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.

D

Category Grade

This category ranks #47 out of 65 ETF categories.

B
Buy

Avg. SMART Grade

The average cap-weighted SMART Grade for ETFs in this category is B (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
78.16 78.19 78.62 77.75 78.96 49.31 +0.46
(0.59%)
2.65% 50.08% 1.71B 0.89% A
Strong Buy
FAS
Direxion Financial Bull 3X Shares
41.10 41.00 41.37 40.71 43.48 16.13 +0.51
(1.26%)
0.49% 106.64% 1.33B 0.95% A
Strong Buy
TQQQ
ProShares UltraPro QQQ Fund
71.32 71.80 72.35 70.80 72.35 33.67 +0.46
(0.65%)
12.11% 73.74% 995.22M 0.95% A
Strong Buy
FBGX
FI Enhanced Large Cap Growth ETN
145.40 145.41 145.77 145.26 146.85 92.00 +0.09
(0.06%)
4.96% 42.44% 959.64M 0.85% A
Strong Buy
QLD
ProShares Ultra QQQ
93.01 93.42 93.89 92.54 93.89 55.63 +0.41
(0.44%)
8.00% 47.10% 889.69M 0.95% A
Strong Buy
FLGE
Credit Suisse FI Large Cap Growth Enhanced ETN
146.20 145.67 146.97 145.67 147.61 94.19 +0.28
(0.19%)
5.29% 42.95% 872.89M 0.85% A
Strong Buy
UYG
ProShares Ultra Financials
92.33 91.97 92.75 91.88 96.03 48.39 +0.88
(0.96%)
-0.10% 67.33% 791.02M 0.95% A
Strong Buy
UPRO
ProShares UltraPro S&P 500
85.08 85.07 85.73 84.34 86.34 42.98 +0.87
(1.03%)
4.04% 81.64% 749.43M 0.95% A
Strong Buy
SPXL
Direxion Daily S&P 500 Bull 3x Shares
112.04 112.02 112.93 111.10 113.75 56.86 +1.09
(0.98%)
3.98% 80.48% 542.20M 0.95% A
Strong Buy
FIHD
UBS AG FI Enhanced Global High Yield ETN
128.02 123.97 128.07 123.97 130.85 97.86 +2.34
(1.86%)
2.45% 25.07% 538.84M 0.00% A
Strong Buy
DDM
ProShares Ultra Dow30
83.95 83.58 84.13 83.41 85.53 50.89 +0.80
(0.96%)
0.49% 59.39% 308.51M 0.95% A
Strong Buy
MORL
ETRACS Monthly Pay 2x Leveraged Mortgage REIT ETN
15.45 15.43 15.50 15.35 16.43 9.14 +0.02
(0.13%)
3.84% 66.85% 275.01M 0.40% A
Strong Buy
BDCL
ETRACS 2X Leveraged Long Wells Fargo Business Development Company Index
19.56 19.51 19.70 19.51 20.88 11.02 +0.06
(0.31%)
3.02% 68.48% 250.37M 0.85% A
Strong Buy
FIEU
CS FI Enhanced Europe 50 ETN
94.37 94.03 94.37 94.03 100.05 70.76 +0.91
(0.97%)
3.74% 23.07% 218.36M 0.05% A
Strong Buy
CEFL
ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN
16.73 16.64 16.73 16.60 18.83 11.81 +0.09
(0.54%)
2.10% 39.18% 207.03M 0.50% A
Strong Buy
UDOW
ProShares UltraPro Dow 30 Fund
95.56 94.81 95.87 94.58 98.09 45.03 +1.27
(1.35%)
0.73% 100.71% 189.14M 0.95% A
Strong Buy
TECL
Direxion Technology Bull 3X Shares
54.52 54.18 54.85 54.12 54.85 25.16 +0.95
(1.77%)
9.17% 99.71% 184.52M 0.95% A
Strong Buy
MVV
ProShares Ultra MidCap400
95.87 95.70 96.20 95.40 98.72 51.99 +1.00
(1.05%)
1.73% 76.20% 162.58M 0.95% A
Strong Buy
ROM
ProShares Ultra Technology
103.52 103.52 103.93 103.23 103.94 57.54 +0.27
(0.26%)
6.72% 64.06% 118.95M 0.95% A
Strong Buy
UYM
ProShares Ultra Basic Materials
51.91 51.44 52.11 51.40 53.35 26.11 +0.79
(1.55%)
5.74% 96.55% 55.28M 0.95% A
Strong Buy
MLPQ
ETRACS 2xMonthly Leveraged Alerian MLP Infrastructure Index ETN Series B
53.10 53.11 53.50 53.05 56.89 19.43 +0.13
(0.25%)
1.65% 128.39% 53.10M 0.85% A
Strong Buy
SPLX
ETRACS Monthly Reset 2xLeveraged S&P 500 Total Return ETN
38.50 38.50 38.50 38.50 38.87 24.22 +0.07
(0.18%)
2.61% 47.34% 38.50M 0.85% A
Strong Buy
UMDD
ProShares UltraPro Mid Cap 400 Fund
80.13 80.15 80.82 79.92 84.58 32.81 +0.64
(0.81%)
2.31% 126.74% 33.32M 0.95% A
Strong Buy
HDLV
ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN
31.85 31.69 31.95 31.66 35.25 23.33 +0.22
(0.70%)
2.26% 35.59% 31.85M 0.85% A
Strong Buy
SDYL
ETRACS Monthly Pay 2x Leveraged S&P Dividend ETN
68.00 68.00 68.00 68.00 70.28 43.49 0.00
(0.00%)
0.39% 56.36% 27.20M 0.30% A
Strong Buy
SMHD
ETRACS Monthly Pay 2x Leveraged US Small Cap High Dividend ETN
23.30 23.30 23.46 23.02 24.28 8.25 +0.26
(1.13%)
4.74% 145.26% 26.80M 0.85% A
Strong Buy
LMLP
ETRACS Monthly Pay 2xLeveraged Wells Fargo MLP Ex-Energy ETN
12.39 12.40 12.46 12.39 12.91 7.50 +0.04
(0.32%)
8.28% 45.59% 25.71M 0.85% A
Strong Buy
DVHL
ETRACS Monthly Pay 2xLeveraged Diversified High Income ETN
21.94 21.90 21.94 21.76 23.32 12.57 +0.15
(0.69%)
3.03% 64.47% 21.94M 0.85% A
Strong Buy
UCC
ProShares Ultra Consumer Services
59.95 60.80 60.99 59.95 61.00 39.92 -0.24
(-0.40%)
4.40% 36.28% 20.16M 0.95% A
Strong Buy
UXI
ProShares Ultra Industrials
50.40 49.67 50.40 49.67 51.68 28.22 +0.93
(1.88%)
4.46% 75.53% 19.41M 0.95% A
Strong Buy
MRRL
ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN Series B
15.39 15.41 15.42 15.28 16.45 8.52 +0.04
(0.26%)
3.05% 80.63% 15.39M 0.40% A
Strong Buy
FIBG
CS FI Enhanced Big Cap Growth ETN
65.37 65.37 65.37 65.37 65.37 48.32 0.00
(0.00%)
2.43% 28.81% 6.01M 0.05% A
Strong Buy
SMLL
Direxion Daily Small Cap Bull 2X Shares
40.63 40.63 40.63 40.63 41.52 19.81 0.00
(0.00%)
2.50% 85.78% 2.65M 0.60% A
Strong Buy
HAKK
Direxion Daily Cyber Security Bull & Bear 2x Shares
42.45 41.49 42.49 39.05 43.68 15.64 +0.96
(2.31%)
13.93% 70.48% 1.89M 0.80% A
Strong Buy
TNA
Direxion Small Cap Bull 3X Shares 2013 Russell 2000
99.52 99.16 100.62 98.34 109.18 35.52 +1.45
(1.48%)
-1.61% 131.77% 781.36M 0.95% B
Buy
ERX
Direxion Energy Bull 3X Shares
38.52 38.78 39.22 38.15 44.55 14.14 +0.42
(1.10%)
-3.48% 166.21% 566.01M 0.95% B
Buy
UWM
ProShares Ultra Russell 2000
110.45 110.15 111.22 109.79 117.42 54.24 +1.14
(1.04%)
-0.88% 80.68% 222.58M 0.96% B
Buy
SOXL
Direxion Daily Semiconductor Bull 3X Shares
61.31 60.60 62.35 60.51 64.92 14.83 +2.29
(3.88%)
7.37% 252.36% 139.85M 0.95% B
Buy
URTY
ProShares UltraPro Russell2000 Fund
116.50 115.90 117.74 115.25 127.87 41.50 +1.70
(1.48%)
-1.77% 132.53% 135.77M 0.95% B
Buy
BDCS
ETRACS Linked to the Wells Fargo Business Development Company Index
22.68 22.50 22.76 22.50 24.99 16.84 +0.14
(0.62%)
1.92% 29.90% 81.42M 0.85% B
Buy
RXL
ProShares Ultra Health Care
61.59 61.76 62.29 61.56 72.21 45.88 -0.16
(-0.26%)
2.43% 9.59% 66.02M 0.95% B
Buy
MIDU
Direxion Daily Mid Cap Bull 3X Shares
33.32 33.30 33.65 33.03 35.60 13.90 +0.45
(1.37%)
2.59% 122.88% 63.40M 0.95% B
Buy
DVYL
ETRACS Monthly Pay 2x Leveraged Dow Jones Select Dividend ETN
60.01 60.16 60.16 59.90 66.42 38.98 +0.44
(0.74%)
0.46% 53.28% 57.01M 0.35% B
Buy
SAA
ProShares Ultra S&P SmallCap 600
78.80 80.44 80.44 77.87 86.87 39.44 -1.24
(-1.55%)
-3.00% 88.61% 24.22M 0.95% B
Buy
DPST
Direxion Daily Regional Banks Bull 3x Shares
63.45 63.48 64.74 62.88 72.25 16.95 +1.06
(1.70%)
-6.69% 220.29% 20.43M 0.95% B
Buy
FINU
ProShares UltraPro Financials
62.03 62.18 62.52 61.66 68.14 21.00 +0.92
(1.51%)
-1.66% 129.78% 19.03M 0.95% B
Buy
LTL
ProShares Ultra Telecommunications
61.51 62.63 62.63 61.51 69.71 33.17 +0.31
(0.51%)
2.36% 99.45% 11.82M 0.95% B
Buy
UGE
ProShares Ultra Consumer Goods
38.13 38.42 38.42 38.13 41.61 29.20 -0.42
(-1.09%)
2.23% 24.28% 11.11M 0.95% B
Buy
SPUU
Direxion Daily S&P 500 Bull 2X Shares
38.33 38.34 38.34 38.33 41.37 25.01 +0.37
(0.97%)
3.18% 40.20% 4.94M 0.60% B
Buy
BIB
ProShares Ultra Nasdaq Biotechnology
42.21 42.50 43.15 42.00 52.80 33.97 -0.34
(-0.80%)
5.76% -15.73% 404.38M 0.95% C
Neutral
LABU
Direxion Daily S&P Biotech Bull 3x Shares
37.27 38.50 38.89 37.02 55.88 19.00 -0.99
(-2.59%)
19.04% -2.43% 298.99M 0.95% C
Neutral
URE
ProShares Ultra Real Estate
115.62 114.17 115.73 113.90 138.82 79.93 +1.45
(1.27%)
1.19% 31.96% 186.00M 0.95% C
Neutral
CURE
Direxion Daily Healthcare Bull 3x Shares
28.62 28.90 29.23 28.52 37.40 21.51 -0.23
(-0.80%)
3.81% 8.00% 169.56M 0.95% C
Neutral
DRN
Direxion Daily Real Estate Bull 3x Shares
21.85 21.32 21.87 21.32 29.68 12.98 +0.46
(2.15%)
1.96% 46.42% 81.32M 0.95% C
Neutral
UBIO
Proshares UltraPro NASDAQ Biotechnology
22.84 23.35 23.52 22.69 35.00 17.37 -0.31
(-1.34%)
8.20% -31.51% 34.68M 0.95% C
Neutral
LRET
ETRACS Monthly Pay 2xLeveraged MSCI US REIT Index ETN
26.62 26.81 26.81 26.62 33.34 20.05 +0.29
(1.10%)
1.57% 22.79% 26.62M 0.85% C
Neutral
UPW
ProShares Ultra Utilities
39.27 39.36 39.38 38.95 46.21 29.66 +0.41
(1.06%)
0.74% 33.00% 13.71M 0.95% C
Neutral
LBJ
Direxion Daily Latin America Bull 3x Shares
96.99 94.44 96.99 94.44 121.58 29.92 +3.77
(4.04%)
24.17% 212.07% 12.05M 0.95% C
Neutral
NAIL
Daily Homebuilders & Supplies Bull 3x Shares
25.97 25.97 25.97 25.97 34.49 14.19 -0.66
(-2.48%)
2.32% 47.89% 2.53M 0.95% C
Neutral
TMF
Direxion Daily 20 Year Treasury Bull 3X
18.39 18.34 18.51 18.05 31.58 16.91 -0.09
(-0.49%)
1.66% -14.90% 70.59M 0.95% D
Sell
RETL
Direxion Daily Retail Bull 3X Shares
34.87 35.73 35.73 34.34 49.91 22.94 -0.10
(-0.29%)
-4.52% 24.27% 36.69M 0.95% D
Sell
PILL
Direxion Daily Pharmaceutical & Medical Bull 2x Shares
21.28 21.57 21.57 21.28 33.23 20.04 -0.21
(-0.98%)
-2.70% -22.05% 1.10M 0.80% D
Sell
MLPZ
ETRACS 2xMonthly Leveraged S&P MLP Index ETN Series B
56.63 56.63 56.63 56.63 60.22 21.18 +0.73
(1.31%)
-0.60% 143.57% 79.28M 0.95% NR
Not Rated
AMJL
Credit Suisse Monthly Pay 2xLeveraged Alerian MLP Index ETNs
27.47 27.47 27.47 27.47 28.85 22.74 +0.04
(0.15%)
3.01% 13.70% 27.47M 0.85% NR
Not Rated
REML
Credit Suisse X-Links Monthly Pay 2xLeveraged Mortgage REIT ETN
26.61 26.53 26.61 26.51 28.45 24.01 -0.50
(-1.84%)
3.82% 6.61% 26.61M 0.50% NR
Not Rated
HOML
ETRACS Monthly Reset 2xLeveraged ISE Exclusively Homebuilders ETN
23.16 23.16 23.19 23.04 26.61 11.63 -1.01
(-4.18%)
0.00% 42.96% 23.16M 0.85% NR
Not Rated
LBDC
ETRACS 2x Monthly Leveraged Wells Fargo BDC ETN Series B
19.58 19.58 19.58 19.58 22.00 11.24 -0.19
(-0.96%)
-7.65% 55.52% 20.56M 0.85% NR
Not Rated
FIEG
FI Enhanced Global High Yield ETN Linked to MSCI World High Dividend Yield USD
132.70 132.70 132.70 132.70 135.22 89.89 -0.98
(-0.73%)
2.01% 39.36% 14.04M 0.10% NR
Not Rated
LLSP
Direxion Daily S&P 500 Bull 1.25X Shares
29.13 29.13 29.13 29.13 29.31 22.72 0.00
(0.00%)
1.29% 25.99% 7.16M 0.35% NR
Not Rated
LLSC
Direxion Daily Small Cap Bull 1.25X Shares
30.63 30.63 30.63 30.63 31.32 20.75 -0.02
(-0.07%)
-0.29% 22.57% 6.14M 0.35% NR
Not Rated
RTLA
iPath Short Extended Russell 1000 TR Index ETN
195.00 195.00 195.00 195.00 195.00 126.63 0.00
(0.00%)
0.00% 53.99% 2.22M 0.50% NR
Not Rated
ROLA
iPath Long Extended Russell 1000 TR Index ETN
208.00 208.00 208.00 208.00 208.00 160.80 0.00
(0.00%)
0.00% 34.60% 1.48M 0.50% NR
Not Rated

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