Leveraged Equities ETFs


Most of these ETFs seek to increase the exposure and impact from the underlying index or investments in the ETF. For example, the leveraged ETF may attempt to double, triple, or even quadruple the return of an index on a daily basis. Leveraged ETFs are typically used by investors who are using a short-term trading strategy. We view inverse or leveraged ETF categories as simply suited for aggressive investors only who are willing to accept the exaggerated returns offered by these particular ETFs and are prone to more active portfolio management. We see limited appeal for long-term investors.

B

Category Grade

This category ranks #26 out of 65 ETF categories.

A
Strong Buy

Avg. SMART Grade

The average cap-weighted SMART Grade for ETFs in this category is A (Strong Buy).


Fund Symbol/Name Last Open High Low 52-Wk Hi 52-Wk Lo Day Chg YTD Chg 12-Mo Chg AUM Exp. Ratio SMART Grade
SSO
ProShares Ultra S&P500
84.90 84.25 85.08 84.25 85.08 53.79 +1.01
(1.20%)
11.51% 53.39% 1.71B 0.89% A
Strong Buy
FAS
Direxion Financial Bull 3X Shares
47.87 47.47 48.00 47.40 48.00 18.47 +0.87
(1.85%)
17.04% 140.79% 1.33B 0.95% A
Strong Buy
TQQQ
ProShares UltraPro QQQ Fund
84.36 83.62 84.48 83.43 84.48 39.02 +1.32
(1.59%)
32.61% 103.84% 1.18B 0.95% A
Strong Buy
FBGX
FI Enhanced Large Cap Growth ETN
159.15 157.70 159.28 157.70 159.28 103.67 +1.65
(1.05%)
14.88% 49.45% 961.62M 0.85% A
Strong Buy
QLD
ProShares Ultra QQQ
104.00 103.38 104.13 103.29 104.13 61.47 +0.98
(0.95%)
20.76% 62.83% 889.69M 0.95% A
Strong Buy
FLGE
Credit Suisse FI Large Cap Growth Enhanced ETN
159.94 158.17 159.99 158.17 161.26 104.33 +1.78
(1.13%)
15.19% 49.94% 874.80M 0.85% A
Strong Buy
UYG
ProShares Ultra Financials
102.36 101.63 102.55 101.44 102.55 52.92 +1.27
(1.26%)
10.76% 84.47% 791.02M 0.95% A
Strong Buy
TNA
Direxion Small Cap Bull 3X Shares 2013 Russell 2000
112.13 110.42 112.54 110.39 112.54 41.71 +2.41
(2.20%)
10.86% 156.83% 781.36M 0.95% A
Strong Buy
UPRO
ProShares UltraPro S&P 500
96.12 95.08 96.45 95.06 96.45 48.90 +1.63
(1.73%)
17.53% 87.88% 749.43M 0.95% A
Strong Buy
SPXL
Direxion Daily S&P 500 Bull 3x Shares
126.60 125.19 126.99 125.14 126.99 64.67 +2.17
(1.74%)
17.49% 87.17% 542.20M 0.95% A
Strong Buy
FIHD
UBS AG FI Enhanced Global High Yield ETN
135.58 134.01 136.32 134.01 136.32 97.86 +0.94
(0.70%)
8.50% 32.45% 537.49M 0.00% A
Strong Buy
DDM
ProShares Ultra Dow30
92.19 91.77 92.36 91.55 92.36 55.38 +1.06
(1.16%)
10.35% 61.88% 308.51M 0.95% A
Strong Buy
MORL
ETRACS Monthly Pay 2x Leveraged Mortgage REIT ETN
16.36 16.30 16.39 16.12 16.43 10.71 +0.09
(0.55%)
9.96% 49.68% 278.75M 0.40% A
Strong Buy
BDCL
ETRACS 2X Leveraged Long Wells Fargo Business Development Company Index
21.26 21.16 21.31 21.03 21.31 12.05 +0.20
(0.95%)
11.97% 71.45% 252.93M 0.85% A
Strong Buy
UWM
ProShares Ultra Russell 2000
119.92 118.56 120.09 118.56 120.09 60.45 +1.83
(1.55%)
7.62% 92.61% 222.58M 0.96% A
Strong Buy
FIEU
CS FI Enhanced Europe 50 ETN
98.07 97.19 98.16 97.19 100.05 73.18 -0.28
(-0.28%)
7.80% 23.72% 219.40M 0.05% A
Strong Buy
CEFL
ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN
17.44 17.35 17.45 17.31 18.83 13.12 +0.14
(0.81%)
6.43% 33.13% 208.52M 0.50% A
Strong Buy
UDOW
ProShares UltraPro Dow 30 Fund
109.93 109.21 110.21 108.88 110.21 51.05 +1.95
(1.81%)
15.87% 106.36% 189.14M 0.95% A
Strong Buy
TECL
Direxion Technology Bull 3X Shares
63.48 63.23 63.53 62.69 63.53 28.43 +1.09
(1.75%)
27.11% 110.55% 184.52M 0.95% A
Strong Buy
MVV
ProShares Ultra MidCap400
104.68 103.00 104.68 103.00 104.68 57.60 +1.94
(1.89%)
11.08% 78.39% 162.58M 0.95% A
Strong Buy
SOXL
Direxion Daily Semiconductor Bull 3X Shares
73.84 72.19 73.86 71.81 73.87 18.35 +3.04
(4.29%)
29.32% 280.03% 139.85M 0.95% A
Strong Buy
URTY
ProShares UltraPro Russell2000 Fund
131.63 129.30 131.87 129.30 131.87 48.73 +2.96
(2.30%)
10.99% 158.45% 135.77M 0.95% A
Strong Buy
ROM
ProShares Ultra Technology
118.30 118.27 118.35 117.60 118.35 63.12 +1.34
(1.15%)
21.96% 79.79% 118.95M 0.95% A
Strong Buy
BDCS
ETRACS Linked to the Wells Fargo Business Development Company Index
23.57 23.65 23.66 23.49 24.99 17.62 +0.08
(0.34%)
5.92% 31.68% 81.39M 0.85% A
Strong Buy
RXL
ProShares Ultra Health Care
69.23 68.57 69.29 68.57 72.21 52.85 +0.92
(1.35%)
15.13% 28.97% 66.02M 0.95% A
Strong Buy
MIDU
Direxion Daily Mid Cap Bull 3X Shares
37.77 36.99 37.86 36.99 37.86 16.07 +0.90
(2.44%)
16.29% 127.26% 63.40M 0.95% A
Strong Buy
DVYL
ETRACS Monthly Pay 2x Leveraged Dow Jones Select Dividend ETN
63.81 62.83 63.85 62.83 66.42 44.96 +1.39
(2.23%)
6.82% 40.92% 56.53M 0.35% A
Strong Buy
UYM
ProShares Ultra Basic Materials
56.37 56.06 56.58 56.06 56.58 29.70 +0.41
(0.73%)
14.83% 80.62% 55.28M 0.95% A
Strong Buy
MLPQ
ETRACS 2xMonthly Leveraged Alerian MLP Infrastructure Index ETN Series B
60.73 59.43 61.02 59.43 62.03 28.86 +1.33
(2.24%)
16.25% 110.58% 53.12M 0.85% A
Strong Buy
SPLX
ETRACS Monthly Reset 2xLeveraged S&P 500 Total Return ETN
41.77 41.80 41.86 41.77 41.86 25.33 +0.58
(1.41%)
11.33% 54.19% 38.26M 0.85% A
Strong Buy
USD
ProShares Ultra Semiconductors
75.89 74.97 75.89 74.97 75.89 32.99 +2.07
(2.80%)
12.16% 124.00% 33.87M 0.95% A
Strong Buy
UMDD
ProShares UltraPro Mid Cap 400 Fund
91.29 89.64 91.29 89.51 91.29 37.10 +2.37
(2.67%)
16.56% 132.76% 33.32M 0.95% A
Strong Buy
HDLV
ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN
32.98 32.49 32.98 32.49 35.25 25.53 +0.71
(2.20%)
5.88% 27.34% 31.90M 0.85% A
Strong Buy
SDYL
ETRACS Monthly Pay 2x Leveraged S&P Dividend ETN
72.82 71.95 72.82 71.95 72.82 50.21 +1.12
(1.56%)
7.51% 43.71% 27.29M 0.30% A
Strong Buy
SMHD
ETRACS Monthly Pay 2x Leveraged US Small Cap High Dividend ETN
24.32 23.79 24.33 23.79 24.33 9.98 +0.69
(2.92%)
9.33% 130.30% 26.81M 0.85% A
Strong Buy
LMLP
ETRACS Monthly Pay 2xLeveraged Wells Fargo MLP Ex-Energy ETN
14.03 13.90 14.22 13.89 14.27 8.68 +0.13
(0.94%)
22.61% 47.37% 25.92M 0.85% A
Strong Buy
SAA
ProShares Ultra S&P SmallCap 600
84.34 82.60 85.59 82.60 86.87 44.05 +1.45
(1.75%)
3.82% 90.64% 24.22M 0.95% A
Strong Buy
HOML
ETRACS Monthly Reset 2xLeveraged ISE Exclusively Homebuilders ETN
25.76 25.76 25.76 25.76 26.68 13.84 +0.45
(1.78%)
11.23% 90.53% 23.16M 0.85% A
Strong Buy
DVHL
ETRACS Monthly Pay 2xLeveraged Diversified High Income ETN
23.28 22.88 23.30 22.88 23.32 14.16 +0.30
(1.31%)
9.33% 61.78% 22.07M 0.85% A
Strong Buy
DPST
Direxion Daily Regional Banks Bull 3x Shares
75.70 75.92 76.98 74.37 76.98 19.94 +0.90
(1.20%)
11.32% 263.77% 20.43M 0.95% A
Strong Buy
UCC
ProShares Ultra Consumer Services
64.97 65.09 65.09 64.77 65.09 46.06 +1.01
(1.58%)
13.14% 41.05% 20.16M 0.95% A
Strong Buy
UXI
ProShares Ultra Industrials
54.30 53.39 54.30 53.39 54.30 31.23 +0.81
(1.51%)
12.54% 70.40% 19.41M 0.95% A
Strong Buy
FINU
ProShares UltraPro Financials
74.17 74.09 74.59 73.50 74.59 24.30 +1.04
(1.42%)
17.58% 190.18% 19.03M 0.95% A
Strong Buy
MRRL
ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN Series B
16.32 16.20 16.38 16.15 16.45 11.00 +0.11
(0.68%)
9.28% 48.40% 15.69M 0.40% A
Strong Buy
FIEG
FI Enhanced Global High Yield ETN Linked to MSCI World High Dividend Yield USD
139.61 139.47 139.61 139.47 139.61 95.09 +0.98
(0.71%)
7.32% 32.55% 14.04M 0.10% A
Strong Buy
UGE
ProShares Ultra Consumer Goods
42.53 41.80 42.53 41.80 42.53 32.69 +1.21
(2.93%)
14.02% 29.98% 11.11M 0.95% A
Strong Buy
LLSP
Direxion Daily S&P 500 Bull 1.25X Shares
30.72 30.56 30.73 30.56 30.73 23.67 +0.35
(1.15%)
6.82% 27.79% 7.16M 0.35% A
Strong Buy
FIBG
CS FI Enhanced Big Cap Growth ETN
68.49 68.49 68.49 68.49 68.49 53.43 0.00
(0.00%)
7.32% 31.03% 6.02M 0.05% A
Strong Buy
SPUU
Direxion Daily S&P 500 Bull 2X Shares
41.40 41.12 41.45 41.12 41.45 28.25 +0.76
(1.87%)
11.44% 42.61% 4.94M 0.60% A
Strong Buy
SMLL
Direxion Daily Small Cap Bull 2X Shares
41.89 41.89 41.89 41.89 42.28 22.82 0.00
(0.00%)
5.68% 111.46% 2.65M 0.60% A
Strong Buy
HAKK
Direxion Daily Cyber Security Bull & Bear 2x Shares
48.50 48.00 49.01 48.00 49.01 22.99 +1.76
(3.77%)
30.17% 110.96% 1.89M 0.80% A
Strong Buy
BIB
ProShares Ultra Nasdaq Biotechnology
48.20 48.91 49.10 47.96 52.80 33.97 -0.57
(-1.17%)
20.77% 15.75% 431.11M 0.95% B
Buy
LABU
Direxion Daily S&P Biotech Bull 3x Shares
48.04 49.80 50.00 47.71 55.88 20.56 -0.99
(-2.02%)
53.43% 78.19% 298.99M 0.95% B
Buy
URE
ProShares Ultra Real Estate
122.36 119.06 122.59 118.99 138.82 89.43 +3.02
(2.53%)
7.09% 36.46% 186.00M 0.95% B
Buy
CURE
Direxion Daily Healthcare Bull 3x Shares
33.80 33.46 34.13 33.46 37.40 24.18 +0.45
(1.35%)
22.60% 35.36% 169.56M 0.95% B
Buy
UBIO
Proshares UltraPro NASDAQ Biotechnology
27.78 28.34 28.62 27.55 33.01 17.37 -0.50
(-1.77%)
31.60% 11.97% 44.06M 0.95% B
Buy
LRET
ETRACS Monthly Pay 2xLeveraged MSCI US REIT Index ETN
27.56 27.43 27.60 27.42 33.34 22.37 +0.83
(3.11%)
5.16% 22.11% 27.16M 0.85% B
Buy
UPW
ProShares Ultra Utilities
40.17 40.17 40.17 40.17 46.21 33.08 +0.01
(0.02%)
3.05% 17.71% 13.71M 0.95% B
Buy
NAIL
Daily Homebuilders & Supplies Bull 3x Shares
32.16 32.56 32.56 31.67 34.49 16.73 +0.43
(1.36%)
26.71% 90.30% 2.53M 0.95% B
Buy
ERX
Direxion Energy Bull 3X Shares
35.15 35.33 35.67 34.96 44.55 16.54 +0.75
(2.18%)
-11.93% 92.18% 566.01M 0.95% C
Neutral
DRN
Direxion Daily Real Estate Bull 3x Shares
23.03 22.09 23.13 22.06 29.68 15.33 +0.84
(3.79%)
7.47% 47.82% 81.32M 0.95% C
Neutral
RETL
Direxion Daily Retail Bull 3X Shares
36.60 36.00 36.80 35.78 49.91 28.60 +1.30
(3.68%)
0.22% 29.74% 36.69M 0.95% C
Neutral
LTL
ProShares Ultra Telecommunications
58.47 57.61 59.00 57.61 69.71 38.53 +0.86
(1.49%)
-2.70% 51.75% 11.82M 0.95% C
Neutral
PILL
Direxion Daily Pharmaceutical & Medical Bull 2x Shares
25.60 26.14 26.14 25.30 33.23 20.04 -0.04
(-0.16%)
17.06% 0.35% 1.10M 0.80% C
Neutral
TMF
Direxion Daily 20 Year Treasury Bull 3X
18.45 18.27 18.68 18.22 31.58 16.91 -0.10
(-0.54%)
1.99% -22.67% 70.59M 0.95% D
Sell
MLPZ
ETRACS 2xMonthly Leveraged S&P MLP Index ETN Series B
63.26 63.28 63.28 63.21 63.32 28.01 +1.40
(2.26%)
11.04% 103.29% 79.28M 0.95% NR
Not Rated
AMJL
Credit Suisse Monthly Pay 2xLeveraged Alerian MLP Index ETNs
30.56 30.56 30.56 30.56 30.61 22.74 -0.01
(-0.03%)
14.59% 26.51% 27.47M 0.85% NR
Not Rated
REML
Credit Suisse X-Links Monthly Pay 2xLeveraged Mortgage REIT ETN
28.71 28.39 28.71 28.39 28.71 24.01 +0.41
(1.45%)
12.01% 15.04% 26.61M 0.50% NR
Not Rated
LBDC
ETRACS 2x Monthly Leveraged Wells Fargo BDC ETN Series B
21.04 21.04 21.04 21.04 22.00 12.19 0.00
(0.00%)
-0.77% 69.40% 22.60M 0.85% NR
Not Rated
LLSC
Direxion Daily Small Cap Bull 1.25X Shares
31.98 31.98 31.98 31.98 31.98 20.75 0.00
(0.00%)
4.10% 51.78% 6.14M 0.35% NR
Not Rated
RTLA
iPath Short Extended Russell 1000 TR Index ETN
201.05 201.05 201.05 201.05 201.05 126.63 0.00
(0.00%)
3.10% 58.77% 2.22M 0.50% NR
Not Rated

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