_company_city": "New York",
{
"region_exposure": "UK",
"passported_countries": "['CAN']",
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"2012 00:00": "",
"2002 00:00": "",
"security_type": "ETF",
"1999 00:00": "",
",
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"2006 00:00": "",
"2007 00:00": "",
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"2010 00:00": "",
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"passported_countries": "['GBR']",
"2003 00:00": "",
"2004 00:00": "",
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P. Morgan Chase Bank NA', 'Vanguard Group Inc', 'Vanguard Marketing Corporation', 'Vanguard Group Inc', 'J. "exact_name": "BNYM Mellon SL Stock Index Fd",
"2007 00:00": "",
{ data: 'year_to_date' }
"2003 00:00": "",
"manager_selection_status": "",
"2014 00:00": "",
null,
"2012 00:00": "",
},
"annualized_volatility": 14.85,
"2005 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. .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 }
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"2016 00:00": "",
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"passported_countries": "['GBR']",
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,
They can be upwardly leveraged or inversed. "1999 00:00": "",
"management_company_city": "Dallas",
"31": [
"2007 00:00": "",
"2002 00:00": "",
"2004 00:00": "",
"2014 00:00": "",
"2000 00:00": "",
null,
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"2011 00:00": "",
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DIA's MER is affordable, as it is a passive ETF. "annualized_volatility": 14.06,
"2011 00:00": "",
"management_company_country": "United States",
"2000 00:00": "",
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"2010 00:00": "",
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"2011 00:00": "",
"strategy": "US Equity Large Cap Blend",
"2007 00:00": "",
Fidelity MSCI Utilities ETF. {
"2009 00:00": "",
"isin_numbers": "[]",
"managers": "[]",
Leveraged ETFs seek to magnify the returns of an underlying index for a single day. "2013 00:00": "",
"is_edited_by_manager": false,
null,
This page provides links to various analyses for all Leveraged ETFs that are listed on U.S. exchanges and tracked by ETF Database. 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. "2009 00:00": "",
In addition to expense ratio and issuer information, this table displays platforms that offer commission-free trading for certain ETFs. null,
null,
null,
"track_record_months": 449,
"2000 00:00": "",
"2008 00:00": "",
"is_private_data": false,
"fund_id": 16424,
}
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']",
"is_active": true,
"strategy": "Japan Equity",
null,
"2001 00:00": "",
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