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"name": "Vanguard 500 Index Fund",
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Dollars. P. Morgan Chase Bank NA', 'Northwestern Mutual Life Ins', 'Mason Street Advisors, LLC', 'State Street Bank & Trust Co', 'Pricewaterhousecoopers LLP']",
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It provides the most data that we have and it has not been kind to the investor since inception: Data from portfoliovisualizer.com According to Gary Gastineau, author of The Exchange-Traded Funds Manual, the first real attempt at something like an ETF was the launch of Index Participation Shares for the S&P 500 in 1989. "2015 00:00": "",
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By default the list is ordered by descending total market capitalization. "2018 00:00": ""
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"passported_countries": "['MEX', 'USA']",
The Nationwide Risk-Managed Income ETF ( NUSI) offers investors a strong 7.4% yield and downside protection, perfect for income investors and retirees. "latest_month": "Aug-19",
"2006 00:00": "",
"management_company_location": "{'lon': -104.8912817, 'lat': 39.6104586}"
"service_providers": "['Mellon Bank', 'The Bank of New York Mellon']",
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For example, a 2x leveraged long U.S. Treasury mutual fund or ETF will aim to return twice the daily return of U.S. Treasury bonds of a specified duration. 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:. "compounded_annual_return": 11,
"methodology": "Japan Large-Cap Blend Equity",
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{ // put a percent sign
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"managers": "['Susan M. Ellison', 'Thomas J. Durante', 'Alexander C. Huberts', 'Richard A. "2012 00:00": "",
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Clicking on any of the links in the table below will provide additional descriptive and quantitative information on Leveraged ETFs.
"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'}]",
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"last_three_years_performance": 42.34,
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"strategy": "US Equity Large Cap Blend",
Click on an ETF ticker or name to go to its detail page, for in-depth news, financial data and graphs. The oldest leveraged ETF in existence is the Profund UltraBull, ULPIX, introduced in 1997. "latest_aum_usd": 160531360.2,
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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. They can be upwardly leveraged or inversed. "2014 00:00": "",
"exact_name": "Vanguard 500 Index Fund",
So, what are the oldest ETF funds in Edgefolios platform? "2018 00:00": ""
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"allowed_platform_user_groups": "['MSTAR_etf_licensees']",
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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. "2014 00:00": "",
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"latest_month_performance": 4.43,
"maximum_drawdown": -50.91,
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Although the first American ETF launched in 1993, it took 15 more years to see the first actively-managed ETF to reach the market. 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. "is_available_through_managed_account": "",
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"security_type": "ETF",
"2013 00:00": "",
P. Morgan Chase Bank NA', 'K&L Gates LLP', 'Pricewaterhousecoopers LLP']",
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I Am 60 Years Old, Have $1.1M . "2005 00:00": "",
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"maximum_drawdown": -53.95,
ProShares UltraPro Dow30 ETF. { data: 'year_to_date' }
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"fund_id": 76281,
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"style": "Equity",
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"share_classes": "[{'name': 'Nomura Cumulative Equity Fund', 'currency': 'JPY'}]",
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"exact_name": "Northwestern Mutual Ser Index 500 Stk",
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Unfortunately, while there was quite a bit of investor interest, a federal court in Chicago ruled that the fund worked likefutures contracts, even though they were marginalized and collateralized like a stock; consequently, if theywere to be traded, they had to be traded on afutures exchange, and the advent of true ETFs had to wait a bit. "2002 00:00": "",
"inception_date": "",
"last_three_years_performance": 43.3,
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"region_exposure": "US",
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"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']",
"2004 00:00": "",
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"latest_month_performance": -4.03,
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"allowed_investor_types": "['Retail']",
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"security_type": "ETF",
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"annualized_volatility": 7.47,
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"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'}]",
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"style": "Equity",
"last_three_years_performance": 29.21,
"managers": "['Alan Mannick', 'Clayton Zacharias', 'Jennifer Hartviksen', 'John Smith', 'Patricia Nesbitt', 'Not Disclosed']",
"year_to_date": 18.15,
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None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. "2003 00:00": "",
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"latest_month": "Aug-19",
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ProShares UltraPro QQQ is the most-popular and liquid ETF in the leveraged space, with . "isin_numbers": "[]",
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Leveraged ETF: A leveraged exchange-traded fund (ETF) is a fund that uses financial derivatives and debt to amplify the returns of an underlying index . "region_exposure": "Japan",
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"management_company_city": "Greenwood Village",
"management_company_country": "United States",
"2003 00:00": "",
"isin_numbers": "[]",
"managers": "['Henry Dixon']",
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"management_company_country": "United Kingdom",
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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. "style": "Equity",
"fund_id": 157141,
"maximum_drawdown": -79.56,
"strategy_description": "The investment objective is to provide investment returns consistent with the S&P/TSX Composite Index in the long-term. "1999 00:00": "",
"compounded_annual_return": 9.17,
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"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. 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") }
Easily browse and evaluate ETFs by visiting our Responsible Investing themes section and find ETFs that map to various environmental, social and governance themes.
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"managers": "['George U. Sauter', 'William A. Coleman', 'Ronald Mischner', 'Gerard C. OReilly', 'Michael H. Buek']",
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Edgefolio is an award-winning scale-up delivering technology platforms to cap intro and fund marketing teams to accelerate and enhance the capital raising process. null,
"track_record_months": 439,
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"managers": "['Raju Jobanputra', 'Tim Beaven', 'Not Disclosed', 'Neil Higgins', 'Helen Stuart']",
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"exact_name": "Vanguard Small Cap Index Fund",
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"methodology": "Large Blend",
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"management_company_name": "Mellon Investments Corporation",
ProShares UltraShort Silver (ZSL) is an inverse-leveraged ETF. "2002 00:00": "",
It manages $76. "2005 00:00": "",
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Leveraged ETFs amplify daily returns and can help traders generate outsized returns and hedge against potential losses. null,
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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. .dataTables_wrapper .dataTables_processing { position:absolute; top:50%; left:50%; width:100%; height:40px; margin-left:-50%; margin-top:-25px; padding-top:20px; text-align:center; font-size:1.2em; background-color:white; background:-webkit-gradient(linear, left top, right top, color-stop(0%, rgba(255,255,255,0)), color-stop(25%, rgba(255,255,255,0.9)), color-stop(75%, rgba(255,255,255,0.9)), color-stop(100%, rgba(255,255,255,0))); background:-webkit-linear-gradient(left, rgba(255,255,255,0) 0%, rgba(255,255,255,0.9) 25%, rgba(255,255,255,0.9) 75%, rgba(255,255,255,0) 100%); background:-moz-linear-gradient(left, rgba(255,255,255,0) 0%, rgba(255,255,255,0.9) 25%, rgba(255,255,255,0.9) 75%, rgba(255,255,255,0) 100%); background:-ms-linear-gradient(left, rgba(255,255,255,0) 0%, rgba(255,255,255,0.9) 25%, rgba(255,255,255,0.9) 75%, rgba(255,255,255,0) 100%); background:-o-linear-gradient(left, rgba(255,255,255,0) 0%, rgba(255,255,255,0.9) 25%, rgba(255,255,255,0.9) 75%, rgba(255,255,255,0) 100%); background:linear-gradient(to right, rgba(255,255,255,0) 0%, rgba(255,255,255,0.9) 25%, rgba(255,255,255,0.9) 75%, rgba(255,255,255,0) 100%) }
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This page includes historical return information for all Leveraged ETFs listed on U.S. exchanges that are currently tracked by ETF Database. (Video) Chip Shortage Analysis. }
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For every 1% the index declines, you can expect the value of a leveraged ETF to drop by 2% or 3%. }
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"management_company_name": "Vanguard Group Inc",
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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. null,
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"name": "GWL Equity Index (G)75/75 (PS1)",
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"latest_month_performance": -1.59,
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It could be based on performance, proximity or strategy. "2018 00:00": ""
All Rights Reserved. ]]. "2016 00:00": "",
Mellon uses full replication to construct the portfolio, holding each security in the index in its proportionate weight. The. "domicile_country": "USA",
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null,
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Neither MSCI ESG nor any of its affiliates or any third party involved in or related to creating any Information makes any express or implied warranties, representations or guarantees, and in no event will MSCI ESG or any such affiliate or third party have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) relating to any Information. "1999 00:00": "",
"track_record_months": 432,
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"allowed_investor_types": "['Retail']",
"managers": "['Kenneth T. Kozlowski', 'Alwi Chan', 'Xavier Poutas', 'Seth J. "2015 00:00": "",
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